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 Berkshire Advisors, Inc. (swap one in):+ Malnik Wealth Management, LLC $101.9M+ Persico Asset Management $101.9M+ Ithaka Financial Planning, LLC $92.2M · Chevy Chase, MD+ Sovereign Financial Services, LLC $92.1M · Phoenix, MD
Wyomissing, PA
El Segundo, CA
Virginia Beach, VA
Assets under management$97.1M$101.9M$101.9M
Asset growth, last 2 years+0%+325%+38%
Advisory staff2211
Individual clients25095368
Assets per client$388K$1.1M$277K
Clients per advisor1254833
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20182023
Tools in their stack–31
People on Advicer.bio2210

From each firm's latest Form ADV (Mar 2026, Oct 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.

ToolBerkshire Advisors, Inc.Rylander RichterApforia
Client File Sharing
Box–Uses it–
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Berkshire Advisors, Inc.: Schwab · Rylander Richter: Schwab · Apforia: Schwab, Altruist