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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+ Patterson Investments, Inc. $83.5M · Davie, FL
Edina, MN
Belle Plaine, MN
Westlake Village, CA
Assets under management$88M$92.7M$92.4M
Asset growth, last 2 years+284%–+1,110%
Advisory staff221
Individual clients3682967
Assets per client$2.4M$112K$1.4M
Clients per advisor1841567
Main custodian––Schwab
Filing with the SEC since2012 or earlier20262019
Tools in their stack124
People on Advicer.bio12–

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

Advisory staff

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 GroupStrava Financial, LLC
Website Builders
SquarespaceUses it––
Wix––Uses it
Custodial Platform
Charles Schwab–Uses itUses it
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
Envestnet MoneyGuide––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Hofkin Capital Management, Inc.: none listed · Pankonin Financial Group: none listed · Strava Financial, LLC: Schwab