City
Independent RIAs in Vestavia Hills, Alabama
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Vestavia Hills, Alabama reported $8.9 billion in regulatory assets under management; the largest by assets was RFG Advisory, LLC, with $8.0 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $8.9 billion
- Average per firm
- $1.8 billion
- SEC-registered, of those listed
- 3 of 5 (60.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | RFG Advisory, LLC | SEC | $8.0 billion | 29,833 |
| 2 | Sunburst Financial Group, LLC | SEC | $808.1 million | 2,346 |
| 3 | Bluewater Wealth Advisors, LLC | SEC | $145.8 million | 90 |
| 4 | Old Oak Advisors, LLC | State | $24.8 million | 210 |
| 5 | 1st & 3rd Investments LLC | State | $1.8 million | 23 |
Independent RIAs 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.