Data / Investment advisers / Serving corporations and other businesses / Alabama
Investment advisers in Alabama serving corporations and other businesses: 54 firms
54 SEC registered investment advisers with a main office in Alabama report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $16.4 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Highland Associates Inc.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 54Advisers
- $16.4 billionAUM from this client type
- 54Advisers over $100 million
- November 2, 2026File date
Advisers in Alabama serving corporations and other businesses
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 |
|---|
| Highland Associates Inc | Birmingham | 23 | $12.16 billion | $20.99 billion | adviserinfo.sec.gov |
| Waverly Advisors, LLC | Birmingham | 200 | $1.11 billion | $29.87 billion | adviserinfo.sec.gov |
| Park Lane Advisors, LLC | Birmingham | 5 | $749.6 million | $799 million | adviserinfo.sec.gov |
| Keel Point, LLC | Huntsville | 37 | $416.7 million | $4.07 billion | adviserinfo.sec.gov |
| Leavell Investment Management, Inc. | Mobile | 72 | $258.5 million | $3.40 billion | adviserinfo.sec.gov |
| Marble Wealth, LLC | Montgomery | 8 | $244.1 million | $1.05 billion | adviserinfo.sec.gov |
| Vulcan Value Partners LLC | Birmingham | 8 | $188.4 million | $6.08 billion | adviserinfo.sec.gov |
| Oakworth Asset Management, LLC | Birmingham | 26 | $134.8 million | $846.3 million | adviserinfo.sec.gov |
| Stonex Advisors Inc. | Birmingham | 96 | $122.4 million | $5.09 billion | adviserinfo.sec.gov |
| Bright Investments, LLC | Auburn | 5 | $118.7 million | $151.5 million | adviserinfo.sec.gov |
| BHK Investment Advisors | Birmingham | 13 | $110.7 million | $794.1 million | adviserinfo.sec.gov |
| Jackson Thornton Wealth Management, LLC | Montgomery | 35 | $109 million | $2.01 billion | adviserinfo.sec.gov |
| Lanark Financial, Inc. | Birmingham | 35 | $96.5 million | $1.78 billion | adviserinfo.sec.gov |
| RFG Advisory, LLC | Vestavia Hills | 110 | $86.6 million | $7.97 billion | adviserinfo.sec.gov |
| Mainsail Asset Management, LLC | Birmingham | 24 | $80.1 million | $598.8 million | adviserinfo.sec.gov |
| Park Place Capital Corporation | Homewood | 1 | $46 million | $879.2 million | adviserinfo.sec.gov |
| Mitchell, McLeod, Pugh & Williams, Inc. | Mobile | 22 | $38.3 million | $2.66 billion | adviserinfo.sec.gov |
| Bonaventure Capital, LLC | Birmingham | Fewer than 5 | $35.2 million | $493.8 million | adviserinfo.sec.gov |
| Meld Financial, Inc. | Birmingham | 10 | $29.4 million | $776.4 million | adviserinfo.sec.gov |
| Oneascent Financial Services LLC | Birmingham | 36 | $27.7 million | $3.54 billion | adviserinfo.sec.gov |
| Capsouth Wealth Management | Dothan | 7 | $25.3 million | $1.00 billion | adviserinfo.sec.gov |
| Blalock Williams, LLC | Alexander City | 5 | $23.3 million | $242.6 million | adviserinfo.sec.gov |
| Eversource Wealth Advisors, LLC | Birmingham | 15 | $19 million | $5.10 billion | adviserinfo.sec.gov |
| Porter White Investment Advisors, Inc. | Birmingham | 4 | $16.1 million | $748.2 million | adviserinfo.sec.gov |
| Aull & Monroe | Mobile | Fewer than 5 | $11.9 million | $323.2 million | adviserinfo.sec.gov |
| BCR Wealth Strategies | Vestavia | 2 | $11.8 million | $528.1 million | adviserinfo.sec.gov |
| Greybox Investments | Birmingham | 1 | $11.4 million | $176.7 million | adviserinfo.sec.gov |
| Sunburst Financial Group, LLC | Vestavia Hills | Fewer than 5 | $9.6 million | $808.1 million | adviserinfo.sec.gov |
| Oneascent Wealth Management | Birmingham | 5 | $9.2 million | $475.6 million | adviserinfo.sec.gov |
| Birmingham Capital Management Co Inc | Birmingham | 4 | $8.6 million | $273.6 million | adviserinfo.sec.gov |
| Timberchase Financial, LLC | Homewood | Fewer than 5 | $8.2 million | $280.2 million | adviserinfo.sec.gov |
| Smith Thornton Advisors, LLC | Huntsville | 2 | $7.3 million | $852.3 million | adviserinfo.sec.gov |
| Brown Financial Advisory | Fairhope | 6 | $6.7 million | $468.2 million | adviserinfo.sec.gov |
| Truewealth Advisors, LLC | Hoover | 12 | $6 million | $547.5 million | adviserinfo.sec.gov |
| Brighthaven Financial Advisors | Huntsville | 13 | $5.6 million | $106.6 million | adviserinfo.sec.gov |
| Oneascent Family Offices | Birmingham | Fewer than 5 | $5.5 million | $544.5 million | adviserinfo.sec.gov |
| Colarion | Mountain Brook | Fewer than 5 | $5 million | $188.3 million | adviserinfo.sec.gov |
| Axient Investment Advisors LLC | Huntsville | 11 | $4.2 million | $454 million | adviserinfo.sec.gov |
| Brookline Investments, Inc. | Birmingham | 3 | $4.2 million | $281.5 million | adviserinfo.sec.gov |
| Walton Financial | Birmingham | 8 | $3.8 million | $182.9 million | adviserinfo.sec.gov |
| Tucker Financial Group | Montgomery | Fewer than 5 | $2.8 million | $339 million | adviserinfo.sec.gov |
| Fairvoy Private Wealth, LLC | Birmingham | 2 | $2.6 million | $605.1 million | adviserinfo.sec.gov |
| BMSS Wesson Wealth Solutions | Birmingham | 2 | $2.3 million | $704 million | adviserinfo.sec.gov |
| Navigate Wealth Management, LLC | Birmingham | 2 | $1.5 million | $429.6 million | adviserinfo.sec.gov |
| Southern Financial Group, LLC | Birmingham | 4 | $1.4 million | $1.05 billion | adviserinfo.sec.gov |
| JMF Capstone Wealth Management | Tuscaloosa | 5 | $1.3 million | $416.1 million | adviserinfo.sec.gov |
| Oneascent Investment Solutions, LLC | Birmingham | 1 | $850,444 | $987.2 million | adviserinfo.sec.gov |
| Kassouf Wealth Advisors, LLC | Birmingham | Fewer than 5 | $559,153 | $471.3 million | adviserinfo.sec.gov |
| 6th Street Advisors, LLC | Daphne | Fewer than 5 | $547,489 | $256.5 million | adviserinfo.sec.gov |
| Steadmont Advisors, LLC | Birmingham | 1 | $457,747 | $430.7 million | adviserinfo.sec.gov |
| Johnson Sterling, Inc. | Birmingham | 2 | $441,029 | $3.90 billion | adviserinfo.sec.gov |
| Trust Advisory Group LTD | Birmingham | 2 | $83,490 | $313.5 million | adviserinfo.sec.gov |
| BHK Securities, LLC | Birmingham | Fewer than 5 | $50,596 | $128.4 million | adviserinfo.sec.gov |
| Williams Financial Group | Mobile | 2 | $9,532 | $354.8 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.