Filings through .
Leafhouse Financial Advisors, LLC
Matched across 38 name variants in the filings
Leafhouse Financial Advisors, LLC summary
Leafhouse Financial Advisors, LLC appears on 329 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $7.5B in assets for 179,196 participants. The median client plan holds $14.9M. Most client plans are sponsored in TX, CA and NY. The largest clients by plan assets are Agc of America, SD Chapter, Inc. 401(k) Profit Sharing Plan, Diversified Gas & Oil Corporation and San Diego Coastal Medical Group, Inc.. Plans reported $3.0M in direct and indirect compensation paid to Leafhouse Financial Advisors, LLC. The median is $6K per plan.
- Participants
- 179,196
- Median plan assets
- $14.9M
- Median plan participants
- 294
- Median fees per plan
- $6K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- CAParticipants 4,482
- ALParticipants 2,150
- CAParticipants 330
- Domo, Inc.$142MUTParticipants 1,000
- Ccfi Companies, LLC$137MOHParticipants 4,133
- The Finway Group$111MIAParticipants 3,010
- PAParticipants 1,177
- Employshare, Inc.$96.3MPAParticipants 676
- Metrie Inc.$93.4MWAParticipants 1,478
- Momenta, Inc.$87.5MCAParticipants 2,679
- TXParticipants 8,234
- PAParticipants 2,052
- Posillico Civil, Inc.$83.9MNYParticipants 1,004
- The Bama Companies, Inc.$81.9MOKParticipants 1,162
- RMF Engineering, Inc.$80.4MMDParticipants 453
- Impact Advisors, LLC$74.4MILParticipants 873
- Suse, LLC.$74.1MUTParticipants 924
- TXParticipants 682
- COParticipants 1,742
- Metrea Management LLC$65.7MDCParticipants 1,067
- Fyda, Inc.$65.6MOHParticipants 584
- PAParticipants 2,994
- PAParticipants 2,644
- WAParticipants 794
- MEParticipants 898
Top client states
- TX34 plans
- CA24 plans
- NY23 plans
- OH20 plans
- PR18 plans
Frequently asked questions
- Who uses Leafhouse Financial Advisors, LLC?
- 329 retirement plans list Leafhouse Financial Advisors, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Agc of America, SD Chapter, Inc. 401(k) Profit Sharing Plan, Diversified Gas & Oil Corporation, San Diego Coastal Medical Group, Inc., Domo, Inc. and Ccfi Companies, LLC. Most client plans are sponsored in TX, CA and NY.
- How many plans does Leafhouse Financial Advisors, LLC serve?
- Leafhouse Financial Advisors, LLC serves 329 retirement plans with $7.5B in plan assets and 179,196 participants, based on the latest Form 5500 filings through 2024.
- What does Leafhouse Financial Advisors, LLC charge?
- Plans reported $3.0M in total Schedule C compensation paid to Leafhouse Financial Advisors, LLC. The median plan paid $6K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Leafhouse Financial Advisors as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Fidelity (FMR) | 1 |
| Franklin Templeton | 1 |
| Vanguard | 1 |
| T. Rowe Price | 1 |
| Raymond James | 1 |
Target-date series
| Series | Plans |
|---|---|
| Fidelity Freedom | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.