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BIRCH HILL INVESTMENT ADVISORS LLC

BOSTON, MA · CRD 143750 · IAPD ↗ · 617-502-8300

$2.95BRegulatory AUM
9Advisory reps
19Employees
0Clients
26-50Planning clients
0Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — BIRCH HILL INVESTMENT ADVISORS LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.