Best Financial Advisor Firms Alabama 2023

investor.com

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 4.5/5 Stars $17.4 billion 4,649 34 $3.7 million
6th Street Advisors 4.5/5 Stars $93.5 million 154 2 $606,983
Advance Capital Management 5/5 Stars $3.6 billion 6,815 29 $523,833
Anderson Asset Management 5/5 Stars $32.9 million 74 1 $445,086
Anderson Growth Partners 4.5/5 Stars $743.8 million 43 4 $17.3 million
Arbor Point Advisors 4.5/5 Stars $6.4 billion 19,182 714 $335,156
Aria Wealth Management 4.5/5 Stars $173.0 million 287 8 $602,872
Arlington Partners 4.5/5 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
Bonaventure Capital 4.5/5 Stars $410.0 million 31 3 $13.2 million
Booth Financial Planning 4.5/5 Stars $12.6 million 30 1 $418,762
Bretwood Capital Partners 4.5/5 Stars $35.3 million 10 2 $3.5 million
Bridgeworth Wealth Management 5/5 Stars $2.0 billion 3,092 29 $652,166
Brol Capital Management 5/5 Stars $1.9 million 8 1 $233,688
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 Advisors 5/5 Stars $4.3 billion 2,625 34 $1.6 million
Capital Square 4.5/5 Stars $301.4 million 573 9 $525,986
Capsouth Wealth Management 4.5/5 Stars $661.0 million 421 10 $1.6 million
Celia Mann Baehr, CFP 4.5/5 Stars $35.3 million 42 1 $839,983
Churchill Management Group 5/5 Stars $7.2 billion 7,825 35 $913,754
Clark Planning & Investment Advisory 4.5/5 Stars $11.9 million 39 1 $304,914
Cloud Investments 4.5/5 Stars $209.5 million 805 6 $260,271
Colarion Partners 4.5/5 Stars $79.9 million 36 1 $2.2 million
Colefp 4.5/5 Stars $46.8 million 54 2 $866,574
Cook & Bynum Capital Management 5/5 Stars $294.6 million 9 4 $32.7 million
Corcoran Capital Management 4.5/5 Stars $11.3 million 20 1 $566,450
Cornerstone Investment Management and Consulting 5/5 Stars $70.0 million 74 2 $946,525
Csenge Advisory Group 5/5 Stars $2.3 billion 6,161 69 $367,643
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 4.5/5 Stars $21.9 million 2 2 $10.9 million
FSA Investment Group 4.5/5 Stars $508.5 million 66 8 $7.7 million
Gantt Financial Advisors 4.5/5 Stars $15.1 million 55 1 $274,225
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 $1.0 billion 8,618 60 $118,304
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
Independent Advisor Alliance 4.5/5 Stars $10.1 billion 29,648 227 $340,518
Jackson Thornton Asset Management 5/5 Stars $1.3 billion 953 10 $1.3 million
JMF Capstone Wealth Management 4.5/5 Stars $321.7 million 202 7 $1.6 million
Johnson Sterling 4.5/5 Stars $2.6 billion 395 7 $6.6 million
Kassouf Wealth Advisors 5/5 Stars $317.8 million 266 7 $1.2 million
Kerns Wealth Management 4.5/5 Stars $18.6 million 28 1 $663,950
Kreativ Retirement Plan Solutions 4.5/5 Stars $91.0 million 43 1 $2.1 million
L&L Financial Services 4.5/5 Stars $11.8 million 26 6 $453,846
Lamont Trading Advisors 4.5/5 Stars $3.1 million 14 1 $223,179
Leavell Investment Management 5/5 Stars $2.1 billion 2,366 19 $902,939
Level Four Advisory Services 4.5/5 Stars $3.7 billion 6,474 128 $575,094
LFN Advisors 4.5/5 Stars $945,405 9 2 $105,045
Lion Street Advisors 4.5/5 Stars $1.4 billion 2,230 146 $628,308
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 4.5/5 Stars $280.2 million 169 3 $1.7 million
Mayfair Advisory Group 4.5/5 Stars $280.5 million 314 3 $893,288
McDonald & Hagen Wealth Management 4.5/5 Stars $396.1 million 855 6 $463,281
Medora Value Equity 4.5/5 Stars $9.5 million 23 1 $411,956
Meld Financial 5/5 Stars $512.3 million 870 11 $588,823
Merit Financial Advisors 5/5 Stars $5.5 billion 9,154 119 $603,295
Money Management Services 5/5 Stars $313.9 million 504 4 $622,823
Monroe Vos Consulting 4.5/5 Stars $5.9 billion 103 6 $56.9 million
OLD OAK Advisors 5/5 Stars $8.4 million 28 1 $300,214
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
PMD Advisory 4.5/5 Stars $118.2 million 154 2 $767,418
Porter White Investment Advisors 4.5/5 Stars $640.7 million 117 8 $5.5 million
Redhawk Wealth Advisors 5/5 Stars $1.2 billion 2,168 35 $557,881
Retirement Advisors 4.5/5 Stars $131.5 million 171 1 $768,781
RFG Advisory 4.5/5 Stars $3.0 billion 10,046 110 $298,315
RWC Wealth Management 5/5 Stars $2.0 million 37 1 $54,922
Saliba Asset Management 4.5/5 Stars $41.5 million 51 1 $814,330
Southeast Asset Advisors 4.5/5 Stars $3.2 billion 334 9 $9.7 million
Southern Capital Services 4.5/5 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 4.5/5 Stars $7.1 billion 971 11 $7.3 million
Strauss Financial Group 4.5/5 Stars $162.0 million 246 4 $658,536
Sunburst Financial Group 4.5/5 Stars $500.0 million 715 7 $699,250
Symmetry Partners 5/5 Stars $6.5 billion 12,118 20 $537,290
THE Ascent Group 4.5/5 Stars $2.5 billion 2,608 25 $968,905
The Mather Group 5/5 Stars $8.7 billion 3,970 88 $2.2 million
The Welch Group 5/5 Stars $2.5 billion 1,241 20 $2.0 million
Twelve Points Wealth Management 4.5/5 Stars $833.7 million 539 9 $1.5 million
Virtue Capital Management 4.5/5 Stars $941.4 million 7,973 107 $118,072
Vulcan Value Partners 4.5/5 Stars $8.1 billion 476 15 $17.0 million
Warren Averett Asset Management 5/5 Stars $5.8 billion 2,815 43 $2.1 million
Wealth Management 4.5/5 Stars $2.3 billion 3,219 44 $729,708
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 4.5/5 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

About the Editorial Team

investor.com
investor.com

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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