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Hightower Advisors (Hightower) is an American financial planning and investment advisory firm headquartered in Chicago, Illinois. In 2023, Barron's ranked it as No. 2 on its Top 100 Registered investment adviser (RIA) Firms list.
In June 2021, Cetera completed the acquisition of assets related to Voya Financial Advisors’ independent financial planning channel. The new business was branded Cetera Wealth Partners. [28] In January 2023, Cetera entered into a definitive agreement to acquire the retail wealth business of Securian Financial Group, Inc.
2. Look into professional advisor organizations. If you don’t mind doing a little research, several organizations offer free databases you can use to find financial advisors.
LPL Financial Holdings Inc. (commonly referred to as LPL Financial) was founded in 1989 and is considered the largest independent broker-dealer in the United States. As of 2021 the company had more than 17,500 financial advisors, [4] over US$1 trillion in advisory and brokerage assets, [5] and generated approximately $10.3 billion in annual revenue for the 2023 fiscal year. [6]
In 2007, Capstone also established a broker-dealer entity named Capstone Sales Advisors (renamed to Capstone Global Markets LLC in 2009) but it was closed on June 30, 2011. Due to the Madoff investment scandal that involved broker-dealers, investors wanted a platform free from conflict of interest so Capstone closed its broker-dealer business ...
In 2010, Oaktree was named one of three advisors to the Russell Global Opportunistic Credit Fund and was selected as a manager for the Credit Suisse (Lux) I Fund in 2011. [ 27 ] Seeking investment opportunities created by the European sovereign-debt crisis , [ 37 ] [ 38 ] Oaktree started its European Principal Fund III in November 2011 with ...
First Trust is an American financial services firm based in Wheaton, Illinois.The firm is primarily engaged in issuing exchange-traded fund (ETF) products. However, it is also involved with other products such as unit investment trusts (UIT), mutual funds, and separately managed accounts for institutional investors.
West Monroe is a digital services firm headquartered in Chicago, Illinois. [2] West Monroe provides traditional management consulting, creative and product engineering services to businesses across many industries, including consumer and industrial products, energy and utilities, financial services, healthcare, life sciences, private equity, retail, and software and high tech. West Monroe is ...