Wealth manager, independent · Boston, MA
Birch Hill Investment Advisors LLC
SEC-registered investment adviser · CRD 143750 · SEC 801-67818
At a glance
Birch Hill Investment Advisors LLC is an SEC-registered investment adviser based in Boston, Massachusetts, with $2.9B in regulatory assets under management as of its Form ADV filed February 25, 2026. It reports 182 individual clients, 169 of them high-net-worth, holding an average of about $15 million each, and 19 employees. That ranks it 370th among the nation’s 5,657 independent wealth management RIAs and 25th of 202 in Massachusetts. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 617-502-8300bhboston.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.9B
- Rank among independent wealth managers
- #370 of 5,657
- Rank among all SEC RIAs
- #2,860 of 17,210
- Rank in Massachusetts
- #25 of 202
- Individual clients
- 182
- High-net-worth clients
- 169
- Accounts
- 1,388
- Discretionary
- 100% of AUM
- Employees
- 19
- Advisory staff
- 9
- Offices
- 1
Owners and executives on its Form ADV
- Gary R. MikulaManaging Member/chief Executive Officer
- Robert A. OneilManaging Member/president
- Paul J. DonovanPrincipal, Chief Compliance Officer, COO
- Timothy M. MalloyPrincipal
- Catherine M KennedyPrincipal
- Brett A. MirlianiPrincipal
- Christopher P. MikusPrincipal
- George B. CookPrincipal
Custody and brokerage
Broker-dealer
No broker-dealer ties
Birch Hill Investment Advisors LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 169 | $2.7B | 91% |
| Charitable organizations | 13 | $206M | 7% |
| Corporations or other businesses | – | $61M | 2% |
| Individuals | 13 | $8M | <1% |
Disciplinary disclosures
Birch Hill Investment Advisors LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗bhboston.com ↗
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The full record on Birch Hill Investment Advisors LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,386 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Massachusetts
All of Massachusetts →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Beaumont Financial PartnersNeedham | $3.8B | 1,898 |
| Howland Capital Management LLCBoston | $3.7B | 1,270 |
| SVB WealthBoston | $3.1B | 1,024 |
| Windrose Advisors LLCWaltham | $2.7B | 70 |
| The Patriot Financial Group, LLCWalpole | $2.6B | 2,361 |
| Moody, Lynn, Lieberson & Walker, LLCBoston | $2.4B | 503 |
Background
Questions
How much does Birch Hill Investment Advisors LLC manage?
Birch Hill Investment Advisors LLC reports $2.9B in regulatory assets under management across 1,388 accounts, 100% of it on a discretionary basis, on its Form ADV filed February 25, 2026.
How many clients does Birch Hill Investment Advisors LLC have?
It reports 182 individual clients: 169 high-net-worth individuals and 13 other individuals. Individuals account for about 91% of its regulatory assets.
Where is Birch Hill Investment Advisors LLC headquartered?
Its main office is in Boston, Massachusetts. It reports 1 office in total and 19 employees, 9 of whom perform investment advisory functions.
How does Birch Hill Investment Advisors LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Birch Hill Investment Advisors LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed February 25, 2026, it reports these amounts held: Charles Schwab ($2.4B); Fidelity ($422M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Birch Hill Investment Advisors LLC a hybrid RIA with a broker-dealer?
Birch Hill Investment Advisors LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Birch Hill Investment Advisors LLC a fiduciary?
As an SEC-registered investment adviser, Birch Hill Investment Advisors LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Birch Hill Investment Advisors LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →