Fee-only adviser · St. Paul, MN
Quarry Hill Advisors
Quarry Hill Advisors is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in St. Paul, Minnesota. On its latest Form ADV, filed August 12, 2026, it reports $395M in regulatory assets under management, 203 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 288334 · SEC file 801-122010 |
| Office | 550 Vandalia Street Suite 311 St. Paul, MN 55114 |
| Phone | (612) 440-0318 |
| Website | www.quarryhilladvisors.com |
| Regulatory assets under management | $395M ($371M discretionary) |
| Individual clients | 71 non-high-net-worth, 132 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 12, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in St. Paul
- Fiduciary Counselling Inc $10.1B
- Stonebridge Capital Advisors LLC $2.5B
- Mairs & Power $12.1B
- Greater Midwest Financial Group, LLC $589M
- Highmark Wealth Management LLC $612M
- R.m. Shannon Wealth Management, LLC $31M
See all 12 fee-only advisers in St. Paul →
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