The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
Financial Advisor 100

42. Birch Hill Investment Advisors

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Birch Hill Investment Advisors, based in Boston, is ranked No. 42 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $2.6 billion
Accounts Under Management: 190
Years in Business: 18

  • Accepts clients in all 50 states
  • Physical offices in Massachusetts
  • No minimum asset threshold

Leadership and Contact Information:
Gary Mikula, co-founder and president
Robert O'Neil Jr., co-founder and principal
G. Bowen Cook Jr., principal and director of research

bhboston.com
One International Place, Suite 770, Boston, MA 02110
(617) 502-8300

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