Advicers.The community for financial advisors who care about their techJoin · $29/mo →
RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Berkeley, Inc (swap one in):+ Ackerman Capital Management $604M · Dallas, TX+ Avaii Wealth Management, LLC $602.8M · Appleton, WI+ Stewardship Advisors, LLC $545.2M · Mount Joy, PA+ Selby Wealth Management $544.8M · Emeryville, CA
Boise, ID
Littleton, CO
Saint Louis, MO
Assets under management$573.9M$603.6M$545M
Asset growth, last 2 years+75%+27%+33%
Advisory staff3698
Individual clients2172,943505
Assets per client$2.6M$205K$1.1M
Clients per advisor724363
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20152022
Tools in their stack511
People on Advicer.bio3609

From each firm's latest Form ADV (Feb 2026, Oct 2026, May 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolBerkeley, IncTucker Asset Management LLC25 Financial
Client File Sharing
ShareFileUses it––
Digital Marketing
Snappy KrakenUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Portfolio Management
OrionUses it–Uses it
Schedule Apps
CalendlyUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Berkeley, Inc: Schwab · Tucker Asset Management LLC: Schwab · 25 Financial: Schwab, Fidelity