Hadley
SEC RegisteredSaving for school? Say hello to Hadley, your 529 Plan app.
About the firm
Hadley is a mission-oriented, public benefit company and registered investment advisor with the SEC. Founded by Yosh Miller after figuring out how to best save for his nieces, Hadley exists to help all families save for education at every stage of life by guiding them to top-rated 529 plans and making it easier to receive gifts into those plans.
Areas of expertise
Services
Hadley matches users to top-rated 529 plans based on savings goals, location, and saving style; provides a mobile app to link and manage 529 accounts; enables family and friends to send money directly to a 529 plan; and supports recurring contributions and gifting for education savings.
Who they serve
All families saving for education, including those new to 529 plans, as well as family and friends who want to contribute to a child's education savings.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,237 | $0 |
1,237 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Hadley 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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