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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):+ Scott Capital Partners $970.5M · London+ Carrera Capital Advisors $968.7M · Troy, MI+ Running Oak Capital LLC $874.7M · Minneapolis, MN+ Atlas Private Wealth Advisors $859.8M · Red Bank, NJ
Princeton, NJ
Weatherford, TX
Mount Laurel, NJ
Assets under management$921.3M$969.8M$862.3M
Asset growth, last 2 years+52%+105%+34%
Advisory staff17193
Individual clients356774182
Assets per client$2.6M$1.3M$4.7M
Clients per advisor214161
Main custodianSchwabLPL Financial–
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack232
People on Advicer.bio17193

From each firm's latest Form ADV (Mar 2026, Sep 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 CapitalGsg Advisors LLC
CRM
HubSpot–Uses it–
SS&C Black DiamondUses it––
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)–Uses it–
Client Data Gathering
JotformUses it––
Schedule Apps
GReminders–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Princeton Global Asset Management LLC: Schwab, Fidelity · Bentoak Capital: LPL Financial · Gsg Advisors LLC: none listed