# Independent RIAs with the biggest asset gains over one year in Alabama

As of October 2, 2026, Waverly Advisors, LLC ranked #1 in Alabama in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $13.7 billion.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/biggest-asset-gains/alabama/

## Facts

- ranking: Independent RIAs with the biggest asset gains over one year
- how_it_is_computed: SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.
- unit: usd
- scope: Alabama
- firms_listed: 46
- rows: rank: 1, crd: 115332, firm: Waverly Advisors, LLC, city: Birmingham, state: AL, value: 13741881155, base_value: 16130190961, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115332/; rank: 2, crd: 167626, firm: Aptus Capital Advisors, LLC, city: Fairhope, state: AL, value: 4285340965, base_value: 9856216354, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167626/; rank: 3, crd: 158401, firm: RFG Advisory, LLC, city: Vestavia Hills, state: AL, value: 3033086679, base_value: 4935921361, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158401/; rank: 4, crd: 286340, firm: Eversource Wealth Advisors, LLC, city: Birmingham, state: AL, value: 1141532351, base_value: 3954297526, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286340/; rank: 5, crd: 335291, firm: Marble Wealth, LLC, city: Montgomery, state: AL, value: 1045227948, base_value: 0, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335291/; rank: 6, crd: 284549, firm: Oneascent Financial Services LLC, city: Birmingham, state: AL, value: 927040238, base_value: 2610953335, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284549/; rank: 7, crd: 335388, firm: Oakworth Asset Management, LLC, city: Birmingham, state: AL, value: 846327168, base_value: 0, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335388/; rank: 8, crd: 111273, firm: The Welch Group, LLC, city: Birmingham, state: AL, value: 470441504, base_value: 3212010865, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111273/; rank: 9, crd: 107890, firm: Leavell Investment Management, Inc., city: Mobile, state: AL, value: 437607874, base_value: 2967145153, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107890/; rank: 10, crd: 138240, firm: Mitchell, McLeod, Pugh & Williams, Inc., city: Mobile, state: AL, value: 390907575, base_value: 2266674940, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138240/; rank: 11, crd: 116091, firm: Jackson Thornton Wealth Management, LLC, city: Montgomery, state: AL, value: 335667258, base_value: 1673951576, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116091/; rank: 12, crd: 128373, firm: Mainsail Asset Management, LLC, city: Birmingham, state: AL, value: 188662342, base_value: 410149620, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128373/; rank: 13, crd: 282792, firm: BMSS Wesson Wealth Solutions, city: Birmingham, state: AL, value: 126843668, base_value: 577106486, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282792/; rank: 14, crd: 155548, firm: Brown Financial Advisory, city: Fairhope, state: AL, value: 124197188, base_value: 344026037, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155548/; rank: 15, crd: 119670, firm: BCR Wealth Strategies, city: Vestavia, state: AL, value: 123660944, base_value: 404481198, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119670/; rank: 16, crd: 142644, firm: Southern Financial Group, LLC, city: Birmingham, state: AL, value: 114017910, base_value: 936121455, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142644/; rank: 17, crd: 337597, firm: Aragon Capital, LLC, city: Homewood, state: AL, value: 112050000, base_value: 0, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337597/; rank: 18, crd: 283605, firm: Sunburst Financial Group, LLC, city: Vestavia Hills, state: AL, value: 109098081, base_value: 698968462, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283605/; rank: 19, crd: 298838, firm: Truewealth Advisors, LLC, city: Hoover, state: AL, value: 108560932, base_value: 438937842, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298838/; rank: 20, crd: 281915, firm: Cloud Investments, LLC, city: Huntsville, state: AL, value: 104199477, base_value: 299826000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281915/; rank: 21, crd: 329636, firm: Fairvoy Private Wealth, LLC, city: Birmingham, state: AL, value: 91911704, base_value: 513167263, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329636/; rank: 22, crd: 304668, firm: Mayfair Advisory Group, LLC, city: Birmingham, state: AL, value: 87974412, base_value: 718448245, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304668/; rank: 23, crd: 118896, firm: Meld Financial, Inc., city: Birmingham, state: AL, value: 86826771, base_value: 689572507, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118896/; rank: 24, crd: 173770, firm: Navigate Wealth Management, LLC, city: Birmingham, state: AL, value: 74979208, base_value: 354589456, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173770/; rank: 25, crd: 122683, firm: Kassouf Wealth Advisors, LLC, city: Birmingham, state: AL, value: 68947983, base_value: 402376008, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122683/; rank: 26, crd: 298292, firm: Tucker Financial Group, city: Montgomery, state: AL, value: 67439368, base_value: 271585954, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298292/; rank: 27, crd: 325465, firm: Blalock Williams, LLC, city: Alexander City, state: AL, value: 66402644, base_value: 176235342, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325465/; rank: 28, crd: 328882, firm: Steadmont Advisors, LLC, city: Birmingham, state: AL, value: 62294014, base_value: 368443788, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328882/; rank: 29, crd: 310008, firm: Williams Financial Group, city: Mobile, state: AL, value: 62112953, base_value: 292650324, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310008/; rank: 30, crd: 106832, firm: Money Management Services Inc, city: Birmingham, state: AL, value: 53475688, base_value: 389225441, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106832/; rank: 31, crd: 118296, firm: JMF Capstone Wealth Management, city: Tuscaloosa, state: AL, value: 53411962, base_value: 362695957, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118296/; rank: 32, crd: 330078, firm: Bluewater Wealth Advisors, LLC, city: Vestavia Hills, state: AL, value: 48670586, base_value: 97110879, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330078/; rank: 33, crd: 308057, firm: Oneascent Wealth Management, city: Birmingham, state: AL, value: 43890001, base_value: 431684302, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308057/; rank: 34, crd: 131205, firm: Timberchase Financial, LLC, city: Homewood, state: AL, value: 43088217, base_value: 237136020, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131205/; rank: 35, crd: 140515, firm: BHK Investment Advisors, city: Birmingham, state: AL, value: 38304967, base_value: 755759558, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140515/; rank: 36, crd: 162222, firm: Wilkins Miller Wealth Management, LLC, city: Mobile, state: AL, value: 37411633, base_value: 220080000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/162222/; rank: 37, crd: 110876, firm: Porter White Investment Advisors, Inc., city: Birmingham, state: AL, value: 36085054, base_value: 712125120, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110876/; rank: 38, crd: 310512, firm: Strauss Financial Group, city: Hoover, state: AL, value: 36000000, base_value: 240000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310512/; rank: 39, crd: 166221, firm: Approach Retirement Advisors, LLC, city: Birmingham, state: AL, value: 28060024, base_value: 199408341, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166221/; rank: 40, crd: 106454, firm: Hayek Kallen Investment Management L.L.C., city: Fairhope, state: AL, value: 25393289, base_value: 398991000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106454/; rank: 41, crd: 297598, firm: Magnolia Wealth Management LLC, city: Dothan, state: AL, value: 25192481, base_value: 158094861, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297598/; rank: 42, crd: 331634, firm: Walton Financial, city: Birmingham, state: AL, value: 22078595, base_value: 160825174, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331634/; rank: 43, crd: 284588, firm: Colarion, city: Mountain Brook, state: AL, value: 20445280, base_value: 167904162, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284588/; rank: 44, crd: 105582, firm: Southern Capital Services Inc, city: Daphne, state: AL, value: 18373492, base_value: 174107059, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105582/; rank: 45, crd: 122451, firm: Longview Financial Advisors, Inc., city: Huntsville, state: AL, value: 12687389, base_value: 195484022, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122451/; rank: 46, crd: 122122, firm: Retirement Advisors, Inc., city: Mobile, state: AL, value: 10979214, base_value: 148597561, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122122/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Independent RIAs with the biggest asset gains over one year, nationally](https://advisoriq.com/ria/rankings/biggest-asset-gains/)
- [RIA market data for Alabama](https://advisoriq.com/ria/states/alabama/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/biggest-asset-gains/alabama/

License: https://advisoriq.com/license/