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 17 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 18 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 16 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 28 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 4 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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