News & Insights
CHICAGO – Sept. 14, 2019/PR Newswire/ – HighTower is proud to announce that eight of its advisors were featured on Barron’s Top 100 Independent Wealth Advisors list for 2019.
Barron’s named the following HighTower advisors to this year’s list:
- David Bahnsen, The Bahnsen Group, Newport Beach, Calif. (#96)
- Matthew Dillig, The Dillig Bowen Group, Chicago, Ill. (#82)
- Walter “JR” Gondeck, The Lerner Group, Deerfield, Ill. (#89)
- Jeffrey Grinspoon, VWG Wealth Management, Vienna, Va. (#37)
- Pamela Rosenau, The Rosenau Group, Aspen, Colo. (#74)
- Richard Saperstein, Treasury Partners, New York, N.Y. (#6)
- Jordan Waxman, HSW-Nucleus Advisors, New York, N.Y. (#60)
- Ronald Weiner, RDM Financial Group, Westport, Conn. (#95)
“We are extremely proud of this year’s honorees and congratulate them on yet another well-deserved Barron’s ranking,” said Bob Oros, CEO of HighTower. “Their success showcases the power of HighTower’s business acceleration services, comprehensive middle- and back-office support and entrepreneurial culture in helping advisory businesses grow and thrive.”
Barron’s ranking of the Top 100 Independent Financial Advisors reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor.
In 2019, HighTower advisors have also appeared on Barron’s Top 100 Financial Advisors, Top 1200 Advisors by State and Top 100 Women Advisors; Forbes’ America’s Top Wealth Advisors list, Top 250 Next-Gen Advisors, Best-in-State Next-Gen Advisors, Best-in-State Wealth Advisors and Top Women Advisors; the Financial Times’ Top 300 RIAs; and InvestmentNews’ Icons & Innovators list.
HighTower is a national wealth management firm that provides growth capital and front- to back-end support services to independent-minded financial advisory businesses. Operating as a Registered Investment Advisor, HighTower provides investment, financial and retirement planning services to individuals, foundations and family offices. Corporate services include 401(k) consulting and corporate cash management. Visit www.hightoweradvisors.com.
# Barron's David Bahnsen HSW Advisors Jeffrey Grinspoon Jordan Waxman JR Gondeck Matthew Dillig Nucleus Advisors Pamela Rosenau RDM Financial Group Richard Saperstein Ronald Weiner The Bahnsen Group The Dillig Bowen Group The Lerner Group The Rosenau Group Top 100 Independent Advisors Treasury Partners VWG Wealth Management
HighTower Advisors is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.
This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.