West Branch Capital LLC

West Branch Capital LLC (CRD# 133813) is a financial advisory firm headquartered in Amherst, MA. They manage $329,850,067 in 946 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    330
    MILLION
  • Total Number of Accounts
    946
    ACCOUNTS
  • Average Account Value
    $348,679
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, LA, MA, MO, NC, NH, NJ, NV, NY, TX

Financial Advisors at West Branch Capital LLC
Showing 1 - 9 of 9 top financial advisors.
1
Anne E. Christopulos
CRD#: 2077885
9 Research Drive, Suite 1, Amherst, MA 01002
96
Wealthminder
score

Anne Christopulos (CRD# 2077885) is an Investment Advisor Representative working at West Branch Capital LLC in Amherst, MA and has over 16 years of experience in the finance industry. Anne Christopulos has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Deborah E. Davis
CRD#: 2468258
29 West Road, Orleans, MA 02653
96
Wealthminder
score

Deborah Davis (CRD# 2468258) is an Investment Advisor Representative working at West Branch Capital LLC in Orleans, MA and has over 24 years of experience in the finance industry. Deborah Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Wayne G. Sharpe
CRD#: 2700529
9 Research Drive, Suite 1, Amherst, MA 01002
96
Wealthminder
score

Wayne Sharpe (CRD# 2700529) is an Investment Advisor Representative working at West Branch Capital LLC in Amherst, MA and has over 22 years of experience in the finance industry. Wayne Sharpe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Howard E. Singer
CRD#: 2075159
9 Research Drive, Suite 1, Amherst, MA 01002
96
Wealthminder
score

Howard Singer (CRD# 2075159) is an Investment Advisor Representative working at West Branch Capital LLC in Amherst, MA and has over 27 years of experience in the finance industry. Howard Singer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Ayaz Mahmud
CRD#: 1094095
99 Derby Street, Suite 200, Hingham, MA 02043
93
Wealthminder
score

Ayaz Mahmud (CRD# 1094095) is an Investment Advisor Representative working at West Branch Capital LLC in Hingham, MA and has over 35 years of experience in the finance industry.

6
James K. Ho
CRD#: 2036580
9 Research Drive, Suite 1, Amherst, MA 01002
90
Wealthminder
score

James Ho (CRD# 2036580) is an Investment Advisor Representative working at West Branch Capital LLC in Amherst, MA and has 1 year of experience in the finance industry. James Ho has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Ann T. Singer
CRD#: 4871194
9 Research Drive, Suite 1, Amherst, MA 01002
90
Wealthminder
score

Ann Singer (CRD# 4871194) is an Investment Advisor Representative working at West Branch Capital LLC in Amherst, MA and has 1 year of experience in the finance industry. Ann Singer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Peter B. Wiley
CRD#: 2307558
99 Derby Street, Suite 200, Hingham, MA 02043
90
Wealthminder
score

Peter Wiley (CRD# 2307558) is an Investment Advisor Representative working at West Branch Capital LLC in Hingham, MA and has 1 year of experience in the finance industry.

9
Geoffrey L. Wilson
CRD#: 4576589
99 Derby Street, Suite 200, Hingham, MA 02043
87
Wealthminder
score

Geoffrey Wilson (CRD# 4576589) is an Investment Advisor Representative working at West Branch Capital LLC in Hingham, MA and has 1 year of experience in the finance industry.

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