Best-in-State · rank 11 · Montgomery, Alabama · listed firm: Morgan Stanley Wealth Management
Identity & firm
- Firm — Morgan Stanley Wealth Management (high)
- “Morgan Stanley Wealth Management” — forbes_shook
- Parent company — Morgan Stanley (high)
- “Morgan Stanley Wealth Management” — firm_official
- Firm type — wirehouse (high)
- “Morgan Stanley Wealth Management” — sec_finra_regulatory
- Team name — The Runkle Group (high)
- “The Runkle Group” — firm_official
- Team size — 5 (high)
- “The Runkle Group includes Bob Runkle, Robert Runkle Jr., Mary Runkle Smith, and 2 client associates” — firm_official
- CRD — 1109082 (high)
- “CRD #1109082” — sec_finra_regulatory
- Years experience — 43 (high)
- “Career launched in 1983; as of 2026” — sec_finra_regulatory
- Designations — CIMA, CPFA (high)
- “CIMA® (Certified Investment Management Analyst), CPFA (Certified Plan Fiduciary Advisor)” — social_or_third_party_db
Book of business
- Team AUM ($M) — 1400 (high)
- “Team Assets (Custodied): $1.4B” — forbes_shook
- Account minimum ($M) — 1.0 (high)
- “Minimum account size for new business: $1M” — forbes_shook
- Typical client net worth ($M) — 4.75 (high)
- “Typical Net Worth of Relationships: $3.5-6M” — forbes_shook
- Client niche — affluent individuals, families, institutions, trusts, endowments; institutional accounts including pension plans, 401(k)/403(b) plans, nonprofits, endowments, foundations, and workers' compensation boards (high)
- “affluent individuals, families, institutions, trusts and endowments; institutional clients: defined benefit pension plans, 401(k)/403(b) plans, non-profits and charities, endowments and foundations, workers' compensation” — firm_official
- Custodians — not_applicable (high)
- “Morgan Stanley Wealth Management” — sec_finra_regulatory
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://advisor.morganstanley.com/the-runkle-group (high)
- “The Runkle Group” — firm_official
- Value proposition (verbatim) — We serve affluent individuals, families, and institutions with planning discipline and institutional expertise. (medium)
- “Serves affluent individuals, families, institutions, trusts and endowments with planning discipline” — firm_official
- Differentiators — Institutional account expertise (pension plans, 401(k)/403(b), nonprofits, endowments), Planning discipline-focused approach, 43 years of advisor experience, Multi-office footprint (Montgomery, Atlanta, Destin), CIMA and CPFA designations (medium)
- “Specializes in institutional accounts: insurance companies, workers' compensation boards, trade associations, nonprofits, pensions, retirement savings plans” — firm_official
- “CIMA® (Certified Investment Management Analyst), CPFA (Certified Plan Fiduciary Advisor)” — social_or_third_party_db
- Content marketing — occasional (medium)
- “Auburn University Partnership: The Runkle Group provides Harbert College of Business students complimentary digital access to Barron's through the Barron's in Education program” — professional_press
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/robert-runkle-cima%C2%AE-cpfa-26777758/ (high)
- “Robert Runkle CIMA® CPFA profile” — social_or_third_party_db
- Social presence — linkedin_active (high)
- “Robert Runkle CIMA® CPFA” — social_or_third_party_db
- Press awards — Barron's Top 1,500 Financial Advisors (2026), Barron's Top 1,200 Financial Advisors (2021, 2023, 2024, 2025), Forbes Best-in-State Wealth Advisors (2021, 2023, 2024, 2025, 2026), Financial Times Top 400 Financial Advisors in America (2013, 2015, 2020) (high)
- “Barron's Top 1,500 Financial Advisors: 2026” — professional_press
- “Forbes Best-in-State Wealth Advisors: 2021, 2023, 2024, 2025, 2026” — forbes_shook
Visual brand
- Has distinct logo — no (high)
- “Operates under Morgan Stanley Wealth Management branding; uses Morgan Stanley corporate visual identity” — firm_official
- Logo url — gap: not_applicable
- Visual brand notes — Morgan Stanley Wealth Management corporate branding: navy and gold palette, formal serif typography, institutional imagery consistent with parent firm identity. (medium)
- “Morgan Stanley Wealth Management” — firm_official