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):+ 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
Miami, FL
Assets under management$3.81B$4.23B$4.01B
Asset growth, last 2 years+27%+19%+27%
Advisory staff36128
Individual clients1,60999066
Assets per client$2.4M$4.3M$60.7M
Clients per advisor45838
Main custodianSchwabSchwabJ.P. Morgan
Filing with the SEC since2012 or earlier2012 or earlier2014
Tools in their stack–11
People on Advicer.bio30133

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 IncValor Advisors LLC
Performance Reporting
Addepar––Uses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Henssler Financial: Schwab · Zwj Investment Counsel Inc: Schwab · Valor Advisors LLC: J.P. Morgan, Morgan Stanley