Birch Hill Investment Advisors LLC

Birch Hill Investment Advisors LLC (CRD# 143750) is a financial advisory firm headquartered in Boston, MA. They manage $1,963,408,777 in 1,160 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,963
    MILLION
  • Total Number of Accounts
    1,160
    ACCOUNTS
  • Average Account Value
    $1,692,594
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 - 6 of 6 top financial advisors.
1
Adam J. Desjardins
CRD#: 4917963
One International Place, Suite 770, Boston, MA 02110

Adam Desjardins (CRD# 4917963) is an Investment Advisor Representative working at Birch Hill Investment Advisors LLC in Boston, MA and has over 5 years of experience in the finance industry.

2
Catherine M. Kennedy
CRD#: 5793595
One International Place, Suite 770, Boston, MA 02110

Catherine Kennedy (CRD# 5793595) is an Investment Advisor Representative working at Birch Hill Investment Advisors LLC in Boston, MA and has over 10 years of experience in the finance industry. Catherine Kennedy 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
Timothy M. Malloy
CRD#: 4897935
One International Place, Suite 770, Boston, MA 02110

Timothy Malloy (CRD# 4897935) is an Investment Advisor Representative working at Birch Hill Investment Advisors LLC in Boston, MA and has over 7 years of experience in the finance industry.

4
Gary R. Mikula
CRD#: 1582849
One International Place, Suite 770, Boston, MA 02110

Gary Mikula (CRD# 1582849) is an Investment Advisor Representative working at Birch Hill Investment Advisors LLC in Boston, MA and has over 33 years of experience in the finance industry.

5
Brett A. Mirliani
CRD#: 2494018
One International Place, Suite 770, Boston, MA 02110

Brett Mirliani (CRD# 2494018) is an Investment Advisor Representative working at Birch Hill Investment Advisors LLC in Boston, MA and has over 26 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.

6
Robert A. Oneil
CRD#: 1626421
One International Place, Suite 770, Boston, MA 02110

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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