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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 Princeton Global Asset Management LLC (swap one in):+ The Arkansas Financial Group, Inc. $971.1M · Little Rock, AR+ Scott Capital Partners $970.5M · London+ Gsg Advisors LLC $862.3M · Mount Laurel, NJ+ Atlas Private Wealth Advisors $859.8M · Red Bank, NJ
Princeton, NJ
Weatherford, TX
Troy, MI
Assets under management$921.3M$969.8M$968.7M
Asset growth, last 2 years+52%+105%–
Advisory staff171912
Individual clients356774957
Assets per client$2.6M$1.3M$1M
Clients per advisor214180
Main custodianSchwabLPL FinancialFidelity
Filing with the SEC since2012 or earlier20142024
Tools in their stack237
People on Advicer.bio17199

From each firm's latest Form ADV (Mar 2026, Sep 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.

ToolPrinceton Global Asset Management LLCBentoak CapitalCarrera Capital Advisors
CRM
HubSpot–Uses it–
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly––Uses it
GReminders–Uses it–
Client Data Gathering
JotformUses it––
Digital Marketing
Mailchimp––Uses it
Planning Light
Advyzon––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Princeton Global Asset Management LLC: Schwab, Fidelity · Bentoak Capital: LPL Financial · Carrera Capital Advisors: Fidelity