Birch Hill Investment Advisors LLC

RIASEC RegisteredEst. 2007

Total AUM

$2.9B

Discretionary

$2.9B

100% of AUM

Avg account

$2.1M

Accounts

1,388

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 143750
Registered since: April 23, 2007
Website: www.bhboston.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI90.69%
Charitable Organizations6.98%
Corporations / Businesses2.07%
Individuals0.26%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Birch Hill Investment Advisors LLC is an independent, SEC-registered RIA that acts as a capital allocator for a mix of individual/family and institutional clients. Founded for SEC registration in 2007 and organized as an LLC, the firm provides financial planning and portfolio management for individuals, small businesses and institutions, and it also selects third‑party advisers on behalf of clients. Birch Hill bills on a percentage-of-AUM basis and also uses hourly and fixed fees for some engagements. The firm identifies as an active ESG investor and is controlled by an individual owner. Birch Hill has received external recognition in the industry, including placement on FA Magazine’s Top RIA Firms list (2020) and CNBC’s Top 100 Financial Advisory Firms list (2025).