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Wealth management firms in Hoover, Alabama

As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Hoover, Alabama reported $960.5 million in regulatory assets under management; the largest by assets was Truewealth Advisors, LLC, with $547.5 million.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

Wealth management firms
6
Regulatory assets under management
$960.5 million
Average per firm
$160.1 million
SEC-registered, of those listed
2 of 6 (33.3%)

Firms by assets

Wealth management firms in Hoover, Alabama, largest first
#FirmRegistrationRAUMAccounts
1 Truewealth Advisors, LLC SEC $547.5 million 1,614
2 Strauss Financial Group SEC $276.0 million 800
3 Colefp State $102.1 million 271
4 Ads Wealth Management LLC State $15.4 million 56
5 Plimsoll Financial Planning, LLC State $10.9 million 20
6 Counterstrike Capital State $8.6 million 21

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.