Data / Investment advisers / Serving charitable organizations / Alabama
Investment advisers in Alabama serving charitable organizations: 48 firms
48 SEC registered investment advisers with a main office in Alabama report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $5 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Vulcan Value Partners LLC.
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- 48Advisers
- $5 billionAUM from this client type
- 48Advisers over $100 million
- November 2, 2026File date
Advisers in Alabama serving charitable organizations
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| Vulcan Value Partners LLC | Birmingham | 35 | $1.84 billion | $6.08 billion | adviserinfo.sec.gov |
| Waverly Advisors, LLC | Birmingham | 81 | $823 million | $29.87 billion | adviserinfo.sec.gov |
| Highland Associates Inc | Birmingham | 15 | $692.7 million | $20.99 billion | adviserinfo.sec.gov |
| Oneascent Family Offices | Birmingham | Fewer than 5 | $291.2 million | $544.5 million | adviserinfo.sec.gov |
| Keel Point, LLC | Huntsville | 7 | $277.9 million | $4.07 billion | adviserinfo.sec.gov |
| Oneascent Financial Services LLC | Birmingham | 45 | $182.5 million | $3.54 billion | adviserinfo.sec.gov |
| Leavell Investment Management, Inc. | Mobile | 22 | $133.2 million | $3.40 billion | adviserinfo.sec.gov |
| Porter White Investment Advisors, Inc. | Birmingham | 12 | $127.8 million | $748.2 million | adviserinfo.sec.gov |
| Birmingham Capital Management Co Inc | Birmingham | 4 | $118.7 million | $273.6 million | adviserinfo.sec.gov |
| Mitchell, McLeod, Pugh & Williams, Inc. | Mobile | 12 | $92.7 million | $2.66 billion | adviserinfo.sec.gov |
| Lanark Financial, Inc. | Birmingham | 21 | $89.1 million | $1.78 billion | adviserinfo.sec.gov |
| Eversource Wealth Advisors, LLC | Birmingham | 12 | $87.3 million | $5.10 billion | adviserinfo.sec.gov |
| Mayfair Advisory Group, LLC | Birmingham | 6 | $43.8 million | $806.4 million | adviserinfo.sec.gov |
| Jackson Thornton Wealth Management, LLC | Montgomery | 4 | $37.9 million | $2.01 billion | adviserinfo.sec.gov |
| Johnson Sterling, Inc. | Birmingham | 5 | $36.9 million | $3.90 billion | adviserinfo.sec.gov |
| The Welch Group, LLC | Birmingham | 29 | $27.2 million | $3.68 billion | adviserinfo.sec.gov |
| Greybox Investments | Birmingham | 3 | $26 million | $176.7 million | adviserinfo.sec.gov |
| Marble Wealth, LLC | Montgomery | 8 | $23.1 million | $1.05 billion | adviserinfo.sec.gov |
| Colarion | Mountain Brook | Fewer than 5 | $15.7 million | $188.3 million | adviserinfo.sec.gov |
| Sunburst Financial Group, LLC | Vestavia Hills | Fewer than 5 | $13.6 million | $808.1 million | adviserinfo.sec.gov |
| Oneascent Wealth Management | Birmingham | 6 | $9.6 million | $475.6 million | adviserinfo.sec.gov |
| RFG Advisory, LLC | Vestavia Hills | 38 | $9 million | $7.97 billion | adviserinfo.sec.gov |
| Timberchase Financial, LLC | Homewood | Fewer than 5 | $8.6 million | $280.2 million | adviserinfo.sec.gov |
| Axient Investment Advisors LLC | Huntsville | 6 | $4.7 million | $454 million | adviserinfo.sec.gov |
| BCR Wealth Strategies | Vestavia | 3 | $4.5 million | $528.1 million | adviserinfo.sec.gov |
| Mainsail Asset Management, LLC | Birmingham | 12 | $4.3 million | $598.8 million | adviserinfo.sec.gov |
| Stonex Advisors Inc. | Birmingham | 3 | $3.7 million | $5.09 billion | adviserinfo.sec.gov |
| Kassouf Wealth Advisors, LLC | Birmingham | Fewer than 5 | $3.2 million | $471.3 million | adviserinfo.sec.gov |
| Strauss Financial Group | Hoover | 1 | $3 million | $276 million | adviserinfo.sec.gov |
| Meld Financial, Inc. | Birmingham | 2 | $3 million | $776.4 million | adviserinfo.sec.gov |
| Capsouth Wealth Management | Dothan | 5 | $2.2 million | $1.00 billion | adviserinfo.sec.gov |
| Approach Retirement Advisors, LLC | Birmingham | 1 | $1.7 million | $227.5 million | adviserinfo.sec.gov |
| Tucker Financial Group | Montgomery | Fewer than 5 | $1.6 million | $339 million | adviserinfo.sec.gov |
| JMF Capstone Wealth Management | Tuscaloosa | Fewer than 5 | $1.5 million | $416.1 million | adviserinfo.sec.gov |
| Smith Thornton Advisors, LLC | Huntsville | 3 | $1.4 million | $852.3 million | adviserinfo.sec.gov |
| Blalock Williams, LLC | Alexander City | Fewer than 5 | $1.2 million | $242.6 million | adviserinfo.sec.gov |
| BMSS Wesson Wealth Solutions | Birmingham | 1 | $1.1 million | $704 million | adviserinfo.sec.gov |
| Longview Financial Advisors, Inc. | Huntsville | Fewer than 5 | $977,873 | $208.2 million | adviserinfo.sec.gov |
| Walton Financial | Birmingham | Fewer than 5 | $738,653 | $182.9 million | adviserinfo.sec.gov |
| Bright Investments, LLC | Auburn | Fewer than 5 | $616,374 | $151.5 million | adviserinfo.sec.gov |
| Truewealth Advisors, LLC | Hoover | 2 | $540,442 | $547.5 million | adviserinfo.sec.gov |
| Steadmont Advisors, LLC | Birmingham | 3 | $399,888 | $430.7 million | adviserinfo.sec.gov |
| Southern Financial Group, LLC | Birmingham | 2 | $314,535 | $1.05 billion | adviserinfo.sec.gov |
| Southern Capital Services Inc | Daphne | 1 | $246,687 | $192.5 million | adviserinfo.sec.gov |
| Aull & Monroe | Mobile | Fewer than 5 | $207,344 | $323.2 million | adviserinfo.sec.gov |
| Williams Financial Group | Mobile | 2 | $140,679 | $354.8 million | adviserinfo.sec.gov |
| Brighthaven Financial Advisors | Huntsville | 1 | $128,718 | $106.6 million | adviserinfo.sec.gov |
| Wilkins Miller Wealth Management, LLC | Mobile | 1 | $62,054 | $257.5 million | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.