Herbers & Company

What Herbers & Company does

Herbers & Company is a privately held, founder-owned management consulting firm (legal entity Angie Herbers, LLC, Texas) founded in 2003 by Angie Herbers. The firm specializes in growth, leadership, and organizational consulting for financial advisory firms — including RIAs, wealth managers, multi-family offices, hybrid firms, and advisory divisions of banks, insurance, and accounting firms — and has more recently broadened its positioning to "all organizations" facing leadership, succession, and growth complexity. Core service lines include Human Capital Management, Compensation & Equity, Partnership & Succession, Business & Growth Strategy, Leadership Development, Client Experience & Operations, Sales & Marketing, and M&A Advisory, delivered through a consultant-led, enterprise-field-sales motion initiated via a "Schedule a Meeting" CTA on the website.

The underlying technology stack is a web-based content, training, and subscription platform rather than a software product: the firm operates herbersco.com, herbersacademy.com, and grow.herbersco.com, plus iOS and Android apps, delivering live webinars, recordings, hosted study groups, training videos, tools, and templates. The proprietary framework Diamond Teams® is a federally registered copyright and trademark (©2013-2026) of Angie Herbers, LLC, and is the firm's most defensible branded asset. Proprietary research — the 2023 Service Market Growth Study (1,598 consumers, 724 firms), 2021 Financial Behaviors Study (1,000 consumers), 2022 Leadership Study (750 employees), and 2024 Employee Pulse Survey (1,053 employees) — underpins consulting methodology and content marketing.

Revenue is generated through two primary streams: (1) fee-based, advance-paid consulting engagements processed via Stripe, and (2) subscription-based training and membership on the web/academy platforms, supplemented by speaking engagements. The firm is privately held with ~9 employees, no external investors, no parent company, and no publicly disclosed revenue. Marketing relies on a thought-leadership content engine (Insights & Advice blog, monthly newsletter, earned media in Financial Advisor Magazine, Kiplinger, Citywire, ThinkAdvisor, and Financial Planning, plus the Elite Advisor Podcast), with founder Angie Herbers — a five-time Top 25 Most Influential award winner and 2023 Consulting Executive Women of the Year — serving as the principal brand asset.

Name

Herbers & Company

Legal name

Angie Herbers, LLC

Website

https://herbersandcompany.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

1–10 employees

Short description

Herbers & Company is a founder-owned management consulting firm (Angie Herbers, LLC, Texas) advising financial advisory firms and other organizations on growth, leadership, succession, and human capital, with a proprietary Diamond Teams® framework and subscription-based training platform.

Ownership category

akta.pro rank

Product category

Management Consulting Services for Financial Advisory Firms

NAICS

Management Consulting Services (54161), Other Management Consulting Services (541618), Human Resources Consulting Services (541612)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Strategy & Corporate Development Consulting (BPAHACAA)

akta.pro secondary industry

People Analytics, Assessment & Psychometrics Consulting (BPAHAGAH)

Keywords

• Management consulting services
• Financial advisory consulting
• Practice management consulting
• Leadership development consulting
• Succession planning consulting

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D

Revenue model

1. Management & Growth Consulting: Direct consulting engagements with financial advisory firms and organizations addressing human capital, leadership, succession, and growth challenges. Fees are paid in advance via credit card through Stripe payment processor.
2. Subscription-based Training & Membership: Training videos, tools, templates, hosted study groups, and other content services delivered through their web-based platforms. Customers pay subscription fees set forth on the Site.
3. Speaking Engagements: Diverse speakers with decades of experience engage audiences at events. Service team helps select the right speaker for events.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Herbers & Company provides management and growth consulting to financial advisory firms, wealth managers, RIAs, multi-family offices, hybrid firms, and advisory divisions of banks, insurance, and accounting firms. Engagements cover human capital, compensation and equity, partnership and succession, growth strategy, leadership development, client experience, and sales and marketing, supported by the Diamond Teams® framework, web-based training platforms, and recurring proprietary research.

Product overview

Herbers & Company is a management consulting firm specializing in growth and organizational advisory services for financial advisory firms and professional services organizations. The company operates a unified consulting practice augmented by web-based platforms (HerbersCo.com, HerbersAcademy.com, and grow.herbersco.com) that provide training, practice management resources, and subscription-based content. The core consulting services include Human Capital Management, Compensation & Equity, Partnership & Succession, Business & Growth Strategy, Leadership Development, Client Experience & Operations, and Sales & Marketing. The company also offers proprietary frameworks including Diamond Teams® (a federally registered trademark) for team structuring. Research publications including the 2023 Service Market Growth Study, 2021 Financial Behaviors Study, 2022 Leadership Study, and 2024 Employee Pulse Survey support the consulting methodology.

Differentiator

Problem solved

Functional benefit

Brands

• Diamond Teams®: A federally registered copyright and trademark of Angie Herbers, LLC representing a team structure model for financial advisory firms.

Products and services

• Human Capital Management Consulting Consulting services focused on attracting, developing, and retaining high-performing teams through employee management solutions for financial advisory firms.
• Compensation & Equity Consulting Consulting services for designing compensation and incentive programs by aligning employee rewards with results-based performance at financial advisory firms.
• Partnership & Succession Consulting Consulting services including pathways to partnership, partner compensation, succession planning, and partnership conflict resolution for advisory firms.
• Business & Growth Strategy Consulting Strategic consulting to help firms navigate growth complexities, overcome organizational challenges, and develop sustainable growth mechanisms.
• Leadership Development Consulting Services to enhance leadership capabilities, develop problem-identifying skills, and strengthen organizational culture for long-term success in financial advisory firms.
• Client Experience & Operations Consulting Consulting focused on improving client service models, designing client journeys, and enhancing digital client experience for advisory firms.
• Sales & Marketing Consulting Services to help advisory firms develop effective marketing strategies, improve prospect conversion rates, and build strong referral networks.
• M&A Advisory Mergers and acquisitions consulting services to support advisory firm consolidation and growth strategies.
• Diamond Teams® A proprietary organizational framework for structuring effective financial advisor teams, developed and trademarked by Herbers & Company to help shape thousands of financial advisory firms worldwide.
• Herbers Academy An online education and training platform offering practice management training through live webinars, recordings, training videos, and hosted study groups for financial advisors.
• grow.herbersco.com Membership Subscription-based membership platform providing expert consulting, practice management training, hosted study groups, training videos, tools and templates, and other content and services for financial advisors and professional services firms.
• 2023 Service Market Growth Study A comprehensive research study commissioned by Herbers & Company surveying nearly 1,600 consumers and 724 financial advisory firms to understand alignment between services consumers demand and what advisors offer, with over 300 data points.
• 2021 Financial Behaviors Study Herbers & Company's inaugural consumer financial behavior survey of 1,000 U.S. consumers with $250,000+ in assets, identifying four core happiness predictors and revealing that people with financial advisors are 3x happier than those without.
• 2022 Leadership Study A study surveying 750 employees in financial services that provides insights into leadership qualities employees seek and what causes employees to leave their jobs.
• 2024 Employee Pulse Survey A survey of 1,053 employees in financial advisory and tax practices revealing top reasons employees leave their jobs: lack of workplace flexibility (40%), poor leadership (25%), salary/incentives (21%), and lack of career track (14%).
• Speaking Engagements Service Speaker bureau offering a diverse roster of experienced speakers for industry events, with a service team helping clients select the right speaker for their event.

Quantifiable outcome

• Top organic growing advisory firms close 7 of 10 prospects vs. 3 of 10 for average firms (from 2023 Service Market Growth Study)
• +2 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature3 records

Partnerships

One partnership is on record.

• StripecoreTechnology or IntegrationStripe provides payment processing services for Herbers & Company's platforms and services. Customers authorize automatic credit card charges through Stripe. Herbers & Company is subject to Stripe Connected Account Agreement including Stripe Terms of Service.

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• CEG Worldwide: CEG Worldwide is a financial advisory consulting firm that helps financial advisors and advisory firms grow organically through practice management and business development consulting. Closely comparable to Herbers & Company as a specialist growth consulting firm for the advisory industry.
• DeVoe & Company: DeVoe & Company is a consulting firm and M&A advisor serving the RIA industry, with deep expertise in organic growth, succession planning, and buyer/seller representation. Directly comparable to Herbers & Company as a niche consulting firm serving the same advisory firm client base.
• Tiburon Strategic Advisors: Tiburon Strategic Advisors is a research and consulting firm serving financial services companies, including RIAs, wealth managers, and broker-dealers. Comparable to Herbers & Company given its research-driven approach to financial services consulting and overlapping client base.
• Park Sutton Advisors: Park Sutton Advisors is a financial services M&A and consulting firm focused on wealth management, RIA, and asset management transactions. Comparable to Herbers & Company as a specialist advisory firm serving the M&A and succession needs of financial advisory firms.
• Echelon Partners: Echelon Partners is a management consulting and M&A advisory firm focused on the RIA and wealth management industry, offering consulting, valuation, and succession services. Directly comparable to Herbers & Company as a specialist consulting firm serving financial advisory firms with overlapping service lines.
• Bantam Group: Bantam Group is a financial services consulting firm specializing in practice management, transition planning, and growth strategy for advisors and financial institutions. Comparable to Herbers & Company given its similar focus on human capital, succession, and growth consulting for financial advisory firms.

Broad incumbents

• Mercer Advisors: Mercer Advisors is a large national RIA providing wealth management and consulting-adjacent services. While primarily a wealth manager rather than a pure consulting firm, its scale and breadth in financial advisory overlap with Herbers & Company's client base and the consulting expertise it brings to advisory firms.
• Deloitte Consulting: Deloitte's consulting practice has a substantial financial services advisory and human capital practice serving large banks, insurers, and wealth managers. Comparable to Herbers & Company as a competing consulting provider for financial advisory firms, though operating at significantly larger scale and broader scope.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks4 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/herbers-company

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Herbers & Company