SEPTEMBER 2024, KENNESAW, Ga. — Henssler Financial ranked No. 157 on Financial Advisor Magazine’s 2024 Registered Investment Advisors (RIA) Survey & Ranking list. The annual list ranks firms nationwide based on total assets under management (AUM) for the year ending in 2023.
The magazine’s industry-focused survey highlights how the registered investment advisory industry has evolved over the past 20 years, noting that a billion-dollar firm is no longer as rare as it once was. Firms have transitioned from small, family-run operations to businesses with corporate structures. As a result, firm owners must now decide whether to maximize value through selling or preserving their legacy by passing the business on to the next generation of advisors.
“Selling internally to principals and managers of our firm reflected my commitment to the future of Henssler Financial and to developing a strong team to lead the company,” said firm founder Gene Henssler, Ph.D. “It also ensured business continuity for our clients.”
Published in the July edition, FA Magazine found that fewer than 20% of firms have accepted outside institutional investors, with most still relying on organic growth.
“Expanding our services and earning client referrals through organic growth is a genuine reflection of our dedication to excellence. We prioritize quality over quantity because we believe sustainable growth allows us to maintain the highest service standards,” said Stacy Haubenschild, Principal and Chief Operating Officer. “Our clients trust us, and we consistently deliver value. By nurturing these relationships and broadening our offerings, I’m confident we’re laying the groundwork for long-term success.”
View the list:
https://www.fa-mag.com/news/2024-ria-survey-and-ranking-rias-confront-their-own-success-78697.html
About Henssler Financial
With assets under advisement of more than $3.22 billion, as of June 30, 2024, 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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