City
Wealth management firms in Fairhope, Alabama
As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, with their main office in Fairhope, Alabama reported $15.4 billion in regulatory assets under management; the largest by assets was Aptus Capital Advisors, LLC, with $14.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 11
- Regulatory assets under management
- $15.4 billion
- Average per firm
- $1.4 billion
- SEC-registered, of those listed
- 4 of 11 (36.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | SEC | $14.1 billion | 12,707 |
| 2 | Brown Financial Advisory | SEC | $468.2 million | 859 |
| 3 | Hayek Kallen Investment Management L.L.C. | SEC | $424.4 million | 201 |
| 4 | Naviant Partners, LLC | SEC | $177.3 million | 443 |
| 5 | Atlantes Financial Advisors | State | $62.8 million | 46 |
| 6 | STM Asset Management LLC | State | $56.0 million | 508 |
| 7 | Formula Wealth | State | $42.8 million | 30 |
| 8 | Gulf Coast Financial Advisors | State | $32.4 million | 193 |
| 9 | Financial Strategies Wealth Management LLC | State | $23.7 million | 59 |
| 10 | Crimson Wealth | State | $10.2 million | 28 |
| 11 | Equip Financial Partners | State | $4.5 million | 16 |
Wealth management firms in Alabama, including every city.
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.