Advisers in Amherst, MA

3 advisers in Amherst — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Pennyfarthing Investment Management, L.L.C.6 South East Street · Amherst, MA 01002 · (413) 259-1900 · Financial planningCRD 123006 · % of assets, Hourly charges · $29.3 million AUMState registeredNo commissions reported Quabbin Advisors447 West St · Amherst, MA 01002 · (413) 313-5037 · Financial planningCRD 160019 · % of assets, Fixed fees · $109.8 million AUMSEC registeredNo commissions reported West Branch Capital LLC9 Research Drive, Suite 1 · Amherst, MA 01002 · Financial planningCRD 133813 · % of assets, Fixed fees, Performance-based fees · $690.1 million AUMSEC registeredNo commissions reported

Talking to advisers in Amherst? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.