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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 Dreher Financial Partners (swap one in):+ Gervais Capital Management, LLC $155.9M · Wilson, WY+ Unify Financial Advisors $155.8M · Clearwater, FL+ Sherman Asset Management, Inc. $140.8M · Ventura, CA+ Dlk Investment Advisors, LLC $140.7M · Mercer Island, WA
Southern Pines, NC
Asheville, NC
Bakersfield, CA
Assets under management$148.2M$155.9M$140.8M
Asset growth, last 2 years+24%+34%+44%
Advisory staff223
Individual clients178268348
Assets per client$833K$582K$405K
Clients per advisor89134116
Main custodianSchwabSchwabRaymond James
Filing with the SEC since2012 or earlier2012 or earlier2019
Tools in their stack1–1
People on Advicer.bio223

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

ToolDreher Financial PartnersHolcombe & McgrathMestmaker & Petrey Wealth Advisors
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Dreher Financial Partners: Schwab · Holcombe & Mcgrath: Schwab · Mestmaker & Petrey Wealth Advisors: Raymond James