Griffiths, Dreher & Evans, P.S., Cpas
- Regulatory AUM
- $311M
- Discretionary
- $311M
- Clients
- 915
- Avg AUM / client
- $340K
- Accounts
- 916
- Employees
- 25
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 838 | $108M | 34.7% |
| High net worth individuals | 77 | $203M | 65.2% |
| Charitable organizations | Fewer than 5 clients | $31.5K | 0.01% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Deanna Marie Dreher | Shareholder | Personal Financial Specialist | Sep 2003 (23y) | 10% – 25% |
| James Shawn Coleman | Shareholder | Personal Financial Specialist | Oct 2007 (19y) | 10% – 25% |
| Brett Gregory Smith | Shareholder | Personal Financial Specialist | Dec 2010 (16y) | 10% – 25% |
| Alec Taylor Griffiths | Chief Compliance Officer | Apr 2021 (5y) | Less than 5% | |
| Griffiths, Roxanne, Marie | Shareholder | Oct 2023 (3y) | 25% – 50% | |
| Todd William Evans | Registered representative | Personal Financial Specialist | Aug 2007 (19y) | |
| Gregory Thomas Kelly | Registered representative | Nov 2017 (9y) | ||
| Eric James Blazekovic | Registered representative | Personal Financial Specialist | Jan 2020 (7y) | |
| Cameron Douglas Scott | Registered representative | May 2020 (6y) | ||
| Raymond James Eichten | Registered representative | Jan 2022 (5y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/05/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $310M (99% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 05, 2026.
View current Form ADV (SEC/IAPD) ↗