DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Griffiths, Dreher & Evans, P.S., Cpas
Latest filing Feb 5, 2026
First filing on the tape May 3, 2021 · 19 filings
SEC status approved since Jun 2, 2021
RAUM
$311M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$311M individuals and HNW
Advisors
9
registered through the firm on IAPD
RAUM per advisor
$34.6M
derived; firm RAUM over IAPD count
Employees
25
10 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$311M as of Feb 5, 2026
Feb 23, 2022$140M then
HNW client RAUM$203M as of Feb 5, 2026
Feb 23, 2022$81.8M then
State-registered IARs (5.B.3)10 as of Feb 5, 2026
Feb 23, 202212 then
Employees (5.A)25 as of Feb 5, 2026
Feb 23, 202215 then
Private funds: no history
RAUM +34% over the last fiscal year+31% a year over threeIARs 12 to 10
Practice profile
derived from the filing of Feb 5, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $34.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 102derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.6MderivedHNW RAUM over HNW clients
- Average account
- $339,967derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.8derivedItem 5.A over advisors
- Advisors per office
- 4.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +34%derivedbetween the last two annual amendments
- Advisor growth, one year
- -17%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +16%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$203M65%
- Individuals$108M35%
- Charitable organizations$31,5280.0%
- Individual clients
- 838reported
- HNW clients
- 77reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 916reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
9 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Deanna Marie DreherPersonal Financial Specialist | Spokane, Wa | Aug 27, 2007 | 26 y | 0 |
| Todd William EvansPersonal Financial Specialist | Spokane, Wa | Aug 28, 2007 | 29 y | 0 |
| James Shawn ColemanPersonal Financial Specialist | Spokane, Wa | Oct 8, 2007 | 20 y | 0 |
| Brett Gregory SmithPersonal Financial Specialist | Spokane, Wa | Dec 7, 2010 | 20 y | 0 |
| Gregory Thomas Kelly | Spokane, Wa | Nov 30, 2017 | 10 y | 0 |
| Eric James BlazekovicPersonal Financial Specialist | Spokane, Wa | Jan 14, 2020 | 13 y | 0 |
| Cameron Douglas Scott | Spokane, Wa | May 20, 2020 | 12 y | 0 |
| Alec Taylor Griffiths | Spokane, Wa | Apr 7, 2021 | 12 y | 0 |
| Raymond James Eichten | Spokane, Wa | Jan 30, 2022 | 10 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Susan Marie Marshall to Columbia Advisory Partners, LLCSep 23, 2024 · RIA to RIA
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Taylor Alec Griffiths · Chief Compliance Officercontrolsince 10/2023 · owns less than 5%
- Marie Roxanne Griffiths · Shareholdercontrolsince 10/2023 · owns 25% to 50%
- Shawn James Coleman · Shareholdersince 06/2017 · owns 10% to 25%
- Marie Deanna Dreher · Shareholdersince 09/2003 · owns 10% to 25%
- Gregory Brett Smith · Shareholdersince 01/2020 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Spokane, Wa · principal | 9 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Cheney, WA1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- account count collapseChange between filings · filing Feb 5, 2026accounts (Item 5.F.2.f) moved from 1,574.0 to 916.0 (-42.0%) between the annual amendments of 2025-01-27 and 2026-02-05; the peer median change was +5.0% (3688 comparable advisers, 4.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,688) · 3.7% percentile
What changed
consecutive filings, newest first
- Accounts · 1,574 to 916Jan 27, 2025 to Feb 5, 2026
- Advisory employees · 12 to 10Jan 27, 2025 to Feb 5, 2026
- HNW clients · 63 to 77Jan 27, 2025 to Feb 5, 2026
- Individual clients · 729 to 838Jan 27, 2025 to Feb 5, 2026
- State-registered IARs · 12 to 10Jan 27, 2025 to Feb 5, 2026
- Discretionary RAUM · $232M to $311MJan 27, 2025 to Feb 5, 2026
- HNW RAUM · $148M to $203MJan 27, 2025 to Feb 5, 2026
- Individual RAUM · $84.7M to $108MJan 27, 2025 to Feb 5, 2026
- RAUM · $232M to $311MJan 27, 2025 to Feb 5, 2026
- Accounts · 1,311 to 1,574Mar 3, 2024 to Jan 27, 2025
- Advisory employees · 11 to 12Mar 3, 2024 to Jan 27, 2025
- HNW clients · 55 to 63Mar 3, 2024 to Jan 27, 2025
- Individual clients · 614 to 729Mar 3, 2024 to Jan 27, 2025
- Employees · 23 to 25Mar 3, 2024 to Jan 27, 2025
- Financial planning clients · unset to Mar 3, 2024 to Jan 27, 2025
- State-registered IARs · 11 to 12Mar 3, 2024 to Jan 27, 2025
- Discretionary RAUM · $192M to $232MMar 3, 2024 to Jan 27, 2025
- HNW RAUM · $119M to $148MMar 3, 2024 to Jan 27, 2025
- Individual RAUM · $73.0M to $84.7MMar 3, 2024 to Jan 27, 2025
- RAUM · $192M to $232MMar 3, 2024 to Jan 27, 2025
- Accounts · 1,073 to 1,311Nov 30, 2023 to Jan 8, 2024
- Advisory employees · 12 to 11Nov 30, 2023 to Jan 8, 2024
- HNW clients · 38 to 55Nov 30, 2023 to Jan 8, 2024
- Individual clients · 515 to 614Nov 30, 2023 to Jan 8, 2024
- Employees · 22 to 23Nov 30, 2023 to Jan 8, 2024
- State-registered IARs · 12 to 11Nov 30, 2023 to Jan 8, 2024
- Discretionary RAUM · $139M to $192MNov 30, 2023 to Jan 8, 2024
- HNW RAUM · $74.5M to $119MNov 30, 2023 to Jan 8, 2024
- Individual RAUM · $63.9M to $73.0MNov 30, 2023 to Jan 8, 2024
- RAUM · $139M to $192MNov 30, 2023 to Jan 8, 2024
- Employees · 17 to 22Apr 12, 2023 to Jun 30, 2023
- Other offices · 0 to 1Jan 19, 2023 to Feb 27, 2023
- Accounts · 957 to 1,073Jan 3, 2023 to Jan 19, 2023
- Individual clients · 400 to 515Jan 3, 2023 to Jan 19, 2023
- Employees · 16 to 17Jan 3, 2023 to Jan 19, 2023
- Financial planning clients · 251-500 to unsetJan 3, 2023 to Jan 19, 2023
- Discretionary RAUM · $140M to $139MJan 3, 2023 to Jan 19, 2023
- HNW RAUM · $81.8M to $74.5MJan 3, 2023 to Jan 19, 2023
- Individual RAUM · $57.1M to $63.9MJan 3, 2023 to Jan 19, 2023
- RAUM · $140M to $139MJan 3, 2023 to Jan 19, 2023
Signals
5 dated events
- Susan Marie Marshall left Griffiths, Dreher & Evans, P.S., Cpas for Columbia Advisory Partners, Llc (registered 2024-09-13)Sep 23, 2024 · Advisor changed firm · fact
- Marie Roxanne Griffiths (Shareholder) appeared on Schedule A of Griffiths, Dreher & Evans, P.S., CpasNov 30, 2023 · Control person joined · fact
- Taylor Alec Griffiths (Chief Compliance Officer) appeared on Schedule A of Griffiths, Dreher & Evans, P.S., CpasNov 30, 2023 · Control person joined · fact
- Michael Thomas Griffiths (Managing Shareholder And Chief Compliance Officer) no longer on Schedule A of Griffiths, Dreher & Evans, P.S., Cpas (listed 2023-06-30, absent 2023-11-30)Nov 30, 2023 · Control person left · inference
- Griffiths, Dreher & Evans, P.S., Cpas filed its initial SEC registration (Form ADV)May 3, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 509-326-4216reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 509-326-4054reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/1844786/admin/feed/postsreportedpublic record, Form ADV, Sep 17, 2026
- Website
- jointhetwopercent.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 509-326-4054reportedpublic record, Form ADV, Feb 5, 2026
- Contact form
- grifco.com/contact-usreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $34.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026