Birch Hill Investment Advisors LLC

Birch Hill Investment Advisors LLC (CRD# 143750) is a financial advisory firm headquartered in Boston, MA. They manage $1,403,947,004 in 1,021 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,404
    MILLION
  • Total Number of Accounts
    1,021
    ACCOUNTS
  • Average Account Value
    $1,375,071
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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 - 7 of 7 top financial advisors.
1
Gary R. Mikula
CRD#: 1582849
One International Place, Suite 770, 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 31 years of experience in the finance industry.

2
Brett A. Mirliani
CRD#: 2494018
One International Place, Suite 770, 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
One International Place, Suite 770, 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
One International Place, Suite 770, 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
Adam J. Desjardins
CRD#: 4917963
One International Place, Suite 770, Boston, MA 02110
90
Wealthminder
score

Adam Desjardins (CRD# 4917963) is an Investment Advisor Representative working at Birch Hill Investment Advisors LLC in Boston, MA and has over 3 years of experience in the finance industry.

6
Timothy M. Malloy
CRD#: 4897935
One International Place, Suite 770, Boston, MA 02110
90
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.

7
Robert A. Oneil
CRD#: 1626421
One International Place, Suite 770, 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.

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