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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 Berkshire Advisors, Inc. (swap one in):+ Persico Asset Management $101.9M+ Apforia $101.9M · Virginia Beach, VA+ Ithaka Financial Planning, LLC $92.2M · Chevy Chase, MD+ Sovereign Financial Services, LLC $92.1M · Phoenix, MD
Wyomissing, PA
El Segundo, CA
Assets under management$97.1M$101.9M$101.9M
Asset growth, last 2 years+0%+325%–
Advisory staff222
Individual clients25095216
Assets per client$388K$1.1M$472K
Clients per advisor12548108
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier20182026
Tools in their stack–32
People on Advicer.bio222

From each firm's latest Form ADV (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.

ToolBerkshire Advisors, Inc.Rylander RichterMalnik Wealth Management, LLC
Client File Sharing
Box–Uses it–
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses itUses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Berkshire Advisors, Inc.: Schwab · Rylander Richter: Schwab · Malnik Wealth Management, LLC: none listed