AdvisorRanked

Best Financial Advisors in Alabama

89 SEC-registered advisory firms across 15 cities. Ranked by Trust Score using public regulatory data from Form ADV filings.

89
Registered Firms
15
Cities
0.95%
Median Fee
of assets/year
89
In Database
firms listed

Trust Score Distribution — Alabama Advisors

Cities in Alabama

12 cities

Top-Ranked Advisors in Alabama

Page 1 of 4 · 89 firms

#1
93

HARBERT FUND ADVISORS, LLC

BIRMINGHAM, AL · Since 1998

$7.8B AUM62 clientsFee: 0%
FiduciaryFee-Only
#2
93

RFG ADVISORY, LLC

VESTAVIA HILLS, AL · Since 2014

$6.8B AUM162 clientsFee: 0%
FiduciaryFee-Only
#3
92

JOHNSON STERLING, INC.

BIRMINGHAM, AL · Since 1995

$3.9B AUM5 clientsFee: 0%
FiduciaryFee-Only
#4
92

JACKSON THORNTON WEALTH MANAGEMENT, LLC

MONTGOMERY, AL · Since 2002

$2.0B AUM9 clientsFee: 0%
FiduciaryFee-Only
#5
91

APTUS CAPITAL ADVISORS, LLC

FAIRHOPE, AL · Since 2016

$14.1B AUM26 clientsFee: 0%
FiduciaryFee-Only
#6
89

PORTER WHITE INVESTMENT ADVISORS, INC.

BIRMINGHAM, AL · Since 2005

$748M AUM5 clientsFee: 0%
FiduciaryFee-Only
#7
89

MELD FINANCIAL, INC.

BIRMINGHAM, AL · Since 2004

$776M AUM10 clientsFee: 0%
FiduciaryFee-Only
#8
89

BCR WEALTH STRATEGIES

VESTAVIA, AL · Since 2002

$528M AUM7 clientsFee: 0%
FiduciaryFee-Only
#9
89

CAPSOUTH WEALTH MANAGEMENT

DOTHAN, AL · Since 2004

$1.0B AUM13 clientsFee: 0%
FiduciaryFee-Only
#10
88

HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.

FAIRHOPE, AL · Since 1985

$424M AUM1 clientsFee: 0%
FiduciaryFee-Only
#11
87

BIRMINGHAM CAPITAL MANAGEMENT CO INC

BIRMINGHAM, AL · Since 1983

$274M AUM1 clientsFee: 0%
FiduciaryFee-Only
#12
87

ONEASCENT INVESTMENT SOLUTIONS, LLC

BIRMINGHAM, AL · Since 2017

$987M AUM9 clientsFee: 0%
FiduciaryFee-Only
#13
87

MAYFAIR ADVISORY GROUP, LLC

BIRMINGHAM, AL · Since 2019

$806M AUM4 clientsFee: 0%
FiduciaryFee-Only
#14
86

FIDELIS CAPITAL, LLC

BIRMINGHAM, AL · Since 2006

$18M AUM1 clientsFee: 0%
FiduciaryFee-Only
#15
86

INVISTA ADVISORS

MONTGOMERY, AL · Since 2016

$444M AUM6 clientsFee: 0%
FiduciaryFee-Only
#16
86

WILLIAMS FINANCIAL GROUP

MOBILE, AL · Since 2020

$355M AUM2 clientsFee: 0%
FiduciaryFee-Only
#17
85

SOUTHERN CAPITAL SERVICES INC

DAPHNE, AL · Since 2017

$192M AUM6 clientsFee: 0%
FiduciaryFee-Only
#18
85

GREYBOX INVESTMENTS

BIRMINGHAM, AL · Since 2020

$177M AUM3 clientsFee: 0%
FiduciaryFee-Only
#19
85

BRIGHT INVESTMENTS, LLC

AUBURN, AL · Since 2021

$152M AUM5 clientsFee: 0%
FiduciaryFee-Only
#20
85

CLOUD INVESTMENTS, LLC

HUNTSVILLE, AL · Since 2018

$404M AUM6 clientsFee: 0%
FiduciaryFee-Only
#21
85

NAVIGATE 401K, LLC

BIRMINGHAM, AL · Since 2020

$318M AUM4 clientsFee: 0%
FiduciaryFee-Only
#22
85

NAVIGATE PRIVATE FUND ADVISORS LLC

BIRMINGHAM, AL · Since 2021

$0 AUM4 clientsFee: 0%
FiduciaryFee-Only
#23
84

WAVERLY ADVISORS, LLC

BIRMINGHAM, AL · Since 2001

$29.8B AUM197 clientsFee: 0%
FiduciaryFee-Only
#24
84

RETIREMENT ADVISORS, INC.

MOBILE, AL · Since 2018

$160M AUM1 clientsFee: 0%
FiduciaryFee-Only
#25
84

FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC

MOBILE, AL · Since 2022

$195M AUM2 clientsFee: 0%
FiduciaryFee-Only

About Financial Advisors in Alabama

How many financial advisors are registered in Alabama?
There are 89 SEC-registered investment advisory firms in Alabama, spread across 15 cities. This includes firms managing $100 million or more in client assets.

What is the average financial advisor fee in Alabama?
The median advisory fee in Alabama is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.

How are advisors ranked on this page?
Advisors are ranked by our Trust Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.

Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.