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Wednesday, August 19, 2026The Morning Brief →Sign in
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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
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