Best Financial Advisors in Alabama
89 SEC-registered advisory firms across 15 cities. Ranked by Red Flag Score using public regulatory data from Form ADV filings.
Cities in Alabama
BIRMINGHAM, AL
MOBILE, AL
HUNTSVILLE, AL
FAIRHOPE, AL
MONTGOMERY, AL
HOOVER, AL
VESTAVIA HILLS, AL
AUBURN, AL
DAPHNE, AL
HOMEWOOD, AL
TUSCALOOSA, AL
DOTHAN, AL
Top-Ranked Firms in Alabama
SOUTHERN CAPITAL SERVICES INC
DAPHNE, AL · Since 2017
JOHNSON STERLING, INC.
BIRMINGHAM, AL · Since 1995
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
FAIRHOPE, AL · Since 1985
BIRMINGHAM CAPITAL MANAGEMENT CO INC
BIRMINGHAM, AL · Since 1983
HARBERT FUND ADVISORS, LLC
BIRMINGHAM, AL · Since 1998
PORTER WHITE INVESTMENT ADVISORS, INC.
BIRMINGHAM, AL · Since 2005
JACKSON THORNTON WEALTH MANAGEMENT, LLC
MONTGOMERY, AL · Since 2002
MELD FINANCIAL, INC.
BIRMINGHAM, AL · Since 2004
BCR WEALTH STRATEGIES
VESTAVIA, AL · Since 2002
RETIREMENT ADVISORS, INC.
MOBILE, AL · Since 2018
CAPSOUTH WEALTH MANAGEMENT
DOTHAN, AL · Since 2004
FIDELIS CAPITAL, LLC
BIRMINGHAM, AL · Since 2006
RFG ADVISORY, LLC
VESTAVIA HILLS, AL · Since 2014
APTUS CAPITAL ADVISORS, LLC
FAIRHOPE, AL · Since 2016
FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC
MOBILE, AL · Since 2022
GREYBOX INVESTMENTS
BIRMINGHAM, AL · Since 2020
BRIGHT INVESTMENTS, LLC
AUBURN, AL · Since 2021
CLOUD INVESTMENTS, LLC
HUNTSVILLE, AL · Since 2018
INVISTA ADVISORS
MONTGOMERY, AL · Since 2016
ONEASCENT INVESTMENT SOLUTIONS, LLC
BIRMINGHAM, AL · Since 2017
MAGNOLIA WEALTH MANAGEMENT LLC
DOTHAN, AL · Since 2021
MAYFAIR ADVISORY GROUP, LLC
BIRMINGHAM, AL · Since 2019
NAVIGATE 401K, LLC
BIRMINGHAM, AL · Since 2020
WILLIAMS FINANCIAL GROUP
MOBILE, AL · Since 2020
STRAUSS FINANCIAL GROUP
HOOVER, AL · Since 2020
NAVIGATE PRIVATE FUND ADVISORS LLC
BIRMINGHAM, AL · Since 2021
MCKINNEY CAPITAL, LLC
BIRMINGHAM, AL · Since 2021
LYONS VIEW CAPITAL, LLC
AUBURN, AL · Since 2023
BLUEWATER WEALTH ADVISORS, LLC
VESTAVIA HILLS, AL · Since 2024
ARAGON FAMILY OFFICE LLC
HOMEWOOD, AL · Since 2025
MM ADVISORS, LLC
AUBURN, AL · Since 2026
PARK PLACE CAPITAL CORPORATION
HOMEWOOD, AL · Since 1988
TRUEWEALTH ADVISORS, LLC
HOOVER, AL · Since 2018
AULL & MONROE
MOBILE, AL · Since 1990
MONEY MANAGEMENT SERVICES INC
BIRMINGHAM, AL · Since 1992
LEAVELL INVESTMENT MANAGEMENT, INC.
MOBILE, AL · Since 1979
BROOKLINE INVESTMENTS, INC.
BIRMINGHAM, AL · Since 1999
ARLINGTON PARTNERS LLC
BIRMINGHAM, AL · Since 2000
THE WELCH GROUP, LLC
BIRMINGHAM, AL · Since 1999
WAVERLY ADVISORS, LLC
BIRMINGHAM, AL · Since 2001
JMF CAPSTONE WEALTH MANAGEMENT
TUSCALOOSA, AL · Since 2016
BONAVENTURE CAPITAL, LLC
BIRMINGHAM, AL · Since 2005
LONGVIEW FINANCIAL ADVISORS, INC.
HUNTSVILLE, AL · Since 2005
KASSOUF WEALTH ADVISORS, LLC
BIRMINGHAM, AL · Since 2006
MAINSAIL ASSET MANAGEMENT, LLC
BIRMINGHAM, AL · Since 2007
RESOURCE MANAGEMENT SERVICE, LLC
BIRMINGHAM, AL · Since 2004
TIMBERCHASE FINANCIAL, LLC
HOOVER, AL · Since 2020
ANDERSON GROWTH PARTNERS, LLC
BIRMINGHAM, AL · Since 2006
SOUTHERN FINANCIAL GROUP, LLC
BIRMINGHAM, AL · Since 2007
COOK & BYNUM CAPITAL MANAGEMENT, LLC
BIRMINGHAM, AL · Since 2009
VULCAN VALUE PARTNERS LLC
BIRMINGHAM, AL · Since 2009
BROWN FINANCIAL ADVISORY
FAIRHOPE, AL · Since 2014
6TH STREET ADVISORS, LLC
DAPHNE, AL · Since 2024
FORAGER CAPITAL MANAGEMENT, LLC
BIRMINGHAM, AL · Since 2021
PMD ADVISORY
HOOVER, AL · Since 2023
NEW CAPITAL PARTNERS
BIRMINGHAM, AL · Since 2012
WILKINS MILLER WEALTH MANAGEMENT, LLC
MOBILE, AL · Since 2022
APPROACH RETIREMENT ADVISORS, LLC
BIRMINGHAM, AL · Since 2021
NAVIGATE WEALTH MANAGEMENT, LLC
BIRMINGHAM, AL · Since 2018
BMSS WESSON WEALTH SOLUTIONS
BIRMINGHAM, AL · Since 2020
SUNBURST FINANCIAL GROUP, LLC
VESTAVIA HILLS, AL · Since 2016
COLARION
MOUNTAIN BROOK, AL · Since 2024
EVERSOURCE WEALTH ADVISORS, LLC
BIRMINGHAM, AL · Since 2020
TUCKER FINANCIAL GROUP
MONTGOMERY, AL · Since 2020
FEATHERINGILL CAPITAL, LLC
BIRMINGHAM, AL · Since 2018
ONEASCENT WEALTH MANAGEMENT
BIRMINGHAM, AL · Since 2020
SMITH THORNTON ADVISORS, LLC
HUNTSVILLE, AL · Since 2021
ONEASCENT CAPITAL
BIRMINGHAM, AL · Since 2022
ONEASCENT FAMILY OFFICES
BIRMINGHAM, AL · Since 2022
BLALOCK WILLIAMS, LLC
ALEXANDER CITY, AL · Since 2024
STEADMONT ADVISORS, LLC
BIRMINGHAM, AL · Since 2024
FAIRVOY PRIVATE WEALTH, LLC
BIRMINGHAM, AL · Since 2024
WALTON FINANCIAL
BIRMINGHAM, AL · Since 2024
MARBLE WEALTH, LLC
MONTGOMERY, AL · Since 2025
OAKWORTH ASSET MANAGEMENT, LLC
BIRMINGHAM, AL · Since 2025
AXIENT INVESTMENT ADVISORS LLC
HUNTSVILLE, AL · Since 2025
CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC
TUSCALOOSA, AL · Since 2025
PARK LANE ADVISORS, LLC
BIRMINGHAM, AL · Since 2025
NAVIANT PARTNERS, LLC
FAIRHOPE, AL · Since 2025
ABACUS INVESTMENTS LLC
BIRMINGHAM, AL · Since 2023
NBC SECURITIES, INC.
BIRMINGHAM, AL · Since 2001
ONEASCENT FINANCIAL SERVICES LLC
BIRMINGHAM, AL · Since 2016
TRUST ADVISORY GROUP LTD
BIRMINGHAM, AL · Since 1994
STONEX ADVISORS INC.
BIRMINGHAM, AL · Since 2014
KEEL POINT, LLC
HUNTSVILLE, AL · Since 2003
BHK INVESTMENT ADVISORS
BIRMINGHAM, AL · Since 2006
HIGHLAND ASSOCIATES INC
BIRMINGHAM, AL · Since 1987
BHK SECURITIES, LLC
BIRMINGHAM, AL · Since 2006
REGIONS INVESTMENT MANAGEMENT, INC.
BIRMINGHAM, AL · Since 1986
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 Red Flag 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.