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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

BIRCH HILL INVESTMENT ADVISORS LLC

CRD 143750

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a89bfef9-127f-5354-7030-b0f9a0d96c45

Data as of Feb 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 8
On other graphs: 0
Observed: Mar 16, 2012 to Feb 25, 2026
30 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.91 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.9BItem 5.F on the latest filing (2026-02-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.9B
Private client RAUM: $2.7BderivedItem 5.D individuals plus high net worth individuals
Private client share: 91%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $327Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 19
Advisory employees: 9
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,388
Individual clients: 13
High net worth clients: 169
Custody, client assets: $2.9B
SEC number: 801-67818
CIK: 1424177
CRD: 143750
Filings on the tape: 30
First filed: Mar 16, 2012
Latest filed: Feb 25, 2026
Organised: Limited Liability Company, MA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GARY RICHARD MIKULA	Chartered Financial Analyst	BOSTON, MA	19	39	1	no
ROBERT AGNEW ONEIL	Chartered Financial Analyst	BOSTON, MA	19	23	1	no
TIMOTHY MICHAEL MALLOY	Certified Financial Planner	BOSTON, MA	12	13	n/a	no
BRETT ANTHONY MIRLIANI	Certified Financial Planner\|Chartered Financial Analyst	BOSTON, MA	10	32	1	no
ADAM JOHN DESJARDINS	Chartered Financial Analyst	BOSTON, MA	9	19	n/a	no
CATHERINE M KENNEDY	Certified Financial Planner	BOSTON, MA	8	26	1	no
GEORGE BOWEN COOK	Chartered Financial Analyst	BOSTON, MA	5	13	n/a	no
CHRISTOPHER PAUL MIKUS	Certified Financial Planner\|Chartered Financial Analyst	BOSTON, MA	5	13	n/a	no
Matthew W. Malicki	Chartered Financial Analyst	BOSTON, MA	0	13	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DONOVAN, PAUL, JOSEPH	PRINCIPAL, CHIEF COMPLIANCE OFFICER, COO	Na	yes	07/2021	Feb 25, 2026	Feb 25, 2026
MIKULA, GARY, RICHARD	MANAGING MEMBER/CHIEF EXECUTIVE OFFICER	E	yes	04/2007	Feb 25, 2026	Feb 25, 2026
ONEIL, ROBERT, AGNEW	MANAGING MEMBER/PRESIDENT	B	yes	04/2007	Feb 25, 2026	Feb 25, 2026
COOK, GEORGE, BOWEN	Principal	Na	no	01/2025	Feb 25, 2026	Feb 25, 2026
KENNEDY, CATHERINE, M	Principal	Na	no	07/2021	Feb 25, 2026	Feb 25, 2026
MALLOY, TIMOTHY, MICHAEL	Principal	Na	no	07/2021	Feb 25, 2026	Feb 25, 2026
MIKUS, CHRISTOPHER, PAUL	Principal	Na	no	01/2025	Feb 25, 2026	Feb 25, 2026
MIRLIANI, BRETT, ANTHONY	Principal	Na	no	07/2021	Feb 25, 2026	Feb 25, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 25, 2026	$2.9B	$2.9B	19	9	0	n/a	n/a
2024	Feb 28, 2025	$2.7B	$2.7B	19	9	0	n/a	n/a
2023	Feb 27, 2024	$2.4B	$2.4B	19	9	0	n/a	n/a
2022	Mar 10, 2023	$2.1B	$2.1B	19	9	0	n/a	n/a
2021	Mar 8, 2022	$2.5B	$2.5B	18	8	0	n/a	n/a
2020	Mar 2, 2021	$2.2B	$2.2B	17	8	0	n/a	n/a
2019	Feb 6, 2020	$2.0B	$2.0B	18	9	0	n/a	n/a
2018	Mar 26, 2019	$1.6B	$1.6B	18	9	0	n/a	n/a
2017	Mar 28, 2018	$1.6B	$1.6B	17	9	1	n/a	n/a
2016	Mar 29, 2017	$1.4B	$1.4B	16	8	n/a	n/a	n/a
2015	Mar 29, 2016	$1.3B	$1.3B	16	8	n/a	n/a	n/a
2014	Mar 27, 2015	$1.3B	$1.3B	14	7	n/a	n/a	n/a
2013	Mar 18, 2014	$1.2B	$1.2B	14	7	n/a	n/a	n/a
2012	Mar 14, 2013	$1.0B	$1.0B	13	7	n/a	n/a	n/a
2011	Mar 16, 2012	$964M	$963M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.9B	$2.7B	11.0%	$2.1B	12.6%	19	19	0	0

Relationships

Registered with (9)

← Matthew W. MalickiAdvisorregistration: current employment
Jan 30, 2026 to presentfactForm ADV
← GEORGE BOWEN COOKAdvisorregistration: current employment
Feb 9, 2021 to presentfactForm ADV
← CHRISTOPHER PAUL MIKUSAdvisorregistration: current employment
Feb 9, 2021 to presentfactForm ADV
← CATHERINE M KENNEDYAdvisorregistration: current employment
Aug 15, 2018 to presentfactForm ADV
← ADAM JOHN DESJARDINSAdvisorregistration: current employment
Feb 6, 2017 to presentfactForm ADV
← BRETT ANTHONY MIRLIANIAdvisorregistration: current employment
Jan 20, 2016 to presentfactForm ADV
← TIMOTHY MICHAEL MALLOYAdvisorregistration: current employment
Oct 15, 2013 to presentfactForm ADV
← GARY RICHARD MIKULAAdvisorregistration: current employment
Jun 6, 2007 to presentfactForm ADV
← ROBERT AGNEW ONEILAdvisorregistration: current employment
Jun 6, 2007 to presentfactForm ADV

Controls (6)

← ONEIL, ROBERT, AGNEWOwnerMANAGING MEMBER, ownership code B, individual
Mar 16, 2012 to Feb 27, 2024factForm ADV
← MIKULA, GARY, RICHARDOwnerMANAGING MEMBER/PRESIDENT, ownership code E, individual
Mar 16, 2012 to Feb 27, 2024factForm ADV
← MIRLIANI, BRETT, ANTHONYOwnerPRINCIPAL, ownership code NA, individual
Mar 8, 2022 to Feb 27, 2024factForm ADV
← DONOVAN, PAUL, JOSEPHOwnerPRINCIPAL, CHIEF COMPLIANCE OFFICER, COO, ownership code NA, individual
Jan 7, 2021 to Feb 27, 2024factForm ADV
← MALLOY, TIMOTHY, MICHAELOwnerPRINCIPAL, ownership code NA, individual
Mar 8, 2022 to Feb 27, 2024factForm ADV
← KENNEDY, CATHERINE, MOwnerPRINCIPAL, ownership code NA, individual
Mar 8, 2022 to Feb 27, 2024factForm ADV

Dated events

Occurred
Mar 8, 2022
Control person joined
Michael Timothy Malloy (Principal) appeared on Schedule A of Birch Hill Investment Advisors Llc
Form ADVobserved 6 days ago
Occurred
Mar 8, 2022
Control person joined
M Catherine Kennedy (Principal) appeared on Schedule A of Birch Hill Investment Advisors Llc
Form ADVobserved 6 days ago
Occurred
Mar 8, 2022
Control person joined
Anthony Brett Mirliani (Principal) appeared on Schedule A of Birch Hill Investment Advisors Llc
Form ADVobserved 6 days ago
Occurred
Jan 7, 2021
Control person joined
Joseph Paul Donovan (Chief Compliance Officer) appeared on Schedule A of Birch Hill Investment Advisors Llc
Form ADVobserved 6 days ago
Occurred
Jan 7, 2021
Control person left
Allen Miner Crary (Member/Clerk) no longer on Schedule A of Birch Hill Investment Advisors Llc (listed 2020-10-23, absent 2021-01-07)
Form ADVobserved 6 days ago
Occurred
Feb 6, 2020
Regulatory AUM changed
Birch Hill Investment Advisors Llc reported RAUM $2.0B, up 26% from $1.6B (2020-01-06 to 2020-02-06)
Form ADVobserved 6 days ago
$399M
Occurred
Feb 6, 2020
Control person left
Edward Thomas Reilly (Member) no longer on Schedule A of Birch Hill Investment Advisors Llc (listed 2020-01-06, absent 2020-02-06)
Form ADVobserved 6 days ago
Occurred
Feb 6, 2020
Control person left
Barry John Stiles (Member) no longer on Schedule A of Birch Hill Investment Advisors Llc (listed 2020-01-06, absent 2020-02-06)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a89bfef9-127f-5354-7030-b0f9a0d96c45
First observed: Mar 16, 2012
Last observed: Feb 25, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BIRCH HILL INVESTMENT ADVISORS LLC

CRD 143750

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a89bfef9-127f-5354-7030-b0f9a0d96c45

Data as of Feb 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:27 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GARY RICHARD MIKULA

Chartered Financial Analyst

BOSTON, MA

ROBERT AGNEW ONEIL

Chartered Financial Analyst

BOSTON, MA

TIMOTHY MICHAEL MALLOY

Certified Financial Planner

BOSTON, MA

n/a

BRETT ANTHONY MIRLIANI

Certified Financial Planner|Chartered Financial Analyst

BOSTON, MA

ADAM JOHN DESJARDINS

Chartered Financial Analyst

BOSTON, MA

n/a

CATHERINE M KENNEDY

Certified Financial Planner

BOSTON, MA

GEORGE BOWEN COOK

Chartered Financial Analyst

BOSTON, MA

n/a

CHRISTOPHER PAUL MIKUS

Certified Financial Planner|Chartered Financial Analyst

BOSTON, MA

n/a

Matthew W. Malicki

Chartered Financial Analyst

BOSTON, MA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DONOVAN, PAUL, JOSEPH

PRINCIPAL, CHIEF COMPLIANCE OFFICER, COO

yes

07/2021

Feb 25, 2026

MIKULA, GARY, RICHARD

MANAGING MEMBER/CHIEF EXECUTIVE OFFICER

yes

04/2007

Feb 25, 2026

ONEIL, ROBERT, AGNEW

MANAGING MEMBER/PRESIDENT

yes

04/2007

Feb 25, 2026

COOK, GEORGE, BOWEN

Principal

01/2025

Feb 25, 2026

KENNEDY, CATHERINE, M

Principal

07/2021

Feb 25, 2026

MALLOY, TIMOTHY, MICHAEL

Principal

07/2021

Feb 25, 2026

MIKUS, CHRISTOPHER, PAUL

Principal

01/2025

Feb 25, 2026

MIRLIANI, BRETT, ANTHONY

Principal

07/2021

Feb 25, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 25, 2026

$2.9B

n/a

2024

Feb 28, 2025

$2.7B

n/a

2023

Feb 27, 2024

$2.4B

n/a

2022

Mar 10, 2023

$2.1B

n/a

2021

Mar 8, 2022

$2.5B

n/a

2020

Mar 2, 2021

$2.2B

n/a

2019

Feb 6, 2020

$2.0B

n/a

2018

Mar 26, 2019

$1.6B

n/a

2017

Mar 28, 2018

$1.6B

n/a

2016

Mar 29, 2017

$1.4B

n/a

2015

Mar 29, 2016

$1.3B

n/a

2014

Mar 27, 2015

$1.3B

n/a

2013

Mar 18, 2014

$1.2B

n/a

2012

Mar 14, 2013

$1.0B

n/a

2011

Mar 16, 2012

$964M

$963M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.9B

$2.7B

11.0%

$2.1B

12.6%