Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Southeast Asset Advisors, LLC $4.2B · Thomasville, GA+ Valor Advisors LLC $4.01B · Miami, FL+ Cm Wealth Advisors LLC $3.6B · Beachwood, OH+ Equity Investment Corp $3.51B · Atlanta, GA
Kennesaw, GA
Atlanta, GA
Atlanta, GA
Assets under management$3.81B$4.23B$4.29B
Asset growth, last 2 years+27%+19%+96%
Advisory staff361220
Individual clients1,609990186
Assets per client$2.4M$4.3M$23M
Clients per advisor45839
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack–13
People on Advicer.bio301321

From each firm's latest Form ADV (Mar 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.

ToolHenssler FinancialZwj Investment Counsel IncSage Mountain Advisors, LLC
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Performance Reporting
Addepar––Uses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Henssler Financial: Schwab · Zwj Investment Counsel Inc: Schwab · Sage Mountain Advisors, LLC: Fidelity