Hightower Advisors announced that Valley Financial Group, an independent wealth management practice based in Ambler, Pennsylvania, will join Hightower Signature Wealth, the firm’s fully integrated national wealth management practice.
Valley oversees approximately $275 million in assets under management as of June 30, 2026, and provides financial planning and investment management services to individuals, families and businesses.
The transaction represents Hightower Signature Wealth’s second external acquisition of 2026 and advances Hightower’s strategy of adding established advisory practices seeking greater scale, centralized resources and long-term growth opportunities.
Valley serves clients throughout the Greater Philadelphia region, including individuals and families, business owners, corporate employees and first responders. The firm is also involved with nonprofit and civic organizations across the region.
Hightower Signature Wealth provides centralized capabilities spanning investment management, financial planning, operations, technology, compliance, marketing and client service. The platform is designed to allow advisors to spend more time working with clients and developing their practices.
Valley Managing Partners Kevin McGarry and Ed Woehlcke said joining the platform would provide the practice with additional scale and resources while preserving its focus on personal client relationships and individualized financial advice.
Upon closing, Valley’s employees will become part of Hightower Signature Wealth and continue serving clients from the firm’s Ambler office.
Following the acquisition, Hightower Signature Wealth is expected to have approximately $40 billion in assets under management, more than 160 advisors and over 35 locations nationwide.
Hightower expects to announce additional Hightower Signature Wealth acquisitions through the end of 2026.
The Valley transaction is expected to close later this summer. Financial terms were not disclosed.
KEY QUOTES:
“Valley has built a trusted advisory practice grounded in deep client relationships, thoughtful advice and a strong commitment to its community. Welcoming Valley to HTSW further demonstrates the appeal of our integrated practice to established firms looking to accelerate growth, enhance the client experience and create longevity for their teams.”
Larry Restieri, Chief Executive Officer of Hightower
“As we considered Valley’s next chapter, we wanted a partner that shared our client-first philosophy and could provide the resources to continue elevating the service we provide our clients. HTSW gives us greater scale and expanded capabilities while preserving the personal relationships that have always been at the heart of our firm.”
Kevin McGarry, Managing Partner of Valley Financial Group
“Joining HTSW will strengthen the tools available to our team and expand how we serve clients across generations. We’re proud to become part of an organization that shares our commitment to sustained relationships, collaboration and personalized financial advice.”
Ed Woehlcke, CFP, Managing Partner of Valley Financial Group
