A complete list of active advisors currently associated with Hilltop Advisors, LLC

Warmer can help you find a great advisor at Hilltop Advisors, LLC or one who fits your needs even better.

Hilltop Advisors serves high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and corporate clients, managing roughly $15 million across a small number of advisory relationships. The firm offers asset management and financial planning and consulting, with account minimums and relationship structures aimed at larger, institutional or HNW clients rather than mass-market retail investors. The firm tailors advice through client meetings and written financial plans, recommending portfolios composed primarily of mutual funds, ETFs and index funds and conducting at least quarterly reviews with periodic rebalancing. It operates predominantly on a non-discretionary basis, uses long-term buy-and-hold strategies supplemented by fundamental, technical and cyclical analysis, and provides pension-plan consulting and vendor recommendations to plan sponsors. Several features distinguish Hilltop from many peers: the firm disclosed a regulatory event in 2025 when its investment adviser certificate was revoked for non-payment of renewal fees and was reinstated later that year. The adviser is also a licensed insurance agent/broker who places annuities and other insurance products for commission (insurance revenues are disclosed as under 10% of firm revenue), a combination of activities the brochure identifies as potential sources of conflicts of interest.

To learn more about the advisors currently working at Hilltop Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.