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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 Newday (swap one in):+ Bonsai Financial $6.8M+ Pocket Project $6.8M+ Wonder Wealth LLC $6.2M+ Pathway Investments, LLC $6.2M
Southbury, CT
Assets under management$6.5M$6.8M$6.8M
Asset growth, last 2 years−94%––
Advisory staff121
Individual clients10213
Assets per client$652K$326K$2.3M
Clients per advisor10113
Main custodianBNY––
Filing with the SEC since201720262026
Tools in their stack1––
People on Advicer.bio121

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

ToolNewdayHk FundsKingfisher Capital Management LLC
Custodial Platform
Charles SchwabUses it––

Custodians on Form ADV: Newday: BNY, Schwab · Hk Funds: none listed · Kingfisher Capital Management LLC: none listed