Best Financial Advisor Firms Alabama 2023

investor.com

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:

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

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, retirement planning, and more.


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