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Fastest Growing RIAs
in Alabama

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RIA Edge Regional Rankings

The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.
Ranking
Firm
Location
3 Year Growth Rate
Assets Under Management (MM)

#

BMSS Wesson Wealth Solutions
Birmingham, 
AL
3 Year Grow Rate:
1,136%
AUM (MM):
$139

#

Navigate Wealth Management, LLC
Birmingham, 
AL
3 Year Grow Rate:
322%
AUM (MM):
$181

#

Arlington Partners LLC
Birmingham, 
AL
3 Year Grow Rate:
255%
AUM (MM):
$5,422

#

Bonaventure Capital, LLC
Birmingham, 
AL
3 Year Grow Rate:
29%
AUM (MM):
$315

#

Brazeal Asset Management, LLC
Birmingham, 
AL
3 Year Grow Rate:
23%
AUM (MM):
$24

#

Warren Averett Asset Management, LLC
Birmingham, 
AL
3 Year Grow Rate:
13%
AUM (MM):
$2,712

#

Timberchase Financial, LLC
Birmingham, 
AL
3 Year Grow Rate:
11%
AUM (MM):
$114

#

Eugenias Advisory Group, LLC
Gadsden, 
AL
3 Year Grow Rate:
3%
AUM (MM):
$132
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