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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+ Holt Wealth Management LLC $6.2M · Borger, TX
Southbury, CT
Assets under management$6.5M$6.8M$6.2M
Asset growth, last 2 years−94%––
Advisory staff121
Individual clients102149
Assets per client$652K$326K$126K
Clients per advisor101149
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). 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 FundsPathway Investments, LLC
Custodial Platform
Charles SchwabUses it––

Custodians on Form ADV: Newday: BNY, Schwab · Hk Funds: none listed · Pathway Investments, LLC: none listed