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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+ Asset Dedication, LLC $2.93B · San Francisco, CA+ Jacobi Capital Management, LLC $2.64B · Pittston, PA+ Cookson Peirce Wealth Management $2.56B · Pittsburgh, PA
Wilkes-Barre, PA
Philadelphia, PA
State College, PA
Assets under management$2.79B$3.02B$2.99B
Asset growth, last 2 years+21%+101%+33%
Advisory staff6784
Individual clients2,3226446,170
Assets per client$1.2M$4.7M$485K
Clients per advisor3879273
Main custodianSchwabFidelityFidelity
Filing with the SEC since2012 or earlier20132012 or earlier
Tools in their stack–21
People on Advicer.bio7790

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 WealthVicus Capital, Inc.
CRM
HubSpot–Uses it–
SS&C Black Diamond––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Berkshire Asset Management, LLC: Schwab, Wells Fargo · Elm Wealth: Fidelity · Vicus Capital, Inc.: Fidelity