NivaLet’s talk

Top 3 financial advisor firms in Great Barrington

3 SEC-registered financial advisor firms are headquartered in Great Barrington, MA, with $1.58B in combined regulatory assets under management. The largest by assets are American Investment Services ($1.07B), Rockingstone Advisors ($280M) and Tableaux ($230M).

3
Financial advisor firms
$1.58B
Their combined AUM
$280M
Median firm AUM
648
Clients of the top 3

The 3 largest by assets

  1. 1
    American Investment Services

    RIA

    $1.07B

  2. 2
    Rockingstone Advisors

    RIA

    $280M

  3. 3
    Tableaux

    RIA

    $230M

Profiles of the top 3

No. 1 · RIA

American Investment Services

American Investment Services is an investment adviser based in Great Barrington, MA, registered with the SEC since 1979. It provides investment management. Its clients include high-net-worth individuals, charitable organizations, and corporations and other businesses. Its regulatory assets under management total $1.07 billion, as filed on 31 March 2026.

American Investment Services charges 0.15%–1.00% a year for its Portfolio Management Services.

Regulatory AUM
$1.07B
Clients
378
Advisory staff
5
Fee schedule
0.15% to 1.00% a year
Custodians
Charles Schwab
Headquarters
250 Division Street, Great Barrington, MA 01230
Phone
413-591-4445
Website
americaninvestment.com

No. 2 · RIA

Rockingstone Advisors

Rockingstone Advisors is an investment adviser based in Great Barrington, MA, registered with the SEC since 2013. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $280 million, as filed on 19 March 2026.

Rockingstone Advisors charges 0.85%–1.75% a year for its Investment management fee.

Regulatory AUM
$280M
Clients
61
Advisory staff
2
Founded
2009
Fee schedule
0.85% to 1.75% a year
Custodians
Charles Schwab, Fidelity
Headquarters
292 Main Street, Suite 32, Great Barrington, MA 01230
Phone
212-430-2240
Website
rockingstoneadvisors.com

No. 3 · RIA

Tableaux

Tableaux is an investment adviser based in Great Barrington, MA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $230 million, as filed on 17 July 2026.

Tableaux charges 0.40%–1.25% a year for its Wealth Management Services.

Regulatory AUM
$230M
Clients
209
Advisory staff
5
Fee schedule
0.40% to 1.25% a year
Custodians
Charles Schwab, Fidelity
Headquarters
80 Maple Avenue, Suite 5, Great Barrington, MA 01230
Phone
413-264-2400
Website
tableaux.com

Questions about financial advisors in Great Barrington

How many financial advisor firms are headquartered in Great Barrington?

3 SEC-registered financial advisor firms report their principal office in Great Barrington, MA, managing $1.58B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Great Barrington?

American Investment Services, with $1.07B in regulatory assets under management on its latest Form ADV. The next largest are Rockingstone Advisors ($280M) and Tableaux ($230M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Great Barrington?

The median firm manages $280M in regulatory assets. That is the midpoint of the 3 firms headquartered in Great Barrington.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Great Barrington charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.75% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Great Barrington?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Great Barrington has 3 financial advisor firms; see every adviser in the city →

Top financial advisor firms in other Massachusetts cities