Birch Hill Investment Advisors LLC

Birch Hill Investment Advisors LLC

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One International Place Suite 770

Boston, MA 2110

617-502-8300

birchhilladvisors.com

No. advisers: 16

AUM: $1,403,947,004

Asset Breakdown

Staff
Employees 16
Clients
High-net-worth individuals 76-99%
Financial planning clients N/A
High-net-worth client assets More than 75%
Compensation
Percentage of assets under management Yes
Hourly charges Yes
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $1,402,449,193 1,020 $1,374,950
Non-discretionary 1497811 1 $1,497,811
Total $1,403,947,004 1,021 $1,375,071

Advisers and firms honored for charitable giving

September 28, 2017 - Five financial advisers and two firms received top honors Thursday night at the annual Invest in Others Awards, formerly known as the Community Leadership Awards, presented by the Invest in Others Charitable Foundation. The awards program, in its 11th...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

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Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology: InvestmentNews qualified 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency.

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