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 29 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 22 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 18 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 3 years of experience in the finance industry.

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