Best Financial Advisor Firms Alabama 2023

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Written by investor.com

November 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 November 08, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Alabama are as follows:

  • Must be rated at least 4.5 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 4.5/5 Stars $17.4 billion 4,649 34 $3.7 million
6th Street Advisors 5/5 Stars $93.5 million 154 2 $606,983
Anderson Asset Management 5/5 Stars $32.9 million 74 1 $445,086
Anderson Growth Partners 5/5 Stars $743.8 million 43 4 $17.3 million
Approach Retirement Advisors 4.5/5 Stars $153.4 million 155 2 $989,387
Aptus Capital Advisors 5/5 Stars $4.2 billion 8,824 16 $481,551
Aria Wealth Management 5/5 Stars $173.0 million 287 8 $602,872
Arlington Partners 5/5 Stars $6.1 billion 177 16 $34.4 million
Aull & Monroe 5/5 Stars $323.9 million 189 4 $1.7 million
Barlas O'reilly Wealth Management 4.5/5 Stars $19.3 million 282 2 $68,320
BCR Wealth Strategies 5/5 Stars $329.9 million 345 8 $956,188
Bmss Wesson Wealth Solutions 4.5/5 Stars $405.3 million 186 7 $2.2 million
Bonaventure Capital 5/5 Stars $410.0 million 31 3 $13.2 million
Booth Financial 5/5 Stars $12.6 million 30 1 $418,762
Bretwood Capital Partners 5/5 Stars $35.3 million 10 2 $3.5 million
Bridgeworth Wealth Management 5/5 Stars $2.0 billion 3,092 29 $652,166
Bright Investments 4.5/5 Stars $117.2 million 53 6 $2.2 million
Brol Capital Management 5/5 Stars $1.9 million 8 1 $233,688
Brookline Investments 4.5/5 Stars $271.1 million 41 2 $6.6 million
Brown Financial Advisory 5/5 Stars $251.1 million 225 4 $1.1 million
Cahaba Wealth Management 5/5 Stars $1.1 billion 679 12 $1.7 million
Capital Square 4.5/5 Stars $301.4 million 573 9 $525,986
Capsouth Wealth Management 5/5 Stars $661.0 million 421 10 $1.6 million
Celia Mann Baehr, CFP 5/5 Stars $35.3 million 42 1 $839,983
Cloud Investments 4.5/5 Stars $224.0 million 810 6 $276,543
Colarion Partners 4.5/5 Stars $79.9 million 36 1 $2.2 million
Colefp 5/5 Stars $46.8 million 54 2 $866,574
Cook & Bynum Capital Management 5/5 Stars $294.6 million 9 4 $32.7 million
Cope Private Wealth 4.5/5 Stars $62.0 million 82 2 $756,097
Corcoran Capital Management 5/5 Stars $11.3 million 20 1 $566,450
Cornerstone Investment Management and Consulting 5/5 Stars $70.0 million 74 2 $946,525
Diversified 4.5/5 Stars $1.3 billion 1,403 14 $919,209
DMC Wealth Management 4.5/5 Stars $40.7 million 27 1 $1.5 million
Dreamwork Financial Group 5/5 Stars $7.8 million 81 1 $96,635
Fidelis Capital 5/5 Stars $21.9 million 2 2 $10.9 million
Footlamp 5/5 Stars $18.6 million 28 1 $663,950
FSA Investment Group 5/5 Stars $508.5 million 66 8 $7.7 million
Gantt Financial Advisors 5/5 Stars $15.1 million 55 1 $274,225
Greer Capital Advisors 4.5/5 Stars $6.9 million 1 2 $6.9 million
Greybox Investments 4.5/5 Stars $141.0 million 87 3 $1.6 million
Hayek Kallen Investment Management 5/5 Stars $336.4 million 208 3 $1.6 million
HBW Advisory Services 5/5 Stars $1.1 billion 10,099 63 $112,368
Highland Capital Management 5/5 Stars $3.1 billion 953 11 $3.3 million
Horizons Sustainable Financial Services 4.5/5 Stars $111.2 million 339 4 $327,909
Ignite Planners 4.5/5 Stars $686.3 million 2,344 14 $292,808
Invista Advisors 5/5 Stars $396.1 million 855 6 $463,281
Jackson Thornton Asset Management 5/5 Stars $1.3 billion 953 10 $1.3 million
JHH Wealth 4.5/5 Stars $41.0 million 95 4 $431,706
JMF Capstone Wealth Management 5/5 Stars $321.7 million 202 7 $1.6 million
Johnson Sterling 5/5 Stars $2.6 billion 395 7 $6.6 million
Kassouf Wealth Advisors 5/5 Stars $317.8 million 266 7 $1.2 million
Kreativ Retirement Plan Solutions 4.5/5 Stars $91.0 million 43 1 $2.1 million
L&L Financial Services 5/5 Stars $11.8 million 26 6 $453,846
Lamont Trading Advisors 5/5 Stars $3.1 million 14 1 $223,179
Leavell Investment Management 5/5 Stars $2.1 billion 2,366 19 $902,939
Linscomb & Williams 4.5/5 Stars $4.3 billion 1,898 22 $2.2 million
Lipscomb Investment Group 5/5 Stars $65.5 million 191 4 $342,888
Longview Financial Advisors 5/5 Stars $171.2 million 209 4 $818,918
Madison Park Capital Advisors 5/5 Stars $206.0 million 385 5 $535,041
MAG CAP 4.5/5 Stars $884.2 million 891 8 $992,420
Mainsail Asset Management 5/5 Stars $280.2 million 169 3 $1.7 million
Mayfair Advisory Group logoMayfair Advisory Group 4.5/5 Stars $280.5 million 314 3 $893,288
Medora Value Equity 5/5 Stars $9.5 million 23 1 $411,956
Meld Financial 5/5 Stars $512.3 million 870 11 $588,823
Momentum Wealth Management 4.5/5 Stars $35.1 million 164 2 $214,255
Money Management Services 5/5 Stars $313.9 million 504 4 $622,823
Navigate Wealth Management 4.5/5 Stars $226.6 million 214 7 $1.1 million
OLD OAK Advisors 5/5 Stars $8.4 million 28 1 $300,214
Oneascent Wealth Management 4.5/5 Stars $470.7 million 1,007 15 $467,401
Opal Advisory 4.5/5 Stars $19.9 million 2 2 $10.0 million
Park Place Capital Corporation 4.5/5 Stars $854.4 million 221 5 $3.9 million
Personal Financial Planning 5/5 Stars $36.2 million 38 1 $953,670
Porter White Investment Advisors 5/5 Stars $640.7 million 117 8 $5.5 million
Retirement Advisors 4.5/5 Stars $131.5 million 171 1 $768,781
RWC Wealth Management 5/5 Stars $2.0 million 37 1 $54,922
Saliba Asset Management 5/5 Stars $41.5 million 51 1 $814,330
Southeast Asset Advisors 5/5 Stars $3.2 billion 334 9 $9.7 million
Southern Capital Services 5/5 Stars $151.9 million 377 6 $402,827
Southern Financial Group 5/5 Stars $741.1 million 1,238 2 $598,658
Stockbridge Wealth Partners 4.5/5 Stars $9.6 million 94 1 $102,324
StoneCastle Cash Management 5/5 Stars $7.1 billion 971 11 $7.3 million
Stonegate Investment Group 4.5/5 Stars $4.1 billion 795 11 $5.2 million
Strauss Financial Group 4.5/5 Stars $162.0 million 246 4 $658,536
Sunburst Financial Group 5/5 Stars $500.0 million 715 7 $699,250
Symmetry Partners 5/5 Stars $6.5 billion 12,118 20 $537,290
Tabula Rasa Advisors 4.5/5 Stars $28.3 million 39 2 $725,098
Tennessee Valley Investment Management 4.5/5 Stars $9.1 million 34 1 $268,355
THE Ascent Group 4.5/5 Stars $2.5 billion 2,608 25 $968,905
The Welch Group 5/5 Stars $2.5 billion 1,241 20 $2.0 million
Timberchase Financial 4.5/5 Stars $155.8 million 101 4 $1.5 million
Tucker Financial Group 4.5/5 Stars $183.9 million 1,809 3 $101,635
Twelve Points Wealth Management 5/5 Stars $833.7 million 539 13 $1.5 million
Vulcan Value Partners 4.5/5 Stars $8.1 billion 476 15 $17.0 million
Waverly Advisors 5/5 Stars $5.8 billion 2,815 43 $2.1 million
Wealth Management Consultants 4.5/5 Stars $15.9 million 44 2 $362,238
Welon Partners 4.5/5 Stars $29.0 million 43 2 $674,381
Wesban Financial Consultants 5/5 Stars $47.6 million 103 1 $462,158
Williams Financial Group 4.5/5 Stars $252.2 million 1,059 2 $238,160
Witter & Lester 5/5 Stars $6.5 million 5 2 $1.3 million
WRS Financial Services 5/5 Stars $23.5 million 61 1 $385,248

More Top Firms by State




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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.

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