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AdvisorIQ

Ranking, Alabama

Fastest-growing wealth firms over five 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 five years, including broker-dealer firms, with 74.8%, from a base of $216.7 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 five years between the SEC snapshots of October 4, 2021 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 74.8% $216.7 million
2 Eversource Wealth Advisors, LLC Birmingham 70.4% $355.1 million
3 Waverly Advisors, LLC Birmingham 55.4% $3.3 billion
4 Aptus Capital Advisors, LLC Fairhope 41.5% $2.5 billion
5 RFG Advisory, LLC Vestavia Hills 35.2% $1.8 billion
6 BMSS Wesson Wealth Solutions Birmingham 30.1% $188.9 million
7 Truewealth Advisors, LLC Hoover 29.9% $148.2 million
8 Mayfair Advisory Group, LLC Birmingham 28.0% $234.8 million
9 Mainsail Asset Management, LLC Birmingham 21.4% $227.2 million
10 Stonex Advisors Inc. Broker-dealer affiliated Birmingham 19.6% $2.1 billion
11 JMF Capstone Wealth Management Tuscaloosa 18.2% $180.5 million
12 Tucker Financial Group Montgomery 15.8% $162.5 million
13 Sunburst Financial Group, LLC Vestavia Hills 15.5% $392.9 million
14 Navigate Wealth Management, LLC Birmingham 15.4% $209.6 million
15 Brown Financial Advisory Fairhope 15.1% $231.7 million
16 Timberchase Financial, LLC Homewood 15.0% $139.0 million
17 The Welch Group, LLC Birmingham 14.0% $1.9 billion
18 Cloud Investments, LLC Huntsville 13.7% $212.4 million
19 Meld Financial, Inc. Birmingham 12.7% $427.1 million
20 Williams Financial Group Mobile 12.6% $196.3 million
21 Leavell Investment Management, Inc. Mobile 12.5% $1.9 billion
22 Oneascent Wealth Management Birmingham 12.4% $265.0 million
23 BCR Wealth Strategies Vestavia 12.3% $295.2 million
24 Jackson Thornton Wealth Management, LLC Montgomery 12.0% $1.1 billion
25 Strauss Financial Group Hoover 11.5% $160.0 million
26 Mitchell, McLeod, Pugh & Williams, Inc. Mobile 11.2% $1.6 billion
27 Invista Advisors Montgomery 10.6% $268.0 million
28 Keel Point, LLC Broker-dealer affiliated Huntsville 9.2% $2.6 billion
29 Money Management Services Inc Birmingham 8.5% $294.8 million
30 Southern Financial Group, LLC Birmingham 8.3% $705.4 million
31 Porter White Investment Advisors, Inc. Birmingham 7.7% $517.2 million
32 Greybox Investments Birmingham 7.6% $122.3 million
33 Kassouf Wealth Advisors, LLC Birmingham 7.6% $326.4 million
34 Approach Retirement Advisors, LLC Birmingham 7.6% $158.1 million
35 BHK Investment Advisors Birmingham 6.1% $589.6 million
36 Southern Capital Services Inc Daphne 5.0% $150.8 million
37 Hayek Kallen Investment Management L.L.C. Fairhope 4.5% $340.5 million
38 Lanark Financial, Inc. Broker-dealer affiliated Birmingham 3.3% $1.5 billion
39 Retirement Advisors, Inc. Mobile 2.6% $140.7 million
40 Longview Financial Advisors, Inc. Huntsville 2.4% $184.8 million
41 Aull & Monroe Mobile 1.6% $298.1 million
42 Birmingham Capital Management Co Inc Birmingham -0.6% $282.1 million
43 Trust Advisory Group Ltd Broker-dealer affiliated Birmingham -9.4% $512.9 million

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

More rankings

Fastest growing, 5 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.