{"id":263909,"date":"2026-08-12T12:36:08","date_gmt":"2026-08-12T12:36:08","guid":{"rendered":"https:\/\/www.newsbeep.com\/us-pa\/263909\/"},"modified":"2026-08-12T12:36:08","modified_gmt":"2026-08-12T12:36:08","slug":"hightower-to-acquire-pennsylvanias-valley-financial-group","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us-pa\/263909\/","title":{"rendered":"Hightower to acquire Pennsylvania\u2019s Valley Financial Group"},"content":{"rendered":"<p>                        <img decoding=\"async\" src=\"https:\/\/www.newsbeep.com\/us-pa\/wp-content\/uploads\/2026\/08\/HV-shutterstock_2624049213-1.jpg\"\/><\/p>\n<p class=\"drop-cap\">Valley Financial Group, an independent wealth management practice based in\u00a0Pennsylvania, is set to be acquired by Hightower Signature Wealth, Hightower\u2019s fully integrated national wealth management practice.\u00a0<\/p>\n<p>Financial terms of the deal remain undisclosed.\u00a0\u00a0<\/p>\n<p>            <img decoding=\"async\" src=\"https:\/\/www.newsbeep.com\/us-pa\/wp-content\/uploads\/2026\/08\/GD-brand.png\" alt=\"\"\/><\/p>\n<p>            Access deeper industry intelligence<\/p>\n<p>\n            Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.\n        <\/p>\n<p>\n            <a href=\"https:\/\/verdict.co.uk\/globaldata-intelligence-center?utm_source=Media-sites&amp;utm_medium=Website&amp;utm_campaign=Verdict-Curve-Media-Media-Landing-Page-Banner-IC-Demo&amp;CampaignValue=701Ti00000blv0kIAA&amp;utm_content=RHS\" class=\"gms-find-out-more\" target=\"_blank\" rel=\"nofollow noopener\"><br \/>\n                Find out more<\/p>\n<p>            <\/a>\n        <\/p>\n<p>The agreement represents the second outside acquisition for Hightower Signature Wealth this year and forms part of Hightower\u2019s plan to widen the business through established advisory firms.\u00a0\u00a0<\/p>\n<p>Valley manages roughly $275m\u00a0in assets under management (AUM) and offers financial planning and investment management services to individuals, families and businesses.\u00a0<\/p>\n<p>Its client base spans the Greater Philadelphia area and includes individuals and families, business owners, company staff and first responders. \u00a0<\/p>\n<p>After completion, Valley\u2019s employees will join Hightower Signature Wealth and will continue to work with clients from the Ambler office.\u00a0<\/p>\n<p>Valley Financial Group managing partner Kevin McGarry said: \u201cAs we considered Valley\u2019s 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. \u00a0<\/p>\n<p>\u201cHTSW gives us greater scale and expanded capabilities while preserving the personal relationships that have always been at the heart of our firm.\u201d\u00a0<\/p>\n<p>With the addition of Valley, Hightower Signature Wealth will oversee about $40bn\u00a0in\u00a0AUM, with more than 160 advisers across more than 35 locations in the US.\u00a0<\/p>\n<p>The deal is due to close later this summer.\u00a0<\/p>\n<p>Hightower CEO Larry Restieri said: \u201cValley has built a trusted advisory practice grounded in deep client relationships, thoughtful advice and a strong commitment to its community. \u00a0<\/p>\n<p>\u00a0\u201cWelcoming 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.\u201d\u00a0<\/p>\n<p>Last year, Hightower Advisors <a href=\"https:\/\/www.privatebankerinternational.com\/news\/hightower-invests-ria-lindbrook\/\" target=\"_blank\" rel=\"nofollow noopener\">invested in Lindbrook Capital,<\/a> a Los Angeles, California-based wealth management firm.\u00a0<\/p>\n<p>                    <img decoding=\"async\" src=\"https:\/\/www.privatebankerinternational.com\/wp-content\/themes\/goodlife-wp-B2B\/assets\/images\/newsletter-new.svg\" alt=\"Email newsletter icon\"\/><\/p>\n<p>\n                    Sign up for our daily news round-up!<br \/>\n                    Give your business an edge with our leading industry insights.\n                <\/p>\n","protected":false},"excerpt":{"rendered":"Valley Financial Group, an independent wealth management practice based in\u00a0Pennsylvania, is set to be acquired by Hightower Signature&hellip;\n","protected":false},"author":2,"featured_media":263910,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[28,30,29],"class_list":["post-263909","post","type-post","status-publish","format-standard","has-post-thumbnail","category-pennsylvania","tag-pennsylvania","tag-pennsylvania-headlines","tag-pennsylvania-news"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us-pa\/wp-json\/wp\/v2\/posts\/263909","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us-pa\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us-pa\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-pa\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-pa\/wp-json\/wp\/v2\/comments?post=263909"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us-pa\/wp-json\/wp\/v2\/posts\/263909\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-pa\/wp-json\/wp\/v2\/media\/263910"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us-pa\/wp-json\/wp\/v2\/media?parent=263909"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-pa\/wp-json\/wp\/v2\/categories?post=263909"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-pa\/wp-json\/wp\/v2\/tags?post=263909"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}