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 Leelyn Smith, LLC (swap one in):+ Studio Investment Management $903M · Chicago, IL+ Maytech Global Investments $895.1M · New York, NY+ Zanetti Financial, LLC $809.4M · Albuquerque, NM+ Creekmur Asset Management, LLC $800M · Morton, IL
Geneva, IL
Chicago, IL
Lake Forest, IL
Assets under management$852.3M$906.2M$907.2M
Asset growth, last 2 years+41%+41%+19%
Advisory staff1445
Individual clients799216161
Assets per client$1.1M$4.2M$5.6M
Clients per advisor575432
Main custodianLPL FinancialLPL FinancialSchwab
Filing with the SEC since201820132021
Tools in their stack35–
People on Advicer.bio1145

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

ToolLeelyn Smith, LLCRiverpoint Wealth ManagementAlley Company
Custodial Platform
Charles SchwabUses itUses it–
LPL Financial (ClientWorks)Uses itUses it–
Financial Planning
eMoneyUses itUses it–
Schedule Apps
Acuity Scheduling–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Leelyn Smith, LLC: LPL Financial, Schwab · Riverpoint Wealth Management: LPL Financial · Alley Company: Schwab, Pershing