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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 Park Capital Group, Inc. (swap one in):+ Wealthspan Investment Management, LLC $93.1M · Grand Rapids, MI+ Argenta Wealth Management $93M · North Little Rock, AR+ Akm Advisory $84.1M · Edina, MN+ Western New York Financial Group, LLC $84.1M · Buffalo, NY
Brooklyn, NY
New York, NY
Assets under management$88.6M$93M$93M
Asset growth, last 2 years–+55%+16%
Advisory staff225
Individual clients13193126
Assets per client$676K$1M$738K
Clients per advisor664725
Main custodian–PershingPershing
Filing with the SEC since202620222012 or earlier
Tools in their stack24–
People on Advicer.bio225

From each firm's latest Form ADV (Aug 2026, Feb 2026, Mar 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

Individual clients

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.

ToolPark Capital Group, Inc.Thinking Big FinancialOppenheimer + Close, LLC
Custodial Platform
Altruist–Uses it–
LPL Financial (ClientWorks)Uses it––
Advisory Fee Billing
AdvicePay–Uses it–
Financial Planning
eMoney–Uses it–
Schedule Apps
OnceHubUses itUses it–

Custodians on Form ADV: Park Capital Group, Inc.: none listed · Thinking Big Financial: Pershing · Oppenheimer + Close, LLC: Pershing