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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 Asset Management, LLC (swap one in):+ Gibson Capital, LLC $3.03B · Wexford, PA+ Vicus Capital, Inc. $2.99B · State College, PA+ Jacobi Capital Management, LLC $2.64B · Pittston, PA+ Cookson Peirce Wealth Management $2.56B · Pittsburgh, PA
Wilkes-Barre, PA
Philadelphia, PA
Greenville, SC
Assets under management$2.79B$3.02B$2.64B
Asset growth, last 2 years+21%+101%+56%
Advisory staff6718
Individual clients2,3226441,638
Assets per client$1.2M$4.7M$1.6M
Clients per advisor3879291
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20132016
Tools in their stack–21
People on Advicer.bio7720

From each firm's latest Form ADV (Mar 2026, Sep 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 Asset Management, LLCElm WealthFoster Victor
CRM
HubSpot–Uses it–
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Berkshire Asset Management, LLC: Schwab, Wells Fargo · Elm Wealth: Fidelity · Foster Victor: Schwab