Hightower Signature Wealth acquires Pennsylvania's Valley Financial Group in second deal of 2026
A roughly $275 million AUM advisory practice serving greater Philadelphia is set to join Hightower Signature Wealth, the fully integrated national wealth platform of privately held Hightower Advisors, as the firm closes its second outside acquisition of the year. Valley Financial Group, operating out of Ambler, Pennsylvania, will move its advisers and client relationships into the Hightower Signature Wealth structure when the transaction closes later this summer. No financial terms were disclosed.
Key takeaways
- Hightower Signature Wealth is acquiring Valley Financial Group, a roughly $275 million AUM advisory practice based in Ambler, Pennsylvania, serving the greater Philadelphia region.
- The deal is Hightower Signature Wealth's second outside acquisition of 2026 and is expected to close later this summer, with no financial terms disclosed.
- Adding Valley's assets pushes Hightower Signature Wealth's reported total to approximately $40 billion, spanning more than 160 advisers across more than 35 US locations.
- Valley's Ambler office will stay open and its existing team remains in place to serve current clients.
- The announcement included no regulatory conditions or approval timelines.
A roughly $275 million AUM advisory practice serving greater Philadelphia is set to join Hightower Signature Wealth, the fully integrated national wealth platform of privately held Hightower Advisors, as the firm closes its second outside acquisition of the year. Valley Financial Group, operating out of Ambler, Pennsylvania, will move its advisers and client relationships into the Hightower Signature Wealth structure when the transaction closes later this summer. No financial terms were disclosed.
$40 billion: the combined platform figure
Valley's roughly $275 million in assets pushes Hightower Signature Wealth's reported total to approximately $40 billion. The combined operation will span more than 160 advisers across more than 35 US locations. Valley's Ambler office stays open, and the existing team remains in place to serve a client base that includes individuals, families, business owners, company employees and first responders throughout the Philadelphia region.
Valley managing partner Kevin McGarry said the firm sought a partner that shared its client-first philosophy and could supply the resources to lift service quality. He pointed to the scale and expanded capabilities the platform brings while preserving the relationships built over the firm's history.
Hightower's acquisition pace
The Valley deal is the second outside transaction for Hightower Signature Wealth in 2026. The broader Hightower Advisors organization also invested in Lindbrook Capital, a Los Angeles-based wealth management firm, last year. The consecutive moves show the firm targeting established advisory practices with existing community depth, not building capacity from scratch.
Hightower CEO Larry Restieri pointed to Valley's client relationship record and community commitment as the draw, framing the deal as evidence that the integrated practice model attracts firms looking to grow and build team continuity over time.
What to watch
The definitive close is expected later this summer. That date is the next confirmable milestone; once reached, Hightower Signature Wealth will formally consolidate the $40 billion AUM figure into its reporting. No regulatory conditions or approval timelines were included in the announcement.
Related reading
Filed by the newsroom of MarketPR on August 12, 2026. Source: finance.yahoo.com. Indicative figures are not investment advice.