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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 Hofkin Capital Management, Inc. (swap one in):+ Strava Financial, LLC $92.4M · Westlake Village, CA+ Tekmen Wells LLC $92.4M · New York, NY+ Route 20 Private Wealth Inc. $83.5M · Fort Lauderdale, FL+ Patterson Investments, Inc. $83.5M · Davie, FL
Edina, MN
Belle Plaine, MN
Fort Collins, CO
Assets under management$88M$92.7M$92.4M
Asset growth, last 2 years+284%––
Advisory staff224
Individual clients3682997
Assets per client$2.4M$112K$953K
Clients per advisor1841524
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack123
People on Advicer.bio124

From each firm's latest Form ADV (Aug 2026, May 2026, Mar 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

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.

ToolHofkin Capital Management, Inc.Pankonin Financial GroupAscension Financial
Custodial Platform
Charles Schwab–Uses itUses it
Digital Marketing
Snappy Kraken–Uses it–
Portfolio Management
Orion––Uses it
Website Builders
SquarespaceUses it–Uses it