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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 Goalvest Advisory LLC (swap one in):+ Strategic Wealth Management Group $832.9M · New York, NY+ Edge Wealth Management, LLC $827.2M · New York, NY+ Am Investment Strategies, LLC $738.4M · Chattanooga, TN+ Lesko Securities, Inc. $728.5M · Vestal, NY
New York, NY
Saratoga Spring, NY
Elmira, NY
Assets under management$777.6M$825.5M$820M
Asset growth, last 2 years+68%+127%+24%
Advisory staff767
Individual clients443525880
Assets per client$1.8M$1.6M$932K
Clients per advisor6388126
Main custodianSchwabSchwab–
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack512
People on Advicer.bio614

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

1 tool 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.Valicenti Advisory Services Inc
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses itUses itUses it
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Goalvest Advisory LLC: Schwab · Kershner, Grosso & Co.: Schwab · Valicenti Advisory Services Inc: none listed