Top financial advisors in Auburn, AL
We’ve curated a list of the best financial advisors in Auburn, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$116,108,776
Number of advisors
8 advisors
| $116,108,776 | 8 advisors | |
| 2 |
Assets under management
$62,155,934
Number of advisors
5 advisors
| $62,155,934 | 5 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Auburn, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Auburn. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Bright Investments, LLC
Bright Investments, LLC, established in 2015, is an SEC-registered investment adviser based in Auburn, Alabama. The firm specializes in managing institutional and private client assets with a focus on long-term total return through capital appreciation and dividends. As a fiduciary, Bright Investments prioritizes client needs and offers asset management services on a discretionary and non-discretionary basis. The minimum investment amount required to open a separately managed account is $5,000,000, subject to negotiation. The firm charges fees quarterly based on a percentage of assets under management, with fees prorated for accounts opened mid-billing period. Bright Investments employs fundamental analysis and value investing strategies, focusing on mid-to-large capitalization quality companies across key sectors. The firm's investment philosophy aims to outperform the market with below-average risk over an economic cycle. Bright Investments does not charge performance-based fees, conducts no side-by-side management, and has no disciplinary events to disclose. Clients receive quarterly account reviews, performance reports, and invoices, with custody of assets held at an independent custodian. The firm does not vote proxies on behalf of clients and does not require prepayment exceeding $1,200 in fees per client. Bright Investments' Code of Ethics ensures compliance with securities laws and a commitment to acting in clients' best interests.
$116,108,776 under management
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Lipscomb Investment Group, LLC
Andrew Wade Lipscomb, the Owner and Lead Advisor of Lipscomb Investment Group, LLC, established the firm in May 2018. With a Bachelor's degree in Finance from Auburn University, Lipscomb employs a fiduciary responsibility to prioritize clients' best interests. He does not have any reportable disciplinary disclosures and does not receive compensation from non-client sources for advisory services. Lipscomb also works as an independent insurance agent, spending no more than 5% of his time on these activities. While he may offer advice or products from this role, clients are not obligated to purchase through him, reducing potential conflicts of interest. The firm's Chief Compliance Officer, Davis Lipscomb, oversees Lipscomb's activities to ensure compliance with securities laws. Clients have the freedom to purchase insurance products elsewhere. Andrew Lipscomb does not have any reportable disciplinary events as a State-Registered Adviser. For more information, clients can refer to the SEC's website or contact Andrew Wade Lipscomb directly.
$62,155,934 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersFinancial Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Auburn, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Auburn. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.