Birch Hill Investment Advisors
TL;DR
Employee-owned investment management firm founded in June 2007, working primarily with individuals, trusts and non-taxable accounts and coordinating with their attorneys and accountants.
$2.9 billion
Regulatory AUM
As of ADV filing 2026-02-25
1,388
Accounts / Clients
182 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
19
Team Size
employees, 9 advisory
19 yrs
Years Registered
First registered 2007
About Birch Hill Investment Advisors
Employee-owned investment management firm founded in June 2007, working primarily with individuals, trusts and non-taxable accounts and coordinating with their attorneys and accountants.
Office: One International Place, Suite 770, Boston, MA 02110.
Best for: Families around $2M wanting direct access to their portfolio manager
Fee model and designations stated on the guide
Advisory fees
Form ADV data
CRD143750
RegistrationSEC-registered
First registration2007
Regulatory AUM$2.9 billion
ADV filing date2026-02-25
Accounts1,388
Clients182 individual and high-net-worth clients
Employees19
Advisory employees9
Fee modelAsset-based fee, 1.00% on the first $2M; ADV 2A reports no broker-dealer or insurance ties
MinimumNo stated minimum account; $20,000 minimum annual fee implies about $2,000,000 (ADV 2A)
Disclosure events (Item 11)0
DesignationsNone named on site or in ADV 2A
Source: SEC Investment Adviser Public Disclosure, CRD 143750, as of ADV filing 2026-02-25, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Boston, MA (2026): rank 10 of 10
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