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Wealth manager, independent · St. Cloud, MN

LFA

Laraway Financial Advisors, Inc. · SEC-registered investment adviser · CRD 114674 · SEC 801-63115

At a glance

LFA is an SEC-registered investment adviser based in St. Cloud, Minnesota, with $351 million in regulatory assets under management as of its Form ADV filed February 24, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 499 individual clients. By Form ADV it is a wealth manager, ranked 3,902nd of 8,915 wealth managers and 9,389th of 17,210 SEC-registered advisers by assets.

Main office 320-253-2490lfapartnership.comAs filed on Form ADV

Regulatory AUM
$351M
Rank among wealth managers
#3,902 of 8,915
Rank among all SEC RIAs
#9,389 of 17,210
Rank in Minnesota
#175 of 276
Individual clients
499
High-net-worth clients
80
Accounts
862
Discretionary
96% of AUM
Employees
7
Advisory staff
7
Offices
3

Owners and executives on its Form ADV

Custody and brokerage

Custodian

  1. Charles Schwab$327M

Other RIAs using Charles Schwab

Broker-dealer

Hybrid RIA

LFA is a hybrid RIA: 6 of its employees are also registered representatives of a broker-dealer.

Its Form ADV brochure (filed February 2026) names Cambridge Investment Research as the broker-dealer its advisers are registered with.

Compensation for the Sale of Securities or Other Investment Products Persons providing investment advice on behalf of our firm are registered representatives with Cambridge Investment Research, Inc.

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
High-net-worth individuals80$194M55%
Individuals419$82M23%
Charitable organizations6$34M10%
Pension and profit sharing plans5$21M6%
Corporations or other businesses8$20M6%

Disciplinary disclosures

LFA reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Pension consulting

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Form ADV and brochures on the SEC’s adviser search ↗lfapartnership.com ↗

AtlasMembers

The full record on LFA

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, ten years of filings
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Growth over one, three and five years
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Rank against 6,326 peers of its type and size
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Owners and executives, with titles and stakes
4 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does LFA manage?

LFA reports $351 million in regulatory assets under management across 862 accounts, 96% of it on a discretionary basis, on its Form ADV filed February 24, 2026.

What kind of firm is LFA?

LFA is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.

Who are LFA’s clients?

By assets, its largest client types are high-net-worth individuals ($194 million, 80 clients); individuals ($82 million, 419 clients); charitable organizations ($34 million, 6 clients).

Does LFA have any disciplinary history?

LFA reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is LFA’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →