Ranking, Alabama

Independent RIAs with the fastest client growth over one year in Alabama

As of October 2, 2026, Cloud Investments, LLC ranked #1 in Alabama in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 122.6%, from a base of 447.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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.

Independent RIAs with the fastest client growth over one year in Alabama
Rank	Firm	City	Growth	Starting value
1	Cloud Investments, LLC	Huntsville	122.6%	447
2	Blalock Williams, LLC	Alexander City	40.5%	195
3	RFG Advisory, LLC	Vestavia Hills	36.5%	12,760
4	Aptus Capital Advisors, LLC	Fairhope	35.7%	9,387
5	Waverly Advisors, LLC	Birmingham	35.5%	10,154
6	Williams Financial Group	Mobile	26.3%	521
7	Oneascent Financial Services LLC	Birmingham	26.0%	4,203
8	Tucker Financial Group	Montgomery	22.9%	1,982
9	Mainsail Asset Management, LLC	Birmingham	22.9%	153
10	Magnolia Wealth Management LLC	Dothan	21.5%	317
11	Brown Financial Advisory	Fairhope	20.2%	242
12	BMSS Wesson Wealth Solutions	Birmingham	14.7%	231
13	Truewealth Advisors, LLC	Hoover	11.6%	989
14	Sunburst Financial Group, LLC	Vestavia Hills	10.6%	800
15	Mitchell, McLeod, Pugh & Williams, Inc.	Mobile	8.4%	965
16	Fairvoy Private Wealth, LLC	Birmingham	7.9%	433
17	Eversource Wealth Advisors, LLC	Birmingham	6.8%	4,109
18	Meld Financial, Inc.	Birmingham	6.8%	1,058
19	Leavell Investment Management, Inc.	Mobile	6.5%	2,849
20	The Welch Group, LLC	Birmingham	6.1%	1,367
21	Navigate Wealth Management, LLC	Birmingham	5.8%	259
22	Kassouf Wealth Advisors, LLC	Birmingham	5.1%	237
23	Steadmont Advisors, LLC	Birmingham	5.0%	323
24	BHK Investment Advisors	Birmingham	3.8%	316
25	BCR Wealth Strategies	Vestavia	3.7%	349
26	Timberchase Financial, LLC	Homewood	3.3%	122
27	Retirement Advisors, Inc.	Mobile	2.8%	180
28	Mayfair Advisory Group, LLC	Birmingham	2.3%	386
29	Invista Advisors	Montgomery	2.1%	706
30	Southern Financial Group, LLC	Birmingham	1.9%	1,125
31	Oneascent Wealth Management	Birmingham	0.9%	978
32	Jackson Thornton Wealth Management, LLC	Montgomery	0.6%	982
33	6th Street Advisors, LLC	Daphne	0.0%	296
34	Walton Financial	Birmingham	-1.2%	259
35	Money Management Services Inc	Birmingham	-1.3%	539
36	JMF Capstone Wealth Management	Tuscaloosa	-2.7%	225
37	Hayek Kallen Investment Management L.L.C.	Fairhope	-3.8%	208
38	Longview Financial Advisors, Inc.	Huntsville	-4.1%	194
39	Porter White Investment Advisors, Inc.	Birmingham	-4.2%	119
40	Aull & Monroe	Mobile	-5.0%	200
41	Strauss Financial Group	Hoover	-5.8%	226
42	Approach Retirement Advisors, LLC	Birmingham	-5.9%	153
43	Colarion	Mountain Brook	-27.8%	133
44	Southern Capital Services Inc	Daphne	-44.2%	706
45	Wilkins Miller Wealth Management, LLC	Mobile	-44.3%	350
46	Birmingham Capital Management Co Inc	Birmingham	-50.6%	162

46 firms ranked. Figures are as firms reported them on Form ADV.

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Client growth by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.