Alpine Hill Advisors LLC

Updated today

Find your advisor

Client assets under management

$114,540,048

Clients

57% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$2,045,358

About

Alpine Hill provides discretionary wealth management, financial planning, and family office services to individuals, high‑net‑worth clients, trusts, estates and businesses. Like many supported firms, it charges asset‑based fees and focuses on portfolio management for individual clients.

The firm emphasizes customized asset allocation and a primarily long‑term investment approach informed by fundamental and technical analysis, using a mix of individual stocks, bonds, ETFs and alternative investments. Uncommonly for peers, Alpine Hill may employ short‑term margin borrowings in client accounts, including separately managed accounts, and retains legacy positions when appropriate for tax or fit reasons.

Alpine Hill also offers expanded family office or lifestyle management services (bill payment, calendar and travel management, philanthropic and concierge services) that require authority over client accounts and are treated as custody, subject to independent annual surprise examination. The firm is a small, recently formed RIA managing over $100 million and maintains institutional platform relationships that provide software, research and other economic benefits to the advisor.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Private / alternative investments Cash flow / budgeting

Fee options

Percentage

Up to 1.50% annually (fees range up to 1.50% annually, negotiated based on factors such as scope, complexity, asset level, and relationship)

Other

Account minimum: $1,000,000 Fee-only: Wealth management fees up to 1.50% annually, paid monthly in advance; lifestyle management fees ranging from $50,000 to $500,000 annually

Main office location

Alpine Hill Advisors LLC

1 Turkey Hill Road South, Suite 204

Westport CT 06880, United States

Number of offices

Most active in

Connecticut · New York

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website (203) 246-5592

Advisors at this firm

David H

Series 63, Series 66

Westport, CT

Alpine Hill Advisors LLC

David Heiss is a financial advisor at Alpine Hill Advisors LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley & Co. LLC from 2020 to 2024. Alpine Hill Advisors LLC provides discretionary wealth management, financial planning, and family-office services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages approximately $115 million in client assets and combines a small, concentrated client base with lifestyle management capabilities.

Wealth management Private / alternative investments Cash flow / budgeting

Brandon P

Series 63, Series 65

Westport, CT

Alpine Hill Advisors LLC

Brandon Pacilio is a financial advisor at Alpine Hill Advisors LLC in Westport, CT, with 10 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at B. Riley Wealth Management, National Asset Management, National Securities Corp, Bridgewater Associates, and SumRidge Partners LLC. Alpine Hill Advisors LLC provides discretionary wealth management, financial planning, and family-office services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages approximately $115 million in client assets and offers customized asset allocations with a long-term investment approach, alongside lifestyle management services such as bill payment, travel coordination, and philanthropic management.

Wealth management Private / alternative investments Cash flow / budgeting

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support