Hilltop Wealth Advisors, LLC

EST. AUM
$635,538,564

CONTACTS

CLIENT ACCOUNTS
1,968

Firm Details

Metro area Raleigh
CRD Number 283014
Website hilltopwealthadvisors.com
Client types

Overview

Hilltop Wealth Advisors, LLC is an independent, fee-only wealth-management firm headquartered in Chapel Hill, North Carolina. It provides comprehensive financial planning, investment management and consulting services to individuals, families, trusts, estates and selected business entities. The firm primarily targets clients with at least $1 million in investable assets, including retirees, executives, educators, small-business owners and people experiencing major life transitions. Its advisors construct and manage portfolios based on each client’s goals, risk tolerance, tax situation, values and legacy objectives. Hilltop also coordinates with accountants, estate attorneys, retirement-plan administrators and other external professionals. The business traces its advisory history to 1989 and became a fully independent, fee-only firm in 2016. Its April 2026 Form ADV data indicated approximately $635.5 million in discretionary regulatory assets under management and 588 clients.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Hilltop Wealth Advisors, LLC

Platform Details

Investment Preferences

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Address

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