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.

Molotsky Tax Advisory Group, LLC
Sound Wealth LLC
Krowten Equities

Similar in size to Molotsky Tax Advisory Group, LLC (swap one in):+ Purpose Built $28.5M · Moorestown, NJ + Compound Value Advisers, LLC $28.4M + Frew Street Capital $25.7M + Colville Wealth Advisory, LLC $25.7M · Charlotte, NC

	Molotsky Tax Advisory Group, LLC Voorhees, NJ	Sound Wealth LLC Marlton, NJ	Krowten Equities Birmingham, AL
Assets under management	$27M	$28.5M	$25.7M
Asset growth, last 2 years	–	–	–
Advisory staff	1	2	1
Individual clients	134	44	14
Assets per client	$202K	$648K	$1.8M
Clients per advisor	134	22	14
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2026
Tools in their stack	1	3	2
People on Advicer.bio	–	2	1

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.