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WiserAdvisor Reviews

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FINRA/SEC Registered Advisors

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Firm Name
No. of Advisors19
AUM$23,574,716,836
No. of Clients61
Fee StructureA percentage of AUM, Fixed fees
No. of Advisors29
AUM$16,990,335,269
No. of Clients2
Fee StructureA percentage of AUM
Firm Name
WAVERLY ADVISORS, LLCBirmingham, AL
No. of Advisors261
AUM$14,539,829,905
No. of Clients22135
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
No. of Advisors167
AUM$8,110,107,935
No. of Clients50
Fee StructureA percentage of AUM, Performance Based
Firm Name
No. of Advisors42
AUM$7,878,130,018
No. of Clients367
Fee StructureA percentage of AUM, Performance Based, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
Firm Name
No. of Advisors14
AUM$5,670,936,072
No. of Clients2768
Fee StructureA percentage of AUM, Fixed fees
Firm Name
No. of Advisors24
AUM$5,285,077,689
No. of Clients7056
Fee StructureA percentage of AUM, Fixed fees
Firm Name
No. of Advisors161
AUM$5,188,760,000
No. of Clients13
Fee StructureA percentage of AUM, Performance Based
Firm Name
STONEX ADVISORS INC.Birmingham, AL
No. of Advisors233
AUM$4,515,278,523
No. of Clients14988
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
No. of Advisors885
AUM$4,373,015,542
No. of Clients20957
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Commission Based
Firm Name
RFG ADVISORY, LLCVestavia Hills, AL
No. of Advisors195
AUM$3,859,253,984
No. of Clients17871
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
THE WELCH GROUP, LLCBirmingham, AL
No. of Advisors25
AUM$3,212,010,865
No. of Clients4185
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
No. of Advisors12
AUM$2,984,634,800
No. of Clients395
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
KEEL POINT, LLCHuntsville, AL
No. of Advisors83
AUM$2,940,456,131
No. of Clients5548
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based
Firm Name
No. of Advisors59
AUM$2,694,361,660
No. of Clients8119
Fee StructureA percentage of AUM, Hourly charges, Fixed fees

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