West Branch Capital LLC

West Branch Capital LLC (CRD# 133813) is a financial advisory firm headquartered in Amherst, MA. They manage $439,899,182 in 1,158 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    440
    MILLION
  • Total Number of Accounts
    1,158
    ACCOUNTS
  • Average Account Value
    $379,878
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
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, CO, CT, FL, LA, MA, NC, NH, NY, OH, RI, TX, VA

Financial Advisors at West Branch Capital LLC
Showing 1 - 6 of 6 top financial advisors.
1
Anne E. Christopulos
CRD#: 2077885
29 West Road, Orleans, MA 02653

Anne Christopulos (CRD# 2077885) is an Investment Advisor Representative working at West Branch Capital LLC in Orleans, MA and has over 20 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
David L. Fadel
CRD#: 1253770
9 Research Drive, Suite 1, Amherst, MA 01002

David Fadel (CRD# 1253770) is an Investment Advisor Representative working at West Branch Capital LLC in Amherst, MA and has over 37 years of experience in the finance industry. David Fadel 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
James K. Ho
CRD#: 2036580
9 Research Drive, Suite 1, Amherst, MA 01002

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.

4
Ayaz Mahmud
CRD#: 1094095
9 Research Drive, Suite 1, Amherst, MA 01002

Ayaz Mahmud (CRD# 1094095) is an Investment Advisor Representative working at West Branch Capital LLC in Amherst, MA and has over 38 years of experience in the finance industry.

5
Howard E. Singer
CRD#: 2075159
9 Research Drive, Suite 1, Amherst, MA 01002

Howard Singer (CRD# 2075159) is an Investment Advisor Representative working at West Branch Capital LLC in Amherst, MA and has over 30 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.

6
Peter B. Wiley
CRD#: 2307558
99 Derby Street, Suite 200, Hingham, MA 02043

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.