West Branch Capital LLC

West Branch Capital LLC (CRD# 133813) is a financial advisory firm headquartered in Amherst, MA. They manage $323,629,416 in 950 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    324
    MILLION
  • Total Number of Accounts
    950
    ACCOUNTS
  • Average Account Value
    $340,663
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, VA

Financial Advisors at West Branch Capital LLC
Showing 1 - 7 of 7 top financial advisors.
1
Anne E. Christopulos
CRD#: 2077885
Orleans, MA 02653

Anne Christopulos (CRD# 2077885) is an Investment Advisor Representative working at West Branch Capital LLC in Orleans, MA and has over 18 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
Orleans, MA 02653

Deborah Davis (CRD# 2468258) is an Investment Advisor Representative working at West Branch Capital LLC in Orleans, MA and has over 25 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
James K. Ho
CRD#: 2036580
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
Amherst, MA 01002

Ayaz Mahmud (CRD# 1094095) is an Investment Advisor Representative working at West Branch Capital LLC in Amherst, MA and has over 36 years of experience in the finance industry.

5
Howard E. Singer
CRD#: 2075159
Amherst, MA 01002

Howard Singer (CRD# 2075159) is an Investment Advisor Representative working at West Branch Capital LLC in Amherst, MA and has over 29 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
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.

7
Geoffrey L. Wilson
CRD#: 4576589
Hingham, MA 02043

Geoffrey Wilson (CRD# 4576589) is an Investment Advisor Representative working at West Branch Capital LLC in Hingham, MA and has over 2 years of experience in the finance industry.

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