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 John M. Leonard, LLC (swap one in):+ Tate Capital Group $33.3M · Newport Beach, CA+ Stanhouse Financial Planning and Management, LLC $33.3M · Duluth, GA+ Rising Capital Inc. $30.1M · Mill Valley, CA+ Sterling Advisory Group LLC $30.1M · Southfield, MI
Douglas, MI
Arlington, VA
Assets under management$31.7M$33.3M$33.3M
Asset growth, last 2 years–––
Advisory staff122
Individual clients451725
Assets per client$705K$2M$1.3M
Clients per advisor45913
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–22
People on Advicer.bio–22

From each firm's latest Form ADV (Sep 2026, Mar 2026, Oct 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.

ToolJohn M. Leonard, LLCSky Ridge Wealth Management LLCNhabla
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Mailchimp––Uses it
Website Builders
Squarespace–Uses itUses it