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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 Tier One Wealth Management (swap one in):+ Confidential Management Advisors, Inc. $161.9M · Troy, MI+ Honu Wealth Management $161.8M+ Wellington-Altus USA Inc. $146.2M · Winnipeg, Manitoba+ The Life Group Financial Services $146.2M · Dubuque, IA
Lone Tree, CO
Newport Beach, CA
Austin, TX
Assets under management$154M$161.8M$146.3M
Asset growth, last 2 years+66%+14%+13%
Advisory staff315
Individual clients21867208
Assets per client$707K$2.4M$703K
Clients per advisor736742
Main custodianFidelityPershingSchwab
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio315

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

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.

ToolTier One Wealth ManagementFell Capital ManagementBirdrock Wealth
CRM
LeadCenter.AI––Uses it

Custodians on Form ADV: Tier One Wealth Management: Fidelity · Fell Capital Management: Pershing · Birdrock Wealth: Schwab