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Adams, Harkness & Hill, Inc. (Boston)


Adams, Harkness & Hill, Inc. is a large advisory firm based in Boston. It manages $265.35 million of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, Maine, and 4 other states.

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Adams, Harkness & Hill provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Adams, Harkness & Hill: assets under management

The assets under management (AUM) of Adams, Harkness & Hill, Inc. is $265.35 million. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $260.21 million in discretionary accounts and $5.13 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.41 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.03 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Adams, Harkness & Hill, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where Adams, Harkness & Hill, Inc. performs its advisory services is located at 99 High Street, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-371-3900 or by fax 617-371-3793. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at www.ahh.com.


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