# Independent RIAs with the most high net worth clients in Alabama

As of October 2, 2026, Waverly Advisors, LLC ranked #1 in Alabama in AdvisorIQ's ranking of independent RIAs with the most high net worth clients, with 4,302.

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

## Facts

- ranking: Independent RIAs with the most high net worth clients
- how_it_is_computed: Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(b)(1)) in the data of October 2, 2026. 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.
- unit: count
- scope: Alabama
- firms_listed: 100
- rows: rank: 1, crd: 115332, firm: Waverly Advisors, LLC, city: Birmingham, state: AL, value: 4302, 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: 2358, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167626/; rank: 3, crd: 286340, firm: Eversource Wealth Advisors, LLC, city: Birmingham, state: AL, value: 1540, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286340/; rank: 4, crd: 158401, firm: RFG Advisory, LLC, city: Vestavia Hills, state: AL, value: 1256, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158401/; rank: 5, crd: 284549, firm: Oneascent Financial Services LLC, city: Birmingham, state: AL, value: 804, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284549/; rank: 6, crd: 111273, firm: The Welch Group, LLC, city: Birmingham, state: AL, value: 690, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111273/; rank: 7, crd: 107890, firm: Leavell Investment Management, Inc., city: Mobile, state: AL, value: 536, 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: 397, 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: 355, 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: 352, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142644/; rank: 11, crd: 298838, firm: Truewealth Advisors, LLC, city: Hoover, state: AL, value: 297, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298838/; rank: 12, crd: 118896, firm: Meld Financial, Inc., city: Birmingham, state: AL, value: 287, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118896/; rank: 13, crd: 336722, firm: Axient Investment Advisors LLC, city: Huntsville, state: AL, value: 271, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336722/; rank: 14, crd: 283605, firm: Sunburst Financial Group, LLC, city: Vestavia Hills, state: AL, value: 256, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283605/; rank: 15, crd: 282899, firm: Invista Advisors, city: Montgomery, state: AL, value: 223, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282899/; rank: 16, crd: 329636, firm: Fairvoy Private Wealth, LLC, city: Birmingham, state: AL, value: 185, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329636/; rank: 17, crd: 282792, firm: BMSS Wesson Wealth Solutions, city: Birmingham, state: AL, value: 184, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282792/; rank: 18, crd: 140515, firm: BHK Investment Advisors, city: Birmingham, state: AL, value: 181, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140515/; rank: 19, crd: 335388, firm: Oakworth Asset Management, LLC, city: Birmingham, state: AL, value: 166, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335388/; rank: 20, crd: 156623, firm: 6th Street Advisors, LLC, city: Daphne, state: AL, value: 165, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156623/; rank: 21, crd: 310008, firm: Williams Financial Group, city: Mobile, state: AL, value: 163, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310008/; rank: 22, crd: 155548, firm: Brown Financial Advisory, city: Fairhope, state: AL, value: 154, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155548/; rank: 22, crd: 304668, firm: Mayfair Advisory Group, LLC, city: Birmingham, state: AL, value: 154, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304668/; rank: 24, crd: 106832, firm: Money Management Services Inc, city: Birmingham, state: AL, value: 153, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106832/; rank: 25, crd: 173770, firm: Navigate Wealth Management, LLC, city: Birmingham, state: AL, value: 131, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173770/; rank: 26, crd: 328882, firm: Steadmont Advisors, LLC, city: Birmingham, state: AL, value: 130, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328882/; rank: 27, crd: 119670, firm: BCR Wealth Strategies, city: Vestavia, state: AL, value: 127, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119670/; rank: 27, crd: 335291, firm: Marble Wealth, LLC, city: Montgomery, state: AL, value: 127, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335291/; rank: 29, crd: 308057, firm: Oneascent Wealth Management, city: Birmingham, state: AL, value: 126, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308057/; rank: 30, crd: 122683, firm: Kassouf Wealth Advisors, LLC, city: Birmingham, state: AL, value: 112, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122683/; rank: 31, crd: 118296, firm: JMF Capstone Wealth Management, city: Tuscaloosa, state: AL, value: 107, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118296/; rank: 32, crd: 297598, firm: Magnolia Wealth Management LLC, city: Dothan, state: AL, value: 100, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297598/; rank: 33, crd: 131205, firm: Timberchase Financial, LLC, city: Homewood, state: AL, value: 93, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131205/; rank: 34, crd: 128373, firm: Mainsail Asset Management, LLC, city: Birmingham, state: AL, value: 91, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128373/; rank: 35, crd: 122122, firm: Retirement Advisors, Inc., city: Mobile, state: AL, value: 82, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122122/; rank: 36, crd: 110876, firm: Porter White Investment Advisors, Inc., city: Birmingham, state: AL, value: 80, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110876/; rank: 37, crd: 162222, firm: Wilkins Miller Wealth Management, LLC, city: Mobile, state: AL, value: 79, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/162222/; rank: 38, crd: 281915, firm: Cloud Investments, LLC, city: Huntsville, state: AL, value: 76, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281915/; rank: 39, crd: 122451, firm: Longview Financial Advisors, Inc., city: Huntsville, state: AL, value: 70, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122451/; rank: 40, crd: 337597, firm: Aragon Capital, LLC, city: Homewood, state: AL, value: 63, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337597/; rank: 41, crd: 298292, firm: Tucker Financial Group, city: Montgomery, state: AL, value: 62, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298292/; rank: 42, crd: 104830, firm: Aull & Monroe, city: Mobile, state: AL, value: 59, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104830/; rank: 42, crd: 166221, firm: Approach Retirement Advisors, LLC, city: Birmingham, state: AL, value: 59, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166221/; rank: 44, crd: 131869, firm: Lipscomb Investment Group, LLC, city: Auburn, state: AL, value: 58, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131869/; rank: 45, crd: 339108, firm: Naviant Partners, LLC, city: Fairhope, state: AL, value: 57, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339108/; rank: 46, crd: 284588, firm: Colarion, city: Mountain Brook, state: AL, value: 54, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284588/; rank: 46, crd: 337758, firm: Canterbury Capital Wealth Management, LLC, city: Tuscaloosa, state: AL, value: 54, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337758/; rank: 48, crd: 331634, firm: Walton Financial, city: Birmingham, state: AL, value: 49, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331634/; rank: 49, crd: 325465, firm: Blalock Williams, LLC, city: Alexander City, state: AL, value: 48, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325465/; rank: 50, crd: 105582, firm: Southern Capital Services Inc, city: Daphne, state: AL, value: 42, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105582/; rank: 51, crd: 310180, firm: Intelus Advisory Group, LLC, city: Birmingham, state: AL, value: 41, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310180/; rank: 52, crd: 291643, firm: Fish Creek Value Management, LLC, city: Leeds, state: AL, value: 34, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291643/; rank: 53, crd: 117418, firm: Financial Economics Consulting Group, Inc., city: Tuscaloosa, state: AL, value: 33, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117418/; rank: 53, crd: 132562, firm: Colefp, city: Hoover, state: AL, value: 33, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132562/; rank: 53, crd: 166135, firm: Green Financial Management, LLC, city: Birmingham, state: AL, value: 33, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166135/; rank: 56, crd: 174077, firm: Greybox Investments, city: Birmingham, state: AL, value: 32, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174077/; rank: 56, crd: 332590, firm: Infinity Tax & Financial Planning, city: Huntsville, state: AL, value: 32, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332590/; rank: 58, crd: 124322, firm: Cornerstone Investment Management and Consulting,llc, city: Daphne, state: AL, value: 27, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124322/; rank: 58, crd: 170544, firm: Zora Financial, city: Birmingham, state: AL, value: 27, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170544/; rank: 60, crd: 155516, firm: Anderson Asset Management, city: Birmingham, state: AL, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155516/; rank: 61, crd: 318730, firm: Brighthaven Financial Advisors, city: Huntsville, state: AL, value: 24, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318730/; rank: 62, crd: 123646, firm: Saliba Asset Management L.L.C., city: Huntsville, state: AL, value: 23, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123646/; rank: 63, crd: 106454, firm: Hayek Kallen Investment Management L.L.C., city: Fairhope, state: AL, value: 21, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106454/; rank: 63, crd: 292109, firm: Providence Wealth Advisors, LLC, city: Huntsville, state: AL, value: 21, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292109/; rank: 63, crd: 329092, firm: Gulf Coast Financial Advisors, city: Fairhope, state: AL, value: 21, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329092/; rank: 66, crd: 330078, firm: Bluewater Wealth Advisors, LLC, city: Vestavia Hills, state: AL, value: 19, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330078/; rank: 67, crd: 121612, firm: Grant Financial Group, city: Elberta, state: AL, value: 18, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121612/; rank: 67, crd: 172152, firm: Celia Mann Baehr, CFP, city: Mobile, state: AL, value: 18, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172152/; rank: 67, crd: 331622, firm: Next Phase Advisors, city: Cullman, state: AL, value: 18, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331622/; rank: 70, crd: 284184, firm: Medora Value Equity, LLC, city: Mobile, state: AL, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284184/; rank: 71, crd: 293273, firm: Dyken Wealth Strategies, Inc., city: Gulf Shores, state: AL, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293273/; rank: 72, crd: 289972, firm: Booth Financial, city: Birmingham, state: AL, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289972/; rank: 72, crd: 299804, firm: DMC Wealth Management, LLC, city: Birmingham, state: AL, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299804/; rank: 72, crd: 323264, firm: Insignia Wealth Advisory, city: Opelika, state: AL, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323264/; rank: 75, crd: 172433, firm: Gateway Wealth Management, LLC, city: Guntersville, state: AL, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172433/; rank: 75, crd: 175336, firm: Dreamwork Financial Group, city: Birmingham, state: AL, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175336/; rank: 75, crd: 277104, firm: Capstone Global Advisors, LLC, city: Wedowee, state: AL, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/277104/; rank: 78, crd: 122678, firm: Advisor Financial Group, city: Lincoln, state: AL, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122678/; rank: 78, crd: 138210, firm: Atlantes Financial Advisors, city: Fairhope, state: AL, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138210/; rank: 78, crd: 153218, firm: Kairos Asset Advisory, LLC, city: Mobile, state: AL, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153218/; rank: 78, crd: 327837, firm: Cochranmickels Retirement Specialists, LLC, city: Huntsville, state: AL, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327837/; rank: 82, crd: 126693, firm: WRS Financial Services, L.L.C., city: Tuscaloosa, state: AL, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126693/; rank: 82, crd: 298184, firm: Tabula Rasa Advisors, LLC, city: Birmingham, state: AL, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298184/; rank: 84, crd: 131477, firm: The McGriff Alliance, city: Birmingham, state: AL, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131477/; rank: 84, crd: 155039, firm: Goggans Group Inc, city: Gadsden, state: AL, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155039/; rank: 84, crd: 167871, firm: Gantt Financial Advisors, LLC, city: Daphne, state: AL, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167871/; rank: 84, crd: 299664, firm: Counterstrike Capital, city: Hoover, state: AL, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299664/; rank: 84, crd: 319504, firm: Krowten Equities, city: Birmingham, state: AL, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319504/; rank: 89, crd: 122580, firm: McNaron Group, Inc., city: Anniston, state: AL, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122580/; rank: 89, crd: 285993, firm: Plimsoll Financial Planning, LLC, city: Hoover, state: AL, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285993/; rank: 89, crd: 307409, firm: Aja Financial LLC, city: Opelika, state: AL, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307409/; rank: 89, crd: 315761, firm: Capital Stewards, LLC, city: Huntsville, state: AL, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315761/; rank: 89, crd: 334123, firm: Crimson Wealth, city: Fairhope, state: AL, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334123/; rank: 94, crd: 153475, firm: Dublin Wealth Management, Inc., city: Birmingham, state: AL, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153475/; rank: 94, crd: 175431, firm: KG Consulting Group, Inc., city: Huntsville, state: AL, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175431/; rank: 94, crd: 308923, firm: Formula Wealth, city: Fairhope, state: AL, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308923/; rank: 94, crd: 309351, firm: Cope Private Wealth, city: Birmingham, state: AL, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309351/; rank: 94, crd: 328208, firm: BWB Advisory Group, city: Enterprise, state: AL, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328208/; rank: 99, crd: 123020, firm: Clark Planning & Investment Advisory, city: Birmingham, state: AL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123020/; rank: 99, crd: 326458, firm: LBH Wealth Advisors, city: Meridianville, state: AL, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326458/

## 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

- [Independent RIAs with the most high net worth clients, nationally](https://advisoriq.com/ria/rankings/most-hnw-clients/)
- [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/most-hnw-clients/alabama/

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