Alistair Harding-Smith

Best-in-State · rank 6 · Birmingham, Alabama · listed firm: Morgan Stanley Wealth Management

Identity & firm

Firm — Morgan Stanley Wealth Management (high)
- “firm":"Morgan Stanley Wealth Management"” — forbes_shook
Parent company — Morgan Stanley (high)
- “Morgan Stanley Wealth Management” — firm_official
Firm type — wirehouse (high)
- “CRD Number: 4698945... Registrations: Investment Adviser & Broker-Dealer” — sec_finra_regulatory
Team name — Paragon HM Wealth Management Group (high)
- “Paragon HM Wealth Management Group (Birmingham, AL & Tuscaloosa, AL offices)” — firm_official
Team size — 16 (high)
- “16-member group” — firm_official
CRD — 4698945 (high)
- “CRD Number: 4698945” — sec_finra_regulatory
Years experience — 22 (high)
- “Experience: 22+ years in financial services” — sec_finra_regulatory
Designations — CFA, CRPC, CDFA (high)
- “CFA® (Chartered Financial Analyst), CRPC® (Chartered Retirement Planning Counselor), Certified Divorce Financial Analyst®” — sec_finra_regulatory

Team AUM ($M) — 2700 (high)
- “Assets Under Management: $2.7+ billion (as of September 2025)” — firm_official
Account minimum ($M) — 2 (high)
- “Minimum account size for new business": "$2M” — forbes_shook
Typical client net worth ($M) — 15 (medium)
- “Typical Net Worth of Relationships": "$5-25M” — forbes_shook
Client niche — Endowment and pension fund management, high-net-worth individuals (high)
- “Specializes in: Endowment management, Corporate pension fund management, Government entity asset management, High-net-worth individual wealth management” — firm_official
Custodians — not_applicable (high)
- “Morgan Stanley Wealth Management (wirehouse, broker-dealer registration)” — sec_finra_regulatory
Fee model — gap: not_public

Website url — https://advisor.morganstanley.com/paragon-hm-wealth-management-group (high)
- “Paragon HM Wealth Management Group” — firm_official
Value proposition (verbatim) — gap: not_found_after_search
Differentiators — gap: not_found_after_search
Content marketing — gap: not_found_after_search
Has podcast — gap: not_found_after_search
Books published — gap: not_found_after_search
Linkedin url — https://www.linkedin.com/in/alistair-harding-smith-cfa%C2%AE-crpc%C2%AE-sic-a2b3702/ (high)
- “LinkedIn Profile: https://www.linkedin.com/in/alistair-harding-smith-cfa®-crpc®-sic-a2b3702/” — social_or_third_party_db
Social presence — linkedin_active (medium)
- “LinkedIn Profile maintained” — social_or_third_party_db
Press awards — Barron's America's Top 1,200 Advisors 2022-2026, Forbes Best-in-State Wealth Advisors 2018-2026 (high)
- “Barron's America's Top 1,200 Advisors: 2022-2026” — professional_press
- “Forbes Best-in-State Wealth Advisors: 2018-2026 (ranked #6 in 2026)” — forbes_shook