Clients per advisor for Supported firms in Alabama

In Alabama, supported financial advisory firms tend to have a notably higher client load per advisor compared to the typical range seen nationally. With 185 firms in this category, the median number of clients per advisor is around 80, well above the national median of 47. This suggests that Alabama’s supported firms often operate with more efficient, scalable models, managing larger client bases per advisor. For consumers, this could mean that advisors in Alabama may offer services that balance personalized attention with streamlined processes, potentially appealing to those seeking accessible advisory relationships without the highest levels of individual customization.

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

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Clients per advisor for Supported firms serving clients in Alabama