Croker Group

What Croker Group does

Croker Group is a privately-held, single-office wealth management advisory practice headquartered at 9839 S 168th Ave. Ste. 2B in Omaha, Nebraska. The firm delivers fee-based comprehensive financial planning, investment management, retirement planning, estate and charitable planning, education planning, fixed income services, risk management, portfolio management, and sustainable investing to a diversified client base that the firm segments into business owners, corporate executives, families and individuals, foundations/endowments/nonprofits, pre-retirees, and retirees. Investment advisory services are formally offered through Raymond James Financial Services Advisors, Inc., and Croker Group is independent of Raymond James Financial Services, Inc. The practice is small — firmographic headcount is reported as 7, with identified team members including Michael C. Croker, MBA (President; Wealth Manager, RJFS), Marty Hodge (Executive Vice-President; Wealth Manager, RJFS), and Chris Haas (Executive Vice-President; Wealth Manager, RJFS per the firm's website), with an additional team member (Karen Odegard) referenced in team listings.

The firm's go-to-market is relationship-led and referral-driven, with no inbound digital, paid, or content-led acquisition evident in the source data; client referrals and a professional network of attorneys and accountants represent the primary top-of-funnel channels. Pricing is fee-based advisory delivered through Raymond James on an annual billing cadence; specific fee schedules are not publicly disclosed. There is no evidence of a public ticker, funding rounds, M&A activity, patents, regulatory actions, awards, or proprietary technology assets. The only operational technology stack referenced is the Raymond James-provided Client Access portal — a third-party client-facing platform supporting account access, mobile deposits, document retrieval, paperless delivery, Vault file sharing, and self-service authentication — which functions as servicing infrastructure rather than a differentiator.

Geographically, Croker Group operates solely within the United States with a single Omaha, Nebraska office and markets served confined to Nebraska, with no disclosed intent or infrastructure for geographic expansion. Revenue figures, founding date, ownership structure, AUM, and headcount trends are not publicly disclosed; the practice appears to be founder/principal-led and operating continuously based on active website content and maintained team listings.

Name

Croker Group

Legal name

Croker Group

Website

https://crokergroup.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Croker Group is a privately-held, single-office wealth management advisory practice in Omaha, Nebraska, affiliated with Raymond James Financial Services Advisors, Inc., that provides fee-based financial planning, investment management, and retirement and estate planning to HNW individuals, business owners, executives, and nonprofit organizations.

Ownership category

akta.pro rank

Headquarters

HQ city

Omaha

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management Advisory Services: Fee-based financial advisory services delivered through Raymond James Financial Services Advisors, Inc. Provides comprehensive wealth management including investment management, retirement planning, estate planning, and risk management for high-net-worth clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Croker Group is an independent wealth management advisory practice that provides personalized financial planning, investment management, retirement planning, estate and charitable giving planning, risk management, and business/corporate executive wealth strategies. Services are delivered through affiliated Raymond James Financial Services Advisors and accessed by clients via the Client Access digital portal.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Services

Named customers6 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Raymond James Financial ServicescoreChannel Partner/ Reseller/ DistributorCroker Group is an independent advisory practice affiliated with Raymond James Financial Services. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. The firm provides technology infrastructure including Client Access portal, compliance oversight, and regulatory framework.

Scale indicators1 record

Recent moves3 records

Expansion highlights2 records

Broad incumbents

• Edward Jones: Large national financial advisory firm with a branch-based independent advisor model serving individuals and families; broadly comparable client segment and offline relationship-driven approach, though far larger and more diversified.
• Raymond James Financial Services: Host network for Croker Group's advisory practice; large national wealth management and investment services firm. Comparable as the parent platform through which Croker Group delivers its services, with far broader capabilities and scale.
• Cetera Financial Group: National wealth management firm supporting independent financial advisors through an integrated platform; comparable to Croker Group's independent advisor model within Raymond James, though with a different host network.
• Northwestern Mutual: Large U.S. financial services firm with a captive advisor network providing wealth management, retirement, and estate planning; comparable to Croker Group in service breadth and target market, though materially larger and integrated.
• Ameriprise Financial: Large diversified financial services company with a national advisor network serving HNW clients; comparable in services offered (financial planning, investment management, retirement planning) at much larger scale.

Direct peers

• Focus Financial Partners: Partnership platform for independent RIAs and wealth advisory firms; comparable to Croker Group as an independent advisory practice, though embedded within a larger partner network rather than the Raymond James network.
• Wealth Enhancement Group: Independent wealth management firm serving HNW clients through a network of financial advisors; comparable to Croker Group's model of providing comprehensive wealth planning through affiliated advisors.
• Mercer Advisors: National RIA providing comprehensive wealth management, estate planning, and investment management to HNW households; directly comparable in service offering and target market to Croker Group.
• Carson Group: Omaha-based wealth management firm and RIA support platform that partners with independent advisors; comparable to Croker Group as a Midwestern wealth advisory serving HNW clients with a multi-advisor model, though at significantly larger scale.
• Mariner Wealth Advisors: National independent wealth advisory firm offering comprehensive financial planning, investment management, and estate planning to HNW clients; comparable to Croker Group in service breadth and target client segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/croker-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Croker Group