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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. 658
    Waverly Advisors, LLCBirmingham, AL · 13,689 clientsWealth managerBank-affiliated
    Schwab 77%Fidelity 23%
    $30B
  2. 846
    Highland Associates IncBirmingham, AL · 65 clientsAsset managerHybridRF M&a Services LLC, Regions Securities LLC, clears through StoneX
    Principal 29%
    $21B
  3. 867
    Regions Investment Management, Inc.Birmingham, ALAsset managerAffiliated broker-dealerRF M&a Services LLC, Regions Securities LLC, clears through StoneX
    No custodian reported
    $20B
  4. 1079
    Aptus Capital Advisors, LLCFairhope, AL · 12,707 clientsWealth manager
    Schwab 73%Fidelity 27%
    $14B
  5. 1574
    RFG Advisory, LLCVestavia Hills, AL · 17,410 clientsWealth managerHybrid
    Schwab 66%Fidelity 34%
    $8.0B
  6. 1592
    Harbert Fund Advisors, LLCBirmingham, AL · 44 clientsPrivate fund adviser
    No custodian reported
    $7.8B
  7. 1846
    Vulcan Value Partners LLCBirmingham, AL · 157 clientsAsset managerHybrid
    Northern Trust 48%BNY 33%
    $6.1B
  8. 1877
    Resource Management Service, LLCBirmingham, AL · 5 clientsAsset manager
    No custodian reported
    $5.9B
  9. 2069
    Eversource Wealth Advisors, LLCBirmingham, AL · 4,338 clientsWealth manager
    Schwab 65%Fidelity 35%
    $5.1B
  10. 2072
    Stonex Advisors Inc.Birmingham, AL · 9,843 clientsWealth managerPublic-company ownedHybridStonex Financial Inc., Stonex International Securities Inc., clears through Pershing, BofA Securities
    Stonex Financial 86%
    $5.1B
  11. 2395
    Keel Point, LLCHuntsville, AL · 1,613 clientsBroker-dealer firmHybridKeel Point Capital, LLC, clears through National Financial Services (Fidelity)
    Fidelity 89%
    $4.1B
  12. 2446
    Johnson Sterling, Inc.Birmingham, AL · 365 clientsAsset manager
    No custodian reported
    $3.9B
  13. 2531
    The Welch Group, LLCBirmingham, AL · 1,450 clientsWealth manager
    Schwab 100%
    $3.7B
  14. 2581
    Oneascent Financial Services LLCBirmingham, AL · 5,279 clientsWealth managerHybrid
    Schwab 81%
    $3.5B
  15. 2632
    Leavell Investment Management, Inc.Mobile, AL · 3,023 clientsWealth manager
    Schwab 100%
    $3.4B
  16. 3054
    Mitchell, McLeod, Pugh & Williams, Inc.Mobile, AL · 1,046 clientsWealth manager
    Schwab 89%
    $2.7B
  17. 3334
    Arlington Partners LLCBirmingham, AL · 16 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  18. 3624
    Jackson Thornton Wealth Management, LLCMontgomery, AL · 988 clientsWealth manager
    Schwab 87%
    $2.0B
  19. 3874
    Lanark Financial, Inc.Birmingham, AL · 3,576 clientsBroker-dealer firmHybrid
    RBC 100%
    $1.8B
  20. 5232
    Southern Financial Group, LLCBirmingham, AL · 1,146 clientsWealth managerHybrid
    Fidelity 100%
    $1.1B
  21. 5251
    Marble Wealth, LLCMontgomery, AL · 314 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $1.0B
  22. 5353
    Anderson Growth Partners, LLCBirmingham, AL · 209 clientsPrivate fund adviserHybrid
    Fidelity 100%
    $1.0B
  23. 5385
    Capsouth Wealth ManagementDothan, AL · 373 clientsAsset manager
    Schwab 51%Principal Trust 28%
    $1.0B
  24. 5417
    Oneascent Investment Solutions, LLCBirmingham, AL · 20 clientsAsset manager
    Schwab 100%
    $987M
  25. 5788
    Park Place Capital CorporationHomewood, AL · 610 clientsWealth managerBank-affiliatedHybridPark Place Capital Securities Corp.
    Schwab 60%Fifth Third Bank 40%
    $879M
  26. 5884
    Smith Thornton Advisors, LLCHuntsville, AL · 341 clientsAsset managerHybrid
    Vanguard 55%Schwab 40%
    $852M
  27. 5910
    Oakworth Asset Management, LLCBirmingham, AL · 565 clientsWealth managerBank-affiliated
    Axos 95%
    $846M
  28. 6053
    Sunburst Financial Group, LLCVestavia Hills, AL · 877 clientsWealth manager
    Schwab 100%
    $808M
  29. 6058
    Mayfair Advisory Group, LLCBirmingham, AL · 395 clientsWealth manager
    Schwab 77%Fidelity 23%
    $806M
  30. 6102
    Park Lane Advisors, LLCBirmingham, AL · 8 clientsAsset manager
    Regions Bank 41%Columbia Bank DBA Columbia Private Trust Custodian FBO 33%Fidelity 26%
    $799M
  31. 6118
    BHK Investment AdvisorsBirmingham, AL · 328 clientsWealth managerHybridBHK Securities, LLC
    Schwab 50%Wells Fargo 50%
    $794M
  32. 6205
    Meld Financial, Inc.Birmingham, AL · 1,130 clientsWealth manager
    Fidelity 100%
    $776M
  33. 6326
    Porter White Investment Advisors, Inc.Birmingham, AL · 114 clientsWealth managerHybrid
    Fidelity 100%
    $748M
  34. 6526
    Bmss Wesson Wealth SolutionsBirmingham, AL · 265 clientsWealth manager
    Schwab 82%
    $704M
  35. 7075
    Fairvoy Private Wealth, LLCBirmingham, AL · 467 clientsWealth manager
    Fidelity 100%
    $605M
  36. 7111
    Mainsail Asset Management, LLCBirmingham, AL · 188 clientsWealth manager
    Fidelity 57%Schwab 43%
    $599M
  37. 7463
    Truewealth Advisors, LLCHoover, AL · 1,104 clientsWealth managerHybrid
    Schwab 100%
    $547M
  38. 7484
    Oneascent Family OfficesBirmingham, AL · 78 clientsAsset manager
    Schwab 100%
    $544M
  39. 7616
    BCR Wealth StrategiesVestavia, AL · 362 clientsWealth manager
    Pershing 100%
    $528M
  40. 7879
    Bonaventure Capital, LLCBirmingham, AL · 25 clientsWealth manager
    Schwab 100%
    $494M

RIAs by state