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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 J Ward Financial (swap one in):+ Edward Haro Financial, LLC $16.7M · Tustin, CA+ Financial Pathway LLC $16.6M+ Redwood Financial Advisors, Inc $15M · San Rafael, CA+ M3 Asset Management, Inc. $15M · Pasadena, CA
Morgan Hill, CA
Oakland, CA
Assets under management$15.8M$16.7M$16.6M
Asset growth, last 2 years––+884%
Advisory staff111
Individual clients21103118
Assets per client$753K$162K$141K
Clients per advisor21103118
Main custodian––Drivewealth, LLC
Filing with the SEC since202620262019
Tools in their stack–3–
People on Advicer.bio111

From each firm's latest Form ADV (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.

ToolJ Ward FinancialGlobal Investment CompanyUrsa Financial, LLC
Custodial Platform
Charles Schwab–Uses it–
Interactive Brokers–Uses it–
CRM
HubSpot–Uses it–

Custodians on Form ADV: J Ward Financial: none listed · Global Investment Company: none listed · Ursa Financial, LLC: Drivewealth, LLC