Tracked deals
10
10 tracked deals across 2021-2026.
Operating Company
Financial Services
Hightower Advisors
Chicago, IL, United States
Hightower Advisors is a registered investment adviser and wealth management firm providing investment, financial, and retirement planning for individuals, foundations, family offices, and related services including 401(k) consulting and cash management for corporations. The firm operates a national advisor platform and provides capital solutions and operational support to independent wealth advisors.
- Focus Areas
- Wealth management, Investment advisory, Financial planning
- Website
- hightoweradvisors.com
Recent pace
6
6 tracked deals announced in the last 12 months.
Deal mix
Addon
5 addon · 4 buyout · 1 growth capital
Hightower Advisors Acquisition Volume by Year
Last 5 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
September 30, 2026
- Buyer
- Hightower Signature Wealth, Hightower Advisors
- Target
- Synergy Capital Solutions
- Industry
- Financial Services
- Location
- Michigan, United States
- Type
- Addon
Hightower Signature Wealth (HTSW), part of Hightower Advisors, announced the addition of Synergy Capital Solutions, a wealth management practice serving affluent clients across the U.S. Synergy joined the HTSW platform as part of the transaction that closed on September 30, 2026, adding approximately $1 billion in assets under management.
-
September 10, 2026
- Buyer
- Hightower Signature Wealth
- Target
- Boston Hill Advisors
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Addon
Hightower Signature Wealth added Boston Hill Advisors to its national wealth management platform. The move brings approximately $1.6 billion in assets under management, along with 18 employees and 11 advisors, and Boston Hill will continue operating from offices in North Andover and Natick, Massachusetts.
-
August 13, 2026
- Buyer
- Hightower Advisors, Hightower Signature Wealth
- Target
- Valley Financial Group
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Buyout
Hightower Advisors is acquiring Valley Financial Group, an independent wealth management practice based in Ambler, Pennsylvania, to join Hightower Signature Wealth. The transaction adds Valley’s approximately $275 million in assets under management and is expected to close later this summer, with financial terms not disclosed.
-
August 4, 2026
- Buyer
- Hightower Advisors, Hightower Signature Wealth
- Target
- Stearns Financial Group
- Industry
- Wealth Management
- Location
- North Carolina, United States
- Type
- Addon
Hightower Advisors has added Stearns Financial Group to its Hightower Signature Wealth platform, bringing approximately $2.5 billion in assets under management and 30 employees. The transition expands Stearns Financial Group’s partnership with Hightower and provides centralized support across investment management, operations, technology, compliance, marketing, and client service.
-
April 23, 2026
- Buyer
- Hightower
- Target
- The Bahnsen Group (TBG)
- Industry
- Wealth Management
- Location
- United States
- Type
- Buyout
Hightower signed a definitive agreement to acquire The Bahnsen Group, a U.S. wealth management franchise practice managing approximately $9.5 billion in assets under management as of December 31, 2025. The transaction is expected to close in the third quarter and will deepen integration across technology, operations, compliance, wealth solutions, and advisor services while TBG continues under its established brand with an added “A Hightower Company” designation.
-
- Buyer
- Hightower Signature Wealth (HTSW), Hightower
- Target
- Lexington Wealth Management
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Addon
Hightower Signature Wealth (HTSW) announced an agreement for Lexington Wealth Management to join its platform, bringing approximately $3.2 billion in assets under management (AUM). Upon close, HTSW is expected to manage more than $29 billion in AUM across 25+ locations, while Lexington’s team of 25 professionals (including 16 advisors) gains access to expanded investment capabilities and operational infrastructure.
-
May 21, 2025
- Buyer
- Hightower Advisors
- Target
- Smith Anglin
- Industry
- Wealth Management
- Location
- Texas, United States
- Type
- Growth capital
Hightower Advisors made a strategic/growth investment in Smith Anglin, a Dallas-based wealth management and financial planning practice with about $2 billion AUM and a 34-person team. The move brings Smith Anglin into Hightower's advisor community to accelerate growth, leverage Hightower's integrated tech stack and value-added services, and expand Hightower's advisor network with aviation-focused clients.
-
October 21, 2024
- Buyer
- Hightower Holding
- Target
- NEPC, LLC
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Buyout
Hightower Holding will acquire a majority interest in NEPC, LLC, combining NEPC's institutional investment consulting and OCIO capabilities with Hightower Advisors to expand services for private wealth clients. NEPC will retain its culture and executive team while the combined organization aims to broaden access to institutional-quality investment solutions across Hightower's advisor network.
-
February 8, 2023
- Buyer
- TC Wealth Partners, Hightower Advisors
- Target
- EFG Advisors
- Industry
- Wealth Management
- Location
- Illinois, United States
- Type
- Addon
TC Wealth Partners, supported by parent Hightower Advisors, has acquired EFG Advisors, adding about $800 million in AUM and creating a combined firm with roughly $2 billion in AUM. EFG will operate under the TC Wealth Partners name and the transaction is intended to expand the combined firm's wealth, estate and life-insurance planning capabilities across the Chicago area and beyond.
-
July 27, 2021
- Buyer
- Hightower Advisors
- Target
- Farr, Miller & Washington
- Industry
- Financial Services
- Location
- District of Columbia, United States
- Type
- Buyout
Hightower Advisors has acquired Farr, Miller & Washington, a Washington, D.C.-based wealth management firm with approximately $2 billion in AUM and 20 employees. Michael Farr will join Hightower as Chief Market Strategist while Farr, Miller & Washington's advisory business and team integrate into Hightower's advisor platform to expand capabilities and service offering.
Related Acquisition Pages
Wealth Management Buyers & Acquisitions
7 tracked deals by Hightower Advisors.
Financial Services Buyers & Acquisitions
3 tracked deals by Hightower Advisors.
Acquisitions in Massachusetts
3 tracked deals by Hightower Advisors.
Acquisitions in Illinois
1 tracked deal by Hightower Advisors.
Acquisitions in Michigan
1 tracked deal by Hightower Advisors.
Acquisitions in North Carolina
1 tracked deal by Hightower Advisors.
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