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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 Leelyn Smith, LLC (swap one in):+ Alley Company $907.2M · Lake Forest, IL+ Studio Investment Management $903M · Chicago, IL+ Zanetti Financial, LLC $809.4M · Albuquerque, NM+ Tanglewood Legacy Advisors, LLC $809M · Houston, TX
Geneva, IL
Chicago, IL
Morton, IL
Assets under management$852.3M$906.2M$800M
Asset growth, last 2 years+41%+41%+95%
Advisory staff14415
Individual clients7992161,897
Assets per client$1.1M$4.2M$422K
Clients per advisor5754126
Main custodianLPL FinancialLPL FinancialSchwab
Filing with the SEC since201820132019
Tools in their stack356
People on Advicer.bio11423

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

1 tool 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 ManagementCreekmur Asset Management, LLC
Custodial Platform
Charles SchwabUses itUses itUses it
LPL Financial (ClientWorks)Uses itUses it–
Altruist––Uses it
Wealthscape (Fidelity)––Uses it
Client Data Gathering
Jotform––Uses it
Financial Planning
eMoneyUses itUses it–
Portfolio Management
Orion––Uses it
Schedule Apps
Acuity Scheduling–Uses it–
Website Builders
Webflow–Uses itUses it

Custodians on Form ADV: Leelyn Smith, LLC: LPL Financial, Schwab · Riverpoint Wealth Management: LPL Financial · Creekmur Asset Management, LLC: Schwab, Fidelity