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QUARRY HILL ADVISORS

SAINT PAUL, MN · CRD 288334 · IAPD ↗ · 6124400318

$394.8MRegulatory AUM
4Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
February 2026 — QUARRY HILL ADVISORS reported RAUM up 35% ($292.4M -> $394.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
April 2024 — QUARRY HILL ADVISORS notice-filed in CO, IL, MA, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2024 — QUARRY HILL ADVISORS now reports custody of client assets ($157.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.