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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 G.p. Leach Securities LLC (swap one in):+ Bmcm Finance $88K+ Arroit Services Inc $84K+ Jfj Advisory Services LLC $76K · Morrow, OH+ Hawthorne Wellman Financial Planning, LLC $75K
Hialeah, FL
Assets under management$80K$85K$75K
Asset growth, last 2 years−77%––
Advisory staff111
Individual clients097
Assets per client–$9K$11K
Clients per advisor–97
Main custodianInteractive Brokers––
Filing with the SEC since202120222026
Tools in their stack1––
People on Advicer.bio1–1

From each firm's latest Form ADV (Apr 2026, Nov 2022, 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.

ToolG.p. Leach Securities LLCSmaart LLCJmcmahan LLC
Website Builders
WixUses it––

Custodians on Form ADV: G.p. Leach Securities LLC: Interactive Brokers · Smaart LLC: none listed · Jmcmahan LLC: none listed