Adviser Record

Investment advisers in AL

91 SEC-registered firms · $179.42 billion in regulatory assets · 12 reporting a disciplinary disclosure.

Form ADV data as of 2026-09-01

Cities

All firms

FirmCityAssetsDisclosures
6th Street Advisors, LLCDaphne$256.5 million0
Abacus Investments LLCBirmingham$105.9 million0
Anderson Growth Partners, LLCBirmingham$1.01 billion0
Approach Retirement Advisors, LLCBirmingham$227.5 million0
Aptus Capital Advisors, LLCFairhope$14.14 billion0
Aragon Capital, LLCHomewood$112.0 million0
Arlington Partners LLCBirmingham$2.31 billion0
Aull & MonroeMobile$323.2 million0
Axient Investment Advisors LLCHuntsville$454.0 million0
Bcr Wealth StrategiesVestavia$528.1 million0
Bhk Investment AdvisorsBirmingham$794.1 million2
Bhk Securities, LLCBirmingham$128.4 million2
Birmingham Capital Management Co IncBirmingham$273.6 million0
Blalock Williams, LLCAlexander City$242.6 million0
Bluewater Wealth Advisors, LLCVestavia Hills$145.8 million0
Bmss Wesson Wealth SolutionsBirmingham$704.0 million0
Bonaventure Capital, LLCBirmingham$493.8 million0
Bright Investments, LLCAuburn$151.5 million0
Brookline Investments, Inc.Birmingham$281.5 million1
Brown Financial AdvisoryFairhope$468.2 million0
Canterbury Capital Wealth Management, LLCTuscaloosa$132.1 million0
Capsouth Wealth ManagementDothan$1.00 billion0
Cloud Investments, LLCHuntsville$404.0 million0
ColarionMountain Brook$188.3 million0
Cook & Bynum Capital Management, LLCBirmingham$359.8 million0
Ellis Wealth Advisors, LLCMadison$00
Eversource Wealth Advisors, LLCBirmingham$5.10 billion0
Fairvoy Private Wealth, LLCBirmingham$605.1 million0
Featheringill Capital, LLCBirmingham$142.9 million0
Fidelis Capital, LLCBirmingham$18.3 million0
Forager Capital Management, LLCBirmingham$352.9 million0
Frugal Financial Retirement Plan Services, LLCMobile$194.9 million2
Greybox InvestmentsBirmingham$176.7 million0
Harbert Fund Advisors, LLCBirmingham$7.82 billion0
Hayek Kallen Investment Management L.L.C.Fairhope$424.4 million0
Highland Associates IncBirmingham$20.99 billion9
Infinity Tax & Financial PlanningHuntsville$100.0 million0
Invista AdvisorsMontgomery$443.5 million0
Jackson Thornton Wealth Management, LLCMontgomery$2.01 billion0
Jmf Capstone Wealth ManagementTuscaloosa$416.1 million0
Johnson Sterling, Inc.Birmingham$3.90 billion0
Kassouf Wealth Advisors, LLCBirmingham$471.3 million0
Keel Point, LLCHuntsville$4.07 billion0
Lanark Financial, Inc.Birmingham$1.78 billion4
Leavell Investment Management, Inc.Mobile$3.40 billion0
Longview Financial Advisors, Inc.Huntsville$208.2 million0
Lyons View Capital, LLCAuburn$00
Magnolia Wealth Management LLCDothan$183.3 million0
Mainsail Asset Management, LLCBirmingham$598.8 million0
Marble Wealth, LLCMontgomery$1.05 billion0
Mayfair Advisory Group, LLCBirmingham$806.4 million0
Mckinney Capital, LLCBirmingham$91.0 million0
Meld Financial, Inc.Birmingham$776.4 million0
Mitchell, Mcleod, Pugh & Williams, Inc.Mobile$2.66 billion0
Money Management Services IncBirmingham$442.7 million0
Naviant Partners, LLCFairhope$177.3 million0
Navigate 401k, LLCBirmingham$317.9 million0
Navigate Private Fund Advisors LLCBirmingham$00
Navigate Wealth Management, LLCBirmingham$429.6 million0
New Capital PartnersBirmingham$232.6 million0
Oakworth Asset Management, LLCBirmingham$846.3 million0
Oneascent CapitalBirmingham$55.6 million1
Oneascent Family OfficesBirmingham$544.5 million0
Oneascent Financial Services LLCBirmingham$3.54 billion0
Oneascent Investment Solutions, LLCBirmingham$987.2 million1
Oneascent Wealth ManagementBirmingham$475.6 million0
Park Lane Advisors, LLCBirmingham$799.0 million0
Park Place Capital CorporationHomewood$879.2 million0
Pmd AdvisoryHoover$111.6 million0
Porter White Investment Advisors, Inc.Birmingham$748.2 million0
Regions Investment Management, Inc.Birmingham$20.14 billion9
Resource Management Service, LLCBirmingham$5.92 billion0
Retirement Advisors, Inc.Mobile$159.6 million0
Rfg Advisory, LLCVestavia Hills$7.97 billion0
Smith Thornton Advisors, LLCHuntsville$852.3 million0
Southern Capital Services IncDaphne$192.5 million0
Southern Financial Group, LLCBirmingham$1.05 billion0
Steadmont Advisors, LLCBirmingham$430.7 million0
Stonex Advisors Inc.Birmingham$5.09 billion4
Strauss Financial GroupHoover$276.0 million0
Sunburst Financial Group, LLCVestavia Hills$808.1 million0
The Welch Group, LLCBirmingham$3.68 billion0
Timberchase Financial, LLCHomewood$280.2 million0
Truewealth Advisors, LLCHoover$547.5 million0
Trust Advisory Group LtdBirmingham$313.5 million4
Tucker Financial GroupMontgomery$339.0 million0
Vulcan Value Partners LLCBirmingham$6.08 billion1
Walton FinancialBirmingham$182.9 million0
Waverly Advisors, LLCBirmingham$29.87 billion0
Wilkins Miller Wealth Management, LLCMobile$257.5 million0
Williams Financial GroupMobile$354.8 million0