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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 Henssler Financial (swap one in):+ Sage Mountain Advisors, LLC $4.29B · Atlanta, GA+ Southeast Asset Advisors, LLC $4.2B · Thomasville, GA+ Retirement Planners of America $3.59B · Plano, TX+ Equity Investment Corp $3.51B · Atlanta, GA
Kennesaw, GA
Atlanta, GA
Beachwood, OH
Assets under management$3.81B$4.23B$3.6B
Asset growth, last 2 years+27%+19%+11%
Advisory staff361211
Individual clients1,609990204
Assets per client$2.4M$4.3M$17.6M
Clients per advisor458319
Main custodianSchwabSchwabBNY
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–11
People on Advicer.bio30135

From each firm's latest Form ADV (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.

ToolHenssler FinancialZwj Investment Counsel IncCm Wealth Advisors LLC
Portfolio Management
Orion–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Henssler Financial: Schwab · Zwj Investment Counsel Inc: Schwab · Cm Wealth Advisors LLC: BNY, Key Bank NA