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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):+ Tekmen Wells LLC $92.4M · New York, NY+ Ascension Financial $92.4M · Fort Collins, CO+ Route 20 Private Wealth Inc. $83.5M · Fort Lauderdale, FL+ Hds Capital Management, Inc $83.5M
Edina, MN
Belle Plaine, MN
Davie, FL
Assets under management$88M$92.7M$83.5M
Asset growth, last 2 years+284%–+234%
Advisory staff221
Individual clients36829122
Assets per client$2.4M$112K$684K
Clients per advisor18415122
Main custodian–––
Filing with the SEC since2012 or earlier20262012 or earlier
Tools in their stack12–
People on Advicer.bio121

From each firm's latest Form ADV (Aug 2026, May 2026, Apr 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 GroupPatterson Investments, Inc.
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Website Builders
SquarespaceUses it––