A complete list of active advisors currently associated with Quarry Hill Advisors

Warmer can help you find a great advisor at Quarry Hill Advisors or one who fits your needs even better.

Quarry Hill Advisors provides investment management, retirement-plan consulting, and a range of financial planning services to individuals, high‑net‑worth clients, charitable organizations, and corporate plan sponsors. The firm offers discretionary portfolio management alongside project‑based, hourly, and ongoing comprehensive financial planning engagements. Quarry Hill primarily employs a passive investment approach, building asset‑class weighted portfolios using index mutual funds and ETFs while also applying fundamental and cyclical analysis when appropriate. It uses technology and external managers to implement portfolios, including the Schwab Institutional Intelligent Portfolios program for lower‑balance clients and the recently added use of third‑party sub‑advisers/TAMPs to manage portions of client accounts. Noteworthy features disclosed in the brochure include providing comprehensive financial planning at no additional charge for clients with $500,000 or more in assets under management and the firm’s recent addition of outside managers and sub‑advisers. The firm also has a formal succession agreement with Buckingham Strategic Wealth and a referral arrangement with Domain Money Advisors that pays Quarry Hill 25% of advisory fees for referred clients, a compensation practice the brochure identifies as a potential conflict of interest.

To learn more about the advisors currently working at Quarry Hill Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.