Clients per advisor for Independent firms in Alabama

In Alabama, independent financial advisors tend to serve more clients per advisor than the national median for this category, with a state median of 37 clients compared to the national median of 25. This suggests that Alabama’s independent advisors may be balancing personalized service with a moderately larger client base, potentially reflecting a mix of advisors who are beyond the early startup phase but still maintaining manageable caseloads. With 70 independent firms in the state, clients might find advisors who offer a blend of relationship-driven attention and efficient service, catering to a range of needs and preferences.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Four10 Planning	Very Low 3	3	1	1
LifeFirst Wealth, LLC	Very Low 3	3	1	1
Retirement Plans, LLC	Very Low 3	3	1	1
Redesign Wealth Planning	Very Low 4	4	1	1
Canterbury Investment Advisors LLC	Very Low 4	4	1	1
Crimson Wealth	Very Low 5	5	1	2
Legacy Wealth Management Group, LLC	Very Low 5	5	1	1
Halcyon Professional Advisors	Very Low 7	7	1	1
Counterstrike Capital	Very Low 7	7	1	1
19:21 Investing	Very Low 7	7	1	1
Lamont Trading Advisors, Inc.	Very Low 8	8	1	1
Brol Capital Management, LLC	Very Low 8	8	1	1
Financial Journey LLC	Very Low 8	8	1	1
Brigham Jr., William H.	Low 10	10	1	1
Insight Family Financial	Low 11	11	1	1
Capital Stewards, LLC	Low 11	11	1	1
Plimsoll Financial Planning, LLC	Low 13	13	1	1
Krowten Equities	Low 14	14	1	1
Foresight Financial Advising LLC	Low 15	15	1	1
Advisor Financial Group	Low 16	16	1	1
1st & 3rd Investments LLC	Low 18	18	1	2
KG Consulting Group, Inc.	Low 18	18	1	1
Mayers Investment Company, LLC	Low 20	20	1	1
Southern Wealth Builders	Typical 22	22	1	1
Kairos Asset Advisory, LLC	Typical 23	23	1	1
Oceanus Capital Partners, LLC	Typical 25	25	1	1
LifeWater Wealth Management	Typical 27	27	1	2
Medora Value Equity, LLC	Typical 27	27	1	2
Footlamp	Typical 27	27	1	1
Worthscape, LLC	Typical 28	28	1	2
Dublin Wealth Management, Inc.	Typical 28	28	1	1
Capstone Global Advisors, LLC	Typical 29	29	1	1
LBH Wealth Advisors	Typical 30	30	1	1
JPG Wealth Management, LLC	Typical 32	32	1	1
Pearson Investment Management, LLC	Typical 32	32	1	1
Rwc Wealth Management, Inc.	Typical 32	32	1	1
Providence Wealth Advisors, LLC	Typical 33	33	1	1
Junkin & Company, Inc.	Typical 34	34	1	1
Tennessee Valley Investment Management	Typical 34	34	1	1
Booth Financial	High 37	37	1	1
First Fidelity Group LLC	High 37	37	1	1
Celia Mann Baehr, CFP	High 38	38	1	1
DNA Wealth Management LLC	High 39	39	1	1
Windemere Advisors, LLC	High 42	42	1	1
MFP, LLC	High 42	42	1	1
Provision Financial Planning	High 43	43	1	2
Dyken Wealth Strategies, Inc.	High 44	44	1	1
Gateway Wealth Management, LLC	High 44	44	1	1
Atlantes Financial Advisors	High 46	46	1	1
Fish Creek Value Management, LLC	High 46	46	1	1
Old Oak Advisors, LLC	High 47	47	1	1
Bridgeworks Asset Management, LLC	High 49	49	1	1
Diversified Global Investment Strategies, LLC	High 50	50	1	2
Saliba Asset Management L.L.C.	High 51	51	1	2
Dreamwork Financial Group	High 55	55	1	1
ADS Wealth Management LLC	High 55	55	1	1
Goggans Group Inc	High 59	59	1	1
Gantt Financial Advisors, LLC	High 59	59	1	1
Attainable Wealth LLC	High 61	61	1	1
Anderson Asset Management	High 64	64	1	1
Eden Financial	High 64	64	1	2
SCS Asset Management, Inc.	Very High 67	67	1	2
DMC Wealth Management, LLC	Very High 68	68	1	1
Bailey Financial Services	Very High 72	72	1	1
Tomlin Financial Advisors, Inc.	Very High 73	73	1	1
Insignia Wealth Advisory	Very High 74	74	1	1
3 Rd Street Capital Management L.L.C.	Very High 78	78	1	2
364 Investing, LLC	Very High 83	83	1	1
Wesban Financial Consultants, P.C.	Very High 99	99	1	1
Leading Edge Wealth Management, LLC	Very High 99	99	1	1
Beers Kight Financial Advisors, LLC	Very High 100	100	1	2
Stockbridge Wealth Partners	Very High 100	100	1	1
Grant Financial Group	Very High 101	101	1	1
Fluid Financial Planning, LLC	Very High 109	109	1	1
Green Financial Management, LLC	Very High 137	137	1	1
AJA Financial LLC	Very High 139	139	1	1
Wilson Financial Group	Very High 149	149	1	1
Sutton Financial Group	Very High 149	149	1	1
Ballast Wealth LLC	Very High 170	170	1	2
Thoughtful Money LLC	Very High 187	187	1	1
The Retirement Planners, USA, LLC	Very High 234	234	1	2
Let Bob Advisory, LLC	Very High 249	249	1	1
The Pilot's Advisor, LLC	Very High 530	530	1	1
LendingRobot	Very High 609	609	1	2

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Clients per advisor for Independent firms serving clients in Alabama