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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 Investment Leadership, LLC (swap one in):+ Schaffer & Company Asset Management, Inc. $90.8M · Jacksonville, FL+ Mynad LLC $90.7M+ Sr Financial Services, Inc. $82M+ H. L. Lichstrahl & Company, LLC $82M · Arlington, VA
Forest, VA
Crown Point, IN
Assets under management$86.4M$90.7M$82.1M
Asset growth, last 2 years–−8%–
Advisory staff422
Individual clients1222553
Assets per client$708K$3.6M$1.5M
Clients per advisor311327
Main custodian–RBC–
Filing with the SEC since20262012 or earlier2026
Tools in their stack––1
People on Advicer.bio212

From each firm's latest Form ADV (Mar 2026, Apr 2026, Jan 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.

ToolInvestment Leadership, LLCK R Financial LLCWalsh Advisors
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Investment Leadership, LLC: none listed · K R Financial LLC: RBC, BNY · Walsh Advisors: none listed