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Best Financial Advisor Firms Alabama 2021




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2021 Top 100 Financial Advisor Firms in Alabama.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 100 best firms, with at least one office in Alabama, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of September 24, 2021, and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Alabama are as followed:

  • Must be Trusted by investor.com.
  • 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!



View other state winners

Firm Rating Year Registered Minimum Office Locations
1919 Investment Counsel 2004 View Locations
6th Street Advisors 2012 View Locations
Anderson Asset Management 2011 View Locations
Anderson Growth Partners 2006 View Locations
Argent Retirement Plan Advisors 2013 View Locations
Arlington Partners 2000 View Locations
Asset Management Services 1998 View Locations
Aull & Monroe 1990 View Locations
BCR Wealth Strategies 2002 View Locations
BHK Investment Advisors 2006 View Locations
Bonaventure Capital 2005 View Locations
Booth Financial Planning 2017 View Locations
Bretwood Capital Partners 2011 View Locations
Bridgeworth Wealth Management 2012 View Locations
Bright Investments 2021 View Locations
Brol Capital Management 2011 View Locations
Brookline Investments 1999 View Locations
Brown Financial Advisory 2014 View Locations
Cahaba Wealth Management 2009 View Locations
Canterbury Investment Advisors 2018 View Locations
Capital Advisors 1978 View Locations
Capital Square 2016 View Locations
Capsouth Wealth Management 2004 View Locations
Celia Mann Baehr, CFP 2014 View Locations
Churchill Management Group 1967 View Locations
Clark Financial Advisors 1984 View Locations
Clark Planning & Investment Advisory 2015 View Locations
Cloud Investments 2018 View Locations
Colarion Partners 2017 View Locations
Colefp 2004 View Locations
Cornerstone Investment Management and Consulting 2012 View Locations
Csenge Advisory Group 2011 View Locations
DFPG Investments 2016 View Locations
Dreamwork Financial Group 2015 View Locations
Emerant Wealth 2016 View Locations
Eugenias Advisory Group 2016 View Locations
FSA Investment Group 2012 View Locations
Fidelis Capital 2006 View Locations
Financial Economics Consulting Group 2012 View Locations
Gantt Financial Advisors 2013 View Locations
Goggans Group 2016 View Locations
Greybox Investments 2020 View Locations
HBW Advisory Services 2012 View Locations
Hayek Kallen Investment Management 1985 View Locations
Highland Capital Management 1972 View Locations
Hightower Advisors 2008 View Locations
Independent Financial Partners 2008 View Locations
JMF Capstone Wealth Management 2016 View Locations
Jackson Thornton Asset Management 2002 View Locations
Johnson Sterling 1995 View Locations
Kassouf Wealth Advisors 2006 View Locations
Keel Point 2003 View Locations
Kerns Wealth Management 2015 View Locations
L&L Financial Services 2000 View Locations
Lamont Trading Advisors 2006 View Locations
Leavell Investment Management 1979 View Locations
Level Four Advisory Services 2006 View Locations
Lifecourse Capital 2010 View Locations
Linscomb & Williams 1995 View Locations
Lion Street Advisors 2016 View Locations
Lipscomb Investment Group 2012 View Locations
Longview Financial Advisors 2005 View Locations
Magnolia Wealth Management 2018 View Locations
Mainsail Asset Management 2007 View Locations
Marca Life Planning 2012 View Locations
Mayfair Advisory Group 2019 View Locations
McDonald & Hagen Wealth Management 2016 View Locations
Medora Value Equity 2016 View Locations
Meld Financial 2004 View Locations
Money Management Services 1992 View Locations
OAK Tree Financial Services 2015 View Locations
OLD OAK Advisors 2012 View Locations
Oneascent Financial Services 2016 View Locations
PMD Advisory 2011 View Locations
Porter White Investment Advisors 2005 View Locations
RWC Wealth Management 2012 View Locations
Retirement Advisors 2018 View Locations
Safe Harbor Fiduciary 2021 View Locations
Saliba Asset Management 1996 View Locations
Sandifer Wealth Management 2014 View Locations
Southeast Asset Advisors 1992 View Locations
Southern Capital Services 2017 View Locations
Southern Financial Group 2007 View Locations
Stockbridge Wealth Partners 2018 View Locations
StoneCastle Cash Management 2009 View Locations
Stonebridge Advisors 2003 View Locations
Sunburst Financial Group 2016 View Locations
Symmetry Partners 2002 View Locations
Tabula Rasa Advisors 2019 View Locations
The Welch Group 1999 View Locations
Timberchase Financial 2020 View Locations
Trustmark Investment Advisors 2002 View Locations
Tucker Financial Group 2020 View Locations
Vulcan Value Partners 2009 View Locations
WRS Financial Services 2000 View Locations
Warren Averett Asset Management 2001 View Locations
Wealth Management Consultants 1998 View Locations
Wesban Financial Consultants 2012 View Locations
Wilkins Miller Wealth Management 2012 View Locations
Witter & Lester 1991 View Locations


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