DALTON — Berkshire Money Management, with offices in Dalton, Great Barrington and Williamstown, has been named to USA Today’s list of the Best Financial Advisory Firms 2026.
The award, presented by USA Today and Statista Inc., recognizes top registered investment advisory (RIA) firms in the U.S. based on peer and client recommendations and assets under management growth over 12 months and five years.
Eligible firms must be SEC- and/or state-registered RIAs with at least one year in operation, maintain a U.S. principal office, have a clean disciplinary record, provide financial planning or portfolio management services to individuals or small businesses, and manage more than $500,000 in assets under management.
According to the Financial Industry Regulatory Authority, there were 32,090 SEC-registered investment adviser firms in 2024. According to the North American Securities Administrators Association, there were 16,575 state-registered investment advisers by home state as of Dec. 31, 2024.