List: Alabama’s Financial Planning & Investment Advisory Firms 2026
Ranked by assets under management from Alabama offices as of Feb. 20, 2026.
Porter Capital provides fast funding to businesses in need of quick cash
The Birmingham-based company has provided a total of more than $15 billion in funding, with most of the money being allocated within days of the request.
A shifting economic landscape is forcing investors to rethink how they protect wealth
Michael Mullis and his team have begun incorporating a broader range of assets into client portfolios.
George Barber dies at 85
George Barber Jr., the former owner of Barber’s Dairy and founder of the Barber Motorsports Park near Leeds, died Monday at age 85.
Alabama businesses navigate economic uncertainty brought about by tariffs
Faced with uncertainty, many Alabama businesses are in a wait-and-see mode regarding their plans, according to executives at some of the state's banks.
Tips for finding the right financial planner to advise you
Industry professionals and academic instructors share what to look for when hiring a financial planner.
List: Alabama’s Financial Planning & Investment Advisory Firms 2025
Financial planning and investment advisory firms are ranked by assets under management as of Jan. 31, 2025.
A last glance at the business of 2024
Health care institutions and various manufacturing plants made headlines in 2024.
Huntsville’s Thompson Gray on the frontlines of DoD’s audit compliance
Coupling financial management and systems with business processes is at the heart of the services performed by the company.
LifeSteps aims to help clients use their capital to meet whatever life sends next
Meeting the wealth transfer challenge over the next 25 years is why LifeSteps combines commercial banking with wealth management.