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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+ 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
Thomasville, GA
Assets under management$3.81B$4.23B$4.2B
Asset growth, last 2 years+27%+19%+12%
Advisory staff36126
Individual clients1,609990281
Assets per client$2.4M$4.3M$14.9M
Clients per advisor458347
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–1–
People on Advicer.bio30138

From each firm's latest Form ADV (Mar 2026, May 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 IncSoutheast Asset Advisors, LLC
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Henssler Financial: Schwab · Zwj Investment Counsel Inc: Schwab · Southeast Asset Advisors, LLC: Schwab, Regions Bank, U.s. Trust, Bank of America N.a.