Acquisition · Adviser / wealth-management
Valley Financial Group
Transaction overview
Announced
Exact closing date not established.
On August 11, 2026, Hightower Advisors announced that Valley Financial Group would join Hightower Signature Wealth through an acquisition expected to close later that summer. Valley’s approximately $275 million represented assets under management as of June 30, not the purchase price. The source does not establish completion.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Hightower Announces $275M Acquisition of Valley Financial Group ↗
Official firm website · Published Aug 11, 2026
On August 11, 2026, Hightower Advisors announced that Valley Financial Group would join Hightower Signature Wealth through an acquisition expected to close later that summer. Valley’s approximately $275 million represented assets under management as of June 30, not the purchase price. The source does not establish completion.