Great Hill Advisory provides financial planning, portfolio management for individuals and small businesses, selecting other managers, educational seminars, education planning, estate planning, insurance, tax planning, and tax preparation. Financial planning was provided to 101–250 clients last fiscal year.
Great Hill Advisory reports 118 clients. They include 67 high-net-worth individuals, 49 individual clients and 2 charitable organizations. Of its assets, 100.0% ($218M across 391 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 7% |
| High-net-worth individuals | 57% | 91% |
| Charitable organizations | 2% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 49 | $15.1M | 6.9% | $309K |
| High-net-worth individuals | 67 | $199M | 91.0% | $2.97M |
| Charitable organizations | 2 | $4.4M | 2.0% | $2.2M |
| Total | 118 | $218M | 100% | $1.85M |
- Clients
- 49
- Regulatory AUM
- $15.1M
- AUM share
- 6.9%
- Avg. per client
- $309K
- Clients
- 67
- Regulatory AUM
- $199M
- AUM share
- 91.0%
- Avg. per client
- $2.97M
- Clients
- 2
- Regulatory AUM
- $4.4M
- AUM share
- 2.0%
- Avg. per client
- $2.2M
Total
- Clients
- 118
- Regulatory AUM
- $218M
- AUM share
- 100%
- Avg. per client
- $1.85M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Great Hill Advisory is paid through a percentage of assets under management, fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Comprehensive Financial Planning Retainer
- Quarterly retainer starting at an annualized 0.7% of investable assets, with a $3,000 minimum annual fee, billed in advance each quarter.
Corey Peterson owns 75% or more of Great Hill Advisory. It has 8 employees, 2 of them in advisory roles.
Leadership
- Corey PetersonCCO, Owner
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 2 in advisory functions
- Owns 75% or more of Great Hill Advisory LTD.
Corey Peterson
Control person · since April 2016
Great Hill Advisory’s regulatory assets grew 2.1× from $104M (March 2021) to $218M (June 2026); clients rose from 46 to 118 and employees from 3 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $218M | 118 | 8 | 1 |
| May 2025 | $178M | 102 | 6 | 2 |
| July 2024 | $138M | 61 | 4 | 1 |
| May 2023 | $137M | 66 | 4 | 1 |
| March 2022 | $153M | 61 | 5 | 1 |
| March 2021 | $104M | 46 | 3 | 1 |
Besides its headquarters, Great Hill Advisory has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 174 Main St., Port WashingtonHQ
Other business names
Great Hill Advisory has reported 1 other business name to the SEC.
- Bayside Tax & Wealth
Contact and registration details
- Legal name
- Great Hill Advisory LTD.
- Headquarters
- 174 Main St., Port Washington, NY 11050
- Website
- greathilladvisory.com
- Phone
- 516-500-1248
- SEC file
- 801-120689
- Founded
- 2016
- Structure
- New York corporation
- Fiscal year end
- December
Great Hill Advisory uses Charles Schwab ($138M, 99%) and MTG ($907K, 1%) as custodians for its separately managed accounts. Great Hill Advisory does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $138M99%
- MTGMTG, LLC · New York, NY · $907K1%
At year end, Great Hill Advisory’s separately managed accounts were mostly in stocks (85%) and bonds (15%).
What the accounts hold
- Stocks85%
- Bonds15%
How many clients does Great Hill Advisory have?
Great Hill Advisory has 118 clients and manages $218 million for them, as of June 2026. They include 67 high-net-worth individuals, 49 individual clients and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 June 2026
What services does Great Hill Advisory offer?
Great Hill Advisory provides financial planning, portfolio management for individuals and small businesses, selecting other managers, educational seminars, education planning, estate planning, insurance, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Great Hill Advisory use?
Great Hill Advisory’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $138M and MTG, LLC (New York, NY), with $907K. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 June 2026
How many financial advisors does Great Hill Advisory have?
Great Hill Advisory has 0 investment adviser representatives registered with state securities authorities, out of 8 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Great Hill Advisory invest in?
At the end of its last fiscal year, Great Hill Advisory’s separately managed accounts held 85% exchange-traded equities and 15% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Great Hill Advisory?
Great Hill Advisory’s direct owner is Corey Peterson (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 June 2026
How does Great Hill Advisory get paid?
Great Hill Advisory is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Great Hill Advisory registered with the SEC?
Yes, Great Hill Advisory has been registered with the SEC as an investment adviser since 2 April 2021. Its CRD number is 283228 and its SEC file number is 801-120689.
Source: Form ADV Part 1A, Item 1, filed 17 June 2026; IAPD firm record
How do I contact Great Hill Advisory?
Great Hill Advisory’s main office is at 174 Main St., Port Washington, NY 11050. Its phone number is 516-500-1248. Its website is greathilladvisory.com.