RIA Intel›Advisers›Minnesota›LARAWAY FINANCIAL ADVISORS, INC.

LARAWAY FINANCIAL ADVISORS, INC.

Advisory

N·ST. CLOUD, MN

Data as of Feb 24, 2026 · Source: SEC Form ADV

Total AUM

$351M

1-Year AUM Growth

+10.5%

3-Year CAGR

+3.2%

Employees

7

Assets Under Management

Total AUM$351M

Discretionary AUM$339M

Non-Discretionary AUM$13M

Discretionary %96.3%

Total Clients490

Team

Total Employees7

Investment Advisers7

Employee Growth (1Y)—

Filing History

Total Filings on Record50

First FilingApr 27, 2004

Latest FilingFeb 24, 2026

🔒 Full AUM trend chart and 50 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LARAWAY FINANCIAL ADVISORS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.