| Cloud Investments, LLC | Huntsville | $404M | — |
| Cook & Bynum Capital Management, LLC | Birmingham | $359.8M | 3 |
| Wfg Capital Advisors, LLC | Mobile | $354.8M | — |
| Forager Capital Management, LLC | Birmingham | $352.9M | 2 |
| Tucker Jr., Douglas, Ray | Montgomery | $339M | — |
| Aull & Monroe Investment Management Corp | Mobile | $323.2M | — |
| Navigate 401k, LLC | Birmingham | $317.9M | — |
| Trust Advisory Group Ltd | Birmingham | $313.5M | — |
| Brookline Investments, Inc. | Birmingham | $281.5M | 7 |
| Timberchase Financial, LLC | Homewood | $280.2M | — |
| Strauss Wealth Advising, Inc. | Hoover | $276M | — |
| Birmingham Capital Management Co Inc | Birmingham | $273.6M | — |
| Wilkins Miller Wealth Management, LLC | Mobile | $257.5M | — |
| 6th Street Advisors, LLC | Daphne | $256.5M | — |
| Blalock Williams, LLC | Alexander City | $242.6M | — |
| Ncp Management Holdings, Inc. | Birmingham | $232.6M | 5 |
| Approach Retirement Advisors, LLC | Birmingham | $227.5M | — |
| Longview Financial Advisors, Inc. | Huntsville | $208.2M | — |
| Frugal Financial Retirement Plan Services, LLC | Mobile | $194.9M | — |
| Southern Capital Services, Inc. | Daphne | $192.5M | — |
| Colarion LLC | Mountain Brook | $188.3M | 1 |
| Magnolia Wealth Management LLC | Dothan | $183.3M | — |
| Walton Financial | Birmingham | $182.9M | — |
| Naviant Partners, LLC | Fairhope | $177.3M | — |
| Dmc Group, LLC | Birmingham | $176.7M | — |
| Retirement Advisors, Inc. | Mobile | $159.6M | — |
| Ellis Wealth Advisors, LLC | Madison | $155M | — |
| Bright Investments, LLC | Auburn | $151.5M | — |
| Bluewater Wealth Advisors, LLC | Vestavia Hills | $145.8M | — |
| Featheringill Capital, LLC | Birmingham | $142.9M | 6 |
| Canterbury Capital Wealth Management, LLC | Tuscaloosa | $132.1M | — |
| Bhk Securities, LLC | Birmingham | $128.4M | — |
| Aragon Family Office LLC | Homewood | $112.1M | — |
| People Make the Difference, Inc. | Hoover | $111.6M | — |
| Infinity Investment Advisors LLC | Huntsville | $100M | — |
| McKinney Capital, LLC | Birmingham | $91M | 1 |
| Oneascent Capital LLC | Birmingham | $55.6M | 2 |
| Fidelis Capital, LLC | Birmingham | $18.3M | 1 |
| MM Advisors, LLC | Auburn | — | — |
| Navigate Private Fund Advisors LLC | Birmingham | — | — |
| Lyons View Capital, LLC | Auburn | — | — |
| Abacus Investments LLC | Birmingham | — | — |