Hall Financial Advisors

What Hall Financial Advisors does

Hall Financial Advisors is a privately held wealth management firm founded by Chris Hall in 1999 in the Mid-Ohio Valley region. The firm operates as a separately owned and operated practice affiliated with Raymond James Financial Services, with securities offered through Raymond James Financial Services, Inc. and investment advisory services offered through Raymond James Financial Services Advisors, Inc. The firm manages over $1.6 billion in assets under management and serves individual clients, families, and business owners primarily in the tri-state region of West Virginia, Ohio, and Pennsylvania through two offices in Parkersburg, WV and Marietta, OH.

The firm's core offerings include advisory services, retirement planning (IRAs, 401(k)s, SEPs, defined-benefit plans), portfolio management, equity and fixed income investments, estate planning strategies, education planning with 529 accounts, and 401(k) plan management for business clients. Services are delivered face-to-face through a team of 10+ financial advisors holding CFP®, CPFA™, CEPA™, ABFP®, CRPS®, and JD credentials, supported by client service associates and operations staff. The firm follows a five-stage planning process (Discover, Plan, Grow, Build, Live) and emphasizes ongoing proactive and reactive portfolio monitoring.

Hall Financial Advisors generates revenue through fee-based investment advisory services and commission-based securities transactions facilitated through the Raymond James platform. New client acquisition is driven primarily by referrals, community involvement, educational content marketing, and industry recognition including repeated Forbes Best-in-State and Barron's Top Advisor rankings. The company also maintains the Hall Financial Advisors Giving Foundation, a nonprofit entity established in 2019 focused on community philanthropy.

Name

Hall Financial Advisors

Legal name

Hall Financial Advisors LLC

Website

https://hallfa.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Hall Financial Advisors is a privately held wealth management firm founded in 1999, managing over $1.6B in assets for individuals, families, and business owners across the tri-state WV/OH/PA region through a team-based advisory model operating under the Raymond James platform.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Pension Funds (525110)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Wealth management services
• Financial planning advisors
• Retirement planning services
• Investment advisory services
• Estate planning strategies

Headquarters

HQ city

Parkersburg

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Services: Fee-based advisory services through Raymond James Financial Services Advisors, Inc., including comprehensive financial planning, portfolio management, and investment advisory. Services cover retirement planning, estate planning, education planning, and risk management.
2. Securities Products: Securities offered through Raymond James Financial Services, Inc., including equity investments, fixed income products, and retirement accounts (IRAs, 401(k)s, SEPs). Commission and fee-based compensation through Raymond James.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

Hall Financial Advisors provides personalized wealth management and financial planning services to individuals, families, and business owners. Core offerings include investment advisory services, comprehensive retirement planning (IRAs, 401(k)s, SEPs, defined-contribution and defined-benefit plans), estate planning strategies, education planning via 529 accounts, portfolio management across equity and fixed income securities, and 401(k) plan management for employers. Services are delivered through a five-step planning process (Discover, Plan, Grow, Build, Live) by a team of 10+ financial advisors affiliated with Raymond James Financial Services.

Product overview

Hall Financial Advisors is a wealth management firm offering a unified suite of financial advisory services centered around personalized financial planning and investment management. The core offering includes Advisory Services, Retirement Planning (encompassing IRAs, 401(k)s, and pension plans), Portfolio Management, Equity Investments, Fixed Income, Estate Planning Strategies, and Education Planning with 529 accounts. The firm also provides specialized 401(k) Plan Management services for business clients. Services are delivered through a team-based approach under the Raymond James platform, with CERTIFIED FINANCIAL PLANNER professionals guiding clients through comprehensive financial strategies.

Differentiator

Problem solved

Functional benefit

Products and services

• Advisory Services
• Retirement Planning Services
• Portfolio Management
• Equity Investments
• Fixed Income Investments
• Estate Planning Strategies
• Education Planning
• 401(k) Plan Management
• Certified Financial Planning

Quantifiable outcome

• $1.6B Assets Under Management
• +2 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered minor and core.

• Williamstown ElementaryminorStrategic or Co-development Partner · 25 February 2025Hall Financial Advisors partnered with Williamstown Elementary through the Chamber of Commerce's Partner In Education Program. Collaboration reflects commitment to supporting local students and investing in the future of the community.
• Memorial Health SystemminorOthers · 8 August 2023Hall Financial Advisors Giving Foundation pledged $1 million toward building a new Women and Children's Hospital in Belpre, Ohio. The new facility will be the region's first-ever facility of its kind and will be part of the Memorial Health System's Belpre Medical Campus.
• Raymond James Financial Services, Inc.coreChannel Partner/ Reseller/ DistributorSecurities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Hall Financial Advisors LLC is separately owned and operated and not independently registered as a broker-dealer or investment adviser.
• Chamber of Commerce of the Mid-Ohio ValleyminorStrategic or Co-development PartnerHall Financial Advisors participates in the Chamber of Commerce's Partner In Education Program, connecting local businesses with area schools to provide support, mentorship, and resources that enrich the educational experience for students.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Others

• Raymond James Financial Services: Hall Financial Advisors' broker-dealer and platform partner. Directly comparable as the parent infrastructure providing custody, trading, supervision, and the Chairman's Council recognition that the practice operates under.
• Charles Schwab (Independent Advisor Services): Custodian and platform serving independent RIAs and advisor teams with institutional trading, custody, and technology. Highly relevant as an alternative platform to Raymond James and a benchmark for independent practice economics.

Direct peers

• Wealth Enhancement Group: National RIA offering comprehensive financial planning, retirement, and tax services with a regional-office, team-based advisor model. Comparable in client segmentation (HNW individuals, pre-retirees, business owners) and acquisition-driven expansion strategy.
• Mariner Wealth Advisors: National RIA platform providing comprehensive wealth management, retirement plan, and estate planning services. Highly comparable business model: team-based advisor structure, fee-based advisory, multi-state footprint built via acquisitions.
• Edelman Financial Engines: Large national RIA combining traditional wealth management with employer retirement plan services. Directly comparable dual focus on HNW individuals and 401(k) plan management through dedicated retirement plan specialists.
• Buckingham Strategic Wealth: Independent RIA focused on evidence-based financial planning for HNW clients and retirement plan participants. Directly comparable service offering with emphasis on fiduciary CFP-led advisors and 401(k) plan services.
• Sanctuary Wealth: Wealth management platform partnering with high-performing advisors transitioning from wirehouses or regional broker-dealers. Comparable as a potential acquirer/partner for a high-producing independent practice group.
• Carson Group: RIA and broker-dealer platform supporting independent advisors with comprehensive financial planning services. Directly comparable as a partner platform providing practice management, technology, and back-office to independent wealth management firms.
• Focus Financial Partners: Partnership platform consolidating high-quality independent RIAs; Hall Financial Advisors would fit its acquisition profile as a regional wealth management firm of similar AUM scale with award recognition.
• Creative Planning: Large national RIA offering comprehensive financial planning, retirement, estate, and tax services to HNW individuals. Directly comparable in service mix (team-based advisors, CFP-led planning, retirement plan services) and substantially larger in scale, making it the closest direct peer.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/Hall-Financial-Advisors-Giving-Foundation-100067980235923
• LinkedInlinkedin.com/company/hall-financial-advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Hall Financial Advisors