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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):+ Taurum Retirement Partners, LLC $155.9M · Mesa, AZ+ Gervais Capital Management, LLC $155.9M · Wilson, WY+ Mestmaker & Petrey Wealth Advisors $140.8M · Bakersfield, CA+ Sherman Asset Management, Inc. $140.8M · Ventura, CA
Southern Pines, NC
Asheville, NC
Clearwater, FL
Assets under management$148.2M$155.9M$155.8M
Asset growth, last 2 years+24%+34%–
Advisory staff222
Individual clients178268193
Assets per client$833K$582K$807K
Clients per advisor8913497
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack1–4
People on Advicer.bio222

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 & McgrathUnify Financial Advisors
CRM
Envestnet TamaracUses it––
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Interactive Brokers––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it

Custodians on Form ADV: Dreher Financial Partners: Schwab · Holcombe & Mcgrath: Schwab · Unify Financial Advisors: Schwab