Broadleaf Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hudson, OH. Its latest Form ADV filing, dated March 30, 2026, reports $551M in regulatory assets under management, 7 employees, and 582 accounts.
Assets Under Management
$551M
Employees
7
Offices
--
Total Clients
244
Primary office
HUDSON, OH
9 AURORA STREET, SUITE #5, HUDSON, OH, United States
Top client segmentIndividuals represent 54.5% of total clients.
Top client categories% of clientsClients
1
Individuals
54.5%
133
2
HNWI
38.5%
94
3
Charitable
5.3%
13
4
Corporations
1.2%
3
5
Pension Plans
0.4%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$551Mas of March 30, 2026
Discretionary99.8%
$550M
100% of total RAUM99.8%
Non-discretionary0.2%
$1M
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$551M
Total Accounts582
10Y AUM Change+$397M (+256.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee35:1
10Y Employee Change+2 (+40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.