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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 Ward & Associates (swap one in):+ Cedarstone Advisors $198.4M · Thousand Oaks, CA+ Certified Planners, Inc. $196.6M · San Ramon, CA+ Gasber Financial Advisors, Inc $177.7M · Folsom, CA+ M Wealth Management, LLC $177.6M · San Diego, CA
San Diego, CA
Jackson, CA
Stockton, CA
Assets under management$187.2M$197.2M$197.5M
Asset growth, last 2 years+4%+29%+62%
Advisory staff221
Individual clients49557430
Assets per client$3.8M$354K$459K
Clients per advisor25279430
Main custodian–LPL FinancialSchwab
Filing with the SEC since2012 or earlier20202021
Tools in their stack–––
People on Advicer.bio221

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Ward & Associates: none listed · Aps Investment Management Group: LPL Financial · Attentive Investments, LLC: Schwab