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For asset managers
AdvisorIQ

Ranking, Alabama

Fastest-growing wealth firms over three years, including broker-dealer firms in Alabama

As of October 2, 2026, Oneascent Financial Services LLC ranked #1 in Alabama in AdvisorIQ's ranking of fastest-growing wealth firms over three years, including broker-dealer firms, with 97.9%, from a base of $456.4 million.

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

SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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 Oneascent Financial Services LLC Birmingham 97.9% $456.4 million
2 Waverly Advisors, LLC Birmingham 72.9% $5.8 billion
3 Aptus Capital Advisors, LLC Fairhope 49.3% $4.2 billion
4 Mayfair Advisory Group, LLC Birmingham 42.2% $280.5 million
5 Eversource Wealth Advisors, LLC Birmingham 41.3% $1.8 billion
6 RFG Advisory, LLC Vestavia Hills 38.5% $3.0 billion
7 Mainsail Asset Management, LLC Birmingham 28.8% $280.2 million
8 Stonex Advisors Inc. Broker-dealer affiliated Birmingham 26.3% $2.5 billion
9 Navigate Wealth Management, LLC Birmingham 23.8% $226.6 million
10 Brown Financial Advisory Fairhope 23.1% $251.1 million
11 Tucker Financial Group Montgomery 22.6% $183.9 million
12 Cloud Investments, LLC Huntsville 21.7% $224.0 million
13 Timberchase Financial, LLC Homewood 21.6% $155.8 million
14 Truewealth Advisors, LLC Hoover 21.3% $306.5 million
15 BMSS Wesson Wealth Solutions Birmingham 20.2% $405.3 million
16 Strauss Financial Group Hoover 19.4% $162.0 million
17 Wilkins Miller Wealth Management, LLC Mobile 17.9% $157.0 million
18 Sunburst Financial Group, LLC Vestavia Hills 17.4% $500.0 million
19 BCR Wealth Strategies Vestavia 17.0% $329.9 million
20 Keel Point, LLC Broker-dealer affiliated Huntsville 16.9% $2.5 billion
21 Leavell Investment Management, Inc. Mobile 16.8% $2.1 billion
22 Mitchell, McLeod, Pugh & Williams, Inc. Mobile 16.3% $1.7 billion
23 Magnolia Wealth Management LLC Dothan 16.3% $116.7 million
24 Jackson Thornton Wealth Management, LLC Montgomery 16.2% $1.3 billion
25 Meld Financial, Inc. Birmingham 14.9% $512.3 million
26 Approach Retirement Advisors, LLC Birmingham 14.0% $153.4 million
27 Kassouf Wealth Advisors, LLC Birmingham 14.0% $317.8 million
28 The Welch Group, LLC Birmingham 13.4% $2.5 billion
29 Southern Financial Group, LLC Birmingham 12.3% $741.1 million
30 Money Management Services Inc Birmingham 12.1% $313.9 million
31 Williams Financial Group Mobile 12.0% $252.2 million
32 BHK Investment Advisors Birmingham 11.4% $574.2 million
33 JMF Capstone Wealth Management Tuscaloosa 9.0% $321.7 million
34 Lanark Financial, Inc. Broker-dealer affiliated Birmingham 8.9% $1.4 billion
35 Southern Capital Services Inc Daphne 8.2% $151.9 million
36 Hayek Kallen Investment Management L.L.C. Fairhope 8.1% $336.4 million
37 Greybox Investments Birmingham 7.8% $141.0 million
38 BHK Securities, LLC Broker-dealer affiliated Birmingham 7.4% $103.6 million
39 Longview Financial Advisors, Inc. Huntsville 6.7% $171.2 million
40 Retirement Advisors, Inc. Mobile 6.7% $131.5 million
41 Porter White Investment Advisors, Inc. Birmingham 5.3% $640.7 million
42 Invista Advisors Montgomery 3.8% $396.1 million
43 Park Place Capital Corporation Broker-dealer affiliated Homewood 1.0% $854.4 million
44 Oneascent Wealth Management Birmingham 0.3% $470.7 million
45 Aull & Monroe Mobile -0.1% $323.9 million
46 Birmingham Capital Management Co Inc Birmingham -3.6% $305.7 million
47 Trust Advisory Group Ltd Broker-dealer affiliated Birmingham -14.4% $499.7 million

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

More rankings

Fastest growing, 3 years 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.