Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Corkern & Co., Inc. $161.9M · Little Rock, AR+ Confidential Management Advisors, Inc. $161.9M · Troy, MI+ Birdrock Wealth $146.3M · Austin, TX+ Wellington-Altus USA Inc. $146.2M · Winnipeg, Manitoba
Lone Tree, CO
Newport Beach, CA
Assets under management$154M$161.8M$161.8M
Asset growth, last 2 years+66%+14%+369%
Advisory staff314
Individual clients2186780
Assets per client$707K$2.4M$2M
Clients per advisor736720
Main custodianFidelityPershing–
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio312

From each firm's latest Form ADV (Mar 2026, Jul 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 ManagementHonu Wealth Management
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Tier One Wealth Management: Fidelity · Fell Capital Management: Pershing · Honu Wealth Management: none listed