RIA Intel›Advisers›Pennsylvania›H.H. INVESTMENT COUNSEL, INC.

H.H. INVESTMENT COUNSEL, INC.

Advisory

Data as of Jun 28, 2025 · Source: SEC Form ADV

Rank in PA

#1,406

of 1,528 advisers by AUM

Average account

$676K

across 8 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 28, 2025.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InPA

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.

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

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

See plansIncluded with the Intelligence plan

Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

SP WEALTH PLANNING LLC

$5M

2ND STORY WEALTH PLANNERS

$5M

ARCHSTONE INVESTMENT MANAGEMENT

LAFAYETTE HILL, PA

$5M

+17.5% 1Y

FINANCIAL SPECTRUM INC.

JENKINTOWN, PA

$6M

ASHRAM CAPITAL LLC

$5M

VENTURE FINANCIAL ADVISORS, LLC

$6M

Get the full picture on H.H. INVESTMENT COUNSEL, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track H.H. INVESTMENT COUNSEL, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans