RIA Intel›Advisers›Pennsylvania›LEONARD INVESTMENT CONSULTING LLC

LEONARD INVESTMENT CONSULTING LLC

Advisory

NORRISTOWN, PA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in PA

#1,333

of 1,528 advisers by AUM

Average account

$193K

across 59 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients29

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

29 clients

29 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

CATLIN FINANCIAL, LLC

BEAVER, PA

$11M

LAKESIDE PLANNING LLC

$11M

MPOWER WEALTH MANAGEMENT, LLC

$11M

BERT RIDDELL CRAMER, INVESTMENT ADVISER

$12M

1294 MONTGOMERY, LLC

$11M

GLOBAL ADVISERS, LLC

PHILADELPHIA, PA

$11M

Get the full picture on LEONARD INVESTMENT CONSULTING LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track LEONARD INVESTMENT CONSULTING LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans