Top financial advisors in Amherst, MA
We've curated a list of the best financial advisors in Amherst, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $415,038,451 Number of advisors 10 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Amherst, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
West Branch Capital LLC
West Branch Capital LLC is a Registered Investment Adviser established in 2004 by Ayaz Mahmud. The firm offers investment Advisory services to individuals, high net worth individuals, trusts, estates, corporations, and other businesses in the United States. Their investment strategy is primarily long-term focused, with discretionary portfolio management services that include individual equity and fixed income securities, mutual funds, Exchange Traded Funds, and more. West Branch Capital charges fees based on a tiered schedule, with rates ranging from 1.50% to 0.25% based on assets under management. The firm does not participate in wrap fee programs and manages discretionary assets totaling $602,019,152 as of December 31, 2024. Clients are required to enter into an Investment Advisory Agreement, and the firm does not have custody of client funds or securities. West Branch Capital primarily uses fundamental and technical analysis for investment strategies and does not vote proxies on behalf of clients. The firm does not have any disciplinary events, adverse financial conditions, or bankruptcy history. Clients are encouraged to review reports, statements, and proxies directly from the qualified Custodian. For more information, clients can contact West Branch Capital at (413) 256-1225 or visit their website at www.westbranchcapital.com.
$415,038,451 under management
10 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Amherst, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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