Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Wealth Management (swap one in):+ Global Impact Wealth Management $12.4M+ Safe Landing Financial $12.4M · Round Rock, TX+ Tortoise Wealth Management $11.2M · Tempe, AZ+ Berunda Capital Management $11.2M · Princeton, NJ
Federal Way, WA
Issaquah, WA
New York, NY
Assets under management$11.8M$12.4M$12.4M
Asset growth, last 2 years––+17%
Advisory staff110
Individual clients6625732,776
Assets per client$178K$498K$16.874944048385863
Clients per advisor6625–
Main custodian––Drivewealth, LLC
Filing with the SEC since202620262017
Tools in their stack–1–
People on Advicer.bio11–

From each firm's latest Form ADV (Mar 2026, Sep 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 Wealth ManagementKenney Wealth Planning & ManagementMoneylion
Website Builders
Wix–Uses it–

Custodians on Form ADV: Park Wealth Management: none listed · Kenney Wealth Planning & Management: none listed · Moneylion: Drivewealth, LLC