Filings through .
Hightower Advisors LLC
Matched across 41 name variants in the filings
Hightower Advisors LLC summary
Hightower Advisors LLC appears on 104 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $105.6B in assets for 469,292 participants. The median client plan holds $48.8M. Most client plans are sponsored in CA, IL and NY. The largest clients by plan assets are United Airlines, Inc., Delta Air Lines, Inc. and Southwest Airlines Company. Plans reported $5.7M in direct and indirect compensation paid to Hightower Advisors LLC. The median is $30K per plan.
- Participants
- 469,292
- Median plan assets
- $48.8M
- Median plan participants
- 542
- Median fees per plan
- $30K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- United Airlines, Inc.$19.4BILParticipants 21,233
- Delta Air Lines, Inc.$18.3BGAParticipants 17,720
- TXParticipants 12,991
- TXParticipants 44,603
- CAParticipants 12,823
- HDR, Inc.$8.8BNEParticipants 17,345
- Latham & Watkins LLP$3.6BCAParticipants 8,625
- OHParticipants 4,711
- TNParticipants 24,670
- DCParticipants 3,126
- NYParticipants 14,570
- Mayer Brown LLP$1.4BILParticipants 3,498
- Morningstar, Inc.$1.2BILParticipants 5,275
- NCParticipants 2,671
- Oneoncology, LLC$1.1BTNParticipants 15,618
- MAParticipants 200,161
- ALParticipants 1,666
- MOParticipants 1,726
- Loeb & Loeb LLP$485MCAParticipants 1,057
- MNParticipants 3,435
- Kering Americas, Inc$391MNJParticipants 6,432
- MEParticipants 718
- MNParticipants 3,266
- NYParticipants 1,024
- CAParticipants 209
Top client states
- CA20 plans
- IL16 plans
- NY14 plans
- TX8 plans
- CT5 plans
Frequently asked questions
- Who uses Hightower Advisors LLC?
- 104 retirement plans list Hightower Advisors LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include United Airlines, Inc., Delta Air Lines, Inc., Southwest Airlines Company, The Charles Schwab Corporation and Southern California Permanente Medical Group. Most client plans are sponsored in CA, IL and NY.
- How many plans does Hightower Advisors LLC serve?
- Hightower Advisors LLC serves 104 retirement plans with $105.6B in plan assets and 469,292 participants, based on the latest Form 5500 filings through 2024.
- What does Hightower Advisors LLC charge?
- Plans reported $5.7M in total Schedule C compensation paid to Hightower Advisors LLC. The median plan paid $30K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Hightower Advisors as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 4 |
| Capital Group | 3 |
| T. Rowe Price | 3 |
| Dodge & Cox | 2 |
| BlackRock | 2 |
Target-date series
| Series | Plans |
|---|---|
| T. Rowe Price Retirement | 2 |
| Vanguard Target Retirement | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.