RIA · Independent channel
Bahnsen Group
The Bahnsen Group
Acquired by Hightower · April 2026
Newport Beach, California wealth manager led by David Bahnsen with about $9.5 billion, a Hightower affiliate since 2015; Hightower agreed to acquire it in April 2026.
- Website
- thebahnsengroup.com
- Regulator record
- HIGHTOWER ADVISORS, LLC (SEC)
Recorded arrivals
0
Teams and practices joining in 2026
Recorded departures
1
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 0 disclosed
Departure assets
$9.5B
Reported practice assets · 1 of 1 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
No recorded arrivals in 2026.
Departures went to
Destination firms, by number of teams
01
1
Arrivals 0
Teams joining Bahnsen Group in 2026. Open a team for its source record.
No recorded arrivals in 2026.
Departures 1
Teams leaving Bahnsen Group in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Apr 23 | Acquisition | The Bahnsen GroupNewport Beach, CA | HightowerRIA | $9.5B | InvestmentNews |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.