Birch Hill Investment Advisors LLC

RIASEC Registered

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, privately owned registered investment adviser that has been SEC-registered since 2007. The firm operates as an LLC and serves both individual and family clients as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selection of outside managers. Birch Hill lists multiple fee arrangements—percentage of AUM, hourly charges, and fixed fees—reflecting flexibility for different client relationships. The firm identifies as a capital allocator and reports active ESG investing as part of its investment approach. It also engages in manager selection, outsourcing portions of alternative and specialized strategies to third-party managers. Birch Hill has been recognized in industry lists, including FA Magazine’s Top RIA Firms (2020) and CNBC’s Top 100 Financial Advisory Firms (2025).