Sign in Sign up for free

Top O The Hill Co LLC (Groton)


Top O The Hill Co LLC is an adviser based in Groton. It manages $63.54 million of regulatory assets for 97 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.




Top O The Hill provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Top O The Hill: assets under management

The assets under management (AUM) of Top O The Hill Co LLC is $63.54 million. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $11.35 million in discretionary accounts and $52.19 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $597.37 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $669.05 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Top O The Hill Co LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Groton

The principal office where Top O The Hill Co LLC performs its advisory services is located at 441 Old Ayer Road, Groton, MA 01450 The mailing address of the firm is P.O. Box 1339, Groton, MA 01450. An additional office of the firm is in Ayer, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 978-772-0225 or by fax 978-772-0335. The normal business hours are 9am to 5pm on Monday - Friday.


Registered investment advisers similar to Top O The Hill Co LLC