Financial advisors in Alabama

19 SEC-registered advisory firms based in Alabama, ranked by assets under management. Compare fees and fiduciary status, or get matched with your best fit in about 2 minutes.

Get matched in AlabamaFree · 2 minutes · no obligation

Top cities in Alabama

Birmingham (12)Vestavia Hills (2)Fairhope (1)Huntsville (1)Mobile (1)Montgomery (1)Dothan (1)

Alabama advisory firms by assets

Waverly Advisors, LLC logo
Waverly Advisors, LLC

Birmingham, AL · CRD #115332

$30B AUM·37k accounts·Fee-based

Stonex Advisors INC.

Birmingham, AL · CRD #174182

$5.1B AUM·19k accounts·Fee-based

Rfg Advisory, LLC

Vestavia Hills, AL · CRD #158401

$6.8B AUM·25k accounts·Fee-based

Eversource Wealth Advisors, LLC logo
Eversource Wealth Advisors, LLC

Birmingham, AL · CRD #286340

$5.1B AUM·14k accounts·Fee-based

Aptus Capital Advisors, LLC logo
Aptus Capital Advisors, LLC

Fairhope, AL · CRD #167626

$14B AUM·14k accounts·Fee-based

Oneascent Financial Services LLC logo
Oneascent Financial Services LLC

Birmingham, AL · CRD #284549

$3.5B AUM·19k accounts·Fee-based

Keel Point, LLC

Huntsville, AL · CRD #127902

$4.1B AUM·6.3k accounts·Fee-based

Nbc Securities, INC. logo
Nbc Securities, INC.

Birmingham, AL · CRD #17870

$1.8B AUM·7.1k accounts·Fee-based

The Welch Group, LLC logo
The Welch Group, LLC

Birmingham, AL · CRD #111273

$3.7B AUM·4.5k accounts·Fee-based

Leavell Investment Management, INC. logo
Leavell Investment Management, INC.

Mobile, AL · CRD #107890

$3.4B AUM·3.1k accounts·Fee-based

Highland Associates INC

Birmingham, AL · CRD #104948

$21B AUM·93 accounts·Fee-based

Harbert Fund Advisors, LLC

Birmingham, AL · CRD #110577

$7.8B AUM·44 accounts·Fee-only

Jackson Thornton Wealth Management, LLC

Montgomery, AL · CRD #116091

$2.0B AUM·2.4k accounts·Fee-only

Johnson Sterling, INC. logo
Johnson Sterling, INC.

Birmingham, AL · CRD #106379

$3.9B AUM·393 accounts·Fee-based

Vulcan Value Partners LLC

Birmingham, AL · CRD #151190

$6.1B AUM·160 accounts·Fee-only

Capsouth Wealth Management

Dothan, AL · CRD #132517

$1.0B AUM·1.6k accounts·Fee-based

Southern Financial Group, LLC logo
Southern Financial Group, LLC

Birmingham, AL · CRD #142644

$1.1B AUM·2.6k accounts·Fee-based

Meld Financial, INC. logo
Meld Financial, INC.

Birmingham, AL · CRD #118896

$776M AUM·1.9k accounts·Fee-based

Sunburst Financial Group, LLC logo
Sunburst Financial Group, LLC

Vestavia Hills, AL · CRD #283605

$808M AUM·2.4k accounts·Fee-based

Firms compiled from public SEC Form ADV filings and ranked by reported regulatory AUM. AdvisoryReviews is an independent comparison service, not affiliated with or endorsed by any firm listed. Verify current details at adviserinfo.sec.gov.

Choosing an advisor in Alabama

How many financial advisors are in Alabama?

AdvisoryReviews lists 19 SEC-registered advisory firms based in Alabama, compiled from public Form ADV filings. The largest by assets appear first. Use the free match tool to narrow them to the ones that fit your situation.

How do I verify a financial advisor in Alabama?

Every firm here links to its official record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov). Check registration status, Form ADV, and any disclosures there before engaging anyone.

What does a financial advisor cost in Alabama?

Fees vary by firm and model. Fee-only firms charge you directly (a percentage of assets, a flat fee, or hourly); fee-based firms may also earn commissions. Each firm profile shows its disclosed fee arrangements. The industry all-in average is around 1.25%.

Browse other states

Find my advisor matchFree · No obligation