# Fastest-growing independent RIAs over one year in Alabama

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

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/fastest-growing/alabama/

## Facts

- ranking: Fastest-growing independent RIAs over one year
- how_it_is_computed: 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.
- unit: pct
- scope: Alabama
- firms_listed: 47
- rows: rank: 1, crd: 115332, firm: Waverly Advisors, LLC, city: Birmingham, state: AL, value: 0.851935428924895, base_value: 16130190961, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115332/; rank: 2, crd: 158401, firm: RFG Advisory, LLC, city: Vestavia Hills, state: AL, value: 0.614492504472459, base_value: 4935921361, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158401/; rank: 3, crd: 128373, firm: Mainsail Asset Management, LLC, city: Birmingham, state: AL, value: 0.45998419308544, base_value: 410149620, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128373/; rank: 4, crd: 167626, firm: Aptus Capital Advisors, LLC, city: Fairhope, state: AL, value: 0.434785602414344, base_value: 9856216354, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167626/; rank: 5, crd: 325465, firm: Blalock Williams, LLC, city: Alexander City, state: AL, value: 0.376783925666851, base_value: 176235342, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325465/; rank: 6, crd: 155548, firm: Brown Financial Advisory, city: Fairhope, state: AL, value: 0.361011012663556, base_value: 344026037, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155548/; rank: 7, crd: 284549, firm: Oneascent Financial Services LLC, city: Birmingham, state: AL, value: 0.355058141244029, base_value: 2610953335, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284549/; rank: 8, crd: 281915, firm: Cloud Investments, LLC, city: Huntsville, state: AL, value: 0.347533159232355, base_value: 299826000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281915/; rank: 9, crd: 119670, firm: BCR Wealth Strategies, city: Vestavia, state: AL, value: 0.305727298602394, base_value: 404481198, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119670/; rank: 10, crd: 286340, firm: Eversource Wealth Advisors, LLC, city: Birmingham, state: AL, value: 0.28868145188729, base_value: 3954297526, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286340/; rank: 11, crd: 298292, firm: Tucker Financial Group, city: Montgomery, state: AL, value: 0.24831684778514, base_value: 271585954, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298292/; rank: 12, crd: 298838, firm: Truewealth Advisors, LLC, city: Hoover, state: AL, value: 0.247326435800903, base_value: 438937842, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298838/; rank: 13, crd: 282792, firm: BMSS Wesson Wealth Solutions, city: Birmingham, state: AL, value: 0.219792483843268, base_value: 577106486, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282792/; rank: 14, crd: 310008, firm: Williams Financial Group, city: Mobile, state: AL, value: 0.212242898456521, base_value: 292650324, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310008/; rank: 15, crd: 173770, firm: Navigate Wealth Management, LLC, city: Birmingham, state: AL, value: 0.211453574637595, base_value: 354589456, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173770/; rank: 16, crd: 116091, firm: Jackson Thornton Wealth Management, LLC, city: Montgomery, state: AL, value: 0.200523875847171, base_value: 1673951576, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116091/; rank: 17, crd: 131205, firm: Timberchase Financial, LLC, city: Homewood, state: AL, value: 0.181702539327429, base_value: 237136020, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131205/; rank: 18, crd: 329636, firm: Fairvoy Private Wealth, LLC, city: Birmingham, state: AL, value: 0.179106717491447, base_value: 513167263, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329636/; rank: 19, crd: 138240, firm: Mitchell, McLeod, Pugh & Williams, Inc., city: Mobile, state: AL, value: 0.172458594790835, base_value: 2266674940, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138240/; rank: 20, crd: 122683, firm: Kassouf Wealth Advisors, LLC, city: Birmingham, state: AL, value: 0.171352122465512, base_value: 402376008, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122683/; rank: 21, crd: 162222, firm: Wilkins Miller Wealth Management, LLC, city: Mobile, state: AL, value: 0.169991062340967, base_value: 220080000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/162222/; rank: 22, crd: 328882, firm: Steadmont Advisors, LLC, city: Birmingham, state: AL, value: 0.169073318722909, base_value: 368443788, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328882/; rank: 23, crd: 297598, firm: Magnolia Wealth Management LLC, city: Dothan, state: AL, value: 0.159350410510813, base_value: 158094861, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297598/; rank: 24, crd: 283605, firm: Sunburst Financial Group, LLC, city: Vestavia Hills, state: AL, value: 0.156084411430855, base_value: 698968462, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283605/; rank: 25, crd: 310512, firm: Strauss Financial Group, city: Hoover, state: AL, value: 0.15, base_value: 240000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310512/; rank: 26, crd: 107890, firm: Leavell Investment Management, Inc., city: Mobile, state: AL, value: 0.147484484726858, base_value: 2967145153, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107890/; rank: 27, crd: 118296, firm: JMF Capstone Wealth Management, city: Tuscaloosa, state: AL, value: 0.147263736937658, base_value: 362695957, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118296/; rank: 28, crd: 111273, firm: The Welch Group, LLC, city: Birmingham, state: AL, value: 0.146463235578127, base_value: 3212010865, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111273/; rank: 29, crd: 166221, firm: Approach Retirement Advisors, LLC, city: Birmingham, state: AL, value: 0.140716400624385, base_value: 199408341, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166221/; rank: 30, crd: 106832, firm: Money Management Services Inc, city: Birmingham, state: AL, value: 0.137390011975091, base_value: 389225441, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106832/; rank: 31, crd: 331634, firm: Walton Financial, city: Birmingham, state: AL, value: 0.137283202939361, base_value: 160825174, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331634/; rank: 32, crd: 118896, firm: Meld Financial, Inc., city: Birmingham, state: AL, value: 0.125913910602007, base_value: 689572507, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118896/; rank: 33, crd: 304668, firm: Mayfair Advisory Group, LLC, city: Birmingham, state: AL, value: 0.12245059071722, base_value: 718448245, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304668/; rank: 34, crd: 142644, firm: Southern Financial Group, LLC, city: Birmingham, state: AL, value: 0.12179820192242, base_value: 936121455, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142644/; rank: 35, crd: 284588, firm: Colarion, city: Mountain Brook, state: AL, value: 0.121767559281824, base_value: 167904162, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284588/; rank: 36, crd: 105582, firm: Southern Capital Services Inc, city: Daphne, state: AL, value: 0.105529851032634, base_value: 174107059, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105582/; rank: 37, crd: 308057, firm: Oneascent Wealth Management, city: Birmingham, state: AL, value: 0.101671524298329, base_value: 431684302, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308057/; rank: 38, crd: 122122, firm: Retirement Advisors, Inc., city: Mobile, state: AL, value: 0.0738855599386319, base_value: 148597561, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122122/; rank: 39, crd: 122451, firm: Longview Financial Advisors, Inc., city: Huntsville, state: AL, value: 0.0649024348394061, base_value: 195484022, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122451/; rank: 40, crd: 106454, firm: Hayek Kallen Investment Management L.L.C., city: Fairhope, state: AL, value: 0.0636437638944236, base_value: 398991000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106454/; rank: 41, crd: 140515, firm: BHK Investment Advisors, city: Birmingham, state: AL, value: 0.0506840655794922, base_value: 755759558, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140515/; rank: 42, crd: 110876, firm: Porter White Investment Advisors, Inc., city: Birmingham, state: AL, value: 0.0506723509486648, base_value: 712125120, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110876/; rank: 43, crd: 104830, firm: Aull & Monroe, city: Mobile, state: AL, value: -0.0181506311401858, base_value: 329144863, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104830/; rank: 44, crd: 174077, firm: Greybox Investments, city: Birmingham, state: AL, value: -0.0501118892176515, base_value: 186018371, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174077/; rank: 45, crd: 156623, firm: 6th Street Advisors, LLC, city: Daphne, state: AL, value: -0.0526255928548819, base_value: 270794346, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156623/; rank: 46, crd: 108508, firm: Birmingham Capital Management Co Inc, city: Birmingham, state: AL, value: -0.149806973082631, base_value: 321843196, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108508/; rank: 47, crd: 282899, firm: Invista Advisors, city: Montgomery, state: AL, value: -0.23540208024452, base_value: 580106131, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282899/

## 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.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Fastest-growing independent RIAs over one year, nationally](https://advisoriq.com/ria/rankings/fastest-growing/)
- [RIA market data for Alabama](https://advisoriq.com/ria/states/alabama/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/fastest-growing/alabama/

License: https://advisoriq.com/license/