Thomas Doll
Thomas Doll is a U.S. financial services firm founded in 1963, now a subsidiary of Earned Wealth, providing integrated wealth management, tax, accounting, payroll, retirement, insurance, and legal services exclusively to doctors, practice owners, and medical groups.
- Company typePrivate
- Founded1963
- HeadquartersWalnut Creek, United States
- Headcount101–250
- GTM typeB2B and B2C
- OfferingServices
What Thomas Doll does
Thomas Doll is a financial services firm founded in 1963 and headquartered in Walnut Creek, California, providing an integrated stack of wealth management, tax planning and preparation, accounting, payroll, retirement plan administration, insurance, and legal coordination services exclusively to medical professionals and their practices. The company was acquired by Earned Wealth in July 2024 as part of a $200 million capital commitment from Summit Partners and Silversmith Capital Partners, and operates as a wholly-owned subsidiary brand within the Earned Wealth platform.
The product surface unifies personal and practice finances under a single dedicated-representative relationship, targeting individual physicians across specialties (dental, family medicine, ophthalmology, orthodontics, and others), practice owners, and multi-physician medical groups. The underlying technology stack is built on standard third-party integrations — QuickBooks for accounting, Box for document management, CPACharge for payments, Tax Caddy for tax collaboration, and an in-house doctors' 401(k) plan solution — rather than on proprietary AI/ML capabilities. Marketing runs primarily through the Earned Institute content platform and a free-consultation conversion funnel.
The revenue model is anchored in recurring subscription-style relationships with individual practitioners, practice owners, and medical groups across the United States. As of December 2025, the firm serves over 20,000 clients managing $3.4 billion in assets under management, up from approximately 17,500 clients and $2 billion AUM prior to the acquisition. Pricing is quote-based and not publicly disclosed. Disclosed customer tenures extend to two decades and individual client wealth outcomes into seven figures, indicating a high-retention, relationship-based revenue profile rather than transactional volume.
Thomas Doll firmographics
Firmographics- Name
- Thomas Doll
- Website
- https://thomasdoll.com
- Company type
- Private
- Founded year
- 1963
- Operating status
- Acquired
- Headcount range
- 101–250 employees
- Short description
- Thomas Doll is a U.S. financial services firm founded in 1963, now a subsidiary of Earned Wealth, providing integrated wealth management, tax, accounting, payroll, retirement, insurance, and legal services exclusively to doctors, practice owners, and medical groups.
- Ownership category
- akta.pro rank
Thomas Doll industry classification
Industry- Product category
- Wealth Management and Financial Advisory for Medical Professionals
- NAICS
- Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920), Pension Funds (525110), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)
- akta.pro secondary industries
- Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Personal & Family Trust Services (FSAAANAA), Lifestyle, Concierge & Personal Services Management (FSAAADAJ), Trust, Fiduciary & Estate Planning Services (FSABADAG)
Keywords
Where Thomas Doll is headquartered
LocationHeadquarters
- HQ city
- Walnut Creek
- HQ country
- United States
- HQ region
- North America
Markets served
Thomas Doll business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Wealth Management: Comprehensive financial advisory services for doctors, their families, and practices including investment management and financial planning.
- Tax Preparation & Planning: Doctor-specific tax preparation and planning services integrated with personal investment strategies.
- Accounting: Practice accounting services providing financial data translation and actionable insights.
- Retirement Plans: Custom-built, doctor-focused retirement plan designs with 401(k) administration.
- Payroll: Premium integrated payroll solution for medical practices.
- Insurance: Insurance coordination and advisory services for doctors and practices.
- Legal Coordination: Legal coordination services including practice transitions and estate planning through partnership with Dental & Medical Counsel.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Thomas Doll product offering
Product offeringCore offering
Thomas Doll provides an integrated, vertically specialized suite of financial services exclusively for doctors, their families, and their medical practices. Offerings span wealth management, tax planning and preparation, accounting, retirement plan (401(k)) design and administration, payroll, insurance advisory, and legal coordination—delivered under one roof with dedicated representatives who coordinate personal and practice finances.
Product overview
Thomas Doll is a financial services provider for medical professionals and practices, now part of Earned Wealth. The company offers a unified platform of integrated financial services including Retirement Plans, Tax Planning & Preparation, Accounting, Payroll, Wealth Management, Insurance, and Legal Coordination. Services are designed specifically for doctors, their families, and their practices, with the key differentiator being the integration of personal and practice finances under one roof.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Comprehensive wealth management services for doctors, their families, and their practices, including investment management and integrated personal investment strategy.
- Tax Planning & Preparation Integrated tax strategies tailored to medical practices with a doctor-specific approach and deep industry benchmarking, integrated with personal investment strategy.
- Accounting Financial data translation into actionable insights to optimize the medical practice business, with accuracy, reliability, timeliness, and industry benchmarking.
- Retirement Plans Custom-built, doctor-focused retirement plan designs with maximum flexibility for practices and plan participants, featuring streamlined 401(k) administration and investment management.
- Payroll Premium integrated payroll solution with boutique approach and dedicated representative, integrating with retirement, tax, and accounting services for practice-wide efficiency.
- Insurance Insurance coordination and advisory services for doctors and their practices.
- Legal Coordination Legal coordination services for doctors and medical practices, including practice transitions and estate planning, delivered through partnership with Dental & Medical Counsel.
Quantifiable outcome
- Over $100,000 in tax savings for individual clients through strategic tax planning
- +2 more outcomes
Companies that use Thomas Doll
Customer profileNamed customers8 records
Segments3 records
Ideal customer profiles3 records
Thomas Doll technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Thomas Doll partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Dental & Medical Counsel (DMC)coreLegal firm specializing in medical and dental law. Partnership adds legal services including practice transitions and estate planning to Earned's comprehensive financial offerings. DMC provides specialized legal expertise for healthcare professionals.
Scale indicators5 records
Recent moves4 records
Expansion highlights4 records
Thomas Doll competitors and assessment
Company assessmentDirect peers
- Earned Wealth: Parent company of Thomas Doll and the directly comparable platform offering integrated wealth, tax, accounting, retirement, payroll, insurance, and legal services exclusively to doctors — same business model, same customer base, now consolidated under one brand portfolio.
- KraftCPAs: Healthcare-focused CPA and advisory firm providing tax, accounting, and practice-management services to medical and dental practices — comparable vertical specialization and integrated service model.
- Schneider Downs Wealth Management: Wealth management and tax practice within a regional CPA firm with a recognized healthcare vertical serving medical professionals and practices — directly comparable integrated offering for the same niche customer.
- Panacea Financial: Healthcare-professional-focused fintech and financial services firm offering banking, lending, and wealth solutions to doctors, dentists, and other medical providers — same vertical, same target customer.
- Anders CPAs + Advisors: Mid-market accounting and advisory firm with dedicated healthcare practice serving medical groups and physician-owned practices — comparable integrated tax/accounting/wealth offering for the same vertical.
Broad incumbents
- Creative Planning: Large national RIA offering comprehensive wealth management with dedicated specialty practices for medical professionals and high-net-worth clients — broader scale but directly competes in the doctor-wealth-management niche.
- Edelman Financial Engines: Largest independent RIA in the U.S., serving professionals including doctors with wealth planning, retirement, and tax services — broad incumbent with overlapping offering and target market.
- Mercer Advisors: National RIA with significant focus on healthcare professionals, dentists, and practice owners — comparable integrated wealth and tax planning offering at meaningfully larger scale.
- Mariner Wealth Advisors: Large national wealth management firm with verticals serving healthcare professionals and high-net-worth families — broader incumbent competing for the same doctor/HNW segment.
- Cetera Financial Group: Wealth management platform serving independent financial advisors and their clients, with vertical practices including healthcare — competitor for advisor talent and doctor-client relationships.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Thomas Doll social profiles
Digital presenceThomas Doll financial estimates
Financial estimateRevenue estimate
Valuation estimate
Thomas Doll leadership team
Management profileNumber of profiles
Thomas Doll funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Thomas Doll M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Thomas Doll
What does Thomas Doll do?
Thomas Doll provides an integrated, vertically specialized suite of financial services exclusively for doctors, their families, and their medical practices. Offerings span wealth management, tax planning and preparation, accounting, retirement plan (401(k)) design and administration, payroll, insurance advisory, and legal coordination—delivered under one roof with dedicated representatives who coordinate personal and practice finances.
Is Thomas Doll a public or private company?
Thomas Doll is a private company. It is classified as corporate owned and is currently acquired.
When was Thomas Doll founded?
Thomas Doll was founded in 1963. It employs 101 to 250 people.
Where is Thomas Doll based?
Thomas Doll is headquartered in Walnut Creek, United States, in the North America region.
How does Thomas Doll make money?
Seven revenue lines are on record. Wealth Management is the primary driver. The others are tax Preparation & Planning, accounting, retirement Plans, payroll, insurance and legal Coordination.
Who are Thomas Doll's main competitors?
Direct peers on record are Earned Wealth, KraftCPAs, Schneider Downs Wealth Management, Panacea Financial and Anders CPAs + Advisors. Broad incumbents are Creative Planning, Edelman Financial Engines, Mercer Advisors, Mariner Wealth Advisors and Cetera Financial Group.
Does Thomas Doll have an API?
No public API is recorded for Thomas Doll.
What industry is Thomas Doll in?
Thomas Doll's product category is Wealth Management and Financial Advisory for Medical Professionals. Its primary akta.pro industry code is FSAAABAE, Private Wealth Planning (Tax, Estate & Succession), with a secondary code of FSAAAAAJ, Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail). Its NAICS code is 523991 and its SIC code is 6282.