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ITDG31.47▲ 1.60%IBRN39.77▲ 0.32%ESMV31.61▲ 0.02%EFRA35.88▼ 1.13%ITDI31.47ITDH31.47ETEC26.81▼ 2.98%IVV770.98▼ 0.68%SPY772.67▼ 0.47%VOO522.67▼ 0.95%QQQ729.87▼ 0.16%VTI281.03▼ 0.75%IEFA99.88▼ 1.14%IEMG79.63▼ 2.83%GLD405.49▲ 1.00%VEA50.10▼ 5.13%VUG382.92▼ 0.26%IJH78.48▼ 0.24%IWF123.07▼ 1.61%AGG98.11▲ 0.18%VTV172.16▼ 1.38%XLK190.32▲ 0.16%IJR147.69▼ 1.43%BND73.05▼ 2.74%SGOV100.56▲ 0.00%ITOT168.33▼ 0.78%IWD256.62▼ 0.75%IWM300.23▼ 1.26%
ria

Hightower

CHICAGO, IL
CRD: 145323
In PWD coverage since August 14, 2026 · 6 stories
$199BRegulatory AUMSEC Form ADV · Aug 15
1,983EmployeesForm ADV
1Deals on our tracker
+2Talent net · 12 months3 in · 1 out
Talent flow · 12 monthsOn the wire →
Net +2 · 3 arrivals · 1 departures
Kevin McGarry
Aug 16 · team liftout
Arrivals
Kevin McGarry
Aug 16 · from Valley Financial Group
Kevin McGarry
Aug 14 · from Valley Financial Group
Michelle Sovcik
Aug 14 · from Charles Schwab
Departures
Michelle Sovcik
Aug 14 · to Raymond James
Deal recordFull tracker →
Aug 13, 26Deal closedHightower Signature Wealth · Valley Financial Group · $275 — coverage
PWD coverage
portfolio

Hightower: AI capex is structural

Hightower's 2026 outlook argues the AI buildout is real, funded, and still early — and hands advisors the numbers to make the case to clients.
Moves · Aug 17UBS pulls three Morgan Stanley teams in one week
Data · Aug 1659 moves, one new office
Deals & PE · Aug 16The Commonwealth diaspora dominates this week's AUM flow
Deals & PE · Aug 14Cetera, Hightower, IFP, LPL, UBS Add Advisor Teams
RIA · Aug 14Raymond James taps Schwab veteran to succeed retiring COO
THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.