Hightower Advisors

Hightower Advisors is a wealth management organization headquartered in Chicago, Illinois, established in 2008. The firm specializes in providing a range of financial services, including investment management, financial planning, retirement planning, and 401(k) consultation. Hightower serves a diverse clientele, including individuals, high net worth individuals, family offices, charities, and various institutional entities such as endowments, foundations, and corporations. The firm is registered as an investment adviser and combines objective wealth management advice with innovative technology to enhance its service offerings. Hightower's executive management team oversees the assets under management, ensuring a tailored approach to meet the specific needs of each client.

Bob Oros

CEO

25 past transactions

Dechtman Wealth Management

Private Equity Round in 2024
Dechtman Wealth Management provides wealth management and CFP services to clients.

Financial Planning and Information Services

Corporate Round in 2024
Financial Planning and Information Services offers asset management, investment, insurance, financial, retirement, & tax planning services.

Capital Management Group (New York)

Private Equity Round in 2024
Capital Management Group, based in Pearl River, New York, provides a range of financial services designed to help clients achieve their financial objectives. The firm specializes in cash flow analysis, financial planning, estate planning, asset management, and risk management. Additionally, it offers services related to corporate retirements and retirement planning, ensuring comprehensive support for both individual and corporate clients. By focusing on tailored financial strategies, Capital Management Group aims to enhance the financial well-being of its clientele.

Resource Consulting Group

Private Equity Round in 2023
Resource Consulting Group renders financial planning, investment advice, wealth management and retirement planning services.

GMS Surgent

Corporate Round in 2023
GMS Surgent is a mid-sized, full service, certified public accounting and advisory firm serving business and individual clients.

Boston Hill Advisors

Corporate Round in 2023
Boston Hill Advisors offers retirement benefits, taxation, financial planning, seminars, investment, and wealth management services.

Ten Capital Wealth Advisors

Corporate Round in 2023
Ten Capital Wealth Advisors is a wealth management firm that specializes in offering a range of financial services, including financial planning, retirement planning, insurance, and investment management. The firm caters to a diverse clientele, including business owners, executives, and multi-generational families. Ten Capital emphasizes a human-focused approach, engaging clients in meaningful discussions to create personalized financial plans. This tailored strategy empowers individuals to navigate complex financial decisions with confidence, ensuring that their unique needs and goals are met.

Vigilant Wealth Management

Acquisition in 2023
Vigilant Wealth Management is a private wealth management firm that offers personalized investment and wealth planning solutions tailored to the specific needs of its clients. The firm serves a diverse clientele, including high-net-worth individuals, families, non-profit organizations, and institutional entities. By providing consultative advice and comprehensive wealth-planning strategies, Vigilant Wealth Management aims to help clients effectively achieve their financial objectives through careful portfolio management and tailored financial guidance.

Bickling Financial Services

Corporate Round in 2023
Bickling Financial Services is a financial advisory firm based in Massachusetts that specializes in guiding clients toward achieving their financial goals. The company focuses on helping clients manage and grow their retirement investments, offering services that include college planning, cash flow management, retirement income planning, and asset management. With a commitment to supporting steady growth, Bickling Financial Services provides tailored advice to address the unique needs of its clients, ensuring they are well-equipped to navigate their financial futures.

Trust Company of Illinois

Acquisition in 2022
Trust Company of Illinois is a wealth management firm that specialises in financial planning, trust administration, and retirement plans.

Grant Tani Barash & Altman

Corporate Round in 2022
Grant Tani Barash & Altman is a business management firm.

Farr, Miller & Washington

Acquisition in 2021
Farr Miller & Washington is an investment management firm that provides tailored investment services to high-net-worth individuals and various institutional clients, including corporations, endowments, foundations, and pension plans. The firm focuses on developing conservative, long-term investment portfolios designed to meet specific financial goals across different stages of clients' financial lives, including accumulation, growth, preservation, and income distribution. Additionally, the firm emphasizes tax-efficient management strategies and ensures that clients have the necessary healthcare and estate documents in place to support their financial planning needs.

Bel Air Investment Advisors

Acquisition in 2021
Bel Air Investment Advisors is an independent wealth management firm focused on serving the unique needs of wealthy individuals, families, and foundations. The company provides a range of services, including pre-liquidity planning, mortgages, lines of credit, portfolio lending, tax planning and coordination, as well as trust and estate planning. Additionally, Bel Air offers philanthropic strategy and consulting, ensuring that clients receive tailored solutions that minimize conflicts and additional fees. By pioneering a model specifically designed for affluent clients, Bel Air Investment Advisors aims to address their financial requirements comprehensively and effectively.

Hart Financial Group

Corporate Round in 2020
Hart Financial Group LLC is a consulting firm based in Austin, Texas, that focuses on asset management, risk management, and tax planning strategies for families and business owners. The company offers a range of services, including retirement planning, charitable giving trusts, living trusts, wills, and business succession planning. Additionally, Hart Financial provides risk management solutions such as life insurance, disability income insurance, long-term care insurance, and annuities. Its asset management services encompass separately managed accounts, investment advisory accounts, alternative investments, and educational savings accounts. Furthermore, the firm delivers comprehensive financial planning, cash flow modeling, estate planning techniques, and digital wealth management solutions. Founded in 1990, Hart Financial Group is dedicated to helping clients achieve their financial goals through tailored strategies and expert advice.

Argentum Wealth

Corporate Round in 2020
Argentum Wealth offers financial planning and wealth management advice. They also provide financial planning, retirement planning, education planning, regular investments, lump sum investments, planning strategies, property investment, mortgages, and more.

Osborn Williams & Donohoe

Corporate Round in 2020
Osborn Williams & Donohoe is an investment advisory firm that provides comprehensive financial guidance to a diverse clientele, including family business owners, corporate executives, and individuals undergoing significant life transitions such as retirement, divorce, or the loss of a loved one. With a team of 15 employees, including five dedicated advisors, the firm focuses on helping clients navigate the complexities of wealth management and asset diversification. Additionally, it serves trust and estate beneficiaries, trustees, executors, and private endowments and foundations, offering tailored strategies to meet each client's unique investment goals. Through a disciplined approach to investment management, Osborn Williams & Donohoe acts as a trusted counselor, ensuring that clients receive personalized advice and support in achieving their financial objectives.

Lexington Wealth Management

Corporate Round in 2019
Lexington Wealth Management is a provider of wealth management services that focuses on delivering financial support to high-net-worth individuals and businesses. The company specializes in financial planning, asset allocation, and tax-enhanced investment strategies. By offering tailored advice and strategies, Lexington Wealth Management enables clients to make informed decisions about their wealth accumulation methods. Its services are designed to assist clients in navigating the complexities of financial management and optimizing their investment portfolios.

LourdMurray

Corporate Round in 2019
LourdMurray is a fee-only investment advisory firm that offers a range of wealth management and advisory services tailored to business leaders, artists, athletes, and their families. The firm distinguishes itself by not charging commissions or performance fees, and it avoids excessive trading and proprietary products. This commitment to client interests sets it apart from traditional brokerage houses, which focus on suitability rather than the best interests of clients. LourdMurray provides comprehensive financial solutions, including investment management, insurance consultancy, tax planning, estate planning, and retirement planning, aimed at resolving complex financial issues and helping clients protect and grow their wealth.

HighTower Private Client

Acquisition in 2018
HighTower Private Client offers a comprehensive and holistic approach to wealth management for individuals, families and foundations. We offer fiduciary trust capabilities, financial planning, wealth management, and family office and private investment services.

RDM Financial Group

Acquisition in 2015
RDM Financial Group, Inc. is the parent company to Retirement Design & Management, Inc.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.