Best-in-State · rank 58 · Mobile, 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)
- “Morgan Stanley Wealth Management” — firm_official
- Team name — The Radcliff-Schatzman Group (high)
- “The Radcliff-Schatzman Group | Mobile, AL | Fairhope, AL | Morgan Stanley Wealth Management” — firm_official
- Team size — 5 (high)
- “W. Self Radcliff (Senior Vice President, Family Wealth Director), W. Hutchings Radcliff (Hutch Radcliff) (Senior Vice President, Corporate Retirement Director), Christopher C. Schatzman (Senior Vice President, Financial ” — firm_official
- CRD — 2556883 (high)
- “W. Hutchings Radcliff CRD: 2556883” — sec_finra_regulatory
- Years experience — 14 (high)
- “W. Hutchings Radcliff: 14 years of relevant experience in wealth management” — sec_finra_regulatory
- Designations — CRPS, other:Chartered Retirement Plans Specialist, other:Corporate Retirement Director, other:Alternative Investments Director (high)
- “Chartered Retirement Plans Specialist (CRPS), Corporate Retirement Director (Morgan Stanley credential), Alternative Investments Director (Morgan Stanley credential)” — sec_finra_regulatory
Book of business
- Team AUM ($M) — 1200 (high)
- “Team Assets (Custodied): $1.2B” — forbes_shook
- Account minimum ($M) — 0.75 (high)
- “Minimum account size for new business: $750K” — forbes_shook
- Typical client net worth ($M) — 13 (high)
- “Typical Net Worth of Relationships: $1-25M” — forbes_shook
- Client niche — generalist (medium)
- “The group works to understand clients' visions, preferences and unique circumstances to develop overall wealth management strategies that help clients and their families reach their goals.” — firm_official
- Custodians — not_applicable (high)
- “Morgan Stanley Wealth Management operates as a wirehouse with in-house custody” — firm_official
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://advisor.morganstanley.com/the-radcliff-schatzman-group (high)
- “The Radcliff-Schatzman Group | Morgan Stanley Wealth Management” — firm_official
- Value proposition (verbatim) — The group works to understand clients' visions, preferences and unique circumstances to develop overall wealth management strategies that help clients and their families reach their goals. (high)
- “The group works to understand clients' visions, preferences and unique circumstances to develop overall wealth management strategies that help clients and their families reach their goals.” — firm_official
- Differentiators — Tax, Trust & Estate Planning Strategies, Family Governance & Dynamics, Philanthropy Management, Corporate Retirement Planning, Alternative Investments (high)
- “Service Areas: Tax, Trust & Estate Planning Strategies, Cash Management & Lending Solutions, Family Governance & Dynamics, Philanthropy Management, Corporate Retirement Planning, Alternative Investments” — firm_official
- Content marketing — none (medium)
- “No blog, newsletter, or independent content marketing found on team website or LinkedIn” — firm_official
- Has podcast — no (medium)
- “No podcast found” — firm_official
- Books published — 0 (medium)
- “No books authored by Hutch Radcliff found” — general_press
- Linkedin url — https://www.linkedin.com/in/hutchradcliff (high)
- “LinkedIn profile: https://www.linkedin.com/in/hutchradcliff” — social_or_third_party_db
- Social presence — linkedin_active (high)
- “LinkedIn profile active” — social_or_third_party_db
- Press awards — Forbes 2026 Top Wealth Advisors #58 (Alabama), Forbes 2026 Best-In-State Wealth Management Teams #20 (team ranking) (high)
- “Ranked #58 on 2026 Forbes America's Top Wealth Advisors” — forbes_shook
- “The Radcliff-Schatzman Group ranked #20 on Forbes 2026 Best-In-State Wealth Management Teams” — forbes_shook
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search