Berkshire Money Management recognized on USA Today
 |
DALTON, Mass. — Berkshire Money Management, the local 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 Best Financial Advisory Firms 2026 list awards the top registered investment advisory (RIA) firms in the United States based on two dimensions:
- Recommendations from financial advisors, clients, and industry experts: Recommendations were collected via an independent survey among over 30,000 individuals. Clients, industry experts, and financial advisors working for an RIA firm could recommend the RIA firms they find commendable.
- Development of Assets under Management (AUM): Both short-term (12-month) and long-term (5-year) AUM development were 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 of Berkshire Money Management. "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 United States, 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 (FINRA) 2025 Industry Snapshot, there were 32,090 SEC-registered investment advisor firms in 2024. According to the North American Securities Administrators Association's (NASAA) 2025 Investment Adviser Section Annual Report, there were 16,575 state-registered investment advisers by home state as of December 31, 2024.
Statista publishes hundreds of worldwide industry rankings and company listings with high-profile media partners. This research and analysis service is based on the success of statista.com, the leading data and business intelligence portal that provides statistics, relevant business data, and various market and consumer studies and surveys.
"Our goal was never to be the best local option for Berkshire County – we want to be the best option period," commented Allen Harris, CEO and Founder 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."
