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 Ward & Associates (swap one in):+ Attentive Investments, LLC $197.5M · Stockton, 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
Thousand Oaks, CA
Assets under management$187.2M$197.2M$198.4M
Asset growth, last 2 years+4%+29%+32%
Advisory staff223
Individual clients49557191
Assets per client$3.8M$354K$1M
Clients per advisor2527964
Main custodian–LPL FinancialSchwab
Filing with the SEC since2012 or earlier20202018
Tools in their stack––3
People on Advicer.bio222

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

ToolWard & AssociatesAps Investment Management GroupCedarstone Advisors
CRM
Envestnet Tamarac––Uses it
TAMP
Savant Wealth Partners––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Ward & Associates: none listed · Aps Investment Management Group: LPL Financial · Cedarstone Advisors: Schwab