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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Birch Hill Investment Advisors LLC (swap one in):+ Northeast Investment Management Inc $3.27B · Boston, MA+ Svb Wealth $3.1B · Boston, MA+ Titleist Asset Management $2.79B · San Antonio, TX+ Berkshire Asset Management, LLC $2.79B · Wilkes-Barre, PA
Boston, MA
Boston, MA
Wethersfield, CT
Assets under management$2.95B$3.1B$2.78B
Asset growth, last 2 years+43%+40%+135%
Advisory staff92736
Individual clients1822,4056,038
Assets per client$16.2M$1.3M$461K
Clients per advisor2089168
Main custodianSchwabLPL FinancialFidelity
Filing with the SEC since2012 or earlier20172014
Tools in their stack–3–
People on Advicer.bio92827

From each firm's latest Form ADV (Feb 2026, Sep 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolBirch Hill Investment Advisors LLCWinthrop WealthJohnson Brunetti
Advisory Fee Billing
AdvicePay–Uses it–
Custodial Platform
LPL Financial (ClientWorks)–Uses it–
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Birch Hill Investment Advisors LLC: Schwab, Fidelity · Winthrop Wealth: LPL Financial · Johnson Brunetti: Fidelity