# Largest independent RIAs by assets under management in Alabama

As of October 2, 2026, Waverly Advisors, LLC ranked #1 in Alabama in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $29.9 billion.

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

## Facts

- ranking: Largest independent RIAs by assets under management
- how_it_is_computed: SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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: usd
- scope: Alabama
- firms_listed: 100
- rows: rank: 1, crd: 115332, firm: Waverly Advisors, LLC, city: Birmingham, state: AL, value: 29872072116, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115332/; rank: 2, crd: 167626, firm: Aptus Capital Advisors, LLC, city: Fairhope, state: AL, value: 14141557319, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167626/; rank: 3, crd: 158401, firm: RFG Advisory, LLC, city: Vestavia Hills, state: AL, value: 7969008040, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158401/; rank: 4, crd: 286340, firm: Eversource Wealth Advisors, LLC, city: Birmingham, state: AL, value: 5095829877, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286340/; rank: 5, crd: 111273, firm: The Welch Group, LLC, city: Birmingham, state: AL, value: 3682452369, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111273/; rank: 6, crd: 284549, firm: Oneascent Financial Services LLC, city: Birmingham, state: AL, value: 3537993573, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284549/; rank: 7, crd: 107890, firm: Leavell Investment Management, Inc., city: Mobile, state: AL, value: 3404753027, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107890/; rank: 8, crd: 138240, firm: Mitchell, McLeod, Pugh & Williams, Inc., city: Mobile, state: AL, value: 2657582515, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138240/; rank: 9, crd: 116091, firm: Jackson Thornton Wealth Management, LLC, city: Montgomery, state: AL, value: 2009618834, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116091/; rank: 10, crd: 142644, firm: Southern Financial Group, LLC, city: Birmingham, state: AL, value: 1050139365, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142644/; rank: 11, crd: 335291, firm: Marble Wealth, LLC, city: Montgomery, state: AL, value: 1045227948, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335291/; rank: 12, crd: 335388, firm: Oakworth Asset Management, LLC, city: Birmingham, state: AL, value: 846327168, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335388/; rank: 13, crd: 283605, firm: Sunburst Financial Group, LLC, city: Vestavia Hills, state: AL, value: 808066543, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283605/; rank: 14, crd: 304668, firm: Mayfair Advisory Group, LLC, city: Birmingham, state: AL, value: 806422657, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304668/; rank: 15, crd: 140515, firm: BHK Investment Advisors, city: Birmingham, state: AL, value: 794064525, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140515/; rank: 16, crd: 118896, firm: Meld Financial, Inc., city: Birmingham, state: AL, value: 776399278, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118896/; rank: 17, crd: 110876, firm: Porter White Investment Advisors, Inc., city: Birmingham, state: AL, value: 748210174, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110876/; rank: 18, crd: 282792, firm: BMSS Wesson Wealth Solutions, city: Birmingham, state: AL, value: 703950154, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282792/; rank: 19, crd: 329636, firm: Fairvoy Private Wealth, LLC, city: Birmingham, state: AL, value: 605078967, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329636/; rank: 20, crd: 128373, firm: Mainsail Asset Management, LLC, city: Birmingham, state: AL, value: 598811962, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128373/; rank: 21, crd: 298838, firm: Truewealth Advisors, LLC, city: Hoover, state: AL, value: 547498774, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298838/; rank: 22, crd: 119670, firm: BCR Wealth Strategies, city: Vestavia, state: AL, value: 528142142, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119670/; rank: 23, crd: 308057, firm: Oneascent Wealth Management, city: Birmingham, state: AL, value: 475574303, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308057/; rank: 24, crd: 122683, firm: Kassouf Wealth Advisors, LLC, city: Birmingham, state: AL, value: 471323991, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122683/; rank: 25, crd: 155548, firm: Brown Financial Advisory, city: Fairhope, state: AL, value: 468223225, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155548/; rank: 26, crd: 336722, firm: Axient Investment Advisors LLC, city: Huntsville, state: AL, value: 453990661, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336722/; rank: 27, crd: 282899, firm: Invista Advisors, city: Montgomery, state: AL, value: 443547941, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282899/; rank: 28, crd: 106832, firm: Money Management Services Inc, city: Birmingham, state: AL, value: 442701129, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106832/; rank: 29, crd: 328882, firm: Steadmont Advisors, LLC, city: Birmingham, state: AL, value: 430737802, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328882/; rank: 30, crd: 173770, firm: Navigate Wealth Management, LLC, city: Birmingham, state: AL, value: 429568664, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173770/; rank: 31, crd: 106454, firm: Hayek Kallen Investment Management L.L.C., city: Fairhope, state: AL, value: 424384289, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106454/; rank: 32, crd: 118296, firm: JMF Capstone Wealth Management, city: Tuscaloosa, state: AL, value: 416107919, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118296/; rank: 33, crd: 281915, firm: Cloud Investments, LLC, city: Huntsville, state: AL, value: 404025477, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281915/; rank: 34, crd: 310008, firm: Williams Financial Group, city: Mobile, state: AL, value: 354763277, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310008/; rank: 35, crd: 298292, firm: Tucker Financial Group, city: Montgomery, state: AL, value: 339025322, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298292/; rank: 36, crd: 104830, firm: Aull & Monroe, city: Mobile, state: AL, value: 323170676, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104830/; rank: 37, crd: 131205, firm: Timberchase Financial, LLC, city: Homewood, state: AL, value: 280224237, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131205/; rank: 38, crd: 310512, firm: Strauss Financial Group, city: Hoover, state: AL, value: 276000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310512/; rank: 39, crd: 108508, firm: Birmingham Capital Management Co Inc, city: Birmingham, state: AL, value: 273628841, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108508/; rank: 40, crd: 162222, firm: Wilkins Miller Wealth Management, LLC, city: Mobile, state: AL, value: 257491633, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/162222/; rank: 41, crd: 156623, firm: 6th Street Advisors, LLC, city: Daphne, state: AL, value: 256543633, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156623/; rank: 42, crd: 325465, firm: Blalock Williams, LLC, city: Alexander City, state: AL, value: 242637986, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325465/; rank: 43, crd: 166221, firm: Approach Retirement Advisors, LLC, city: Birmingham, state: AL, value: 227468365, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166221/; rank: 44, crd: 122451, firm: Longview Financial Advisors, Inc., city: Huntsville, state: AL, value: 208171411, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122451/; rank: 45, crd: 105582, firm: Southern Capital Services Inc, city: Daphne, state: AL, value: 192480551, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105582/; rank: 46, crd: 284588, firm: Colarion, city: Mountain Brook, state: AL, value: 188349442, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284588/; rank: 47, crd: 297598, firm: Magnolia Wealth Management LLC, city: Dothan, state: AL, value: 183287342, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297598/; rank: 48, crd: 331634, firm: Walton Financial, city: Birmingham, state: AL, value: 182903769, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331634/; rank: 49, crd: 339108, firm: Naviant Partners, LLC, city: Fairhope, state: AL, value: 177252204, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339108/; rank: 50, crd: 174077, firm: Greybox Investments, city: Birmingham, state: AL, value: 176696639, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174077/; rank: 51, crd: 122122, firm: Retirement Advisors, Inc., city: Mobile, state: AL, value: 159576775, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122122/; rank: 52, crd: 330078, firm: Bluewater Wealth Advisors, LLC, city: Vestavia Hills, state: AL, value: 145781465, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330078/; rank: 53, crd: 337758, firm: Canterbury Capital Wealth Management, LLC, city: Tuscaloosa, state: AL, value: 132103641, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337758/; rank: 54, crd: 337597, firm: Aragon Capital, LLC, city: Homewood, state: AL, value: 112050000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337597/; rank: 55, crd: 318730, firm: Brighthaven Financial Advisors, city: Huntsville, state: AL, value: 106566352, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318730/; rank: 56, crd: 132562, firm: Colefp, city: Hoover, state: AL, value: 102136338, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132562/; rank: 57, crd: 332590, firm: Infinity Tax & Financial Planning, city: Huntsville, state: AL, value: 100020965, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332590/; rank: 58, crd: 310180, firm: Intelus Advisory Group, LLC, city: Birmingham, state: AL, value: 89417162, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310180/; rank: 59, crd: 309351, firm: Cope Private Wealth, city: Birmingham, state: AL, value: 88000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309351/; rank: 60, crd: 124322, firm: Cornerstone Investment Management and Consulting,llc, city: Daphne, state: AL, value: 86591827, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124322/; rank: 61, crd: 117418, firm: Financial Economics Consulting Group, Inc., city: Tuscaloosa, state: AL, value: 82272451, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117418/; rank: 62, crd: 131869, firm: Lipscomb Investment Group, LLC, city: Auburn, state: AL, value: 80214994, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131869/; rank: 63, crd: 170544, firm: Zora Financial, city: Birmingham, state: AL, value: 70972985, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170544/; rank: 64, crd: 155516, firm: Anderson Asset Management, city: Birmingham, state: AL, value: 68425462, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155516/; rank: 65, crd: 299804, firm: DMC Wealth Management, LLC, city: Birmingham, state: AL, value: 65877422, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299804/; rank: 66, crd: 138210, firm: Atlantes Financial Advisors, city: Fairhope, state: AL, value: 62843000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138210/; rank: 67, crd: 291285, firm: Wilson Financial Group, city: Birmingham, state: AL, value: 58399142, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291285/; rank: 68, crd: 293273, firm: Dyken Wealth Strategies, Inc., city: Gulf Shores, state: AL, value: 57791199, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293273/; rank: 69, crd: 297322, firm: Welon Partners, city: Montgomery, state: AL, value: 57390881, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297322/; rank: 70, crd: 150213, firm: STM Asset Management LLC, city: Fairhope, state: AL, value: 55981402, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150213/; rank: 71, crd: 166135, firm: Green Financial Management, LLC, city: Birmingham, state: AL, value: 55483532, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166135/; rank: 72, crd: 292000, firm: Diversified Global Investment Strategies, LLC, city: Birmingham, state: AL, value: 55000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292000/; rank: 73, crd: 123646, firm: Saliba Asset Management L.L.C., city: Huntsville, state: AL, value: 53535229, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123646/; rank: 74, crd: 292109, firm: Providence Wealth Advisors, LLC, city: Huntsville, state: AL, value: 49047532, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292109/; rank: 75, crd: 321236, firm: Franklin Street Capital LLC, city: Huntsville, state: AL, value: 47834171, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321236/; rank: 76, crd: 172152, firm: Celia Mann Baehr, CFP, city: Mobile, state: AL, value: 44798739, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172152/; rank: 77, crd: 289972, firm: Booth Financial, city: Birmingham, state: AL, value: 43271581, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289972/; rank: 78, crd: 308923, firm: Formula Wealth, city: Fairhope, state: AL, value: 42780410, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308923/; rank: 79, crd: 318991, firm: Ballast Wealth LLC, city: Birmingham, state: AL, value: 40000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318991/; rank: 80, crd: 140634, firm: MFP, LLC, city: Birmingham, state: AL, value: 39958782, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140634/; rank: 81, crd: 172433, firm: Gateway Wealth Management, LLC, city: Guntersville, state: AL, value: 37561357, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172433/; rank: 82, crd: 331622, firm: Next Phase Advisors, city: Cullman, state: AL, value: 37177625, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331622/; rank: 83, crd: 298184, firm: Tabula Rasa Advisors, LLC, city: Birmingham, state: AL, value: 32713017, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298184/; rank: 84, crd: 329092, firm: Gulf Coast Financial Advisors, city: Fairhope, state: AL, value: 32412899, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329092/; rank: 85, crd: 327837, firm: Cochranmickels Retirement Specialists, LLC, city: Huntsville, state: AL, value: 30312799, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327837/; rank: 86, crd: 126693, firm: WRS Financial Services, L.L.C., city: Tuscaloosa, state: AL, value: 30250901, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126693/; rank: 87, crd: 330654, firm: Lucia Wealth Management, LLC, city: Mobile, state: AL, value: 28526608, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330654/; rank: 88, crd: 307409, firm: Aja Financial LLC, city: Opelika, state: AL, value: 27198872, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307409/; rank: 89, crd: 122678, firm: Advisor Financial Group, city: Lincoln, state: AL, value: 26538483, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122678/; rank: 90, crd: 319504, firm: Krowten Equities, city: Birmingham, state: AL, value: 25692450, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319504/; rank: 91, crd: 159893, firm: Old Oak Advisors, LLC, city: Vestavia Hills, state: AL, value: 24773566, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159893/; rank: 92, crd: 295652, firm: Canterbury Investment Advisors LLC, city: Mountain Brook, state: AL, value: 24087556, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/295652/; rank: 93, crd: 170530, firm: Financial Strategies Wealth Management LLC, city: Fairhope, state: AL, value: 23709475, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170530/; rank: 94, crd: 167871, firm: Gantt Financial Advisors, LLC, city: Daphne, state: AL, value: 23294876, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167871/; rank: 95, crd: 323264, firm: Insignia Wealth Advisory, city: Opelika, state: AL, value: 22714278, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323264/; rank: 96, crd: 122580, firm: McNaron Group, Inc., city: Anniston, state: AL, value: 20744159, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122580/; rank: 97, crd: 284184, firm: Medora Value Equity, LLC, city: Mobile, state: AL, value: 20000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284184/; rank: 98, crd: 293465, firm: Stockbridge Wealth Partners, city: Birmingham, state: AL, value: 19175043, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293465/; rank: 99, crd: 153218, firm: Kairos Asset Advisory, LLC, city: Mobile, state: AL, value: 18608057, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153218/; rank: 100, crd: 121612, firm: Grant Financial Group, city: Elberta, state: AL, value: 17196000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121612/

## 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

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [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/largest/alabama/

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