Best-in-State · rank 122 · Birmingham, Alabama · listed firm: Morgan Stanley Wealth Management
Identity & firm
- Firm — Morgan Stanley Wealth Management (high)
- “Morgan Stanley Wealth Management” — firm_official
- Parent company — Morgan Stanley (high)
- “Morgan Stanley Wealth Management” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “Morgan Stanley Wealth Management” — sec_finra_regulatory
- Team name — The Oller Group (high)
- “The Oller Group” — firm_official
- Team size — 3 (high)
- “Eric Oller, Jordan Horn, and Devin Renfroe” — firm_official
- CRD — 1639268 (high)
- “George Eric Oller, CRD #1639268” — sec_finra_regulatory
- Years experience — gap: not_found_after_search
- Designations — CFP (high)
- “CFP® (Certified Financial Planner)” — firm_official
Book of business
- Team AUM ($M) — 713 (high)
- “Team Assets (Custodied): $713M” — forbes_shook
- Account minimum ($M) — 0.1 (high)
- “Minimum account size for new business: $100K” — forbes_shook
- Typical client net worth ($M) — 2.0 (high)
- “Typical Net Worth of Relationships: $500K-4M” — forbes_shook
- Client niche — business owners and entrepreneurs (medium)
- “business owners and entrepreneurs with focus on exit strategy planning” — firm_official
- Custodians — not_applicable (high)
- “Morgan Stanley Wealth Management (wirehouse broker-dealer)” — sec_finra_regulatory
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://advisor.morganstanley.com/the-oller-group (high)
- Value proposition (verbatim) — The Oller Group is the only financial team you'll need for life (high)
- “The Oller Group is the only financial team you'll need for life” — firm_official
- Differentiators — Exit strategy planning for business owners, Employee benefit planning expertise, Sustainable and impact investing focus, Multi-generational wealth planning (medium)
- “business owner succession planning, exit strategy, employee benefit design” — firm_official
- Content marketing — gap: not_found_after_search
- Has podcast — no (medium)
- “No podcast hosting identified” — firm_official
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/eric-oller-4b47888 (high)
- Social presence — linkedin_active (medium)
- “LinkedIn profile active” — social_or_third_party_db
- Press awards — Forbes Best-In-State Wealth Advisors 2026 (#122) (high)
- “Ranked #122 on 2026 Forbes Best Wealth Advisors list” — forbes_shook
Visual brand
- Has distinct logo — no (high)
- “Morgan Stanley Wealth Management branding used; team does not maintain distinct logo” — firm_official
- Logo url — gap: not_applicable
- Visual brand notes — Morgan Stanley Wealth Management standard branding: blue and white corporate palette, sans-serif typography, professional advisory imagery (medium)
- “Morgan Stanley Wealth Management branding applied across advisor profiles” — firm_official