BIRCH HILL INVESTMENT ADVISORS LLC
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
FINTRXOverview
Birch Hill Investment Advisors LLC is an independent, SEC-registered registered investment adviser formed as an LLC and in operation since 2007. The firm serves both individual/family and institutional clients, offering financial planning, discretionary portfolio management for individuals and businesses, and manager selection services. Birch Hill acts as a capital allocator, sourcing and allocating capital to third-party managers alongside managing client portfolios directly. It uses a mix of fee arrangements (percentage of AUM, hourly, and fixed fees) and reports being an active ESG investor. Birch Hill has been recognized in industry lists, including a Top RIA Firms mention by FA Magazine (2020) and placement on CNBC’s Top 100 Financial Advisory Firms list (2025).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- US Government Bonds6%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds2%
Contacts
3 of 10TIMOTHY MALLOY
PrincipalCRD 4897935
GARY MIKULA
President, Co-FounderCRD 1582849
ADAM DESJARDINS
Vice PresidentCRD 4917963
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$152M in ETFs
99%
$151M
0%
$1.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $26.7M | 40,813 | 17.49% |
Location
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 1 International Pl
- Time zone
- ET (UTC-5)
- Office locations
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