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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):+ Atlantic Edge Private Wealth Management $604.3M+ Avaii Wealth Management, LLC $602.8M · Appleton, WI+ Stewardship Advisors, LLC $545.2M · Mount Joy, PA+ 25 Financial $545M · Saint Louis, MO
Boise, ID
Littleton, CO
Dallas, TX
Assets under management$573.9M$603.6M$604M
Asset growth, last 2 years+75%+27%+36%
Advisory staff3693
Individual clients2172,943174
Assets per client$2.6M$205K$3.5M
Clients per advisor724358
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20152012 or earlier
Tools in their stack513
People on Advicer.bio3603

From each firm's latest Form ADV (Feb 2026, Oct 2026, Mar 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 LLCAckerman Capital Management
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)Uses it––
Client File Sharing
ShareFileUses it––
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Snappy KrakenUses 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 · Ackerman Capital Management: Schwab