List: Alabama’s Financial Planning & Investment Advisory Firms 2026

Ranked by assets under management from Alabama offices as of Feb. 20, 2026

Business Alabama’s listing of financial planning and investment advisory firms. This listing is ranked by assets under management from Alabama offices as of Feb. 20, 2026. In cases of a tie, those companies are ranked by number of Alabama employees. Source is Business Alabama survey.

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This listing appears in the May 2026 issue of Business Alabama.