Clients per advisor for Supported firms in Alabama

In Alabama, supported financial advisory firms tend to serve a notably higher number of clients per advisor compared to the broader market. With 181 firms operating in this category, the median clients per advisor in Alabama is 80, well above the national median of 47. This suggests that advisors in Alabama often manage larger client loads, which may indicate more structured and scalable service models rather than highly personalized, relationship-driven approaches. For clients seeking advisory services in Alabama, this pattern points to firms that balance efficiency with client management, potentially offering broader access but with less individualized attention than firms with lower client counts.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Zacks Intelligence LLC	Very Low 1	1	1	7
Womack & Associates, LLC	Very Low 2	3	2	8
Witter & Lester Inc	Very Low 2	4	2	2
NexAdvisors, LLC	Very Low 4	4	1	4
BWB Advisory Group	Very Low 6	6	1	4
L&L Financial Services, LLP	Very Low 7	28	4	7
The McGriff Alliance	Very Low 9	17	2	2
Franklin Street Capital LLC	Very Low 9	17	2	2
Jackson Money Management, Incorporated	Very Low 9	17	2	2
Bluewater Wealth Advisors, LLC	Very Low 9	27	3	3
Blue Marlin Advisors, LLC	Very Low 10	19	2	2
Bonaventure Capital, LLC	Very Low 10	19	2	3
Tabula Rasa Advisors, LLC	Very Low 11	21	2	2
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Innovation Partners LLC	Very Low 13	26	2	305
Stone Fortress Wealth Strategies	Very Low 14	28	2	3
Ethos Private Wealth	Very Low 15	46	3	3
Financial Strategies Wealth Management LLC	Very Low 19	37	2	2
Clark Planning & Investment Advisory	Very Low 19	37	2	2
Wealth Management Consultants, LLC	Very Low 20	40	2	2
CochranMickels Retirement Specialists, LLC	Very Low 21	42	2	3
McNaron Group, Inc.	Low 22	43	2	3
Welon Partners	Low 22	44	2	3
BHK Securities, LLC	Low 26	103	4	8
Greybox Investments	Low 26	104	4	4
Meddent Solutions	Low 26	26	1	5
BrightHaven Financial Advisors, LLC	Low 27	108	4	4
TAG Wealth Advisors	Low 27	54	2	2
Logan Financial Planning LLC	Low 28	56	2	2
Capital Advisors Wealth Management, LLC	Low 29	57	2	2
Processus Wealth & Capital Management, LLC	Low 29	57	2	2
Peregrine Investment Advisors, LLC	Low 29	86	3	4
Marathon Financial Group	Low 30	118	4	6
Timberchase Financial, LLC	Low 32	126	4	7
Colarion	Low 32	95	3	3
Alder Financial Group Inc	Low 33	65	2	3
Birmingham Capital Management Co Inc	Low 34	68	2	2
Cornerstone Investment Management and Consulting, LLC	Low 35	70	2	3
Evergreen Wealth Advisors	Low 36	142	4	18
Chiper Wealth Management, LLC	Low 36	107	3	3
Northstar Capital Advisors LLC	Low 36	72	2	2
Colefp	Low 38	75	2	2
Datalign	Low 38	38	1	20
Zora Financial	Low 39	78	2	4
Main Street Investors, LLC	Typical 41	123	3	3
Lyon Wealth Advisors	Typical 41	123	3	3
Southern Capital Management Corporation	Typical 43	85	2	2
Princeton Capital Management LLC	Typical 43	171	4	10
Financial Advisory Partners, LLC	Typical 44	133	3	3
LFN Advisors Inc.	Typical 45	179	4	4
Aull & Monroe	Typical 45	180	4	5
Riverbend Wealth Management, LLC	Typical 45	181	4	8
Cardinal Wealth Advisory, LLC	Typical 47	94	2	3
Apogee Wealth Partners, LLC	Typical 47	94	2	3
Strategic Advocates, LLC	Typical 47	141	3	3
Wealthview Capital, LLC	Typical 48	191	4	9
Crescent Sterling Ltd.	Typical 48	191	4	7
Gulf Coast Financial Advisors LLC	Typical 48	96	2	2
Epic Wealth Management, LLC	Typical 49	148	3	5
Lipscomb Investment Group, LLC	Typical 50	149	3	3
Carroll Advisory Group	Typical 51	202	4	7
Capstone Wealth Advisors, LLC	Typical 52	103	2	2
Campbell Asset Management, LLC	Typical 56	168	3	4
Advisor.Investments	Typical 56	168	3	6
EADS & Heald Wealth Management	Typical 57	229	4	6
Lightsquare Wealth Management, LLC	Typical 57	172	3	5
YFP Wealth	Typical 58	230	4	7
Summit Investment Advisory Group LLC	Typical 58	116	2	3
Mench Financial Inc	Typical 58	175	3	4
Taverik Capital, LLC	Typical 59	117	2	10
Tassel Capital Management, Inc	Typical 60	240	4	5
Longview Financial Advisors, Inc.	Typical 61	182	3	7
Davis, Davis and Conover Wealth Management, LLC	Typical 62	186	3	3
Together Planning	Typical 62	187	3	4
Cairn Financial Group	Typical 63	189	3	4
Executive Money Managers, Inc.	Typical 63	252	4	5
IA Network, LLC	High 65	259	4	5
PMD Advisory	High 65	130	2	7
Naviant Partners, LLC	High 65	130	2	11
Fithian LLC	High 66	66	1	6
Luken Investment Analytics, LLC	High 67	267	4	6
Banyan Capital Management, Inc.	High 69	137	2	3
Davenport Watts & Drake Investment Advisors, LLC	High 69	208	3	3
Adkins Seale Capital Management LLC	High 70	140	2	3
Approach Retirement Advisors, LLC	High 70	140	2	2
Strauss Financial Group	High 71	212	3	6
Investable Wealth, LLC	High 72	143	2	2
Financial Economics Consulting Group, Inc.	High 72	144	2	3
APEX Wealth Advisors LLC	High 74	223	3	3
IQVestment, LLC	High 78	235	3	5
Cane Capital Partners, LLC	High 79	315	4	5
Inman Jager Wealth Management, LLC	High 80	239	3	5
Shayne & Jacobs, LLC	High 80	160	2	5
Stone Bridge Asset Management, LLC	High 80	240	3	3
Investable	High 81	81	1	4
Crafted Finance, LLC	High 81	162	2	2
Hamilton Capital Partners, LLC	High 82	163	2	5
Trademark Capital Management Inc.	High 83	330	4	7
Brooks, Moore & Associates, Inc.	High 83	165	2	5
Golden Road Advisors LLC	High 83	248	3	4
Steadmont Advisors, LLC	High 83	333	4	5
The Jenkins Group	High 84	251	3	5
URS Advisory	High 84	168	2	5
Sentara Capital	High 85	169	2	3
COPE Private Wealth	High 85	170	2	2
RCA Wealth Strategies LLC	High 87	262	3	3
Novus Advisors	High 89	267	3	5
Wilkins Miller Wealth Management, LLC	High 89	178	2	3
Townsend Wealth Management	High 90	179	2	3
TJT Capital Group, LLC	High 91	181	2	4
Hale & Doerr Wealth Management LLC	High 93	185	2	2
Aragon Family Office LLC	High 93	186	2	3
Next Phase Advisors	High 95	189	2	2
Hippocratic Financial Advisors	High 96	382	4	29
Bull Street Advisors	High 98	98	1	1
Hayek Kallen Investment Management L.L.C.	High 100	200	2	3
McBryar Advisory Services, Inc.	High 100	200	2	3
Park Square Financial Group LLC	High 101	404	4	5
Cambridge Financial Group, Inc.	High 102	306	3	6
FamilyWealth Asset Management	High 103	413	4	4
New Perspectives, Inc.	High 104	414	4	8
Act Advisors	High 105	420	4	10
Kingsman Wealth Management Inc.	Very High 108	216	2	3
Incompass Financial Partners, LLC	Very High 108	325	3	6
Innovative Advisory Partners, LLC	Very High 111	442	4	8
Turner Capital Investments, LLC	Very High 111	333	3	4
Wealth Intelligence, LLC	Very High 114	227	2	5
Safe Harbor Fiduciary, LLC	Very High 115	346	3	5
The Keystone Financial Alliance, LLC	Very High 119	119	1	3
Woloshin Investment Management, LLC	Very High 120	361	3	3
Blalock Williams, LLC	Very High 123	245	2	4
Asset Management Group	Very High 124	372	3	5
Retirement Planning Services	Very High 124	248	2	6
Pierson Wealth Management	Very High 128	255	2	3
Atlas Financial Advisors, Inc.	Very High 133	266	2	3
Advisifi LLC	Very High 133	133	1	6
Momentum Wealth Management	Very High 135	269	2	3
Dougherty Investment Advisors	Very High 137	412	3	4
KG Capital Management, LLC	Very High 141	424	3	9
Sound Financial Strategies Group, LLC	Very High 148	590	4	7
von Adelung Wealth Management	Very High 148	296	2	5
AGP Franklin, LLC	Very High 152	456	3	7
Canterbury Capital Wealth Management, LLC	Very High 153	305	2	7
Mobile Bay Wealth Management, LLC	Very High 155	310	2	4
Phillips Wealth Planners LLC	Very High 156	312	2	6
Orion Investment Co	Very High 157	627	4	6
Armada Advisors	Very High 162	323	2	2
STM Asset Management LLC	Very High 166	498	3	3
Ridge Capital Management, LLC	Very High 168	335	2	6
Estate Management Counselors, LLC	Very High 178	355	2	4
Saos Capital, LLC	Very High 179	536	3	4
Retirement Advisors, Inc.	Very High 185	185	1	3
Accelerated Wealth Advisors LLC	Very High 189	568	3	10
Magnolia Wealth Management LLC	Very High 193	385	2	2
Windle Wealth	Very High 194	388	2	3
Fund Advisors of America Inc	Very High 195	585	3	3
Sanders & Scott, CHFC	Very High 196	392	2	3
Windward Wealth Strategies, Inc.	Very High 197	394	2	3
The Pension Group	Very High 200	599	3	9
Guernsey Financial, LLC	Very High 204	204	1	4
TRUFP	Very High 205	820	4	8
TFP Management, LLC	Very High 220	660	3	4
Camelot Portfolios, LLC	Very High 221	662	3	7
Kiker Wealth Management, LLC	Very High 224	894	4	9
Peachtree Wealth Advisors, Inc	Very High 227	453	2	3
Crescent City Retirement Group	Very High 229	915	4	12
Walton Financial	Very High 248	248	1	4
Capital and Planning, LLC	Very High 259	517	2	2
Southwest Investment Advisors, Inc.	Very High 287	1,149	4	5
Ironwood Investment Management, LLC	Very High 288	288	1	8
Masterplan Retirement Consultants	Very High 290	290	1	6
INTELUS Advisory Group, LLC	Very High 290	290	1	3
Williams Financial Group	Very High 293	585	2	5
6th Street Advisors, LLC	Very High 295	295	1	2
Langley Wealth Management, LLC	Very High 304	1,216	4	9
Saybrook Wealth Group, Inc.	Very High 316	316	1	2
McAlvany Wealth Management, LLC	Very High 325	650	2	5
Heritage Asset Management, LLC	Very High 373	746	2	2
Pento Portfolio Strategies, LLC	Very High 437	874	2	3
Wealth Management Corporation	Very High 547	1,641	3	6
ADG Wealth Management Group, LLC	Very High 555	555	1	4
Greenbridge Partners LLC	Very High 648	648	1	1
Tucker Financial Group	Very High 810	2,429	3	3
Valor Financial Services, LLC	Very High 838	1,675	2	2
Plan Confidence Corporation	Very High 859	859	1	3

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Clients per advisor for Supported firms serving clients in Alabama