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