Hillview Capital Advisors, LLC

Hillview Capital Advisors, LLC (CRD# 109071) is a financial advisory firm headquartered in Wayne, PA. They manage $700,500,946 in 700 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    701
    MILLION
  • Total Number of Accounts
    700
    ACCOUNTS
  • Average Account Value
    $1,000,716
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

FL, MA, MD, NJ, NY, PA, TX

Financial Advisors at Hillview Capital Advisors, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Christina M. Lauria
CRD#: 5527628
1200 Liberty Ridge Drive, Suite 130, Wayne, PA 19087
100
Wealthminder
score

Christina M. Lauria, CFP® (CRD# 5527628) is an Investment Advisor Representative working at Hillview Capital Advisors, LLC in Wayne, PA and has over 5 years of experience in the finance industry.

2
Jonathan J. Hochberg
CRD#: 3108476
777 Third Avenue, 28th Floor, New York, NY 10017
93
Wealthminder
score

Jonathan Hochberg (CRD# 3108476) is an Investment Advisor Representative working at Hillview Capital Advisors, LLC in New York, NY and has over 18 years of experience in the finance industry.

3
James F. Madden
CRD#: 1720884
1200 Liberty Ridge Drive, Suite 130, Wayne, PA 19087
93
Wealthminder
score

James Madden (CRD# 1720884) is an Investment Advisor Representative working at Hillview Capital Advisors, LLC in Wayne, PA and has over 19 years of experience in the finance industry.

4
Catherine T. Reese
CRD#: 2006207
1200 Liberty Ridge Drive, Suite 130, Wayne, PA 19087
93
Wealthminder
score

Catherine Reese (CRD# 2006207) is an Investment Advisor Representative working at Hillview Capital Advisors, LLC in Wayne, PA and has over 17 years of experience in the finance industry.

5
David M. Spungen
CRD#: 1479623
777 Third Ave., 28th Floor, New York, NY 10017
93
Wealthminder
score

David Spungen (CRD# 1479623) is an Investment Advisor Representative working at Hillview Capital Advisors, LLC in New York, NY and has over 29 years of experience in the finance industry.

6
Hao Li
CRD#: 6587837
777 Third Avenue, 28th Floor, New York, NY 10017
90
Wealthminder
score

Hao Li (CRD# 6587837) is an Investment Advisor Representative working at Hillview Capital Advisors, LLC in New York, NY and has 1 year of experience in the finance industry.

7
Paul S. Platkin
CRD#: 4679631
777 Third Avenue, 28th Floor, New York, NY 10017
90
Wealthminder
score

Paul Platkin (CRD# 4679631) is an Investment Advisor Representative working at Hillview Capital Advisors, LLC in New York, NY and has 1 year of experience in the finance industry.

8
Danielle L. White
CRD#: 4808066
777 Third Avenue, 28th Floor, New York, NY 10017
90
Wealthminder
score

Danielle White (CRD# 4808066) is an Investment Advisor Representative working at Hillview Capital Advisors, LLC in New York, NY and has over 5 years of experience in the finance industry.

9
Jonathan A. Gulman
CRD#: 6582213
777 Third Avenue, 28th Floor, New York, NY 10017
87
Wealthminder
score

Jonathan Gulman (CRD# 6582213) is an Investment Advisor Representative working at Hillview Capital Advisors, LLC in New York, NY and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.