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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+ Carrera Capital Advisors $968.7M · Troy, MI+ Gsg Advisors LLC $862.3M · Mount Laurel, NJ+ Atlas Private Wealth Advisors $859.8M · Red Bank, NJ
Princeton, NJ
Weatherford, TX
London
Assets under management$921.3M$969.8M$970.5M
Asset growth, last 2 years+52%+105%–
Advisory staff17198
Individual clients35677485
Assets per client$2.6M$1.3M$11.4M
Clients per advisor214111
Main custodianSchwabLPL FinancialBrown Shipley & Co
Filing with the SEC since2012 or earlier20142024
Tools in their stack23–
People on Advicer.bio1719–

From each firm's latest Form ADV (Mar 2026, Sep 2026, Jun 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 CapitalScott Capital Partners
CRM
HubSpot–Uses it–
SS&C Black DiamondUses it––
Client Data Gathering
JotformUses it––
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
GReminders–Uses it–

Custodians on Form ADV: Princeton Global Asset Management LLC: Schwab, Fidelity · Bentoak Capital: LPL Financial · Scott Capital Partners: Brown Shipley & Co