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AdvisorIQ

Ranking, Alabama

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Alabama

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

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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.

Rank Firm City Growth Starting value
1 Cloud Investments, LLC Huntsville 122.6% 447
2 Park Place Capital Corporation Broker-dealer affiliated Homewood 46.6% 416
3 Blalock Williams, LLC Alexander City 40.5% 195
4 RFG Advisory, LLC Vestavia Hills 36.5% 12,760
5 Aptus Capital Advisors, LLC Fairhope 35.7% 9,387
6 Waverly Advisors, LLC Birmingham 35.5% 10,154
7 Williams Financial Group Mobile 26.3% 521
8 Oneascent Financial Services LLC Birmingham 26.0% 4,203
9 Tucker Financial Group Montgomery 22.9% 1,982
10 Mainsail Asset Management, LLC Birmingham 22.9% 153
11 Magnolia Wealth Management LLC Dothan 21.5% 317
12 Brown Financial Advisory Fairhope 20.2% 242
13 BMSS Wesson Wealth Solutions Birmingham 14.7% 231
14 Truewealth Advisors, LLC Hoover 11.6% 989
15 Sunburst Financial Group, LLC Vestavia Hills 10.6% 800
16 Mitchell, McLeod, Pugh & Williams, Inc. Mobile 8.4% 965
17 Fairvoy Private Wealth, LLC Birmingham 7.9% 433
18 Eversource Wealth Advisors, LLC Birmingham 6.8% 4,109
19 Meld Financial, Inc. Birmingham 6.8% 1,058
20 Leavell Investment Management, Inc. Mobile 6.5% 2,849
21 The Welch Group, LLC Birmingham 6.1% 1,367
22 Keel Point, LLC Broker-dealer affiliated Huntsville 5.8% 1,524
23 Navigate Wealth Management, LLC Birmingham 5.8% 259
24 Kassouf Wealth Advisors, LLC Birmingham 5.1% 237
25 Steadmont Advisors, LLC Birmingham 5.0% 323
26 BHK Investment Advisors Birmingham 3.8% 316
27 BCR Wealth Strategies Vestavia 3.7% 349
28 Timberchase Financial, LLC Homewood 3.3% 122
29 Retirement Advisors, Inc. Mobile 2.8% 180
30 Mayfair Advisory Group, LLC Birmingham 2.3% 386
31 Invista Advisors Montgomery 2.1% 706
32 Southern Financial Group, LLC Birmingham 1.9% 1,125
33 Oneascent Wealth Management Birmingham 0.9% 978
34 Jackson Thornton Wealth Management, LLC Montgomery 0.6% 982
35 6th Street Advisors, LLC Daphne 0.0% 296
36 Stonex Advisors Inc. Broker-dealer affiliated Birmingham -0.5% 9,942
37 Walton Financial Birmingham -1.2% 259
38 Money Management Services Inc Birmingham -1.3% 539
39 JMF Capstone Wealth Management Tuscaloosa -2.7% 225
40 Hayek Kallen Investment Management L.L.C. Fairhope -3.8% 208
41 Longview Financial Advisors, Inc. Huntsville -4.1% 194
42 Porter White Investment Advisors, Inc. Birmingham -4.2% 119
43 Aull & Monroe Mobile -5.0% 200
44 Strauss Financial Group Hoover -5.8% 226
45 Approach Retirement Advisors, LLC Birmingham -5.9% 153
46 BHK Securities, LLC Broker-dealer affiliated Birmingham -9.6% 114
47 Lanark Financial, Inc. Broker-dealer affiliated Birmingham -21.9% 4,645
48 Colarion Mountain Brook -27.8% 133
49 Southern Capital Services Inc Daphne -44.2% 706
50 Wilkins Miller Wealth Management, LLC Mobile -44.3% 350
51 Trust Advisory Group Ltd Broker-dealer affiliated Birmingham -49.6% 1,119
52 Birmingham Capital Management Co Inc Birmingham -50.6% 162

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

More rankings

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.