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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+ Cm Wealth Advisors LLC $3.6B · Beachwood, OH+ Equity Investment Corp $3.51B · Atlanta, GA
Kennesaw, GA
Atlanta, GA
Plano, TX
Assets under management$3.81B$4.23B$3.59B
Asset growth, last 2 years+27%+19%+1%
Advisory staff361226
Individual clients1,6099905,625
Assets per client$2.4M$4.3M$638K
Clients per advisor4583216
Main custodianSchwabSchwabPershing
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–11
People on Advicer.bio301333

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.

ToolHenssler FinancialZwj Investment Counsel IncRetirement Planners of America
Custodial Platform
NetX360 (Pershing)––Uses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Henssler Financial: Schwab · Zwj Investment Counsel Inc: Schwab · Retirement Planners of America: Pershing