Hilltop Wealth Advisors, Llc
- Regulatory AUM
- $636M
- Discretionary
- $636M
- Clients
- 588
- Avg AUM / client
- $1.1M
- Accounts
- 1,968
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 341 | $122M | 19.2% |
| High net worth individuals | 245 | $513M | 80.7% |
| Charitable organizations | 1 | $153K | 0.02% |
| Corporations and other businesses | 1 | $366K | 0.06% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Benjamin Richard Yeager | Managing Member | CFP Chartered Financial Consultant | Apr 2016 (10y) | 25% – 50% |
| Russell Stephen Eriksen | Managing Member | CFP Chartered Financial Consultant | Apr 2016 (10y) | 25% – 50% |
| Christopher Todd Hostetler | Member | CFP | Apr 2016 (10y) | 5% – 10% |
| Pitman, Wesley, Robert | Chief Compliance Officer | Jan 2023 (4y) | Less than 5% | |
| David Christopher Wise | Registered representative | CFP | Apr 2016 (10y) | |
| Brittany Leigh Brinckerhoff | Registered representative | CFP | Feb 2019 (7y) | |
| Stephen Scott Neubig | Registered representative | CFP | Jun 2024 (2y) | |
| Charles Alexander Rankin | Registered representative | Jan 2025 (2y) | ||
| Sofia Pina | Registered representative | Jan 2026 (1y) | ||
| Mackenzie L. Bell | Registered representative | CFP Chartered Financial Consultant | Jun 2026 (0y) | |
| Elizabeth D. Stancil | Registered representative | CFP | Jun 2026 (0y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/12/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- National Financial Services (Fidelity) $613M (97% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 12, 2026.
View current Form ADV (SEC/IAPD) ↗