PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Hightower Advisors, LLC

● SEC registered since 2008CRD 145323SEC# 801-69625Chicago, IL
Export (members)
Reg. AUM
$198.58B
Employees
1,983
Accounts
220,222
Location
Chicago, IL

About Hightower Advisors

Hightower Advisors, represented here via Rose Advisors, provides financial planning and independent investment management for multi-generational families, retirees, entrepreneurs, next-generation leaders, and nonprofits. It emphasizes trust, integrity, and transparency.
Summary based on the firm’s website.

Hightower Advisors, LLC assets under management

Hightower Advisors, LLC is a registered investment adviser overseen by the SEC based in Chicago, IL. The firm has been registered since 2008. It reports $198.6 billion in regulatory assets under management and employs 1,983 people.

Hightower Advisors, LLC owners & executives

17 reported
NameTitleOwnershipSince
Barrett Lopez ControlGeneral Counsel, Corporate And M&AUnder 5%2025
Barry Anthony Coviello ControlNational Director Of Field SupervisionUnder 5%2013
Daniel Jeremy Berg ControlChief Financial OfficerUnder 5%2024
Douglas Joseph Besso ControlChief Technology OfficerUnder 5%2015
Hightower Holding, LLC ControlHolding CompanyOver 75%2008
Jared Nolan Schwartz ControlChief Risk OfficerUnder 5%2018
Jyothi San Juan ControlExecutive Director, ComplianceUnder 5%2025
Lawrence Joseph Restieri ControlChief Executive OfficerUnder 5%2025
Michael Bernardo ControlChief Compliance OfficerUnder 5%2026
Patrick James Dunne ControlChief Operating OfficerUnder 5%2026
See all 17 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Hightower Advisors, LLC manage?

Hightower Advisors, LLC reports $198.6 billion in regulatory assets under management on its Form ADV.

How many employees does Hightower Advisors, LLC have?

Hightower Advisors, LLC reports 1,983 employees.

Where is Hightower Advisors, LLC located?

Hightower Advisors, LLC is based in Chicago, IL and has been SEC-registered since 2008.

Does Hightower Advisors, LLC disclose fund performance?

Hightower Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 W. Madison St., Suite 2500, Chicago, IL 60606
Phone312-962-3800
Fax312-276-8341
Office hours9 a.m. - 5 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1462245
Discloses disciplinary historyYes

Regulatory AUM

$198.58B▲ 52%
Jan '25 — $130.24BFeb '25 — $130.24BMar '25 — $16.5MApr '25 — $16.5MMay '25 — $16.5MJun '25 — $16.5MJul '25 — $16.5MAug '25 — $16.5MSep '25 — $164.79BOct '25 — $164.79BNov '25 — $164.79BDec '25 — $164.79BJan '26 — $164.79BFeb '26 — $164.79BMar '26 — $198.58BApr '26 — $198.58BMay '26 — $198.58BJun '26 — $198.58BJul '26 — $198.58BAug '26 — $198.58BSep '26 — $198.58BOct '26 — $198.58B
Jan '25Form ADV, monthlyOct '26

How this firm compares

Regulatory AUMTop 1%
Larger than 99% of 16,389 advisers
EmployeesTop 1%
More than 99% of 16,799 advisers

Assets under management

$198.58Bregulatory AUM
Discretionary $190.4BNon-discretionary $8.17B