Report card.

Berkshire Money Management, Inc. · Dalton, MA

From SEC Form ADV filings, advisor registrations and this firm's page on Advicer.bio, latest filing Sep 2026. Grades compare it with the typical wealth management RIA.

Firm page

Growth

Assets +36% in two years; typical +34%

Advisors

0 recruited, 0 left in 12 months

Tech stack

5 tools listed on Advicer.bio

Marketing

6 of 6 things the fastest growers do more

Advicer page

4 of 7 done

Growth

$1.23Bassets under management

+36%asset growth, two years (typical +34%)

8advisory staff

875individual clients · $1.4M each

Organic Growers: #88 in Massachusetts, #2,879 nationally of 2,994 firms beating the typical growth · organic or recruited.

Advisors won and lost

0joined from other firms

0left for other firms

0net, last 12 months

Not on Talent Magnets (RIAs that recruited 3 or more advisors in 12 months).

Firms its size

Marble Harbor Investment Counsel, LLC · Boston, MA · $1.32B
Woodstock Corporation · Boston, MA · $1.29B
Baxter Investment Management · Riverside, CT · $1.17B

Compare side by side

Tech stack

Charles Schwab · College Aid Pro · Envestnet MoneyGuide · Envestnet Tamarac · HubSpot

What the fastest growers run

–Orion on 40.4% of their stacks
–SS&C Black Diamond on 23.4% of their stacks
–eMoney on 40.4% of their stacks
✓Envestnet Tamarac on 17% of their stacks

Marketing

What the fastest growers do more than firms their size, and whether this firm does it: from what it told the SEC about its ads (Form ADV Item 5.L) and what its own website shows.

In its ads (Form ADV)

✓Client testimonials · 32.4% of the fastest growers, 13.8% of firms their size
✓Endorsements (promoters, referral partners) · 32.7% of the fastest growers, 22.3% of firms their size
✓Third-party ratings · 39.2% of the fastest growers, 31.1% of firms their size

On its website

✓Links a YouTube channel · 33.3% of the fastest growers, 18.5% of firms their size
✓Names who it serves (a niche) on its home page · 17.8% of the fastest growers, 12.2% of firms their size
✓Posts to its blog at least monthly · 12 posts in the last year · 26.9% of the fastest growers, 19% of firms their size

Its ads don't include performance results. The fastest growers are less likely to advertise performance than firms their size.

How the fastest growers market →

Its Advicer page

✓Logo
✓Website
–A line about the firm · Say who you serve, in a sentence
✓Tech stack
✓Advisors linked
–Fees and minimum · Say what clients pay, and your minimum
–How you work · Lay out your process in 3 or 4 steps

Work here? Claim the firm's page to fill in what's missing and see which firms visit it. Advisors there can claim their own pages too.

Go to the firm page

Grades: growth compares two-year asset growth with the typical wealth management RIA (A is 1.5× typical or more); advisors is A for a top 100 Talent Magnet, otherwise by net advisors in 12 months; tech stack by tools listed; marketing by the share it does of six things the fastest growers do more (testimonials, endorsements and ratings in its ads, from Form ADV 5.L; a YouTube channel, a niche and a monthly blog on its website), of those we could check; the page by how complete it is, including the fees, minimum and process prospects look for first. Assets include market gains and acquisitions. Public data only; not a recommendation.