AdFi
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Great HILL Advisory

SEC Registered

A Multi-Family Office

Port Washington, NYhttps://greathilladvisory.com516-500-1248
Assets Under Management
$100M–$500M
Employees
8
Office Locations
1 office
Total Accounts
391

About the firm

Great Hill Advisory provides boutique Family Office Services to families with a net worth between $20m and $150m. New clients accepted by referral.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthState/Municipal

Areas of expertise

Family OfficeMultigenerational PlanningPhilanthropic ServicesWealth Management

Services

Boutique Family Office Services, multigenerational planning, and philanthropic services

Who they serve

Families with a net worth between $20m and $150m

Client segmentClientsAssets managed
Individuals (Non-HNW)49$15M
High Net Worth Individuals67$199M
State/Municipal Entities2

Leadership

Corey Henry Peterson
CCO, OWNER

Office locations

1 office in 1 state
NY
Port WashingtonHQ

Advisors at this firm

1 advisor in the directory

Regulatory & compliance

CRD number
#283228
SEC Number
801-120689
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Other

Data as of February 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Great HILL Advisory has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Great HILL Advisory in Port Washington, NY | AdvisorFinder