RIA Intel›Advisers›Pennsylvania›RONALD CURTIS LEONARD

RONALD CURTIS LEONARD

Advisory

PA

Data as of Aug 25, 2026 · Source: SEC Form ADV

Rank in PA
#1,098
of 1,528 advisers by AUM
Average account
$191K
across 201 accounts
AUM per adviser
$38M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 25, 2026.

Total AUM
$38M
Discretionary %
100%
Clients
84
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$38M
Discretionary AUM$38M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients84
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndJune
Operates InPA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in PA

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

QUAKER FINANCIAL ADVISORS INC
VALLEY FORGE, PA
$38M
I.M.S. WEALTH MANAGEMENT, LLC
ERIE, PA
$38M
ALLEGIANCE FINANCIAL ADVISORS, INC.
PITTSBURGH, PA
$39M
+3.2% 1Y
STAAR FINANCIAL ADVISORS INC
PITTSBURGH, PA
$38M
-6.7% 1Y
CPA INVESTMENT SOLUTIONS, LLC
YARDLEY, PA
$38M
+3.3% 1Y
STOUT WEALTH ADVISORY GROUP, LLC
MECHANICSBURG, PA
$38M

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