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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 Sound Wealth LLC (swap one in):+ Couture Financial Inc. $30M · Sarasota, FL+ Ceres Financial Group, Inc. $30M · Stoughton, MA+ 77 Financial Group $27.1M · Carlsbad, CA+ Molotsky Tax Advisory Group, LLC $27M · Voorhees, NJ
Marlton, NJ
Mapleton, UT
Assets under management$28.5M$30M$27.1M
Asset growth, last 2 years––+9%
Advisory staff211
Individual clients448760
Assets per client$648K$345K$451K
Clients per advisor228760
Main custodian––Schwab
Filing with the SEC since202620262021
Tools in their stack33–
People on Advicer.bio211

From each firm's latest Form ADV (Jul 2026, Jun 2026, 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.

ToolSound Wealth LLCSummit Ridge AdvisorsKronos Wealth Management
Website Builders
Squarespace–Uses it–
WebflowUses it––
Client Texting
CurrentClientUses it––
Financial Planning
RightCapital (Right Capital)Uses itUses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Sound Wealth LLC: none listed · Summit Ridge Advisors: none listed · Kronos Wealth Management: Schwab