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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+ Foster Victor $2.64B · Greenville, SC+ Cookson Peirce Wealth Management $2.56B · Pittsburgh, PA
Wilkes-Barre, PA
Philadelphia, PA
Pittston, PA
Assets under management$2.79B$3.02B$2.64B
Asset growth, last 2 years+21%+101%+56%
Advisory staff6731
Individual clients2,3226442,900
Assets per client$1.2M$4.7M$911K
Clients per advisor3879294
Main custodianSchwabFidelityLPL Financial
Filing with the SEC since2012 or earlier20132012 or earlier
Tools in their stack–22
People on Advicer.bio7732

From each firm's latest Form ADV (Mar 2026, Sep 2026, Jun 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 WealthJacobi Capital Management, LLC
CRM
HubSpot–Uses it–
Custodial Platform
Charles Schwab––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 · Jacobi Capital Management, LLC: LPL Financial