Ranking, Alabama

Independent RIAs with the most CFP professionals in Alabama

As of October 2, 2026, Waverly Advisors, LLC ranked #1 in Alabama in AdvisorIQ's ranking of independent RIAs with the most CFP professionals, with 81.

Include wirehouses and broker-dealer firms

Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. SEC-registered and state-registered firms are both ranked. 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). 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.

Independent RIAs with the most CFP professionals in Alabama
Rank	Firm	City	Most CFP professionals
1	Waverly Advisors, LLC	Birmingham	81
2	RFG Advisory, LLC	Vestavia Hills	60
3	Oneascent Financial Services LLC	Birmingham	27
4	The Welch Group, LLC	Birmingham	25
4	Eversource Wealth Advisors, LLC	Birmingham	25
6	Oakworth Asset Management, LLC	Birmingham	8
7	Leavell Investment Management, Inc.	Mobile	6
7	BMSS Wesson Wealth Solutions	Birmingham	6
9	Meld Financial, Inc.	Birmingham	5
9	Kassouf Wealth Advisors, LLC	Birmingham	5
9	Brown Financial Advisory	Fairhope	5
9	Navigate Wealth Management, LLC	Birmingham	5
9	Sunburst Financial Group, LLC	Vestavia Hills	5
9	Oneascent Wealth Management	Birmingham	5
15	JMF Capstone Wealth Management	Tuscaloosa	4
15	BCR Wealth Strategies	Vestavia	4
15	Southern Financial Group, LLC	Birmingham	4
15	Truewealth Advisors, LLC	Hoover	4
19	Southern Capital Services Inc	Daphne	3
19	Jackson Thornton Wealth Management, LLC	Montgomery	3
19	Timberchase Financial, LLC	Homewood	3
22	Longview Financial Advisors, Inc.	Huntsville	2
22	Colefp	Hoover	2
22	Womack & Associates, LLC	Huntsville	2
22	Approach Retirement Advisors, LLC	Birmingham	2
22	Colarion	Mountain Brook	2
22	Cope Private Wealth	Birmingham	2
22	Blalock Williams, LLC	Alexander City	2
22	Fairvoy Private Wealth, LLC	Birmingham	2
22	Marble Wealth, LLC	Montgomery	2
22	Naviant Partners, LLC	Fairhope	2
22	Somerset Advisory, LLC	Birmingham	2
33	Aull & Monroe	Mobile	1
33	Hayek Kallen Investment Management L.L.C.	Fairhope	1
33	Money Management Services Inc	Birmingham	1
33	Porter White Investment Advisors, Inc.	Birmingham	1
33	Financial Economics Consulting Group, Inc.	Tuscaloosa	1
33	Retirement Advisors, Inc.	Mobile	1
33	Advisor Financial Group	Lincoln	1
33	Clark Planning & Investment Advisory	Birmingham	1
33	Saliba Asset Management L.L.C.	Huntsville	1
33	Mainsail Asset Management, LLC	Birmingham	1
33	Atlantes Financial Advisors	Fairhope	1
33	MFP, LLC	Birmingham	1
33	6th Street Advisors, LLC	Daphne	1
33	Wilkins Miller Wealth Management, LLC	Mobile	1
33	Aptus Capital Advisors, LLC	Fairhope	1
33	Gantt Financial Advisors, LLC	Daphne	1
33	Junkin & Company, Inc.	Toney	1
33	Zora Financial	Birmingham	1
33	Celia Mann Baehr, CFP	Mobile	1
33	Gateway Wealth Management, LLC	Guntersville	1
33	Capstone Global Advisors, LLC	Wedowee	1
33	Cloud Investments, LLC	Huntsville	1
33	Plimsoll Financial Planning, LLC	Hoover	1
33	Bridgeworks Asset Management, LLC	Orange Beach	1
33	Welon Partners	Montgomery	1
33	DMC Wealth Management, LLC	Birmingham	1
33	Formula Wealth	Fairhope	1
33	Williams Financial Group	Mobile	1
33	Intelus Advisory Group, LLC	Birmingham	1
33	Brighthaven Financial Advisors	Huntsville	1
33	Equip Financial Partners	Fairhope	1
33	Vaughan Family Financial	Huntsville	1
33	Southern Wealth Builders	Birmingham	1
33	Steadmont Advisors, LLC	Birmingham	1
33	Walton Financial	Birmingham	1
33	Capstone Wealth Advisors, LLC	Andalusia	1
33	Tulip Financial Planning LLC	Harvest	1
33	Axient Investment Advisors LLC	Huntsville	1
33	Aragon Capital, LLC	Homewood	1
33	Planalto Financial	Huntsville	1
33	Allysian Wealth Planning	Cullman	1
33	Strategic Financial LLC	Birmingham	1

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

More rankings

Most CFP professionals 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.