Hilltop Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chapel Hill, NC. Its latest Form ADV filing, dated April 6, 2026, reports $636M in regulatory assets under management, 15 employees, and 1,968 accounts.
Assets Under Management
$636M
Employees
15
Offices
--
Total Clients
588
Primary office
CHAPEL HILL, NC
6340 QUADRANGLE DRIVE, SUITE 100, CHAPEL HILL, NC, United States
Top client segmentIndividuals represent 58.0% of total clients.
Top client categories% of clientsClients
1
Individuals
58.0%
341
2
HNWI
41.7%
245
3
Charitable
0.2%
1
4
Corporations
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$636Mas of April 6, 2026
Discretionary100.0%
$636M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$636M
Total Accounts1,968
10Y AUM Change+$461M (+264.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee39:1
10Y Employee Change+5 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.