ria

Hightower Signature Wealth

In PWD coverage since August 14, 2026 · 12 stories

7Deals on our tracker

Deal recordFull tracker →

Oct 2, 26Deal announcedSandy Cove Advisors · $752 — coverage

Oct 2, 26Deal announcedSandy Cove Advisors · Hightower · $752M — coverage

Sep 29, 26Deal announcedSandy Cove Advisors · Hightower · $752M — coverage

Sep 10, 26Deal announcedBoston Hill Advisors · Hightower · $1.6B

Aug 31, 26Deal announced — coverage

Aug 31, 26Deal announcedDispatch · Hightower — coverage

Aug 13, 26Deal closedHightower · Valley Financial Group · $275 — coverage

PWD coverage

Deals & PE

Concurrent announces Spire platform purchase, adding $5.4 billion with no price disclosed

The Tampa hybrid says the announced purchase brings more than 30 advisor teams; across four wealth additions this week, $8.55 billion in client assets are named.

M&A · Oct 3HB Wealth acquires $700M Texas RIA; Hightower Signature adds Sandy Cove

Deals & PE · Oct 2Concurrent buys Spire's 30-plus teams in first RIA platform deal

M&A · Oct 1Nuveen closes Schroders deal without disclosing price or cost savings; 12-to-18-month separation planned

M&A · Sep 30Hightower agrees to buy $752M Sandy Cove for its W-2 channel

M&A · Sep 25Hightower splits the rollup from the growth unit to court a buyer

Moves · Sep 22Hightower hires Vanguard's De Freitas, and the mandate is integration

Moves · Sep 22Hightower's new president is a bet on the operating layer

Data · Sep 1Hightower hands Dispatch the keys to its data layer

RIA · Sep 1Hightower bets its employee channel on Dispatch's data layer

Deals & PE · Aug 16The Commonwealth diaspora dominates this week's AUM flow

Deals & PE · Aug 14Cetera, Hightower, IFP, LPL, UBS Add Advisor Teams

Hightower Signature Wealth

Concurrent announces Spire platform purchase, adding $5.4 billion with no price disclosed

The Morning Brief