Registered investment advisers in Alabama

AUM: $29.8B
Per adviser: $151M
Advisers: 197

No reported disclosures

Highland Associates INC

Birmingham, AL · Est. 1987

AUM: $21.0B
Per adviser: $1.2B
Advisers: 18

No reported disclosures

Regions Investment Management, INC.

Birmingham, AL · Est. 1986

AUM: $20.1B
Per adviser: $839M
Advisers: 24

Aptus Capital Advisors, LLC

Fairhope, AL · Est. 2016

★5.0(2)Regional

AUM: $14.1B
Per adviser: $544M
Advisers: 26

No reported disclosures

Harbert Fund Advisors, LLC

Birmingham, AL · Est. 1998

AUM: $7.8B
Per adviser: $126M
Advisers: 62

No reported disclosures

Rfg Advisory, LLC

Vestavia Hills, AL · Est. 2014

NationalInternational

AUM: $6.8B
Per adviser: $42M
Advisers: 162

No reported disclosures

Vulcan Value Partners LLC

Birmingham, AL · Est. 2009

AUM: $6.1B
Per adviser: $507M
Advisers: 12

No reported disclosures

Resource Management Service, LLC

Birmingham, AL · Est. 2004

AUM: $5.9B
Per adviser: $455M
Advisers: 13

No reported disclosures

Eversource Wealth Advisors, LLC

Birmingham, AL · Est. 2020

National

AUM: $5.1B
Per adviser: $67M
Advisers: 76

No reported disclosures

Stonex Advisors INC.

Birmingham, AL · Est. 2014

National

AUM: $5.1B
Per adviser: $23M
Advisers: 220

No reported disclosures

Keel Point, LLC

Huntsville, AL · Est. 2003

AUM: $4.1B
Per adviser: $75M
Advisers: 54

No reported disclosures

Johnson Sterling, INC.

Birmingham, AL · Est. 1995

AUM: $3.9B
Per adviser: $780M
Advisers: 5

No reported disclosures

The Welch Group, LLC

Birmingham, AL · Est. 1999

AUM: $3.7B
Per adviser: $142M
Advisers: 26

No reported disclosures

Oneascent Financial Services LLC

Birmingham, AL · Est. 2016

NationalInternational

AUM: $3.5B
Per adviser: $48M
Advisers: 74

No reported disclosures

Leavell Investment Management, INC.

Mobile, AL · Est. 1979

AUM: $3.4B
Per adviser: $142M
Advisers: 24

No reported disclosures

Arlington Partners LLC

Birmingham, AL · Est. 2000

AUM: $2.3B
Per adviser: $210M
Advisers: 11

No reported disclosures

Jackson Thornton Wealth Management, LLC

Montgomery, AL · Est. 2002

AUM: $2.0B
Per adviser: $223M
Advisers: 9

No reported disclosures

Nbc Securities, INC.

Birmingham, AL · Est. 2001

National

AUM: $1.8B
Per adviser: $28M
Advisers: 63

Southern Financial Group, LLC

Birmingham, AL · Est. 2007

AUM: $1.1B
Per adviser: $525M
Advisers: 2

No reported disclosures

Marble Wealth, LLC

Montgomery, AL · Est. 2025

AUM: $1.0B
Per adviser: $209M
Advisers: 5

No reported disclosures

Anderson Growth Partners, LLC

Birmingham, AL · Est. 2006

AUM: $1.0B
Per adviser: $202M
Advisers: 5

No reported disclosures

Capsouth Wealth Management

Dothan, AL · Est. 2004

AUM: $1.0B
Per adviser: $77M
Advisers: 13

No reported disclosures

Oneascent Investment Solutions, LLC

Birmingham, AL · Est. 2017

AUM: $987M
Per adviser: $110M
Advisers: 9

No reported disclosures

Park Place Capital Corporation

Homewood, AL · Est. 1988

AUM: $879M
Per adviser: $126M
Advisers: 7

No reported disclosures

Smith Thornton Advisors, LLC

Huntsville, AL · Est. 2021

LocalInternational

AUM: $852M
Per adviser: $142M
Advisers: 6

No reported disclosures

Oakworth Asset Management, LLC

Birmingham, AL · Est. 2025

AUM: $846M
Per adviser: $45M
Advisers: 19

No reported disclosures

Sunburst Financial Group, LLC

Vestavia Hills, AL · Est. 2016

AUM: $808M
Per adviser: $135M
Advisers: 6

No reported disclosures

Mayfair Advisory Group, LLC

Birmingham, AL · Est. 2019

AUM: $806M
Per adviser: $202M
Advisers: 4

No reported disclosures

Bhk Investment Advisors

Birmingham, AL · Est. 2006

AUM: $794M
Per adviser: $159M
Advisers: 5

No reported disclosures

Meld Financial, INC.

Birmingham, AL · Est. 2004

AUM: $776M
Per adviser: $78M
Advisers: 10

No reported disclosures

Porter White Investment Advisors, INC.

Birmingham, AL · Est. 2005

AUM: $748M
Per adviser: $150M
Advisers: 5

No reported disclosures

Bmss Wesson Wealth Solutions

Birmingham, AL · Est. 2020

AUM: $704M
Per adviser: $117M
Advisers: 6

No reported disclosures

Park Lane Advisors, LLC

Birmingham, AL · Est. 2025

AUM: $624M
Per adviser: $156M
Advisers: 4

No reported disclosures

Fairvoy Private Wealth, LLC

Birmingham, AL · Est. 2024

AUM: $605M
Per adviser: $101M
Advisers: 6

No reported disclosures

Mainsail Asset Management, LLC

Birmingham, AL · Est. 2007

AUM: $599M
Per adviser: $150M
Advisers: 4

No reported disclosures

Truewealth Advisors, LLC

Hoover, AL · Est. 2018

AUM: $547M
Per adviser: $42M
Advisers: 13

No reported disclosures

Oneascent Family Offices

Birmingham, AL · Est. 2022

AUM: $544M
Per adviser: $54M
Advisers: 10

No reported disclosures

Bcr Wealth Strategies

Vestavia, AL · Est. 2002

AUM: $528M
Per adviser: $75M
Advisers: 7

No reported disclosures

Bonaventure Capital, LLC

Birmingham, AL · Est. 2005

AUM: $494M
Per adviser: $165M
Advisers: 3

No reported disclosures

Oneascent Wealth Management

Birmingham, AL · Est. 2020

AUM: $476M
Per adviser: $40M
Advisers: 12

No reported disclosures

Kassouf Wealth Advisors, LLC

Birmingham, AL · Est. 2006

AUM: $471M
Per adviser: $79M
Advisers: 6

No reported disclosures

Brown Financial Advisory

Fairhope, AL · Est. 2014

AUM: $468M
Per adviser: $78M
Advisers: 6

No reported disclosures

Axient Investment Advisors LLC

Huntsville, AL · Est. 2025

AUM: $454M
Per adviser: $38M
Advisers: 12

No reported disclosures

Invista Advisors

Montgomery, AL · Est. 2016

AUM: $444M
Per adviser: $74M
Advisers: 6

No reported disclosures

Money Management Services INC

Birmingham, AL · Est. 1992

AUM: $443M
Per adviser: $63M
Advisers: 7

No reported disclosures

Steadmont Advisors, LLC

Birmingham, AL · Est. 2024

AUM: $431M
Per adviser: $108M
Advisers: 4

No reported disclosures

Navigate Wealth Management, LLC

Birmingham, AL · Est. 2018

AUM: $430M
Per adviser: $72M
Advisers: 6

No reported disclosures

Hayek Kallen Investment Management L.L.C.

Fairhope, AL · Est. 1985

AUM: $424M
Per adviser: $424M
Advisers: 1

No reported disclosures

Jmf Capstone Wealth Management

Tuscaloosa, AL · Est. 2016

AUM: $416M
Per adviser: $59M
Advisers: 7

No reported disclosures

Cloud Investments, LLC

Huntsville, AL · Est. 2018

AUM: $404M
Per adviser: $67M
Advisers: 6

No reported disclosures

Cook & Bynum Capital Management, LLC

Birmingham, AL · Est. 2009

AUM: $360M
Per adviser: $60M
Advisers: 6

No reported disclosures

Williams Financial Group

Mobile, AL · Est. 2020

AUM: $355M
Per adviser: $177M
Advisers: 2

No reported disclosures

Forager Capital Management, LLC

Birmingham, AL · Est. 2021

AUM: $353M
Per adviser: $118M
Advisers: 3

No reported disclosures

Tucker Financial Group

Montgomery, AL · Est. 2020

LocalInternational

AUM: $339M
Per adviser: $113M
Advisers: 3

No reported disclosures

Aull & Monroe

Mobile, AL · Est. 1990

AUM: $323M
Per adviser: $323M
Advisers: 1

No reported disclosures

Navigate 401k, LLC

Birmingham, AL · Est. 2020

AUM: $318M
Per adviser: $79M
Advisers: 4

No reported disclosures

Trust Advisory Group Ltd

Birmingham, AL · Est. 1994

AUM: $314M
Per adviser: $14M
Advisers: 22

No reported disclosures

Brookline Investments, INC.

Birmingham, AL · Est. 1999

AUM: $281M
Per adviser: $141M
Advisers: 2

No reported disclosures

Timberchase Financial, LLC

Hoover, AL · Est. 2020

LocalInternational

AUM: $280M
Per adviser: $93M
Advisers: 3

No reported disclosures

Strauss Financial Group

Hoover, AL · Est. 2020

AUM: $276M
Per adviser: $69M
Advisers: 4

No reported disclosures

Birmingham Capital Management Co INC

Birmingham, AL · Est. 1983

AUM: $274M
Per adviser: $274M
Advisers: 1

No reported disclosures

Wilkins Miller Wealth Management, LLC

Mobile, AL · Est. 2022

AUM: $257M
Per adviser: $129M
Advisers: 2

No reported disclosures

6th Street Advisors, LLC

Daphne, AL · Est. 2024

AUM: $257M
Per adviser: $128M
Advisers: 2

No reported disclosures

Blalock Williams, LLC

Alexander City, AL · Est. 2024

AUM: $243M
Per adviser: $121M
Advisers: 2

No reported disclosures

New Capital Partners

Birmingham, AL · Est. 2012

AUM: $233M
Per adviser: $39M
Advisers: 6

No reported disclosures

Approach Retirement Advisors, LLC

Birmingham, AL · Est. 2021

AUM: $227M
Per adviser: $114M
Advisers: 2

No reported disclosures

Longview Financial Advisors, INC.

Huntsville, AL · Est. 2005

AUM: $208M
Per adviser: $69M
Advisers: 3

No reported disclosures

Frugal Financial Retirement Plan Services, LLC

Mobile, AL · Est. 2022

AUM: $195M
Per adviser: $97M
Advisers: 2

No reported disclosures

Southern Capital Services INC

Daphne, AL · Est. 2017

AUM: $192M
Per adviser: $32M
Advisers: 6

No reported disclosures

Colarion

Mountain Brook, AL · Est. 2024

AUM: $188M
Per adviser: $63M
Advisers: 3

No reported disclosures

Magnolia Wealth Management LLC

Dothan, AL · Est. 2021

AUM: $183M
Per adviser: $92M
Advisers: 2

No reported disclosures

Walton Financial

Birmingham, AL · Est. 2024

AUM: $183M
Per adviser: $61M
Advisers: 3

No reported disclosures

Naviant Partners, LLC

Fairhope, AL · Est. 2025

AUM: $177M
Per adviser: $89M
Advisers: 2

No reported disclosures

Greybox Investments

Birmingham, AL · Est. 2020

AUM: $177M
Per adviser: $59M
Advisers: 3

No reported disclosures

Retirement Advisors, INC.

Mobile, AL · Est. 2018

AUM: $160M
Per adviser: $160M
Advisers: 1

No reported disclosures

Bright Investments, LLC

Auburn, AL · Est. 2021

AUM: $152M
Per adviser: $30M
Advisers: 5

No reported disclosures

Bluewater Wealth Advisors, LLC

Vestavia Hills, AL · Est. 2024

AUM: $146M
Per adviser: $49M
Advisers: 3

No reported disclosures

Featheringill Capital, LLC

Birmingham, AL · Est. 2018

AUM: $143M
Per adviser: $29M
Advisers: 5

No reported disclosures

Canterbury Capital Wealth Management, LLC

Tuscaloosa, AL · Est. 2025

AUM: $132M
Per adviser: $66M
Advisers: 2

No reported disclosures

Bhk Securities, LLC

Birmingham, AL · Est. 2006

AUM: $128M
Per adviser: $43M
Advisers: 3

No reported disclosures

Aragon Family Office LLC

Homewood, AL · Est. 2025

AUM: $112M
Per adviser: $56M
Advisers: 2

No reported disclosures

Pmd Advisory

Hoover, AL · Est. 2023

AUM: $112M
Per adviser: $56M
Advisers: 2

No reported disclosures

Abacus Investments LLC

Birmingham, AL · Est. 2023

AUM: $106M
Per adviser: $18M
Advisers: 6

No reported disclosures

Infinity Tax & Financial Planning

Huntsville, AL · Est. 2026

AUM: $100M
Per adviser: $20M
Advisers: 5

No reported disclosures

Mckinney Capital, LLC

Birmingham, AL · Est. 2021

AUM: $91M
Per adviser: $30M
Advisers: 3

No reported disclosures

Oneascent Capital

Birmingham, AL · Est. 2022

AUM: $56M
Per adviser: $56M
Advisers: 1

No reported disclosures

Fidelis Capital, LLC

Birmingham, AL · Est. 2006

AUM: $18M
Per adviser: $18M
Advisers: 1

No reported disclosures

Lyons View Capital, LLC

Auburn, AL · Est. 2023

AUM: —
Per adviser: —
Advisers: 4

No reported disclosures

Mm Advisors, LLC

Auburn, AL · Est. 2026

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Navigate Private Fund Advisors LLC

Birmingham, AL · Est. 2021

AUM: —
Per adviser: —
Advisers: 4

No reported disclosures

Ellis Wealth Advisors, LLC

Madison, AL · Est. 2026