A complete list of active advisors currently associated with Rockhill Advisors LLC

Warmer can help you find a great advisor at Rockhill Advisors LLC or one who fits your needs even better.

Rockhill Advisors LLC provides discretionary wealth management, investment management, financial planning, and retirement plan advisory services to individuals (primarily high‑net‑worth), trusts, estates, charitable organizations and retirement plans. For its wealth management service the firm generally requires a $2,000,000 account minimum and may group related client accounts to meet that threshold. The firm follows a goal‑based, predominantly passive investment approach that emphasizes low‑cost, diversified mutual funds and ETFs while permitting individual securities or the use of unaffiliated independent managers when appropriate. Rockhill constructs and monitors portfolios with a long‑term focus and states that it employs artificial intelligence only to enhance operational efficiency—not to select investments or execute trades. Rockhill is a single‑advisor practice managing approximately $174,172,887 across 24 clients, which results in a relatively small client base and high assets‑per‑advisor profile compared with many peers and a focus on high‑net‑worth relationships rather than non‑HNW individual clients. The firm participates on the Schwab Advisor Services institutional platform (and receives related economic benefits), provides ERISA fiduciary services for retirement plans, and oversight of independent managers while not receiving compensation from those managers.

To learn more about the advisors currently working at Rockhill Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.