Written by investor.com
May 08, 2023
We're thrilled to recognize the 2023 Top Financial Advisor Firms in Alabama.
Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in Alabama, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.
Our analysis contains data as of May 08, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Alabama are as follows:
- Must be rated 5 stars by investor.com's Trust Algorithm.
- Must have an office location in Alabama.
We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| 1919 Investment Counsel |
|
$17.4 billion | 4,649 | 34 | $3.7 million |
| 6th Street Advisors |
|
$93.5 million | 154 | 2 | $606,983 |
| Advance Capital Management |
|
$3.6 billion | 6,815 | 29 | $523,833 |
| Anderson Asset Management |
|
$32.9 million | 74 | 1 | $445,086 |
| Anderson Growth Partners |
|
$743.8 million | 43 | 4 | $17.3 million |
| Arbor Point Advisors |
|
$6.4 billion | 19,182 | 714 | $335,156 |
| Aria Wealth Management |
|
$173.0 million | 287 | 8 | $602,872 |
| Arlington Partners |
|
$6.1 billion | 177 | 16 | $34.4 million |
| Aull & Monroe |
|
$323.9 million | 189 | 4 | $1.7 million |
| Barlas O'reilly Wealth Management |
|
$19.3 million | 282 | 2 | $68,320 |
| BCR Wealth Strategies |
|
$329.9 million | 345 | 8 | $956,188 |
| Bonaventure Capital |
|
$410.0 million | 31 | 3 | $13.2 million |
| Booth Financial Planning |
|
$12.6 million | 30 | 1 | $418,762 |
| Bretwood Capital Partners |
|
$35.3 million | 10 | 2 | $3.5 million |
| Bridgeworth Wealth Management |
|
$2.0 billion | 3,092 | 29 | $652,166 |
| Brol Capital Management |
|
$1.9 million | 8 | 1 | $233,688 |
| Brown Financial Advisory |
|
$251.1 million | 225 | 4 | $1.1 million |
| Cahaba Wealth Management |
|
$1.1 billion | 679 | 12 | $1.7 million |
| Capital Advisors |
|
$4.3 billion | 2,625 | 34 | $1.6 million |
| Capital Square |
|
$301.4 million | 573 | 9 | $525,986 |
| Capsouth Wealth Management |
|
$661.0 million | 421 | 10 | $1.6 million |
| Celia Mann Baehr, CFP |
|
$35.3 million | 42 | 1 | $839,983 |
| Churchill Management Group |
|
$7.2 billion | 7,825 | 35 | $913,754 |
| Clark Planning & Investment Advisory |
|
$11.9 million | 39 | 1 | $304,914 |
| Cloud Investments |
|
$209.5 million | 805 | 6 | $260,271 |
| Colarion Partners |
|
$79.9 million | 36 | 1 | $2.2 million |
| Colefp |
|
$46.8 million | 54 | 2 | $866,574 |
| Cook & Bynum Capital Management |
|
$294.6 million | 9 | 4 | $32.7 million |
| Corcoran Capital Management |
|
$11.3 million | 20 | 1 | $566,450 |
| Cornerstone Investment Management and Consulting |
|
$70.0 million | 74 | 2 | $946,525 |
| Csenge Advisory Group |
|
$2.3 billion | 6,161 | 69 | $367,643 |
| Diversified |
|
$1.3 billion | 1,403 | 14 | $919,209 |
| DMC Wealth Management |
|
$40.7 million | 27 | 1 | $1.5 million |
| Dreamwork Financial Group |
|
$7.8 million | 81 | 1 | $96,635 |
| Fidelis Capital |
|
$21.9 million | 2 | 2 | $10.9 million |
| FSA Investment Group |
|
$508.5 million | 66 | 8 | $7.7 million |
| Gantt Financial Advisors |
|
$15.1 million | 55 | 1 | $274,225 |
| Greybox Investments |
|
$141.0 million | 87 | 3 | $1.6 million |
| Hayek Kallen Investment Management |
|
$336.4 million | 208 | 3 | $1.6 million |
| HBW Advisory Services |
|
$1.0 billion | 8,618 | 60 | $118,304 |
| Highland Capital Management |
|
$3.1 billion | 953 | 11 | $3.3 million |
| Horizons Sustainable Financial Services |
|
$111.2 million | 339 | 4 | $327,909 |
| Ignite Planners |
|
$686.3 million | 2,344 | 14 | $292,808 |
| Independent Advisor Alliance |
|
$10.1 billion | 29,648 | 227 | $340,518 |
| Jackson Thornton Asset Management |
|
$1.3 billion | 953 | 10 | $1.3 million |
| JMF Capstone Wealth Management |
|
$321.7 million | 202 | 7 | $1.6 million |
| Johnson Sterling |
|
$2.6 billion | 395 | 7 | $6.6 million |
| Kassouf Wealth Advisors |
|
$317.8 million | 266 | 7 | $1.2 million |
| Kerns Wealth Management |
|
$18.6 million | 28 | 1 | $663,950 |
| Kreativ Retirement Plan Solutions |
|
$91.0 million | 43 | 1 | $2.1 million |
| L&L Financial Services |
|
$11.8 million | 26 | 6 | $453,846 |
| Lamont Trading Advisors |
|
$3.1 million | 14 | 1 | $223,179 |
| Leavell Investment Management |
|
$2.1 billion | 2,366 | 19 | $902,939 |
| Level Four Advisory Services |
|
$3.7 billion | 6,474 | 128 | $575,094 |
| LFN Advisors |
|
$945,405 | 9 | 2 | $105,045 |
| Lion Street Advisors |
|
$1.4 billion | 2,230 | 146 | $628,308 |
| Lipscomb Investment Group |
|
$65.5 million | 191 | 4 | $342,888 |
| Longview Financial Advisors |
|
$171.2 million | 209 | 4 | $818,918 |
| Madison Park Capital Advisors |
|
$206.0 million | 385 | 5 | $535,041 |
| MAG CAP |
|
$884.2 million | 891 | 8 | $992,420 |
| Mainsail Asset Management |
|
$280.2 million | 169 | 3 | $1.7 million |
| Mayfair Advisory Group |
|
$280.5 million | 314 | 3 | $893,288 |
| McDonald & Hagen Wealth Management |
|
$396.1 million | 855 | 6 | $463,281 |
| Medora Value Equity |
|
$9.5 million | 23 | 1 | $411,956 |
| Meld Financial |
|
$512.3 million | 870 | 11 | $588,823 |
| Merit Financial Advisors |
|
$5.5 billion | 9,154 | 119 | $603,295 |
| Money Management Services |
|
$313.9 million | 504 | 4 | $622,823 |
| Monroe Vos Consulting |
|
$5.9 billion | 103 | 6 | $56.9 million |
| OLD OAK Advisors |
|
$8.4 million | 28 | 1 | $300,214 |
| Park Place Capital Corporation |
|
$854.4 million | 221 | 5 | $3.9 million |
| Personal Financial Planning |
|
$36.2 million | 38 | 1 | $953,670 |
| PMD Advisory |
|
$118.2 million | 154 | 2 | $767,418 |
| Porter White Investment Advisors |
|
$640.7 million | 117 | 8 | $5.5 million |
| Redhawk Wealth Advisors |
|
$1.2 billion | 2,168 | 35 | $557,881 |
| Retirement Advisors |
|
$131.5 million | 171 | 1 | $768,781 |
| RFG Advisory |
|
$3.0 billion | 10,046 | 110 | $298,315 |
| RWC Wealth Management |
|
$2.0 million | 37 | 1 | $54,922 |
| Saliba Asset Management |
|
$41.5 million | 51 | 1 | $814,330 |
| Southeast Asset Advisors |
|
$3.2 billion | 334 | 9 | $9.7 million |
| Southern Capital Services |
|
$151.9 million | 377 | 6 | $402,827 |
| Southern Financial Group |
|
$741.1 million | 1,238 | 2 | $598,658 |
| Stockbridge Wealth Partners |
|
$9.6 million | 94 | 1 | $102,324 |
| StoneCastle Cash Management |
|
$7.1 billion | 971 | 11 | $7.3 million |
| Strauss Financial Group |
|
$162.0 million | 246 | 4 | $658,536 |
| Sunburst Financial Group |
|
$500.0 million | 715 | 7 | $699,250 |
| Symmetry Partners |
|
$6.5 billion | 12,118 | 20 | $537,290 |
| THE Ascent Group |
|
$2.5 billion | 2,608 | 25 | $968,905 |
| The Mather Group |
|
$8.7 billion | 3,970 | 88 | $2.2 million |
| The Welch Group |
|
$2.5 billion | 1,241 | 20 | $2.0 million |
| Twelve Points Wealth Management |
|
$833.7 million | 539 | 9 | $1.5 million |
| Virtue Capital Management |
|
$941.4 million | 7,973 | 107 | $118,072 |
| Vulcan Value Partners |
|
$8.1 billion | 476 | 15 | $17.0 million |
| Warren Averett Asset Management |
|
$5.8 billion | 2,815 | 43 | $2.1 million |
| Wealth Management |
|
$2.3 billion | 3,219 | 44 | $729,708 |
| Wealth Management Consultants |
|
$15.9 million | 44 | 2 | $362,238 |
| Welon Partners |
|
$29.0 million | 43 | 2 | $674,381 |
| Wesban Financial Consultants |
|
$47.6 million | 103 | 1 | $462,158 |
| Williams Financial Group |
|
$252.2 million | 1,059 | 2 | $238,160 |
| Witter & Lester |
|
$6.5 million | 5 | 2 | $1.3 million |
| WRS Financial Services |
|
$23.5 million | 61 | 1 | $385,248 |
More Top Firms by State
About the Editorial Team
investor.com
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