DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Hilltop Wealth Advisors, LLC

Independent wealth managerChapel Hill, North CarolinaCRD 283014SEC 801-107408websiteIAPD
Latest filing Jun 12, 2026
First filing on the tape Mar 4, 2016 · 34 filings
SEC status approved since Mar 16, 2016
RAUM
$636M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$635M individuals and HNW
Advisors
11
registered through the firm on IAPD
RAUM per advisor
$57.8M
derived; firm RAUM over IAPD count
Employees
17
10 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
34 filings and snapshots on the tape
RAUM$636M as of Jun 12, 2026
Mar 30, 2017$174M then
HNW client RAUM$513M as of Jun 12, 2026
Mar 22, 2018$112M then
State-registered IARs (5.B.3)10 as of Jun 12, 2026
Mar 30, 20174 then
Employees (5.A)17 as of Jun 12, 2026
Mar 30, 201710 then
Private funds: no history
RAUM +26% over the last fiscal year+19% a year over threeIARs 7 to 10
Practice profile
derived from the filing of Jun 12, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
RAUM per advisor
$57.8MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
53derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.1MderivedHNW RAUM over HNW clients
Average account
$322,936derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.5derivedItem 5.A over advisors
Advisors per office
11.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+26%derivedbetween the last two annual amendments
Advisor growth, one year
+14%derivedItem 5.B.3 between annual amendments
Client growth, one year
+12%derived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
Custody
$126M, 186 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$513M81%
  • Individuals$122M19%
  • Corporations and businesses$366,2260.1%
  • Charitable organizations$152,7660.0%
Individual clients
341reported
HNW clients
245reported
Pension plan clients
0reported
Charitable clients
1reported
Accounts
1,968reported
Financial planning clients
251-500reported
Wrap fee programs
noreported
Custody of client assets
$126M for 186 clientsreported
Compensation
% of AUM, fixedreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
11 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
David Christopher WiseCertified Financial PlannerChapel Hill, NcApr 29, 201614 y1
Benjamin Richard YeagerCertified Financial Planner, Chartered Financial ConsultantChapel Hill, NcApr 29, 201624 y1
Russell Stephen EriksenCertified Financial Planner, Chartered Financial ConsultantChapel Hill, NcApr 29, 201622 y1
Christopher Todd HostetlerCertified Financial PlannerChapel Hill, NcApr 29, 201620 y1
Brittany Leigh BrinckerhoffCertified Financial PlannerChapel Hill, NcFeb 16, 201911 y0
Stephen Scott NeubigCertified Financial PlannerChapel Hill, NcJun 10, 202410 y0
Charles Alexander RankinChapel Hill, NcJan 17, 202510 y1
Sofia PinaChapel Hill, NcJan 16, 202610 y0
Mackenzie L. BellCertified Financial Planner, Chartered Financial ConsultantChapel Hill, NcJun 8, 202610 y0
Elizabeth D. StancilCertified Financial PlannerChapel Hill, NcJun 9, 202624 y3
Riley Anne SutterChapel Hill, NcSep 8, 202610 y0
Advisor movement
1 left, 1 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 9.1% of current headcount3 left over 36 months
Joined, latest
Teams: two or more advisors moving together within fourteen days, from one state
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Stephen Russell Eriksen · Managing Membercontrol
      since 04/2016 · owns 25% to 50%
    • Todd Christopher Hostetler · Membercontrol
      since 01/2019 · owns 5% to 10%
    • Robert Wesley Pitman · Chief Compliance Officercontrol
      since 01/2023 · owns less than 5%
    • Richard Benjamin Yeager · Managing Membercontrol
      since 04/2016 · owns 25% to 50%
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Chapel Hill, Nc · principal1141
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Advisory employees · 8 to 10
      Apr 6, 2026 to Jun 12, 2026
    • Employees · 15 to 17
      Apr 6, 2026 to Jun 12, 2026
    • State-registered IARs · 8 to 10
      Apr 6, 2026 to Jun 12, 2026
    • Advisory employees · 9 to 8
      Feb 13, 2026 to Apr 6, 2026
    • Employees · 16 to 15
      Feb 13, 2026 to Apr 6, 2026
    • State-registered IARs · 9 to 8
      Feb 13, 2026 to Apr 6, 2026
    • Accounts · 1,771 to 1,968
      Jan 30, 2026 to Feb 13, 2026
    • Advisory employees · 7 to 9
      Jan 30, 2026 to Feb 13, 2026
    • HNW clients · 179 to 245
      Jan 30, 2026 to Feb 13, 2026
    • Individual clients · 346 to 341
      Jan 30, 2026 to Feb 13, 2026
    • Pension plan clients · unset to 0.0
      Jan 30, 2026 to Feb 13, 2026
    • Pooled vehicle clients · unset to 0.0
      Jan 30, 2026 to Feb 13, 2026
    • Assets in custody · $117M to $126M
      Jan 30, 2026 to Feb 13, 2026
    • State-registered IARs · 7 to 9
      Jan 30, 2026 to Feb 13, 2026
    • Discretionary RAUM · $503M to $636M
      Jan 30, 2026 to Feb 13, 2026
    • HNW RAUM · $370M to $513M
      Jan 30, 2026 to Feb 13, 2026
    • Individual RAUM · $132M to $122M
      Jan 30, 2026 to Feb 13, 2026
    • Pension RAUM · unset to 0.0
      Jan 30, 2026 to Feb 13, 2026
    • Pooled vehicle RAUM · unset to 0.0
      Jan 30, 2026 to Feb 13, 2026
    • RAUM · $503M to $636M
      Jan 30, 2026 to Feb 13, 2026
    • Employees · 12 to 16
      Feb 19, 2025 to Aug 27, 2025
    • Accounts · 1,640 to 1,771
      Jul 30, 2024 to Feb 19, 2025
    • Advisory employees · 6 to 7
      Jul 30, 2024 to Feb 19, 2025
    • Advisory activities · 4 to 5
      Jul 30, 2024 to Feb 19, 2025
    • HNW clients · 230 to 179
      Jul 30, 2024 to Feb 19, 2025
    • Individual clients · 262 to 346
      Jul 30, 2024 to Feb 19, 2025
    • Assets in custody · $129M to $117M
      Jul 30, 2024 to Feb 19, 2025
    • Employees · 13 to 12
      Jul 30, 2024 to Feb 19, 2025
    • Financial planning clients · 251-500 to 251-500
      Jul 30, 2024 to Feb 19, 2025
    • State-registered IARs · 6 to 7
      Jul 30, 2024 to Feb 19, 2025
    • Discretionary RAUM · $433M to $503M
      Jul 30, 2024 to Feb 19, 2025
    • HNW RAUM · $359M to $370M
      Jul 30, 2024 to Feb 19, 2025
    • Individual RAUM · $72.9M to $132M
      Jul 30, 2024 to Feb 19, 2025
    • RAUM · $433M to $503M
      Jul 30, 2024 to Feb 19, 2025
    • Accounts · 1,526 to 1,640
      Nov 1, 2023 to Mar 14, 2024
    • Charity clients · unset to 1.0
      Nov 1, 2023 to Mar 14, 2024
    • HNW clients · 224 to 230
      Nov 1, 2023 to Mar 14, 2024
    • Individual clients · 241 to 262
      Nov 1, 2023 to Mar 14, 2024
    • Assets in custody · $94.0M to $129M
      Nov 1, 2023 to Mar 14, 2024
    • Employees · 15 to 13
      Nov 1, 2023 to Mar 14, 2024
    Signals
    8 dated events
    • Ryan James Wickersham left Hilltop Wealth Advisors, Llc for Inspire Investing, Llc (registered 2026-04-20)
      Apr 6, 2026 · Advisor changed firm · fact
    • Hilltop Wealth Advisors, Llc reported RAUM $635.5M, up 26% from $502.8M (2026-01-30 to 2026-02-13)
      Feb 13, 2026 · RAUM change · derived
    • Tyler Braxton Bayless-Edwards left Hilltop Wealth Advisors, Llc for Earned Wealth Advisors, Llc (registered 2025-08-07)
      Aug 27, 2025 · Advisor changed firm · fact
    • Katherine Grace Bublitz left Hilltop Wealth Advisors, Llc for Choreo, Llc (registered 2024-07-12)
      May 21, 2024 · Advisor changed firm · fact
    • Curtis Randall Byrd left Hilltop Wealth Advisors, Llc for Hamilton Point Investment Advisors, Llc (registered 2023-05-12)
      Apr 5, 2023 · Advisor changed firm · fact
    • Robert Wesley Pitman (Chief Compliance Officer) appeared on Schedule A of Hilltop Wealth Advisors, Llc
      Feb 3, 2023 · Control person joined · fact
    • Todd Christopher Hostetler (Member) appeared on Schedule A of Hilltop Wealth Advisors, Llc
      Mar 11, 2019 · Control person joined · fact
    • Abigail Wealth Advisors, Llc filed its initial SEC registration (Form ADV)
      Mar 4, 2016 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Firm profile
    LINKEDIN.COM/COMPANY/HILLTOP-WEALTH-ADVISORSreportedpublic record, Form ADV, Sep 17, 2026
    Website
    ascendhilltop.comreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    (919) 401-1500reportedpublic record, Form ADV, Jun 12, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $57.8Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026