Alabama · 5 advisers
Financial Advisors in Auburn, Alabama
Looking for a financial advisor in Auburn, Alabama? Falists indexes 5 SEC-registered and state-registered investment advisers in Auburn — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $151.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
5
With website
4
Largest AUM
$151.5M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Auburn
Ranked by AUM · Fees, team & specialties at a glance
BRIGHT INVESTMENTS, LLC
Auburn, AL
AUM
$151.5M
Team
5 advisors
Clients
0
Fees
Percentage of AUM
334-321-2321
LIPSCOMB INVESTMENT GROUP, LLC
Auburn, AL
AUM
$80.2M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
334-826-1335
LYONS VIEW CAPITAL, LLC
Auburn, AL
AUM
$0
Team
4 advisors
Clients
—
Fees
Percentage of AUM
3343212321
MM ADVISORS, LLC
Auburn, AL
AUM
$0
Team
1 advisors
Clients
0
Fees
Hourly charges · Fixed fees +1 more
334-887-7022
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Common questions
- How many financial advisors are in Auburn, Alabama?
- 5 registered investment advisers are listed in our Auburn directory, sourced from public SEC filings.
- What types of advisors are in Auburn?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Auburn?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.