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 firm category, with a state median of 39 clients compared to the national median of 26. This suggests that Alabama’s independent advisors may be balancing personalized service with a somewhat larger client base, potentially reflecting a mix of advisors who are either growing their practices or managing a broader clientele. With 84 independent firms in the state, clients might find a range of service models—from more intimate, relationship-focused advisors to those operating at higher capacity, offering a variety of options depending on the level of attention and service desired.

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

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Clients per advisor for Independent firms serving clients in Alabama