Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Groom Financial Advisory $97.5M+ Prosper Financial $97.4M+ Hofkin Capital Management, Inc. $88M · Edina, MN+ Graff Financial LLC $87.5M · Edina, MN
Belle Plaine, MN
Las Vegas, NV
Santa Barbara, CA
Assets under management$92.7M$97.4M$97.5M
Asset growth, last 2 years–−11%–
Advisory staff213
Individual clients82969104
Assets per client$112K$1.4M$937K
Clients per advisor4156935
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack2––
People on Advicer.bio213

From each firm's latest Form ADV (May 2026, Apr 2026, Jul 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 AdvisorsLaguna Capital Management, Inc.
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Snappy KrakenUses it––