ROCKY HILL ADVISORS INC.

RIASEC RegisteredEst. 2026
Total AUM
$102M
Discretionary
$0
0% of AUM
Avg account
$674K
Accounts
152
Employees
2
Advisory reps
2

Firm details

Headquarters
PEABODY, Massachusetts
CRD number
123242
Registered since
April 13, 2026
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI64.8%
  • Individuals32.3%
  • Pension & Profit Sharing Plans2.9%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Rocky Hill Advisors Inc. is a privately held corporate RIA that serves both individual/family clients and institutional accounts. The firm lists portfolio management for individuals, small businesses and for businesses or institutions as its primary advisory activities. Its fee model includes a percentage-of-AUM component alongside hourly and fixed-fee engagements. Rocky Hill does not identify as an active ESG investor, is not a multi-state adviser, and reports it is not a capital allocator. The firm’s regulatory snapshot shows SEC registration in 2026 and an individual as the owner. Rocky Hill’s business model centers on direct portfolio management rather than large-scale manager-of-managers activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 64%, Cash & Cash Equivalents 18%, Public Funds/Mutual Funds 9%, US Government Bonds 8%64%
  • Exchange Traded Equities64%
  • Cash & Cash Equivalents18%
  • Public Funds/Mutual Funds9%
  • US Government Bonds8%

Contacts

2 of 2
  • PETER FERRIERO

    President and OwnerCRD 1594347

  • KEVIN NUNES

    Senior Consulting AssociateCRD 4597852

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PEABODY, MA

ESSEX

Location

PEABODY, MA

Headquartered in PEABODY, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
ESSEX
Address
7 Essex Green Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth