Hilltop Advisors, LLC

Overview

Hilltop Advisors, LLC is a small, independent registered investment adviser organized as an LLC that serves individual and family clients. The firm’s advisory activity centers on financial planning, portfolio management for individuals and small businesses, and pension consulting, and it also operates as an insurance broker. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Hilltop runs a boutique, non-discretionary model—providing recommendations and planning while leaving final execution authority with clients—rather than acting as a capital allocator or multi-state adviser. The firm’s stated investment preference is equities, with a meaningful use of exchange-traded vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices