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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):+ Ackerman Capital Management $604M · Dallas, TX+ Avaii Wealth Management, LLC $602.8M · Appleton, WI+ 25 Financial $545M · Saint Louis, MO+ Selby Wealth Management $544.8M · Emeryville, CA
Boise, ID
Littleton, CO
Mount Joy, PA
Assets under management$573.9M$603.6M$545.2M
Asset growth, last 2 years+75%+27%+93%
Advisory staff36910
Individual clients2172,943674
Assets per client$2.6M$205K$809K
Clients per advisor724367
Main custodianSchwabSchwabTrade-PMR
Filing with the SEC since2012 or earlier20152016
Tools in their stack514
People on Advicer.bio3609

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 LLCStewardship Advisors, LLC
Schedule Apps
CalendlyUses it––
YouCanBookMe––Uses it
Advisor Lead Gen
Fee-Only Network––Uses it
Behavior Assessments
Money Quotient––Uses it
Client File Sharing
ShareFileUses it––
Digital Marketing
Snappy KrakenUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Portfolio Management
OrionUses it–Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Berkeley, Inc: Schwab · Tucker Asset Management LLC: Schwab · Stewardship Advisors, LLC: Trade-PMR, Schwab