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Financial ADVSR advisor directory · SEC adviser records

Savant Wealth Management financial advisors in Alabama

Every SEC-registered investment adviser representative at a Savant Wealth Management office in Alabama, by city and A to Z.

The short answer

14 registered advisors work at Savant Wealth Management in Alabama, out of 370 nationwide; it's the firm's number 3 state by advisors, and the most are in Birmingham (13). 12 list the CFP designation and 0 are also registered broker representatives.

Savant Wealth Management advisors by city in Alabama

Every firm in Alabama →

Birmingham 13Huntsville 6

Savant Wealth Management advisors in Alabama, A to Z

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Savant Wealth Management in other states

Illinois 221Massachusetts 23Pennsylvania 16Wisconsin 14Minnesota 8Rhode Island 6California 5Florida 5Georgia 5Iowa 5Texas 5Virginia 5Delaware 4Maine 4Michigan 4North Carolina 4Oklahoma 4

Questions

How many Savant Wealth Management financial advisors are in Alabama?

14 investment adviser representatives are registered at Savant Wealth Management offices in Alabama, according to the SEC's Investment Adviser Public Disclosure records, out of 370 at the firm nationwide. 12 list the CFP designation and 0 are also registered as broker representatives.

Where in Alabama does Savant Wealth Management have the most advisors?

Birmingham, with 13, then Huntsville (6). Savant Wealth Management has advisors in 2 cities in Alabama.

How do I check a Savant Wealth Management advisor in Alabama?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Savant Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.