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Amerivest Advisory Corp (Northampton)


Amerivest Advisory Corp is a large advisory firm based in Northampton. It manages $36.73 million of regulatory assets for 220 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut and Massachusetts.




Amerivest Advisory Corp provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Amerivest Advisory Corp: assets under management

The assets under management (AUM) of Amerivest Advisory Corp is $36.73 million. The firm's AUM has gone down by -38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27.87 million in discretionary accounts and $8.86 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $196.23 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $113.65 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Amerivest Advisory Corp for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Northampton

The principal office where Amerivest Advisory Corp performs its advisory services is located at 20 Hampton Ave, Northampton, MA 01060, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 413-584-9988 or by fax 413-584-9955. The normal business hours are 8:00am - 5:00pm on Monday - Friday.


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