Birch Hill Investment Advisors Llc
- Regulatory AUM
- $2.9B
- Discretionary
- $2.9B
- Clients
- 195
- Avg AUM / client
- $15.1M
- Accounts
- 1,388
- Employees
- 19
AUM over time
Annual snapshots from Form ADV filings · as of Feb 25, 2026
Investments (13F portfolio — 195 positions, $2,227,829,243)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | COM | $114,363,349 | 549,111 | 5.13% | 3.88% |
| 2 | Microsoft Corp | COM | $103,875,762 | 280,616 | 4.66% | 3.52% |
| 3 | Berkshire Hathaway Inc Del | CL B NEW | $102,059,123 | 212,978 | 4.58% | 3.46% |
| 4 | Alphabet Inc | CAP STK CL A | $93,460,614 | 325,013 | 4.2% | 3.17% |
| 5 | Tjx Cos Inc New | COM | $92,468,695 | 579,015 | 4.15% | 3.14% |
| 6 | Apple Inc | COM | $91,749,612 | 361,518 | 4.12% | 3.11% |
| 7 | Amphenol Corp | CL A | $88,206,325 | 698,111 | 3.96% | 2.99% |
| 8 | Ecolab Inc | COM | $77,042,584 | 289,612 | 3.46% | 2.61% |
| 9 | Marsh & Mclennan Cos Inc | COM | $74,160,061 | 427,559 | 3.33% | 2.52% |
| 10 | Rockwell Automation Inc | COM | $67,731,422 | 188,730 | 3.04% | 2.3% |
| 11 | International Business Machs | COM | $67,717,464 | 279,374 | 3.04% | 2.3% |
| 12 | Vertex Pharmaceuticals Inc | COM | $67,335,999 | 150,795 | 3.02% | 2.28% |
| 13 | Edwards Lifesciences Corp | COM | $59,275,216 | 740,200 | 2.66% | 2.01% |
| 14 | Kroger Co | COM | $57,348,846 | 792,549 | 2.57% | 1.95% |
| 15 | Watts Water Technologies Inc | CL A | $54,954,800 | 189,310 | 2.47% | 1.86% |
| 16 | Asml Hldg Nv | N Y REGISTRY SHS | $52,460,007 | 39,717 | 2.35% | 1.78% |
| 17 | Alphabet Inc | CAP STK CL C | $51,942,624 | 181,073 | 2.33% | 1.76% |
| 18 | Lincoln Elec Hldgs Inc | COM | $49,845,890 | 200,120 | 2.24% | 1.69% |
| 19 | S&P Global Inc | COM | $45,009,053 | 105,819 | 2.02% | 1.53% |
| 20 | West Pharmaceutical Svsc Inc | COM | $40,392,892 | 161,159 | 1.81% | 1.37% |
| 21 | Analog Devices Inc | COM | $36,539,333 | 114,853 | 1.64% | 1.24% |
| 22 | Costco Wholesale Corporation | COM | $34,913,911 | 35,039 | 1.57% | 1.18% |
| 23 | Johnson & Johnson | COM | $32,240,169 | 131,894 | 1.45% | 1.09% |
| 24 | Alcon Ag | ORD SHS | $31,205,524 | 414,141 | 1.4% | 1.06% |
| 25 | Clorox Co Del | COM | $30,840,288 | 297,600 | 1.38% | 1.05% |
Top 25 of 195 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 13 | $7.7M | 0.26% |
| High net worth individuals | 169 | $2.7B | 90.7% |
| Charitable organizations | 13 | $206M | 6.98% |
| Corporations and other businesses | Fewer than 5 clients | $60.9M | 2.07% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Sullivan & Worcester Llp Savings And Investment Plan Sullivan & Worcester Llp | 2024 | |
| Sullivan & Worcester Llp Retirement Plan Sullivan & Worcester Llp | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gary Richard Mikula | Managing Member/President | CFA | Apr 2007 (19y) | 75% or more |
| Robert Agnew Oneil | Managing Member | CFA | Apr 2007 (19y) | 10% – 25% |
| Timothy Michael Malloy | Principal | CFP | Oct 2013 (13y) | Less than 5% |
| Brett Anthony Mirliani | Principal | CFP CFA | Jan 2016 (11y) | Less than 5% |
| Catherine M Kennedy | Principal | CFP | Aug 2018 (8y) | Less than 5% |
| Donovan, Paul, Joseph | Principal, Chief Compliance Officer, Coo | Jul 2021 (5y) | Less than 5% | |
| Adam John Desjardins | Registered representative | CFA | Feb 2017 (9y) | |
| Christopher Paul Mikus | Registered representative | CFP CFA | Feb 2021 (5y) | |
| George Bowen Cook | Registered representative | CFA | Feb 2021 (5y) | |
| Matthew W. Malicki | Registered representative | CFA | Jan 2026 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Sullivan & Worcester Llp Savings And Investment Plan | Sullivan & Worcester Llp | 197 | $118M | 01/01/2024 |
| Sullivan & Worcester Llp Retirement Plan | Sullivan & Worcester Llp | 154 | $97.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/25/2026 | 970 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $2.4B (83% of AUM) Feb 2026
- National Financial Services (Fidelity) $422M (14% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 25, 2026.
View current Form ADV (SEC/IAPD) ↗