RIAs in Alabama

RIA	People	AUM
Waverly Advisors, LLC	James SandiferJay BuckinghamNeal Schulte+226 more	$29.87Bas of Aug 2026
Highland Associates Inc	—	$20.99Bas of Jul 2026
Regions Investment Management, Inc.	—	$20.14Bas of Jul 2026
Aptus Capital Advisors, LLC	Beckham WyrickDerek HernquistJohn Guagliardo+18 more	$14.14Bas of Sep 2026
Rfg Advisory, LLC	John TaylorStephen WedelThomas Williams+185 more	$7.97Bas of Sep 2026
Harbert Fund Advisors, LLC	—	$7.82Bas of Mar 2026
Vulcan Value Partners LLC	Madeline Blahnik	$6.08Bas of Sep 2026
Resource Management Service, LLC	—	$5.92Bas of Mar 2026
Eversource Wealth Advisors, LLC	Nathan ServenRoger MoultonJames Darlington+74 more	$5.1Bas of Sep 2026
Stonex Advisors Inc.	Pauline RosensteinLawrence KennardRodney Macintyre+230 more	$5.09Bas of Jun 2026
Keel Point, LLC	Charles RobinsonJason LandersKyle Findlay+46 more	$4.07Bas of Jun 2026
Johnson Sterling, Inc.	—	$3.9Bas of Mar 2026
The Welch Group, LLC	Stewart WelchCharles SmithElisabeth Moody+3 more	$3.68Bas of Aug 2026
Oneascent Financial Services LLC	—	$3.54Bas of Aug 2026
Leavell Investment Management, Inc.	Norman PitmanWilliam NicrosiJohn Therrell+22 more	$3.4Bas of Sep 2026
Mitchell, Mcleod, Pugh & Williams, Inc.	Richard MitchellDouglas McLeodKatherine McGinley+7 more	$2.66Bas of Jul 2026
Arlington Partners LLC	—	$2.31Bas of Mar 2026
Jackson Thornton Wealth Management, LLC	James CauseyAllison GuiceDaniel Tew+6 more	$2.01Bas of May 2026
Lanark Financial, Inc.	—	$1.78Bas of Sep 2026
Southern Financial Group, LLC	—	$1.05Bas of Feb 2026
Marble Wealth, LLC	Matthew MurphyRebecca BakerEmily Farrior+2 more	$1.05Bas of Jul 2026
Anderson Growth Partners, LLC	—	$1.01Bas of Mar 2026
Capsouth Wealth Management	Emily Dougherty	$1Bas of Mar 2026
Oneascent Investment Solutions, LLC	—	$987.2Mas of Mar 2026
Park Place Capital Corporation	—	$879.2Mas of Mar 2026
Smith Thornton Advisors, LLC	William Davenport	$852.3Mas of Aug 2026
Oakworth Asset Management, LLC	Robert MaundWilliam FrasierAshley Tabb+15 more	$846.3Mas of Mar 2026
Sunburst Financial Group, LLC	James MartinRobert RheaJonathan Winzeler+5 more	$808.1Mas of May 2026
Mayfair Advisory Group, LLC	Joseph MasonSamuel KirkpatrickCharles Smith+1 more	$806.4Mas of Feb 2026
Park Lane Advisors, LLC	—	$799Mas of Aug 2026
Bhk Investment Advisors	Robert BarnettMeredyth HazzardWilliam Beasley+2 more	$794.1Mas of Apr 2026
Meld Financial, Inc.	Tami McDonaldKyle WhittingtonBlake May+7 more	$776.4Mas of Mar 2026
Porter White Investment Advisors, Inc.	Anna-Lena KanterJames WhiteGoodloe White+2 more	$748.2Mas of Apr 2026
Bmss Wesson Wealth Solutions	—	$704Mas of Mar 2026
Fairvoy Private Wealth, LLC	Stephen DavisDavid CarrollHarry Word+3 more	$605.1Mas of Sep 2026
Mainsail Asset Management, LLC	—	$598.8Mas of Jul 2026
Truewealth Advisors, LLC	Gary ElyKenneth AskewPaul Marks+11 more	$547.5Mas of Aug 2026
Oneascent Family Offices	Larry Jones	$544.5Mas of Aug 2026
Bcr Wealth Strategies	Sandra ClevelandHarold SasnowitzMarshall Rathmell+5 more	$528.1Mas of Sep 2026
Bonaventure Capital, LLC	Steven DauphinWilliam Reiser	$493.8Mas of Mar 2026
Oneascent Wealth Management	Thomas PowellHarry PearsonRobert Latimer+9 more	$475.6Mas of Aug 2026
Kassouf Wealth Advisors, LLC	—	$471.3Mas of Mar 2026
Brown Financial Advisory	Daniel McLeodMu-Tin WultschHarvey Hutchinson+3 more	$468.2Mas of Mar 2026
Axient Investment Advisors LLC	John PylantJohn CalvanoStuart Bridges+11 more	$454Mas of Mar 2026
Invista Advisors	Carl McDonaldMary SmithMichael Barranco+5 more	$443.5Mas of Mar 2026
Money Management Services Inc	Donald RiceAudrea RobbinsAndrew Rice+1 more	$442.7Mas of Mar 2026
Steadmont Advisors, LLC	Taylor HartMargaret DunnAmy Drinkard+1 more	$430.7Mas of Aug 2026
Navigate Wealth Management, LLC	James BurnettMary LivingstonCaleb Hopkins+4 more	$429.6Mas of Aug 2026
Hayek Kallen Investment Management L.l.c.	Alexander TheodoreEric Kallen	$424.4Mas of Mar 2026
Jmf Capstone Wealth Management	Robert IngramJames BrazilBryan Chandler+4 more	$416.1Mas of Mar 2026

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