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 Leslie Marie Giordano (swap one in):+ Kilcullin Financial Life Planning, LLC $65.7M+ Kmr Wealth Advisory, LLC $65.7M · San Luis Obispo, CA+ Mogul Wealth Management, Inc. $59.4M · Manhattan Beach, CA+ Guiding Wealth Management, LLC $59.4M · Richardson, TX
Garden City, NY
Walnut Creek, CA
Fort Collins, CO
Assets under management$62.6M$65.7M$65.7M
Asset growth, last 2 years+13%––
Advisory staff123
Individual clients15044136
Assets per client$417K$1.5M$483K
Clients per advisor1502245
Main custodianSchwab––
Filing with the SEC since202020262026
Tools in their stack1–2
People on Advicer.bio123

From each firm's latest Form ADV (Jun 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

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.

ToolLeslie Marie GiordanoFleming Financial AdvisingThe Planners Inc.
Digital Marketing
LevitateUses it––
Schedule Apps
Calendly––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Leslie Marie Giordano: Schwab · Fleming Financial Advising: none listed · The Planners Inc.: none listed