CRD: 283014
Hilltop Wealth Advisors, LLC
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-16-2016
- Office Locations
- 1
Office Locations
About Hilltop Wealth Advisors, LLC
Hilltop Wealth Advisors is a fee-only fiduciary RIA in Chapel Hill, NC providing integrated financial planning and discretionary investment management. The firm serves high-income early- and mid-career professionals and households with $1M+ portfolios, with Executive Advantage retirement and wealth strategies for executives at employers such as Cisco, Google, IBM, and Duke. Differentiator: equity compensation analysis plus 401(k), tax-minimization, and coordinated planning with clients’ other advisors.
Reported data analysis
What the numbers show
Between August 27, 2025 and September 17, 2026, reported AUM increased 26.4%, from $502.8M to $635.5M.
Across 5 reported observations, AUM increased 71.6% between September 13, 2022 and September 17, 2026, from $370.3M to $635.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 11 advisory representatives and 588 clients, or 53.5 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on September 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
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- Technology
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Owner & Executives
RUSSELL STEPHEN ERIKSEN
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #4750709
- Ownership
- 25% but less than 50%
BENJAMIN RICHARD YEAGER
Managing Member
- CRD
- #4456729
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Mackenzie L. Bell
Financial Advisor
- CRD
- #6955861
BRITTANY Leigh Brinckerhoff
Partner & Lead Advisor
- CRD
- #6190676
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $635,538,564 | $322,936 |
| Non-Discretionary | $0 | -- |
| Total | $635,538,564 | $322,936 |
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Separately Managed Accounts
SMA allocation detail is available
Hilltop Wealth Advisors, LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Hilltop Wealth Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.