Written by investor.com
February 06, 2023
We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Alabama.
investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (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 close to one million data points from the SEC.
Our analysis contains data as of February 06, 2023 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!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| 1919 Investment Counsel |
|
$21.1 billion | 4,499 | 28 | $4.7 million |
| 6th Street Advisors |
|
$99.9 million | 130 | 2 | $768,385 |
| Accelerated Wealth Advisors |
|
$335.8 million | 804 | 14 | $417,673 |
| Advisory Services Network |
|
$5.7 billion | 7,974 | 192 | $713,087 |
| Anderson Asset Management |
|
$34.9 million | 90 | 1 | $387,781 |
| Anderson Growth Partners |
|
$793.6 million | 38 | 5 | $20.9 million |
| Argent Retirement Plan Advisors |
|
$656.2 million | 33 | 5 | $19.9 million |
| Arlington Partners |
|
$6.4 billion | 169 | 13 | $38.0 million |
| Aull & Monroe |
|
$342.8 million | 195 | 4 | $1.8 million |
| Barlas O'reilly Wealth Management |
|
$24.9 million | 300 | 3 | $82,891 |
| BCR Wealth Strategies |
|
$353.5 million | 288 | 9 | $1.2 million |
| Bonaventure Capital |
|
$427.1 million | 30 | 3 | $14.2 million |
| Booth Financial Planning |
|
$12.6 million | 21 | 1 | $601,699 |
| Bretwood Capital Partners |
|
$45.4 million | 10 | 2 | $4.5 million |
| Bridgeworth Wealth Management |
|
$2.2 billion | 3,009 | 29 | $743,772 |
| Brol Capital Management |
|
$1.4 million | 7 | 1 | $202,120 |
| Brown Financial Advisory |
|
$285.3 million | 223 | 4 | $1.3 million |
| Cahaba Wealth Management |
|
$1.2 billion | 575 | 9 | $2.0 million |
| Canterbury Investment Advisors |
|
$15.4 million | 10 | 1 | $1.5 million |
| Capital Advisors |
|
$4.4 billion | 2,384 | 34 | $1.8 million |
| Capital Square |
|
$305.3 million | 628 | 9 | $486,169 |
| Capsouth Wealth Management |
|
$759.1 million | 416 | 10 | $1.8 million |
| Celia Mann Baehr, CFP |
|
$39.5 million | 46 | 1 | $859,721 |
| Churchill Management Group |
|
$7.9 billion | 7,334 | 39 | $1.1 million |
| Clark Planning & Investment Advisory |
|
$11.9 million | 39 | 1 | $304,914 |
| Cloud Investments |
|
$197.7 million | 786 | 6 | $251,529 |
| Colarion Partners |
|
$36.9 million | 17 | 1 | $2.2 million |
| Colefp |
|
$48.3 million | 57 | 1 | $847,606 |
| Corcoran Capital Management |
|
$7.5 million | 14 | 1 | $537,811 |
| Cornerstone Investment Management and Consulting |
|
$69.4 million | 73 | 2 | $950,767 |
| Csenge Advisory Group |
|
$2.4 billion | 3,904 | 52 | $602,438 |
| Diversified |
|
$1.2 billion | 1,008 | 10 | $1.2 million |
| Dreamwork Financial Group |
|
$7.8 million | 67 | 1 | $116,154 |
| Equita Financial Network |
|
$155.9 million | 262 | 7 | $595,161 |
| Eversource Wealth Advisors |
|
$1.2 billion | 872 | 16 | $1.4 million |
| Fidelis Capital |
|
$39.8 million | 2 | 2 | $19.9 million |
| FSA Investment Group |
|
$673.1 million | 70 | 6 | $9.6 million |
| Gantt Financial Advisors |
|
$13.5 million | 64 | 1 | $210,668 |
| Greybox Investments |
|
$199.7 million | 106 | 4 | $1.9 million |
| Hayek Kallen Investment Management |
|
$387.0 million | 220 | 2 | $1.8 million |
| HBW Advisory Services |
|
$1.0 billion | 8,618 | 60 | $118,304 |
| Highland Capital Management |
|
$3.4 billion | 979 | 10 | $3.5 million |
| Hightower Advisors |
|
$103.6 billion | 101,749 | 764 | $1.0 million |
| Horizons Sustainable Financial Services |
|
$115.5 million | 360 | 5 | $320,918 |
| Independent Advisor Alliance |
|
$9.8 billion | 25,206 | 207 | $390,000 |
| Island Way Investment Group |
|
$4.1 billion | 1,571 | 12 | $2.6 million |
| Jackson Thornton Asset Management |
|
$1.4 billion | 927 | 9 | $1.5 million |
| JMF Capstone Wealth Management |
|
$309.4 million | 183 | 6 | $1.7 million |
| Johnson Sterling |
|
$2.9 billion | 408 | 7 | $7.2 million |
| Kassouf Wealth Advisors |
|
$359.9 million | 297 | 5 | $1.2 million |
| Keel Point |
|
$2.9 billion | 1,399 | 34 | $2.1 million |
| Kerns Wealth Management |
|
$20.4 million | 28 | 1 | $727,164 |
| L&L Financial Services |
|
$12.5 million | 28 | 6 | $446,428 |
| Lamont Trading Advisors |
|
$4.1 million | 15 | 1 | $275,682 |
| Leavell Investment Management |
|
$2.3 billion | 2,168 | 19 | $1.1 million |
| Level Four Advisory Services |
|
$2.9 billion | 3,781 | 111 | $761,826 |
| Lion Street Advisors |
|
$1.4 billion | 3,096 | 115 | $451,993 |
| Lipscomb Investment Group |
|
$60.7 million | 138 | 4 | $439,522 |
| Longview Financial Advisors |
|
$192.2 million | 208 | 5 | $924,085 |
| MAG CAP |
|
$1.1 billion | 973 | 8 | $1.2 million |
| Mainsail Asset Management |
|
$220.9 million | 132 | 3 | $1.7 million |
 Mayfair Advisory Group
|
|
$296.8 million | 202 | 3 | $1.5 million |
| McDonald & Hagen Wealth Management |
|
$203.3 million | 785 | 6 | $258,980 |
| Medora Value Equity |
|
$8.6 million | 21 | 1 | $411,428 |
| Meld Financial |
|
$585.9 million | 666 | 11 | $879,796 |
| Merit Financial Advisors |
|
$3.7 billion | 5,629 | 90 | $654,061 |
| Momentum Wealth Management |
|
$39.3 million | 162 | 2 | $242,333 |
| Money Management Services |
|
$340.1 million | 463 | 4 | $734,460 |
| Monroe Vos Consulting |
|
$7.1 billion | 106 | 6 | $67.4 million |
| OLD OAK Advisors |
|
$6.3 million | 22 | 1 | $288,136 |
| Personal Financial Planning |
|
$38.3 million | 37 | 1 | $1.0 million |
| PMD Advisory |
|
$79.6 million | 171 | 2 | $465,555 |
| Porter White Investment Advisors |
|
$632.9 million | 114 | 7 | $5.6 million |
| Redhawk Wealth Advisors |
|
$1.4 billion | 1,723 | 36 | $802,246 |
| Retirement Advisors |
|
$154.7 million | 171 | 1 | $904,579 |
| RFG Advisory |
|
$2.7 billion | 8,110 | 80 | $336,481 |
| RWC Wealth Management |
|
$2.3 million | 36 | 1 | $64,298 |
| Saliba Asset Management |
|
$51.8 million | 48 | 1 | $1.1 million |
| Sandifer Wealth Management |
|
$221.3 million | 216 | 2 | $1.0 million |
| Southeast Asset Advisors |
|
$3.7 billion | 323 | 9 | $11.4 million |
| Southern Capital Services |
|
$176.7 million | 386 | 6 | $457,754 |
| Southern Financial Group |
|
$837.3 million | 1,227 | 2 | $682,423 |
| Stockbridge Wealth Partners |
|
$8.4 million | 62 | 1 | $134,901 |
| StoneCastle Cash Management |
|
$7.1 billion | 1,062 | 11 | $6.7 million |
| Strauss Financial Group |
|
$202.0 million | 222 | 4 | $909,909 |
| Sunburst Financial Group |
|
$493.7 million | 653 | 8 | $756,000 |
| Symmetry Partners |
|
$6.0 billion | 13,323 | 20 | $453,651 |
| THE Ascent Group |
|
$2.5 billion | 2,079 | 25 | $1.2 million |
| The Mather Group |
|
$8.6 billion | 3,048 | 78 | $2.8 million |
| The Welch Group |
|
$2.4 billion | 1,162 | 17 | $2.1 million |
| Timberchase Financial |
|
$172.7 million | 97 | 4 | $1.8 million |
| Trustmark Investment Advisors |
|
$2.6 billion | 1 | 10 | $2.6 billion |
| Virtue Capital Management |
|
$1.1 billion | 5,419 | 111 | $197,733 |
| Vulcan Value Partners |
|
$19.0 billion | 932 | 17 | $20.4 million |
| Warren Averett Asset Management |
|
$4.5 billion | 1,413 | 36 | $3.2 million |
| Wealth Management |
|
$2.5 billion | 3,127 | 44 | $785,774 |
| Wealth Management Consultants |
|
$19.0 million | 43 | 2 | $442,671 |
| Wesban Financial Consultants |
|
$53.0 million | 97 | 1 | $546,422 |
| Williams Financial Group |
|
$255.1 million | 917 | 2 | $278,221 |
| WRS Financial Services |
|
$26.9 million | 61 | 1 | $440,883 |
More Top Firms by State
About the Editorial Team
investor.com
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