RIA Intel›Advisers›Arizona›ABBEY HILL FINANCIAL ADVISORS, LLC

ABBEY HILL FINANCIAL ADVISORS, LLC

Advisory

AZ

Data as of Aug 15, 2025 · Source: SEC Form ADV

Rank in AZ

#293

of 387 advisers by AUM

Average account

$472K

across 182 accounts

AUM per adviser

$86M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 15, 2025.

Total AUM

$86M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$86M

Discretionary AUM$50M

Non-Discretionary AUM$36M

Discretionary %57.6%

Total Clients63

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, MN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

63 clients

26 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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