NewRiaPulse: records in Alabama
6 newRiaPulse: records in Alabama are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-11-14 to 2026-09-17; the most frequent is Somerset Advisory, LLC with 1. Data last updated 2026-10-28; each record links to its official source and a full report.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe
6 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-11-14 to 2026-09-17. Most frequent: Somerset Advisory, LLC (1). Each record links to a full report and the official source.
Last updated 2026-10-28. Source: SEC monthly roster of registered investment advisers (Form ADV data).
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- Somerset Advisory, LLC (1)
- Park Lane Advisors, LLC (1)
- Infinity Tax & Financial Planning (1)
- Naviant Partners, LLC (1)
- Axient Investment Advisors LLC (1)
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What are the top newRiaPulse: records in Alabama right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| Somerset Advisory, LLC | Birmingham | ||
| Park Lane Advisors, LLC | $799,035,441 | 8 | Birmingham |
| Infinity Tax & Financial Planning | $100,020,965 | 658 | Huntsville |
| Naviant Partners, LLC | $177,252,204 | 443 | Fairhope |
| Axient Investment Advisors LLC | $453,990,661 | 1135 | Huntsville |
| Ellis Wealth Advisors, LLC | Madison |
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Frequently asked questions
How many newRiaPulse: records in Alabama are listed?
6 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-09-17.
Can I get alerts for Alabama?
Yes. NewRiaPulse can email you new records matching this filter; plans are listed on the NewRiaPulse page.
Source: SEC monthly roster of registered investment advisers (Form ADV data). Informational only. RSS feed of new records