Hightower & Lindbrook Capital: Wealth Management Expansion
- Hightower Advisors, a wealth management firm based in Chicago, has made a strategic investment in Lindbrook Capital, LLC.
- Lindbrook Capital, led by managing partners Benjamin Posen and Tyler Dritz, along with partner Lee Samson, offers investment management and financial planning services.
- "We've known Lindbrook's leadership for over a decade and are thrilled to welcome them to Hightower," said Bob Oros, chairman and CEO of Hightower.
Hightower Advisors fuels its growth, strategically investing in Lindbrook Capital, a wealth management firm managing nearly $4 billion in assets. This move amplifies Hightower’s existing financial planning and investment management expertise,expanding its reach to serve more affluent families,foundations,and business leaders. Lindbrook Capital, with offices in Los Angeles, Calabasas, and New York City, will integrate with Hightower’s network of over 140 advisory businesses across the U.S.The deal, supported by experts like Colchester Partners LLC and Kirkland & Ellis, boosts Hightower’s already impressive $168 billion in assets under management. This follows its December 2024 investment in Dechtman Wealth Management showing the firm’s commitment to expansion. Explore how Hightower’s strategic investments, a story covered by News Directory 3, will reshape the wealth management landscape. Discover what’s next …
Hightower Advisors Invests in Lindbrook Capital, Bolstering Wealth Management
Updated May 28, 2025
Hightower Advisors, a wealth management firm based in Chicago, has made a strategic investment in Lindbrook Capital, LLC. The financial planning adn wealth management practice oversees approximately $3.8 billion in assets under management.
Lindbrook Capital, led by managing partners Benjamin Posen and Tyler Dritz, along with partner Lee Samson, offers investment management and financial planning services. Their client base includes affluent families, individuals, foundations, endowments, and prominent business and entertainment executives. The firm has offices in Los angeles, Calabasas, Calif., and new York City.
“We’ve known Lindbrook’s leadership for over a decade and are thrilled to welcome them to Hightower,” said Bob Oros, chairman and CEO of Hightower. “ben and Tyler have built a remarkable business with a high-caliber client base.”
Hightower now supports more than 140 advisory businesses across 35 states and Washington, D.C. The company provides investment, financial, and retirement planning services to individuals, foundations, and family offices, and also 401(k) consulting and cash management for corporations. As of Dec. 31, 2024, Hightower and its affiliates managed approximately $168 billion in assets.
Hightower’s previous investment occurred in December 2024 with a stake in Dechtman Wealth Management, a Denver-based financial planning firm managing $800 million in assets.
Colchester Partners LLC and Kirkland & Ellis,LLP,advised Lindbrook. McDermott, Will & Emery LLP served as legal counsel to Hightower.
What’s next
With this strategic investment, Hightower Advisors aims to further expand its reach in the wealth management sector and continue providing comprehensive financial services to a diverse clientele.