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June, 2017 – West Branch Capital LLC Selected as a 2017 Financial Times 300 Top Registered Investment Adviser

Ayaz Mahmud, Founder and CEO of West Branch Capital LLC is pleased to announce that the firm has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent Registered Investment Adviser (RIA) firms from across the U.S.

In its fourth edition, the Financial Times calls its methodology in selecting independent RIA firms “quantifiable and objective”, using a specific formula to grade advisers including their assets under management (AUM), asset growth, number of years in business, industry certifications of key employees (such as CFA, CFP, etc.), compliance, and online accessibility.

“We appreciate the recognition and support from Financial Times and extend sincere gratitude to our clients, who made it possible for us to reach this milestone.” said Ayaz Mahmud, West Branch Capital’s CEO.

The final FT 300 represents an impressive cohort of elite RIA firms, as the “average” practice in this year’s list has been in existence for 24 years and manages $2.7 billion in assets. The #FT300 Top RIAs hail from 37 states and Washington, D.C. It is one in a series of rankings of top advisers by the Financial Times, including the FT 401 (DC retirement plan advisers) and the FT 400 (broker-dealer advisers).

Founded in 2004, West Branch Capital is an independently-owned, fee-only Registered Investment Adviser. Its core investment team collectively represents over 100 years of investment management experience. West Branch Capital has offices in Amherst, Hingham, and Orleans, Massachusetts.

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June, 2017). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years  in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.


May, 2017 – West Branch Capital, LLC appreciated taking part in the BusinessWest “Faces of Business” issue, a great tool for getting to know creative and innovative business leaders in western Massachusetts. Read about us here.

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