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Top RIA Firms in Birmingham, Alabama
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Birmingham, Alabama. This hub covers 48 matching firms with $132.2B in total reported AUM and median AUM of $601.9M.
Firms
48
Matching current profiles
Total AUM
$132.2B
Reported regulatory AUM
Median AUM
$601.9M
Across firms with AUM
Largest firm
$29.8B
Waverly Advisors, LLC
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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. 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 |
| 5. 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 |
| 6. 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 |
| 7. 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 |
| 8. 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 |
| 9. 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 |
| 10. 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 |
| 11. 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 |
| 12. 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 |
| 13. 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 |
| 14. 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 |
| 15. 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 |
| 16. 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 |
| 17. Oakworth Asset Management, LLC CRD 335388 · Limited Liability Company | BIRMINGHAM, AL | $846.3M Mar 2026 | — | — | — | — | +5 employees+33.3% over Total | — |
| 18. Mayfair Advisory Group, LLC CRD 304668 · Limited Liability Company | BIRMINGHAM, AL | $806.4M Feb 2026 | +$202.0M+33.4% | +$509.6M+171.7% | +$571.6M+243.4% | — | 0 employees+0.0% over 3Y | +387 accounts+45.4% over 3Y |
| 19. Bhk Investment Advisors CRD 140515 · Limited Liability Company | BIRMINGHAM, AL | $794.1M Apr 2026 | +$38.3M+5.1% | +$219.9M+38.3% | +$204.5M+34.7% | +$86.6M+12.2% | 0 employees+0.0% over 3Y | +4 accounts+0.5% over 3Y |
| 20. Meld Financial, INC. CRD 118896 · Corporation | BIRMINGHAM, AL | $776.4M Mar 2026 | +$86.8M+12.6% | +$264.1M+51.6% | +$358.2M+85.6% | +$597.0M+332.7% | +2 employees+15.4% over 3Y | +395 accounts+25.5% over 3Y |
| 21. Porter White Investment Advisors, INC. CRD 110876 · Corporation | BIRMINGHAM, AL | $748.2M Apr 2026 | +$36.1M+5.1% | +$107.6M+16.8% | +$231.0M+44.7% | +$564.7M+307.8% | -2 employees-22.2% over 3Y | +44 accounts+15.4% over 3Y |
| 22. Bmss Wesson Wealth Solutions CRD 282792 · Limited Liability Company | BIRMINGHAM, AL | $704.0M Mar 2026 | +$126.8M+22.0% | +$298.6M+73.7% | +$564.7M+405.4% | +$564.7M+405.4% | +2 employees+22.2% over 3Y | -7,262 accounts-86.0% over 3Y |
| 23. Park Lane Advisors, LLC CRD 338445 · Limited Liability Company | BIRMINGHAM, AL | $623.9M Feb 2026 | — | — | — | +$70.4M+12.7% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 24. Fairvoy Private Wealth, LLC CRD 329636 · Limited Liability Company | BIRMINGHAM, AL | $605.1M Mar 2026 | +$91.9M+17.9% | — | — | — | +2 employees+33.3% over 1Y | +84 accounts+7.1% over 1Y |
| 25. Mainsail Asset Management, LLC CRD 128373 · Limited Liability Company | BIRMINGHAM, AL | $598.8M Mar 2026 | +$254.9M+74.1% | +$377.9M+171.0% | +$371.6M+163.5% | +$500.7M+510.5% | +3 employees+75.0% over 3Y | +392 accounts+78.9% 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.