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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+ 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
New York, NY
Assets under management$88M$92.7M$92.4M
Asset growth, last 2 years+284%–+39%
Advisory staff222
Individual clients3682921
Assets per client$2.4M$112K$4.4M
Clients per advisor1841511
Main custodian––Pershing
Filing with the SEC since2012 or earlier20262013
Tools in their stack123
People on Advicer.bio122

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

Individual clients

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 GroupTekmen Wells LLC
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
Envestnet MoneyGuide––Uses it
Website Builders
SquarespaceUses it–Uses it

Custodians on Form ADV: Hofkin Capital Management, Inc.: none listed · Pankonin Financial Group: none listed · Tekmen Wells LLC: Pershing