Berkshire Money Management Named to Best Financial Advisory Firms List

DALTON — Berkshire Money Management, a financial advising firm with offices in Dalton, Great Barrington, and Williamstown, has been recognized on USA Today’s list of the Best Financial Advisory Firms 2026. Berkshire Money Management appears to be the only Massachusetts-based firm west of Worcester to be included on this year’s list. This award is presented by USA Today and Statista Inc., the world-leading statistics portal and industry ranking provider. The awards list can be viewed at usatoday.com.

The Best Financial Advisory Firms 2026 list awards the top registered investment advisory (RIA) firms in the U.S. based on two dimensions: recommendations from financial advisors, clients, and industry experts, and both short-term (12-month) and long-term (5-year) AUM development analyzed using publicly available data.

“We’re honored to be named to USA Today’s 2026 list of Best Financial Advisory Firms,” said Natalie Wheeler, president and chief operating officer. “This recognition is a credit to the entire Berkshire Money Management team and the thoughtful work they do every day as we strive to provide the best financial guidance and support to our clients.”

To be eligible for the award, firms must be registered as an investment advisory firm (RIA firm) with the SEC and/or at state level for at least one year, maintain a principal office in the U.S., have a clean disciplinary record, provide financial planning or portfolio management services to individuals and/or small businesses, and manage more than $500,000 in AUM.

According to the Financial Industry Regulatory Authority’s 2025 Industry Snapshot, there were 32,090 SEC-registered investment advisor firms in 2024. According to the North American Securities Administrators Assoc. 2025 Investment Adviser Section Annual Report, there were 16,575 state-registered investment advisers by home state as of Dec. 31, 2024.

“Our goal was never to be the best local option for Berkshire County — we want to be the best option, period,” said Allen Harris, founder and CEO of Berkshire Money Management. “After 25 years, we’re still continually learning, growing, and evolving to provide modern, highly skilled financial advice and planning services for our clients in the Berkshires and beyond.”