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HILTOP PARTNERS, LLC, CRD 290981
MISHAWAKA, IN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| ERIK WILLIAM BRENNER | Certified Financial Planner | MISHAWAKA, IN | 8 | 32 | 1 | yes |
| MATTHEW DAVID AURENZ | Chartered Financial Consultant | MISHAWAKA, IN | 8 | 24 | 1 | no |
| WILLIAM LEE DAVIS | n/a | MISHAWAKA, IN | Bremen, IN | 8 | 29 | 1 | no |
| CLIFTON DOUGLAS HAWKINS | n/a | MISHAWAKA, IN | 6 | 12 | 2 | no |
| Ashleigh Lauren Riewe | n/a | MISHAWAKA, IN | 1 | 14 | n/a | no |
| ELIZABETH ANN FOLEY | Certified Financial Planner | ROYAL OAK, MI | MISHAWAKA, IN | 1 | 37 | 1 | no |
| Kyle John Van Liere | n/a | MISHAWAKA, IN | FORT MYERS, FL | 0 | 11 | n/a | no |
| Tyler A Bolla | Certified Financial Planner | Chicago, IL | MISHAWAKA, IN | 0 | 11 | 2 | no |
| TAREQ JALLAF | n/a | ROYAL OAK , MI | MISHAWAKA, IN | 0 | 12 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BRENNER, ERIK, WILLIAM | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | yes | 01/2018 | Apr 9, 2019 | Dec 16, 2024 |
| DAVIS, WILLIAM, LEE | MANAGING MEMBER | Na | yes | 09/2018 | Mar 23, 2020 | Dec 16, 2024 |
| FOLEY, ELIZABETH, ANN | MANAGING MEMBER | Na | yes | 09/2018 | Apr 9, 2019 | Dec 16, 2024 |
| MERCHANT WEALTH PARTNERS, LLC | MANAGING MEMBER | B | no | 12/2022 | Feb 20, 2023 | Dec 16, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Chesterton | In | United States | 3 | no |
| FORT MEYERS | FL | United States | 2 | no |
| Bremen | In | United States | 1 | no |
| ROYAL OAK | Mi | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 8, 2026 | $616M | $600M | 16 | 6 | 4 | n/a | n/a |
| 2024 | Mar 17, 2025 | $491M | $466M | 14 | 6 | 4 | n/a | n/a |
| 2023 | Feb 28, 2024 | $407M | $387M | 10 | 7 | 4 | n/a | n/a |
| 2022 | Feb 20, 2023 | $317M | $290M | 10 | 7 | 4 | n/a | n/a |
| 2021 | Mar 23, 2022 | $344M | $322M | 12 | 7 | 4 | n/a | n/a |
| 2020 | Mar 18, 2021 | $302M | $269M | 13 | 6 | 5 | n/a | n/a |
| 2019 | Mar 23, 2020 | $271M | $269M | 10 | 4 | 4 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 2 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $616M | $491M | 25.6% | $317M | 24.8% | 16 | 14 | 4 | 4 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | 3 | Jan 31, 2018 | Mar 2, 2018 | MISHAWAKA, IN | Team lift out | Ibd to RIA | 0.0% |