Best-in-State · rank 112 · Phoenix, Arizona · listed firm: Baird
Identity & firm
- Firm — Baird (high)
- “Registered with Robert W. Baird & Co. Incorporated since December 18, 2007” — sec_finra_regulatory
- Parent company — independent (high)
- “Robert W. Baird & Co. Incorporated” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “Robert W. Baird & Co. Incorporated” — sec_finra_regulatory
- Team name — The Hock Group (high)
- “The Hock Group (established 2014)” — firm_official
- Team size — 2 (medium)
- “Lana E. Hock (founder, CFP®) and Amanda Logan, CFP® (joined team in 2022)” — firm_official
- CRD — 2377425 (high)
- “CRD #2377425” — sec_finra_regulatory
- Years experience — 19 (high)
- “19+ years at Baird (joined December 2007)” — sec_finra_regulatory
- Designations — CFP, ChFC, CDFA, QPFC (high)
- “CFP® (Certified Financial Planner), ChFC® (Chartered Financial Consultant), CDFA® (Certified Divorce Financial Analyst), QPFC (Qualified Personal Financial Consultant)” — firm_official
Book of business
- Team AUM ($M) — 247 (high)
- “Team Assets (Custodied): $247M” — forbes_shook
- Account minimum ($M) — 0 (high)
- “Minimum account size for new business: $0” — forbes_shook
- Typical client net worth ($M) — 4.25 (high)
- “Typical Net Worth of Relationships: $2.5-6M” — forbes_shook
- Client niche — high-net-worth families, business owners, women, divorce financial planning (high)
- “Specializes in working with high-net-worth individuals, business owners, and women navigating complex life transitions. Focus areas: Comprehensive wealth management for modern families, small business retirement plan ser” — firm_official
- Custodians — not_applicable (high)
- “Registered with Robert W. Baird & Co. Incorporated — wirehouse with integrated custody and clearing” — sec_finra_regulatory
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://www.thehockgroup.com/ (high)
- “The Hock Group Website” — firm_official
- Value proposition (verbatim) — Behavioral finance and human-centered wealth management integrating financial planning with emotional elements and lived experiences that drive client decisions. (high)
- “an experienced, multi-generational, multi-location, private wealth management team focused on comprehensive wealth management for modern families” — firm_official
- Differentiators — Behavioral finance expertise in money scripts and emotional wealth drivers, Divorce financial planning specialization (CDFA), Women-focused advisory approach, Small business retirement plan services, Multi-generational wealth planning (high)
- “Focus areas: Comprehensive wealth management for modern families, small business retirement plan services, and divorce financial planning. Specializes in working with high-net-worth individuals, business owners, and wome” — firm_official
- Content marketing — active (high)
- “Maintains active blog at The Hock Group website with articles and is InvestmentNews Contributor with published articles including 'Passing on Values, Not Just Assets: The Strategic Power of Philanthropy for Multi-Generat” — firm_official
- Has podcast — no (high)
- “No podcast identified in comprehensive web and professional platform search” — firm_official
- Books published — 0 (high)
- “No published books identified” — firm_official
- Linkedin url — https://www.linkedin.com/in/lanahock/ (high)
- “LinkedIn profile active, regularly posts about financial advice and women and wealth topics” — social_or_third_party_db
- Social presence — linkedin_active, facebook, instagram (medium)
- “LinkedIn active, regularly posts about financial advice, women and wealth topics; Facebook: The Hock Group page; Instagram: mentioned as active platform” — social_or_third_party_db
- Press awards — 2026 Forbes Top Wealth Advisors #112, 2007 Institutional Investor News Rising Stars of Wealth Management (20 Under 40), Phoenix Business 40 Under 40 — business, community involvement, and philanthropy (high)
- “Named one of 20 'Rising Stars of Wealth Management' by Institutional Investor News in 2007; Named to Phoenix Business '40 Under 40' for business, community involvement, and philanthropy” — professional_press
Visual brand
- Has distinct logo — yes (high)
- “The Hock Group maintains distinct branding separate from Baird corporate mark with professional visual identity and website design” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Professional financial services branding with modern web design; emphasis on approachability and personal connection consistent with behavioral finance and human-centered positioning. (medium)
- “Professional visual identity and website design at https://www.thehockgroup.com/ emphasizing modern, accessible wealth management” — firm_official