Written by investor.com
No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.
But how to find a reputable financial advisor? You’re in the right place. Every month, investor.com gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in Alabama in 2024.
Top Alabama firms by average client balance
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| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| Chandler Asset Management |
|
$35.8 billion | 818 | 16 | $43.8 million |
| Iron Capital Advisors |
|
$4.8 billion | 177 | 2 | $27.3 million |
| Smith Shellnut Wilson |
|
$7.2 billion | 395 | 12 | $18.3 million |
| Nicholas Hoffman & Company |
|
$6.7 billion | 386 | 11 | $17.3 million |
| Legacy Advisors |
|
$3.6 billion | 236 | 18 | $15.4 million |
| Gibson Capital |
|
$2.4 billion | 202 | 6 | $12.0 million |
| Colony Family Offices |
|
$2.6 billion | 481 | 5 | $5.4 million |
| Hardy Reed |
|
$1.9 billion | 348 | 11 | $5.4 million |
| Montag |
|
$2.5 billion | 487 | 12 | $5.1 million |
| Slavic Mutual Funds Management Corp |
|
$5.6 billion | 1,098 | 13 | $5.1 million |
Top 10 financial advisors in Alabama by number of advisors
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| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| Merit Financial Advisors |
|
$7.3 billion | 11,475 | 139 | $631,994 |
| Csenge Advisory Group |
|
$2.8 billion | 5,630 | 76 | $488,978 |
| Latitude Advisors |
|
$340.4 million | 1,502 | 74 | $226,625 |
| Parallel Advisors |
|
$7.1 billion | 3,658 | 63 | $1.9 million |
| Sage Advisory Services CO |
|
$22.7 billion | 8,128 | 38 | $2.8 million |
| Keystone Financial Group |
|
$1.5 billion | 5,260 | 33 | $287,020 |
| Orgel Wealth Management |
|
$7.1 billion | 3,813 | 31 | $1.9 million |
| Grimes & Company |
|
$4.9 billion | 3,599 | 30 | $1.3 million |
| SYM Financial Advisors |
|
$4.1 billion | 1,660 | 29 | $2.4 million |
| Advance Capital Management |
|
$4.0 billion | 7,015 | 29 | $573,554 |
Top 10 financial advisors in Alabama by total AUM
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| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| Chandler Asset Management |
|
$35.8 billion | 818 | 16 | $43.8 million |
| Clark Capital Management Group |
|
$25.9 billion | 30,934 | 24 | $838,262 |
| Sage Advisory Services CO |
|
$22.7 billion | 8,128 | 38 | $2.8 million |
| Matson Money |
|
$19.6 billion | 30,605 | 9 | $641,967 |
| Geowealth Management |
|
$12.3 billion | 49,816 | 20 | $247,576 |
| Merit Financial Advisors |
|
$7.3 billion | 11,475 | 139 | $631,994 |
| Smith Shellnut Wilson |
|
$7.2 billion | 395 | 12 | $18.3 million |
| Orgel Wealth Management |
|
$7.1 billion | 3,813 | 31 | $1.9 million |
| Parallel Advisors |
|
$7.1 billion | 3,658 | 63 | $1.9 million |
| Nicholas Hoffman & Company |
|
$6.7 billion | 386 | 11 | $17.3 million |
Top 10 financial advisors in Alabama by total clients
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| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| Sigfig Wealth Management |
|
$2.8 billion | 79,642 | 4 | $35,120 |
| Stadion Money Management |
|
$2.3 billion | 50,984 | 15 | $45,756 |
| Geowealth Management |
|
$12.3 billion | 49,816 | 20 | $247,576 |
| Clark Capital Management Group |
|
$25.9 billion | 30,934 | 24 | $838,262 |
| Matson Money |
|
$19.6 billion | 30,605 | 9 | $641,967 |
| Future Capital |
|
$962.5 million | 12,768 | 2 | $75,386 |
| Flexible Plan Investments |
|
$1.4 billion | 11,773 | 6 | $120,660 |
| Merit Financial Advisors |
|
$7.3 billion | 11,475 | 139 | $631,994 |
| Symmetry Partners |
|
$5.9 billion | 11,453 | 15 | $513,352 |
| Freedom Investment Management |
|
$2.0 billion | 9,859 | 17 | $204,068 |
Find a financial advisor in Alabama
Find the best financial advisor firms near you. You can use our search bar to find a financial advisor near your address or ZIP code, or use the map to find a financial advisor firm in your area.
More Top Firms by State
Methodology
Every month investor.com’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Alabama 2024.
Firm has:
- Jurisdiction in Alabama
- SEC registration
- No reported conflicts of interest*
- No reported disciplinary history
- At least 10 years in business
- Total clients: 100+
- Total assets under management (AUM): $100 million+
*These are the conflicts of interest tracked by investor.com: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.
The “investor.com Star Rating Badge” is only available to RIA firms participating in investor.com’s paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded an “investor.com Star Rating Badge”. For more information on how investor.com rates and reviews RIA firms, please see the Algorithm page.
About the Editorial Team
Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.