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RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

92 firms manage $179 billionAlabama

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 8031
    Oneascent Wealth ManagementBirmingham, AL · 927 clientsWealth manager
    Schwab 100%
    $476M
  2. 8072
    Kassouf Wealth Advisors, LLCBirmingham, AL · 237 clientsWealth manager
    Schwab 80%
    $471M
  3. 8096
    Brown Financial AdvisoryFairhope, AL · 288 clientsWealth manager
    Schwab 100%
    $468M
  4. 8226
    Axient Investment Advisors LLCHuntsville, AL · 768 clientsWealth managerHybrid
    Pershing 100%
    $454M
  5. 8330
    Invista AdvisorsMontgomery, AL · 721 clientsWealth managerHybrid
    LPL Financial 100%
    $444M
  6. 8344
    Money Management Services IncBirmingham, AL · 522 clientsWealth managerBank-affiliated
    Pershing 100%
    $443M
  7. 8465
    Steadmont Advisors, LLCBirmingham, AL · 339 clientsWealth manager
    Fidelity 100%
    $431M
  8. 8474
    Navigate Wealth Management, LLCBirmingham, AL · 274 clientsWealth manager
    Schwab 100%
    $430M
  9. 8532
    Hayek Kallen Investment Management L.L.C.Fairhope, AL · 200 clientsWealth manager
    Schwab 91%
    $424M
  10. 8612
    JMF Capstone Wealth ManagementTuscaloosa, AL · 219 clientsWealth manager
    Schwab 100%
    $416M
  11. 8746
    Cloud Investments, LLCHuntsville, AL · 995 clientsWealth manager
    Fidelity Distributors Company 100%
    $404M
  12. 9290
    Cook & Bynum Capital Management, LLCBirmingham, AL · 5 clientsPrivate fund adviser
    No custodian reported
    $360M
  13. 9352
    Williams Financial GroupMobile, AL · 658 clientsWealth managerWrap sponsor
    Schwab 100%
    $355M
  14. 9376
    Forager Capital Management, LLCBirmingham, AL · 2 clientsPrivate fund adviser
    No custodian reported
    $353M
  15. 9559
    Tucker Financial GroupMontgomery, AL · 2,436 clientsWealth managerWrap sponsor
    Schwab 83%
    $339M
  16. 9801
    Aull & MonroeMobile, AL · 190 clientsWealth manager
    Schwab 100%
    $323M
  17. 9877
    Navigate 401k, LLCBirmingham, AL · 80 clientsAsset manager
    Fidelity 60%Principal 25%
    $318M
  18. 9947
    Trust Advisory Group LTDBirmingham, AL · 564 clientsWealth managerPublic-company ownedHybridStonex Financial Inc., Stonex International Securities Inc., clears through Pershing, BofA Securities
    Stonex Financial 74%Schwab 26%
    $314M
  19. 10502
    Brookline Investments, Inc.Birmingham, AL · 33 clientsPrivate fund adviserHybrid
    Schwab 77%U.S. Bancorp Investments 23%
    $281M
  20. 10517
    Timberchase Financial, LLCHomewood, AL · 126 clientsWealth manager
    Schwab 100%
    $280M
  21. 10603
    Strauss Financial GroupHoover, AL · 213 clientsWealth manager
    Fidelity 100%
    $276M
  22. 10642
    Birmingham Capital Management Co IncBirmingham, AL · 80 clientsWealth manager
    No custodian reported
    $274M
  23. 10928
    Wilkins Miller Wealth Management, LLCMobile, AL · 195 clientsWealth managerHybrid
    Schwab 85%
    $257M
  24. 10948
    6th Street Advisors, LLCDaphne, AL · 295 clientsWealth manager
    Schwab 100%
    $257M
  25. 11231
    Blalock Williams, LLCAlexander City, AL · 272 clientsWealth manager
    Schwab 79%
    $243M
  26. 11466
    New Capital PartnersBirmingham, AL · 5 clientsPrivate fund adviser
    No custodian reported
    $233M
  27. 11591
    Approach Retirement Advisors, LLCBirmingham, AL · 144 clientsWealth manager
    Schwab 100%
    $227M
  28. 12050
    Longview Financial Advisors, Inc.Huntsville, AL · 182 clientsWealth manager
    Fidelity 100%
    $208M
  29. 12359
    Frugal Financial Retirement Plan Services, LLCMobile, AL · 128 clientsAsset manager
    Matrix Trust 100%
    $195M
  30. 12428
    Southern Capital Services IncDaphne, AL · 394 clientsWealth manager
    Schwab 100%
    $192M
  31. 12543
    ColarionMountain Brook, AL · 96 clientsWealth manager
    Schwab 60%
    $188M
  32. 12683
    Magnolia Wealth Management LLCDothan, AL · 385 clientsWealth manager
    Schwab 100%
    $183M
  33. 12695
    Walton FinancialBirmingham, AL · 256 clientsWealth manager
    Fidelity 100%
    $183M
  34. 12847
    Naviant Partners, LLCFairhope, AL · 130 clientsWealth manager
    Schwab 100%
    $177M
  35. 12860
    Greybox InvestmentsBirmingham, AL · 108 clientsWealth manager
    Schwab 86%
    $177M
  36. 13378
    Retirement Advisors, Inc.Mobile, AL · 185 clientsWealth manager
    Schwab 100%
    $160M
  37. 13631
    Bright Investments, LLCAuburn, AL · 44 clientsAsset manager
    Fidelity 100%
    $152M
  38. 13827
    Bluewater Wealth Advisors, LLCVestavia Hills, AL · 27 clientsWealth manager
    Schwab 89%
    $146M
  39. 13922
    Featheringill Capital, LLCBirmingham, AL · 6 clientsPrivate fund adviser
    No custodian reported
    $143M
  40. 14288
    Canterbury Capital Wealth Management, LLCTuscaloosa, AL · 305 clientsWealth manager
    Schwab 100%
    $132M

RIAs by state