Top Wealth + Best-in-State · rank 12 · New York, New York · listed firm: Nucleus Advisors | Hightower
Identity & firm
- Firm — Nucleus Advisors (Hightower Advisors, LLC) (high)
- “Jordan Waxman is Founder and Managing Partner of Nucleus Advisors, a private wealth planning and investment management practice.” — firm_official
- “CURRENT EMPLOYERS Firm CRD# Registered Since B HIGHTOWER SECURITIES, LLC CRD# 116681 03/02/2012 IA HIGHTOWER ADVISORS, LLC CRD# 145323 03/02/2012” — sec_finra_regulatory
- Parent company — Hightower Advisors, LLC (high)
- “IA HIGHTOWER ADVISORS, LLC CRD# 145323 03/02/2012” — sec_finra_regulatory
- Firm type — hybrid_ria (high)
- “Employment 1 of 2 Firm Name: HIGHTOWER ADVISORS, LLC ... IA New York Investment Adviser Representative Approved 03/18/2021” — sec_finra_regulatory
- “Employment 2 of 2 Firm Name: HIGHTOWER SECURITIES, LLC ... B FINRA General Securities Representative Approved 03/02/2012” — sec_finra_regulatory
- Team name — Nucleus Advisors (high)
- “Meet Nucleus Advisors: a highly seasoned, transformational, multi-generational, multi-cultural private wealth advisory team with a vision to make a difference with each of our clients and inspire collaboration across gen” — firm_official
- Team size — 19 (medium)
- “MEET THE NUCLEUS TEAM FINANCIAL PROFESSIONALS WITH DIVERSE PERSPECTIVES AND PASSION FOR SUPPORTING OTHERS” — firm_official
- CRD — 2526520 (high)
- “IAPD Report JORDAN HASKELL WAXMAN CRD# 2526520” — sec_finra_regulatory
- Years experience — 32 (high)
- “B GOLDMAN, SACHS & CO. 361 NEW YORK, NY 08/26/1994 - 02/04/2002” — sec_finra_regulatory
- Designations — JD, other:LL.M. (Entertainment, Arts and Sports Law), other:MBA, other:B.C.L. (high)
- “He recently completed his LL.M. degree in Entertainment, Arts and Sports Law at the University of Miami in support of his work as a thought leader of Nucleus' Sports and Entertainment business.” — firm_official
- “This individual has passed 0 principal/supervisory exams, 3 general industry/product exams, and 2 state securities law exams.” — sec_finra_regulatory
Book of business
- Team AUM ($M) — 2900 (high)
- “Team Assets (Custodied): $2.9B” — forbes_shook
- Account minimum ($M) — 10 (high)
- “Minimum Account Size for New Business: $10M” — forbes_shook
- Typical client net worth ($M) — 65 (high)
- “Typical Net Worth of Relationships: $30-100M” — forbes_shook
- Client niche — next-generation entrepreneurs, artists, athletes and advocates building multigenerational legacies (high)
- “Our mission is to locate and connect with the world's entrepreneurs, artists, athletes, and advocates — each creating a legacy in their own unique ways — and guide them on their journey.” — firm_official
- Custodians — gap: not_public
- Fee model — not_public (medium)
- “Employment 2 of 2 Firm Name: HIGHTOWER SECURITIES, LLC” — sec_finra_regulatory
Positioning & marketing
- Website url — https://nucleusadv.com/jordan-waxman.html (high)
- “Jordan Waxman is Founder and Managing Partner of Nucleus Advisors, a private wealth planning and investment management practice.” — firm_official
- Value proposition (verbatim) — PURSUE YOUR PASSION UNINTERRUPTED — Meet Nucleus Advisors: a highly seasoned, transformational, multi-generational, multi-cultural private wealth advisory team with a vision to make a difference with each of our clients and inspire collaboration across generations to create lasting legacies. (high)
- “PURSUE YOUR PASSION UNINTERRUPTED Meet Nucleus Advisors: a highly seasoned, transformational, multi-generational, multi-cultural private wealth advisory team with a vision to make a difference with each of our clients an” — firm_official
- Differentiators — withness® — proprietary term for making a difference in clients' lives, Values-based and curiosity-driven advice, 30+ years serving global 'difference makers' across generations, Sports, arts and entertainment specialty backed by an LL.M. in Entertainment, Arts and Sports Law, 'Team of teams' structure spanning investment, risk, estate, tax and philanthropic services (high)
- “We are values-based, curiosity-driven, and have an unending trust in withness® — our very own word for making a difference in the lives of our clients, each other, and the world.” — firm_official
- “For over 30 years we have been supporting difference makers around the world and next generation entrepreneurs, artists, athletes, and advocates — in ways that matter most to them.” — firm_official
- Content marketing — gap: not_found_after_search
- Has podcast — no (medium)
- “Viewpoint with Dennis Quaid” — firm_official
- Books published — 0 (low)
- “Jordan Waxman is Founder and Managing Partner of Nucleus Advisors, a private wealth planning and investment management practice.” — firm_official
- Linkedin url — https://www.linkedin.com/in/jordanwaxman/ (high)
- Social presence — linkedin_active (medium)
- Press awards — AdvisorHub Advisors to Watch Over $1B, #1 (2026), Barron's Top 1,500 Financial Advisors, #69 (2026), Barron's Top 100 Independent Advisors, #38 (2025), Barron's Top 100 Independent Advisors, #69 (2023), Barron's Top 1200 Wealth Advisors, #67 (2023) (high)
- “Recently named AdvisorHub's #1 Advisor to Watch over $1B.” — firm_official
- “He has been recognized among the nation's leading wealth advisors by Forbes/Shook, Barron's, and other industry publications.” — firm_official
Visual brand
- Has distinct logo — yes (high)
- Logo url — https://images.ctfassets.net/nac4rsvtoh64/4CDTzoRafBsTfmC4scxJcP/f9ca2abd8f9355e819678a648f8bf3eb/Nucleus_White_and_Orange.svg (high)
- Visual brand notes — White-and-orange Nucleus wordmark on dark ground; all-caps sans headlines, aspirational human-connection copy, warm lifestyle photography across service tiles. (high)
- “INSPIRED BY HUMAN CONNECTION UNLEASHED BY HUMAN COMPASSION TRANSFORMED BY HUMANS IN ACTION” — firm_official
