Birch Hill Investment Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated February 25, 2026, reports $2.9B in regulatory assets under management, 19 employees, and 1,388 accounts.
Assets Under Management
$2.9B
Employees
19
Offices
--
Total Clients
195
Primary office
BOSTON, MA
ONE INTERNATIONAL PLACE, SUITE 770, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 86.7% of total clients.
Top client categories% of clientsClients
1
HNWI
86.7%
169
2
Individuals
6.7%
13
3
Charitable
6.7%
13
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.9Bas of February 25, 2026
Discretionary100.0%
$2.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.9B
Total Accounts1,388
10Y AUM Change+$1.5B (+109.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee10:1
10Y Employee Change+3 (+18.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.