Birch Hill Investment Advisors LLC

Birch Hill Investment Advisors LLC (CRD# 143750) is a financial advisory firm headquartered in Boston, MA. They manage $1,310,644,626 in 976 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,311
    MILLION
  • Total Number of Accounts
    976
    ACCOUNTS
  • Average Account Value
    $1,342,874
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, MA, MD, ME, MI, MT, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA

Financial Advisors at Birch Hill Investment Advisors LLC
Showing 1 - 6 of 6 top financial advisors.
1
Gary R. Mikula
CRD#: 1582849
24 Federal Street 10th Floor, Boston, MA 02110
96
Wealthminder
score

Gary Mikula (CRD# 1582849) is an Investment Advisor Representative working at Birch Hill Investment Advisors LLC in Boston, MA and has over 30 years of experience in the finance industry.

2
Brett A. Mirliani
CRD#: 2494018
24 Federal Street 10th Floor, Boston, MA 02110
96
Wealthminder
score

Brett Mirliani (CRD# 2494018) is an Investment Advisor Representative working at Birch Hill Investment Advisors LLC in Boston, MA and has over 23 years of experience in the finance industry. Brett Mirliani has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Thomas E. Reilly
CRD#: 3091437
24 Federal Street 10th Floor, Boston, MA 02110
93
Wealthminder
score

Thomas Reilly (CRD# 3091437) is an Investment Advisor Representative working at Birch Hill Investment Advisors LLC in Boston, MA and has over 19 years of experience in the finance industry.

4
Miner A. Crary
CRD#: 4340422
24 Federal Street 10th Floor, Boston, MA 02110
90
Wealthminder
score

Miner Crary (CRD# 4340422) is an Investment Advisor Representative working at Birch Hill Investment Advisors LLC in Boston, MA and has 1 year of experience in the finance industry.

5
Robert A. Oneil
CRD#: 1626421
24 Federal Street 10th Floor, Boston, MA 02110
90
Wealthminder
score

Robert Oneil (CRD# 1626421) is an Investment Advisor Representative working at Birch Hill Investment Advisors LLC in Boston, MA and has 1 year of experience in the finance industry.

6
Timothy M. Malloy
CRD#: 4897935
24 Federal Street 10th Floor, Boston, MA 02110
89
Wealthminder
score

Timothy Malloy (CRD# 4897935) is an Investment Advisor Representative working at Birch Hill Investment Advisors LLC in Boston, MA and has over 4 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.