OCTOBER 2023. KENNESAW, Ga.— Henssler Financial placed No. 179 on Financial Advisor Magazine’s 2023 Registered Investment Advisors (RIA) Survey & Ranking list. The annual list ranks firms nationwide by total assets under management (AUM) based on the previous year-end.
The magazine’s industry-focused survey examines advisory firms’ growth rates, business practice changes from the pandemic, and mergers and acquisitions in recent years.
“Henssler Financial primarily focuses on organic growth,” said Chief Operating Officer and Principal Stacy Haubenschild. “Client referrals are so important in such a competitive industry. We’ve also grown our service offerings based on our clients’ needs.”
Published in the August edition, FA Magazine found that more than 50% of firms surveyed increased asset inflows by acquiring new clients.
“Organic growth through service expansion and client referrals is the true testament to our commitment to excellence. It’s not just about numbers; it’s about the trust our clients place in us and the value we consistently deliver. We prioritize quality over quantity because we believe that sustainable growth allows us to maintain the highest standard of service,” Haubenschild said. “I believe nurturing these relationships and expanding our offerings is the key to our continued success.”
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About Henssler Financial
With assets under advisement of approximately $2.80 billion as of June 30, 2023, Henssler Financial has been delivering comprehensive financial solutions to its individual, corporate, and institutional clients for more than 35 years. Founded in 1987 by Gene W. Henssler, Ph.D., Henssler Financial provides solutions that incorporate a range of services, including wealth management, financial planning, tax preparation and consulting, small-business retirement planning, and estate planning. The firm hosts “Money Talks,” your trusted resource for your money, your future, your life—airing Saturday mornings from 10-11 a.m. on AM 920 The Answer.
More information on Henssler Financial can be found on the firm’s website, www.henssler.com, including important disclosures regarding Henssler Financial and its businesses.
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Media Contact: Kelly-Lynne Scalice · kscalice@henssler.com · 678-797-3781
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