Hilltop Wealth & Tax Solutions is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mishawaka, IN. Its latest Form ADV filing, dated April 8, 2026, reports $616M in regulatory assets under management, 16 employees, 4 offices, and 2,784 accounts.
Assets Under Management
$616M
Employees
16
Offices
4 offices
Total Clients
837
Primary office
MISHAWAKA, IN
4100 EDISON LAKES PARKWAY, SUITE 225, MISHAWAKA, IN, United States
Top client segmentIndividuals represent 75.9% of total clients.
Top client categories% of clientsClients
1
Individuals
75.9%
635
2
HNWI
23.2%
194
3
Charitable
0.4%
3
4
Other Advisers
0.4%
3
5
Corporations
0.2%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$616Mas of April 8, 2026
Discretionary97.4%
$600M
97% of total RAUM97.4%
Non-discretionary2.6%
$16M
3% of total RAUM2.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$616M
Total Accounts2,784
10Y AUM Change+$413M (+202.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee52:1
10Y Employee Change+7 (+77.8%)
* 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.