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AdvisorIQ

Ranking, Alabama

Fastest-growing wealth firms over one year, including broker-dealer firms in Alabama

As of October 2, 2026, Waverly Advisors, LLC ranked #1 in Alabama in AdvisorIQ's ranking of fastest-growing wealth firms over one year, including broker-dealer firms, with 85.2%, from a base of $16.1 billion.

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

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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 Waverly Advisors, LLC Birmingham 85.2% $16.1 billion
2 RFG Advisory, LLC Vestavia Hills 61.4% $4.9 billion
3 Mainsail Asset Management, LLC Birmingham 46.0% $410.1 million
4 Aptus Capital Advisors, LLC Fairhope 43.5% $9.9 billion
5 Blalock Williams, LLC Alexander City 37.7% $176.2 million
6 Brown Financial Advisory Fairhope 36.1% $344.0 million
7 Oneascent Financial Services LLC Birmingham 35.5% $2.6 billion
8 Cloud Investments, LLC Huntsville 34.8% $299.8 million
9 BCR Wealth Strategies Vestavia 30.6% $404.5 million
10 Eversource Wealth Advisors, LLC Birmingham 28.9% $4.0 billion
11 Tucker Financial Group Montgomery 24.8% $271.6 million
12 Truewealth Advisors, LLC Hoover 24.7% $438.9 million
13 BMSS Wesson Wealth Solutions Birmingham 22.0% $577.1 million
14 Park Place Capital Corporation Broker-dealer affiliated Homewood 21.4% $724.0 million
15 Williams Financial Group Mobile 21.2% $292.7 million
16 Navigate Wealth Management, LLC Birmingham 21.1% $354.6 million
17 Jackson Thornton Wealth Management, LLC Montgomery 20.1% $1.7 billion
18 Timberchase Financial, LLC Homewood 18.2% $237.1 million
19 Fairvoy Private Wealth, LLC Birmingham 17.9% $513.2 million
20 Keel Point, LLC Broker-dealer affiliated Huntsville 17.6% $3.5 billion
21 Mitchell, McLeod, Pugh & Williams, Inc. Mobile 17.2% $2.3 billion
22 Kassouf Wealth Advisors, LLC Birmingham 17.1% $402.4 million
23 Wilkins Miller Wealth Management, LLC Mobile 17.0% $220.1 million
24 Steadmont Advisors, LLC Birmingham 16.9% $368.4 million
25 Magnolia Wealth Management LLC Dothan 15.9% $158.1 million
26 Sunburst Financial Group, LLC Vestavia Hills 15.6% $699.0 million
27 Strauss Financial Group Hoover 15.0% $240.0 million
28 Leavell Investment Management, Inc. Mobile 14.7% $3.0 billion
29 JMF Capstone Wealth Management Tuscaloosa 14.7% $362.7 million
30 The Welch Group, LLC Birmingham 14.6% $3.2 billion
31 Approach Retirement Advisors, LLC Birmingham 14.1% $199.4 million
32 Money Management Services Inc Birmingham 13.7% $389.2 million
33 Walton Financial Birmingham 13.7% $160.8 million
34 Stonex Advisors Inc. Broker-dealer affiliated Birmingham 12.8% $4.5 billion
35 Meld Financial, Inc. Birmingham 12.6% $689.6 million
36 Mayfair Advisory Group, LLC Birmingham 12.2% $718.4 million
37 Southern Financial Group, LLC Birmingham 12.2% $936.1 million
38 Colarion Mountain Brook 12.2% $167.9 million
39 Southern Capital Services Inc Daphne 10.6% $174.1 million
40 Oneascent Wealth Management Birmingham 10.2% $431.7 million
41 Retirement Advisors, Inc. Mobile 7.4% $148.6 million
42 Longview Financial Advisors, Inc. Huntsville 6.5% $195.5 million
43 Hayek Kallen Investment Management L.L.C. Fairhope 6.4% $399.0 million
44 BHK Investment Advisors Birmingham 5.1% $755.8 million
45 Porter White Investment Advisors, Inc. Birmingham 5.1% $712.1 million
46 Lanark Financial, Inc. Broker-dealer affiliated Birmingham 4.0% $1.7 billion
47 Aull & Monroe Mobile -1.8% $329.1 million
48 BHK Securities, LLC Broker-dealer affiliated Birmingham -4.0% $133.8 million
49 Greybox Investments Birmingham -5.0% $186.0 million
50 6th Street Advisors, LLC Daphne -5.3% $270.8 million
51 Birmingham Capital Management Co Inc Birmingham -15.0% $321.8 million
52 Invista Advisors Montgomery -23.5% $580.1 million
53 Trust Advisory Group Ltd Broker-dealer affiliated Birmingham -36.6% $494.4 million

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

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Fastest growing 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.