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Latest transactions
Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M Jose Ascencio Raymond James Financial Services → TSG Wealth Management Riseling Wealth Management Edward Jones → &Partners $357M Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management Anchor Financial Partners Northwestern Mutual → LPL Financial $525M Koetter Financial Services LPL Financial → Cetera Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B Eastover Capital Management Eastover Capital → South Atlantic Bank $430M Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

RIA · Independent channel

Hightower

Includes Hightower Signature Wealth · 6 Meridian

Includes the history of Sandy Cove Advisors (acquired September 2026) · Valley Financial Group (acquired August 2026) · Stearns Financial Group (acquired August 2026) · Bahnsen Group (acquired April 2026) · Lexington Wealth (acquired April 2026) · Journey Strategic Wealth (acquired March 2026)

Hightower Signature Wealth has a documented practice acquisition or merger route for established advisory firms.

Website
hightoweradvisors.com
Regulator record
HIGHTOWER ADVISORS, LLC (SEC)
Recorded arrivals
7
Teams and practices joining in 2026
Recorded departures
2
Teams and practices leaving in 2026
Arrival assets
$21.2B
Reported practice assets · 6 of 7 disclosed
Departure assets
$740M
Reported practice assets · 2 of 2 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
0 Jan
0 Feb
1 Mar
3 Apr
0 May
0 Jun
0 Jul
2 Aug
1 Sep
0 Oct

Arrivals came from

Origin firms, by number of teams

01
Bahnsen Group
1
02
J.P. Morgan Advisors
1
03
Journey Strategic Wealth
1
04
Lexington Wealth
1
05
Sandy Cove Advisors
1
06
Stearns Financial Group
1

Departures went to

Destination firms, by number of teams

01
Integrated Partners
1
02
Kestra Financial
1

Arrivals 7

Teams joining Hightower in 2026. Open a team for its source record.

Date Pattern Team / advisor(s) From Reported assets Source
Sep 30 Acquisition Sandy Cove AdvisorsHingham, MA Sandy Cove AdvisorsRIAacquired by Hightower, Sep 2026 $752M Financial Advisor
Aug 11 Acquisition Valley Financial GroupAmbler, PA Valley Financial GroupRIAacquired by Hightower, Aug 2026 $275M Press Release
Aug 4 Acquisition Stearns Financial GroupGreensboro, NC
Chapel Hill, NC		 Stearns Financial GroupRIAacquired by Hightower, Aug 2026 $2.5B Press Release
Apr 23 Acquisition The Bahnsen GroupNewport Beach, CA Bahnsen GroupRIAacquired by Hightower, Apr 2026 $9.5B InvestmentNews
Apr 7 Acquisition Lexington Wealth ManagementLexington, MA Lexington WealthRIAacquired by Hightower, Apr 2026 $3.2B Press Release
Apr 2 Breakaway Grady WirthCranberry Township, PA J.P. Morgan AdvisorsWirehouses, Banks & BDs Undisclosed Press Release
Mar 4 Acquisition Journey Strategic WealthSummit, NJ Journey Strategic WealthRIAacquired by Hightower, Mar 2026 $5.0B Press Release

Departures 2

Teams leaving Hightower in 2026.

Date Pattern Team / advisor(s) To Reported assets Source
Oct 14 Lateral Perennial Wealth PartnersElmhurst, IL Integrated PartnersRIA $500M Press Release
Aug 6 Lateral Kindred Wealth PartnersSchaumburg, IL Kestra FinancialIndependent Broker-Dealer $240M Press Release

Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.