Berkshire Advisors Multi-Family Office / Berkshire Advisors, Inc.

Overview

Berkshire Advisors launched its multi-family office offering in 2009. It provides financial planning and portfolio management for individuals, small businesses, and institutions. Its planning interests include wealth management, retirement and college planning, long-term care, life insurance needs, and 401(k) rollovers. The firm is registered with the SEC as an investment adviser and reported $97.1M in regulatory assets under management on its latest Form ADV. Its reported client types include individuals and high net worth individuals.

Services

Financial planning
Portfolio management

Advisory services reported on Form ADV (Item 5.G)

Financial planning
Portfolio management (individuals/small business)
Portfolio management (institutions)
Other

Clients by type (number of clients, Form ADV Item 5.D)

Regulatory assets under management (Form ADV Item 5.F)

Location

See more firms in Pennsylvania.

Sources and last checked

SEC Investment Adviser Public Disclosure, Form ADV (CRD 122389), filed 03/31/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.