HILLCREST WEALTH ADVISORS - NY, LLC
  • HILLCREST WEALTH ADVISORS - NY, LLC
  • EISNER RETIREMENT SOLUTIONS LLC
  • EISNERAMPER WEALTH PLANNING LLC
  • EISNERAMPER WEALTH ADVISORS, LLC
  • EISNERAMPER WEALTH ADVISORS LLC
  • EISNER WEALTH PLANNING LLC

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Adviser Profile

As of Date 05/22/2026
Registration SEC, Approved, 04/28/2010
Other registrations (5)
ADV Location HOLMDEL, NJ, United States
Contact Info 732 xxxxxxx
Websites
AUM* 390,721,478 12%
of that, discretionary 390,721,478 12%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,662,645 19%
% High Net Worth 86.15% -4%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

547M 469M 391M 313M 235M 156M 78M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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