{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Fastest-growing independent RIAs over five years in Alabama","lead":"As of October 2, 2026, Oneascent Financial Services LLC ranked #1 in Alabama in AdvisorIQ's ranking of fastest-growing independent RIAs over five years, with 74.8%, from a base of $216.7 million.","as_of":"2026-10-02","facts":{"ranking":"Fastest-growing independent RIAs over five years","how_it_is_computed":"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.","unit":"pct","scope":"Alabama","firms_listed":39,"rows":[{"rank":1,"crd":284549,"firm":"Oneascent Financial Services LLC","city":"Birmingham","state":"AL","value":0.748081489782963,"base_value":216744791,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/284549/"},{"rank":2,"crd":286340,"firm":"Eversource Wealth Advisors, LLC","city":"Birmingham","state":"AL","value":0.703639465035123,"base_value":355080204,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/286340/"},{"rank":3,"crd":115332,"firm":"Waverly Advisors, LLC","city":"Birmingham","state":"AL","value":0.554487436497094,"base_value":3291010494,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/115332/"},{"rank":4,"crd":167626,"firm":"Aptus Capital Advisors, LLC","city":"Fairhope","state":"AL","value":0.414852026712542,"base_value":2494262354,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/167626/"},{"rank":5,"crd":158401,"firm":"RFG Advisory, LLC","city":"Vestavia Hills","state":"AL","value":0.35185983820874,"base_value":1765004980,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/158401/"},{"rank":6,"crd":282792,"firm":"BMSS Wesson Wealth Solutions","city":"Birmingham","state":"AL","value":0.301018908954063,"base_value":188852990,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/282792/"},{"rank":7,"crd":298838,"firm":"Truewealth Advisors, LLC","city":"Hoover","state":"AL","value":0.298674105386625,"base_value":148211617,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/298838/"},{"rank":8,"crd":304668,"firm":"Mayfair Advisory Group, LLC","city":"Birmingham","state":"AL","value":0.279858121306822,"base_value":234830000,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/304668/"},{"rank":9,"crd":128373,"firm":"Mainsail Asset Management, LLC","city":"Birmingham","state":"AL","value":0.213842727049777,"base_value":227236643,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/128373/"},{"rank":10,"crd":118296,"firm":"JMF Capstone Wealth Management","city":"Tuscaloosa","state":"AL","value":0.181778882107638,"base_value":180519805,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/118296/"},{"rank":11,"crd":298292,"firm":"Tucker Financial Group","city":"Montgomery","state":"AL","value":0.158492196878926,"base_value":162467528,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/298292/"},{"rank":12,"crd":283605,"firm":"Sunburst Financial Group, LLC","city":"Vestavia Hills","state":"AL","value":0.155108076292696,"base_value":392947042,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/283605/"},{"rank":13,"crd":173770,"firm":"Navigate Wealth Management, LLC","city":"Birmingham","state":"AL","value":0.154371332089005,"base_value":209558330,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/173770/"},{"rank":14,"crd":155548,"firm":"Brown Financial Advisory","city":"Fairhope","state":"AL","value":0.151121177983243,"base_value":231658229,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/155548/"},{"rank":15,"crd":131205,"firm":"Timberchase Financial, LLC","city":"Homewood","state":"AL","value":0.150463679416251,"base_value":139040440,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/131205/"},{"rank":16,"crd":111273,"firm":"The Welch Group, LLC","city":"Birmingham","state":"AL","value":0.140234294335529,"base_value":1910586230,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/111273/"},{"rank":17,"crd":281915,"firm":"Cloud Investments, LLC","city":"Huntsville","state":"AL","value":0.137257943020881,"base_value":212380118,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/281915/"},{"rank":18,"crd":118896,"firm":"Meld Financial, Inc.","city":"Birmingham","state":"AL","value":0.126970085650715,"base_value":427093716,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/118896/"},{"rank":19,"crd":310008,"firm":"Williams Financial Group","city":"Mobile","state":"AL","value":0.125666840022564,"base_value":196285986,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/310008/"},{"rank":20,"crd":107890,"firm":"Leavell Investment Management, Inc.","city":"Mobile","state":"AL","value":0.12507835225293,"base_value":1888738236,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107890/"},{"rank":21,"crd":308057,"firm":"Oneascent Wealth Management","city":"Birmingham","state":"AL","value":0.124075852276763,"base_value":264996592,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/308057/"},{"rank":22,"crd":119670,"firm":"BCR Wealth Strategies","city":"Vestavia","state":"AL","value":0.12336285157919,"base_value":295223233,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/119670/"},{"rank":23,"crd":116091,"firm":"Jackson Thornton Wealth Management, LLC","city":"Montgomery","state":"AL","value":0.119525654132578,"base_value":1142729509,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116091/"},{"rank":24,"crd":310512,"firm":"Strauss Financial Group","city":"Hoover","state":"AL","value":0.115212991121366,"base_value":160000000,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/310512/"},{"rank":25,"crd":138240,"firm":"Mitchell, McLeod, Pugh & Williams, Inc.","city":"Mobile","state":"AL","value":0.112077729776183,"base_value":1562467667,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/138240/"},{"rank":26,"crd":282899,"firm":"Invista Advisors","city":"Montgomery","state":"AL","value":0.105990590815449,"base_value":268030000,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/282899/"},{"rank":27,"crd":106832,"firm":"Money Management Services Inc","city":"Birmingham","state":"AL","value":0.0847014104403736,"base_value":294821808,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106832/"},{"rank":28,"crd":142644,"firm":"Southern Financial Group, LLC","city":"Birmingham","state":"AL","value":0.0828304648208755,"base_value":705414868,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/142644/"},{"rank":29,"crd":110876,"firm":"Porter White Investment Advisors, Inc.","city":"Birmingham","state":"AL","value":0.0766419459380454,"base_value":517210258,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110876/"},{"rank":30,"crd":174077,"firm":"Greybox Investments","city":"Birmingham","state":"AL","value":0.0764462068692662,"base_value":122255000,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/174077/"},{"rank":31,"crd":122683,"firm":"Kassouf Wealth Advisors, LLC","city":"Birmingham","state":"AL","value":0.0762434181422762,"base_value":326412667,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/122683/"},{"rank":32,"crd":166221,"firm":"Approach Retirement Advisors, LLC","city":"Birmingham","state":"AL","value":0.0755320030482387,"base_value":158053573,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/166221/"},{"rank":33,"crd":140515,"firm":"BHK Investment Advisors","city":"Birmingham","state":"AL","value":0.0613637165971783,"base_value":589568959,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/140515/"},{"rank":34,"crd":105582,"firm":"Southern Capital Services Inc","city":"Daphne","state":"AL","value":0.0500007439095544,"base_value":150813014,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105582/"},{"rank":35,"crd":106454,"firm":"Hayek Kallen Investment Management L.L.C.","city":"Fairhope","state":"AL","value":0.0450378194247245,"base_value":340486000,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106454/"},{"rank":36,"crd":122122,"firm":"Retirement Advisors, Inc.","city":"Mobile","state":"AL","value":0.0255180931012038,"base_value":140686702,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/122122/"},{"rank":37,"crd":122451,"firm":"Longview Financial Advisors, Inc.","city":"Huntsville","state":"AL","value":0.0240561267202573,"base_value":184842692,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/122451/"},{"rank":38,"crd":104830,"firm":"Aull & Monroe","city":"Mobile","state":"AL","value":0.0162847881992516,"base_value":298095089,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/104830/"},{"rank":39,"crd":108508,"firm":"Birmingham Capital Management Co Inc","city":"Birmingham","state":"AL","value":-0.00609222333401049,"base_value":282118410,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108508/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Fastest-growing independent RIAs over five years, nationally","url":"https://advisoriq.com/ria/rankings/fastest-growing-5-year/"},{"title":"RIA market data for Alabama","url":"https://advisoriq.com/ria/states/alabama/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"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."],"url":"https://advisoriq.com/ria/rankings/fastest-growing-5-year/alabama/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/fastest-growing-5-year/alabama/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}