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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+ Creekmur Asset Management, LLC $800M · Morton, IL
Geneva, IL
Chicago, IL
Houston, TX
Assets under management$852.3M$906.2M$809M
Asset growth, last 2 years+41%+41%+74%
Advisory staff1444
Individual clients799216162
Assets per client$1.1M$4.2M$5M
Clients per advisor575441
Main custodianLPL FinancialLPL FinancialLPL Financial
Filing with the SEC since201820132016
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 ManagementTanglewood Legacy Advisors, LLC
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 · Tanglewood Legacy Advisors, LLC: LPL Financial