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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 Gregory M Doherty, CPA (swap one in):+ Bacon & Company $70.1M+ Zuraw Financial $70.1M · Delray Beach, FL+ Meridian Financial Group, Inc. $63.3M · Milwaukie, OR+ Lifetime Financial, Inc. $63.3M · Newport Beach, CA
Dedham, MA
Traverse City, MI
Assets under management$66.7M$70.1M$63.4M
Asset growth, last 2 years––+217%
Advisory staff111
Individual clients12637136
Assets per client$530K$1.9M$466K
Clients per advisor12637136
Main custodian––Schwab
Filing with the SEC since202620262018
Tools in their stack––4
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

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.

ToolGregory M Doherty, CPAQuiet Wealth ManagementTremonte Financial Consultants
Custodial Platform
Axos––Uses it
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Gregory M Doherty, CPA: none listed · Quiet Wealth Management: none listed · Tremonte Financial Consultants: Schwab