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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-23-2007
- Office Locations
- 1
Office Locations
About Birch Hill Investment Advisors LLC
Birch Hill Investment Advisors is a Boston-based RIA providing investment management and wealth management for individuals and families navigating retirement, education funding, elder care, and multigenerational planning. The firm invests in a concentrated set of “wide moat” companies, with custody relationships including Schwab and Fidelity/NFS. Named a Top 300 U.S. advisor and Top 10 in Boston.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
GARY RICHARD MIKULA
Chief Executive Officer, Managing Member, President
- CRD
- #1582849
- Ownership
- 75% or more
ROBERT AGNEW ONEIL JR.
Managing Member, President, Principal
- CRD
- #1626421
- Ownership
- 10% but less than 25%
Showing 2 of 8 owners & executives
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ADAM JOHN DESJARDINS
Vice President
- CRD
- #4917963
Matthew W. Malicki
--
- CRD
- #8211902
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,947,308,859 | $2,123,421 |
| Non-Discretionary | $0 | -- |
| Total | $2,947,308,859 | $2,123,421 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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