Updated
Updated · Wealth Management · Aug 4
Hightower Signature Wealth Adds $2.5 Billion Stearns, Reaching $40 Billion AUM
Updated
Updated · Wealth Management · Aug 4

Hightower Signature Wealth Adds $2.5 Billion Stearns, Reaching $40 Billion AUM

3 articles · Updated · Wealth Management · Aug 4

Summary

  • $2.5 billion Stearns Financial Group has been folded into Hightower Signature Wealth, lifting the division to about $40 billion in assets and more than 160 advisors less than a year after launch.
  • Stearns' 30-person team joined after partners unanimously backed the move, saying the unit met 12 client-focused criteria and offered broader operational and investment support.
  • As part of the shift, Stearns partners sold equity in the firm and will move onto Hightower One, a centralized wealth platform Hightower is rolling out this summer.
  • The addition extends CEO Larry Restieri's plan to build Signature Wealth with both affiliates and acquisitions; the division added three firms with $5 billion in July after buying Journey Strategic Wealth in March.
  • Even with Signature Wealth's rapid buildup, most of Hightower's business remains in its affiliate network, which oversees more than $350 billion in total client assets.

Insights

Will Stearns still feel independent after joining Hightower, or is this the next step in wealth management’s consolidation wave?
If no offices or leaders are changing now, what will Stearns clients actually notice first after the Hightower acquisition?