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Great Hill Advisory Ltd.

Multifamily office listing in Port Washington, New York, United States.

  • SEC-registered
Regulatory AUM
$218 million
Employees
8
Clients
101-250
SEC CRD
283228

A boutique multi-family office serving families with net worth from $20 million to $150 million.1

Overview

Great Hill Advisory works with families on comprehensive financial planning that addresses net worth, cash flow, personal goals, and investment portfolios. The firm accepts new clients by referral.1

History

Corey Peterson’s business experience at Great Hill Advisory dates to March 2016.3

Leadership

Corey Peterson, CFP®, EA, is Great Hill Advisory’s founder and CEO.2

Services

The firm provides comprehensive financial planning and investment management. Investment management may be offered as a standalone service or as part of a broader financial plan, with accounts monitored and reviewed at least quarterly.4

Great Hill Advisory offers discretionary investment management, allowing the firm to place trades without obtaining prior approval for each transaction. Its broader planning support includes multigenerational planning, philanthropic services, tax preparation assistance, estate administration, asset allocation coordination, and insurance reviews.45

What the firm offers

  • Investment management
  • Financial planning
  • Tax planning
  • Philanthropy
  • Administration and bill pay
  • Risk and insurance

Client Focus

Great Hill Advisory describes its target clients as families with net worth from $20 million to $150 million. The firm reports that it does not require minimum income or asset levels for its advisory services.14

Approach

The firm says its professionals are compensated by salary and that Great Hill Advisory receives fees from annual retainers rather than investment commissions.4

Assets and Minimums

Great Hill Advisory reports no minimum income or asset requirement for its advisory services.4

By the numbers

Regulatory AUM by year$0K$60M$120M$180M$240M20212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 283228. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2021$104 million$104 million$0
2022$153 million$153 million$0
2023$137 million$137 million$0
2025$178 million$178 million$0
2026$218 million$218 million$0
Average AUM per client by year$0K$690K$1M$2M$3M20212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 283228. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2021$2 million
2022$3 million
2023$2 million
2025$2 million
2026$2 million
Clients by type (2026)High net worth individuals67Individuals49Charities2
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 283228. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals49
High net worth individuals67
Charities2
Employees by year0247920212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 283228. As of .
Employees reported on Form ADV
YearEmployees
20213
20225
20234
20256
20268

Ranks #19 of 22 SEC-registered firms in NY on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 283228. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

Who does Great Hill Advisory serve?

The firm describes itself as a boutique multi-family office for families with net worth from $20 million to $150 million.1

What services does Great Hill Advisory provide?

Services include comprehensive financial planning, investment management, multigenerational planning, philanthropic services, tax preparation assistance, estate administration, asset allocation coordination, and insurance reviews.45

Is Great Hill Advisory registered with the SEC?

The Securities and Exchange Commission lists Great Hill Advisory under CRD 283228, with approved SEC registration effective April 2, 2021.6

  • LocationMultifamily offices in New York

    This page helps families compare multi-family office options in New York while considering service scope, client size, and local availability. For a family or business owner seeking investment management, planning, philanthropy, administration, and risk support, it offers context for defining which capabilities matter before contacting a firm.

  • Network siteCapitalGainsTax.com

    These guides explain how capital gains tax can affect investment decisions, business interests, and family wealth transfers. They can help a household considering investment management and tax planning identify questions about realized gains, timing, charitable giving, and coordination among its advisers.

  • GuideMFO vs SFO vs virtual family office

    This comparison outlines how a multi-family office differs from a single-family office and a virtual family office. A family with $20 million to $150 million can use it to consider privacy, staffing, technology, administration, and the level of support needed for investments, planning, philanthropy, and bill pay.

  • GuideFiduciary duty vs suitability

    This page explains the difference between fiduciary duty and the suitability standard. Readers can use that distinction when asking how an adviser handles conflicts, recommends investments, coordinates insurance, and supports financial planning for a family or business owner.

  • Similar firmsBessemer Trust
    Ehrenkranz Partners
    First Long Island Investors, LLC

    Profiles of Bessemer Trust, Ehrenkranz Partners, and First Long Island Investors, LLC give readers additional firms to review alongside Great Hill Advisory. Comparing their stated services, client focus, and operating model can help a family assess which type of adviser fits its investment, tax, administrative, philanthropic, and risk needs.

Sources

  1. Great Hill Advisory
  2. Advisor profile
  3. Great Hill Advisory Form ADV brochure
  4. Form CRS
  5. About Great Hill Advisory
  6. SEC Investment Adviser Public Disclosure

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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