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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 Pankonin Financial Group (swap one in):+ Laguna Capital Management, Inc. $97.5M · Santa Barbara, CA+ Prosper Financial $97.4M+ Hofkin Capital Management, Inc. $88M · Edina, MN+ Graff Financial LLC $87.5M · Edina, MN
Belle Plaine, MN
Las Vegas, NV
Assets under management$92.7M$97.4M$97.5M
Asset growth, last 2 years–−11%–
Advisory staff211
Individual clients8296958
Assets per client$112K$1.4M$1.7M
Clients per advisor4156958
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack2––
People on Advicer.bio211

From each firm's latest Form ADV (May 2026, Apr 2026, Feb 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.

ToolPankonin Financial GroupStrategic Portfolio AdvisorsGroom Financial Advisory
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Snappy KrakenUses it––