West Branch Capital Reviewverified_user

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The following automated report was generated using SEC and FINRA data and was last updated on June 1st, 2020*. For data support, email "". Views: 475 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

West Branch Capital, registered in 2013, is a Registered Investment Advisor (RIA) in 10 state(s) with a licensed staff of 8 advisors. West Branch Capital manages $410.8 million and provides investment advisory services for 355 clients (1:45 advisor/client ratio).


Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 21
Minimum Investment $1,000,000
Average Client Balance $1,157,157
Total AUM $410.8 million
Advisor / Client Ratio 1:45
Headquarters Amherst, MA
SEC Filings View SEC IAPD CRD #133813
State(s) Registered CA, CT, FL, LA, MA, NH, NY, NC, TX, VA

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