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 Goalvest Advisory LLC (swap one in):+ Strategic Wealth Management Group $832.9M · New York, NY+ Valicenti Advisory Services Inc $820M · Elmira, NY+ Am Investment Strategies, LLC $738.4M · Chattanooga, TN+ Lesko Securities, Inc. $728.5M · Vestal, NY
New York, NY
Saratoga Spring, NY
New York, NY
Assets under management$777.6M$825.5M$827.2M
Asset growth, last 2 years+68%+127%+17%
Advisory staff765
Individual clients443525252
Assets per client$1.8M$1.6M$3.3M
Clients per advisor638850
Main custodianSchwabSchwabSchwab
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack511
People on Advicer.bio616

From each firm's latest Form ADV (Aug 2026, Feb 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.

ToolGoalvest Advisory LLCKershner, Grosso & Co.Edge Wealth Management, LLC
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses itUses it–
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it–Uses it

Custodians on Form ADV: Goalvest Advisory LLC: Schwab · Kershner, Grosso & Co.: Schwab · Edge Wealth Management, LLC: Schwab