Hilltop Wealth Advisors, LLC

Hilltop Wealth Advisors, LLC (CRD# 283014) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $143,425,880 in 881 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    881
    ACCOUNTS
  • Average Account Value
    $162,799
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NC, TX, VA

Financial Advisors at Hilltop Wealth Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Russell S. Eriksen
CRD#: 4750709
6320 Quadrangle Drive, Suite 120, Chapel Hill, NC 27517
96
Wealthminder
score

Russell Eriksen (CRD# 4750709) is an Investment Advisor Representative working at Hilltop Wealth Advisors, LLC in Chapel Hill, NC and has over 12 years of experience in the finance industry. Russell Eriksen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Christopher T. Hostetler
CRD#: 5194180
6320 Quadrangle Drive, Suite 120, Chapel Hill, NC 27517
96
Wealthminder
score

Christopher Hostetler (CRD# 5194180) is an Investment Advisor Representative working at Hilltop Wealth Advisors, LLC in Chapel Hill, NC and has over 10 years of experience in the finance industry. Christopher Hostetler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Benjamin R. Yeager
CRD#: 4456729
6320 Quadrangle Drive, Suite 120, Chapel Hill, NC 27517
96
Wealthminder
score

Benjamin Yeager (CRD# 4456729) is an Investment Advisor Representative working at Hilltop Wealth Advisors, LLC in Chapel Hill, NC and has over 14 years of experience in the finance industry. Benjamin Yeager has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
David C. Wise
CRD#: 5677815
6320 Quadrangle Drive, Suite 120, Chapel Hill, NC 27517
93
Wealthminder
score

David Wise (CRD# 5677815) is an Investment Advisor Representative working at Hilltop Wealth Advisors, LLC in Chapel Hill, NC and has over 4 years of experience in the finance industry. David Wise has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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