Rialytix insights
Top RIA Firms in Alabama
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Alabama. This hub covers 86 matching firms with $174.6B in total reported AUM and median AUM of $448.8M.
Firms
86
Matching current profiles
Total AUM
$174.6B
Reported regulatory AUM
Median AUM
$448.8M
Across firms with AUM
Largest firm
$29.8B
Waverly Advisors, LLC
Search RIA markets
Search by city or state
Find state and published city hubs without returning to the main insights page.
Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Waverly Advisors, LLC CRD 115332 · Limited Liability Company | BIRMINGHAM, AL | $29.8B Mar 2026 | +$13.7B+84.6% | +$24.3B+440.4% | +$26.5B+804.9% | +$28.9B+3344.3% | +334 employees+417.5% over 3Y | +29,420 accounts+467.8% over 3Y |
| 2. Highland Associates INC CRD 104948 · Corporation | BIRMINGHAM, AL | $21.0B Mar 2026 | -$2.6B-11.0% | -$4.6B-18.1% | -$11.0B-34.3% | +$6.3B+43.3% | +1 employees+5.6% over 3Y | -9 accounts-12.9% over 3Y |
| 3. Regions Investment Management, INC. CRD 111715 · Corporation | BIRMINGHAM, AL | $20.1B Mar 2026 | +$3.1B+18.5% | +$4.5B+28.6% | +$6.0B+42.7% | -$1.2B-5.8% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 4. Aptus Capital Advisors, LLC CRD 167626 · Limited Liability Company | FAIRHOPE, AL | $14.1B Mar 2026 | +$8.9B+167.6% | +$10.2B+256.3% | +$12.7B+891.8% | +$14.1B+74916.0% | +15 employees+60.0% over 3Y | +7,019 accounts+123.4% over 3Y |
| 5. Harbert Fund Advisors, LLC CRD 110577 · Limited Liability Company | BIRMINGHAM, AL | $7.8B Mar 2026 | -$213.0M-2.7% | -$284.1M-3.5% | +$408.0M+5.5% | +$5.7B+266.4% | -18 employees-10.9% over 3Y | -13 accounts-22.8% over 3Y |
| 6. Rfg Advisory, LLC CRD 158401 · Limited Liability Company | VESTAVIA HILLS, AL | $6.8B Apr 2026 | +$1.9B+38.0% | +$3.8B+127.4% | +$5.0B+286.1% | +$6.7B+8281.1% | +116 employees+59.5% over 3Y | +9,312 accounts+58.1% over 3Y |
| 7. Vulcan Value Partners LLC CRD 151190 · Limited Liability Company | BIRMINGHAM, AL | $6.1B May 2026 | -$838.8M-12.1% | -$2.0B-24.9% | -$10.8B-64.0% | +$5.7B+1499.3% | -17 employees-30.9% over 3Y | -316 accounts-66.4% over 3Y |
| 8. Resource Management Service, LLC CRD 130791 · Limited Liability Company | BIRMINGHAM, AL | $5.9B Mar 2026 | +$599.9M+11.3% | +$1.0B+21.3% | +$1.7B+41.0% | +$2.5B+74.0% | -10 employees-6.3% over 3Y | +1 accounts+7.7% over 3Y |
| 9. Eversource Wealth Advisors, LLC CRD 286340 · Limited Liability Company | BIRMINGHAM, AL | $5.1B Apr 2026 | +$1.1B+28.9% | +$3.3B+181.9% | +$5.1B+16122.0% | +$5.1B+23788.4% | +36 employees+90.0% over 3Y | +8,915 accounts+186.7% over 3Y |
| 10. Stonex Advisors INC. CRD 174182 · Corporation | BIRMINGHAM, AL | $5.1B Mar 2026 | +$577.6M+12.8% | +$2.6B+101.3% | +$3.0B+145.1% | +$4.7B+1173.5% | -62 employees-22.0% over 3Y | +4,643 accounts+42.8% over 3Y |
| 11. Johnson Sterling, INC. CRD 106379 · Corporation | BIRMINGHAM, AL | $3.9B Mar 2026 | +$563.9M+16.9% | +$1.3B+49.8% | +$1.3B+48.0% | +$2.6B+209.7% | -2 employees-16.7% over 3Y | -30 accounts-7.6% over 3Y |
| 12. The Welch Group, LLC CRD 111273 · Limited Liability Company | BIRMINGHAM, AL | $3.7B Mar 2026 | +$470.4M+14.6% | +$1.2B+50.3% | +$1.8B+92.7% | +$3.2B+735.1% | +8 employees+40.0% over 3Y | +1,235 accounts+37.5% over 3Y |
| 13. Oneascent Financial Services LLC CRD 284549 · Limited Liability Company | BIRMINGHAM, AL | $3.5B Apr 2026 | +$927.0M+35.5% | +$3.1B+675.2% | +$3.3B+1532.3% | — | +105 employees+187.5% over 3Y | +13,181 accounts+466.1% over 3Y |
| 14. Keel Point, LLC CRD 127902 · Limited Liability Company | HUNTSVILLE, AL | $3.5B May 2025 | +$524.2M+17.8% | +$550.0M+18.9% | +$1.1B+45.9% | +$3.3B+1740.8% | +10 employees+15.2% over 3Y | +976 accounts+21.0% over 3Y |
| 15. Leavell Investment Management, INC. CRD 107890 · Corporation | MOBILE, AL | $3.4B May 2026 | +$437.6M+14.7% | +$1.3B+59.4% | +$1.5B+80.3% | +$2.4B+232.3% | +7 employees+24.1% over 3Y | +657 accounts+27.8% over 3Y |
| 16. Arlington Partners LLC CRD 109335 · Limited Liability Company | BIRMINGHAM, AL | $2.3B Mar 2026 | +$971.0M+72.4% | -$3.8B-62.1% | -$3.1B-57.4% | +$203.9M+9.7% | -25 employees-64.1% over 3Y | -954 accounts-97.5% over 3Y |
| 17. Jackson Thornton Wealth Management, LLC CRD 116091 · Limited Liability Company | MONTGOMERY, AL | $2.0B May 2026 | +$335.7M+20.1% | +$727.2M+56.7% | +$866.9M+75.9% | +$1.5B+265.9% | -1 employees-5.9% over 3Y | +179 accounts+8.2% over 3Y |
| 18. Nbc Securities, INC. CRD 17870 · Corporation | BIRMINGHAM, AL | $1.8B Mar 2026 | +$69.4M+4.0% | -$198.6M-10.0% | +$269.9M+17.8% | +$1.3B+272.5% | -22 employees-24.4% over 3Y | -903 accounts-15.4% over 3Y |
| 19. Southern Financial Group, LLC CRD 142644 · Limited Liability Company | BIRMINGHAM, AL | $1.1B Feb 2026 | +$195.3M+22.8% | +$309.0M+41.7% | +$344.7M+48.9% | +$791.8M+306.5% | 0 employees+0.0% over 3Y | +208 accounts+8.7% over 3Y |
| 20. Marble Wealth, LLC CRD 335291 · Limited Liability Company | MONTGOMERY, AL | $1.0B Apr 2026 | — | — | — | — | +1 employees+20.0% over 1Y | — |
| 21. Anderson Growth Partners, LLC CRD 138600 · Limited Liability Company | BIRMINGHAM, AL | $1.0B Mar 2026 | +$89.6M+9.7% | +$215.4M+27.1% | +$504.0M+99.8% | +$771.3M+324.5% | +4 employees+40.0% over 3Y | +171 accounts+450.0% over 3Y |
| 22. Capsouth Wealth Management CRD 132517 · Corporation | DOTHAN, AL | $1.0B Mar 2026 | +$238.3M+31.2% | +$340.3M+51.5% | +$357.7M+55.6% | +$932.4M+1354.4% | 0 employees+0.0% over 3Y | -259 accounts-15.4% over 3Y |
| 23. Oneascent Investment Solutions, LLC CRD 285512 · Limited Liability Company | BIRMINGHAM, AL | $987.2M Mar 2026 | +$530.0M+115.9% | +$673.6M+214.8% | +$962.6M+3911.2% | — | +14 employees+107.7% over 3Y | +38 accounts+422.2% over 3Y |
| 24. Park Place Capital Corporation CRD 107952 · Corporation | HOMEWOOD, AL | $879.2M Mar 2026 | +$277.1M+46.0% | +$291.9M+49.7% | +$809.7M+1163.9% | +$784.8M+831.4% | +11 employees+122.2% over 3Y | +520 accounts+584.3% over 3Y |
| 25. Smith Thornton Advisors, LLC CRD 312537 · Limited Liability Company | HUNTSVILLE, AL | $852.3M Mar 2026 | +$118.7M+16.2% | +$326.2M+62.0% | — | — | +5 employees+125.0% over 3Y | +149 accounts+21.0% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.