- [Home](/) › - [NewRiaPulse](/v/newriapulse) › - [Hubs](/hub/newriapulse) › - Alabama # 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 2026-11-04; each record links to its official source and a full report.** Data as of 2026-11-04 · [Compiled by Zalwin](/research/newriapulse) from SEC monthly roster of registered investment advisers (Form ADV data) Copy citation Download all 6 newRiaPulse: records in Alabama (CSV) — $4.99 → Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe [Free sample: 3 records (CSV)](/v1/verticals/newriapulse/records.csv?state=AL) 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 2026-11-04. Source: SEC monthly roster of registered investment advisers (Form ADV data). **Search, filter and export NewRiaPulse records** [Run instant live search with these filters](/v/newriapulse?state=AL&channel=pseo#vt-out) [Download free 3-row sample CSV](/v1/verticals/newriapulse/records.csv?state=AL) Unlock the full CSV for these filters — $4.99 → ✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days ## Get new NewRiaPulse records by email (free, weekly) We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email. Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe. [See this week's digest](/digest/newriapulse) Records 6 Most frequent - Somerset Advisory, LLC (1) - Park Lane Advisors, LLC (1) - Ellis Wealth Advisors, LLC (1) - Infinity Tax & Financial Planning (1) - Naviant Partners, LLC (1) ## How do I get new newRiaPulse: records in Alabama by email? Search, filter and export these records, or get alerts when new ones appear. [Search and filter](/v/newriapulse?state=AL) [Watch this exact filter](/v/newriapulse?state=AL#more-ways) [See alert plans](/v/newriapulse#pricing) ## 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 | | Ellis Wealth Advisors, LLC | $155,000,000 | 479 | Madison | | 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 | [Browse all NewRiaPulse record reports](/hub/newriapulse/records) ## Which related categories and locations should I check? ### Browse by assets under management [$100M-$500M (956)](/hub/newriapulse/aum/100) [Under $100M (443)](/hub/newriapulse/aum/0) [$500M-$1B (77)](/hub/newriapulse/aum/500) [$1B-$10B (63)](/hub/newriapulse/aum/1000) [$10B+ (13)](/hub/newriapulse/aum/10000) ### Browse by state [New York (192)](/hub/newriapulse/state/ny) [California (166)](/hub/newriapulse/state/ca) [Florida (122)](/hub/newriapulse/state/fl) [Texas (92)](/hub/newriapulse/state/tx) [Illinois (59)](/hub/newriapulse/state/il) [Massachusetts (41)](/hub/newriapulse/state/ma) [Ohio (39)](/hub/newriapulse/state/oh) [New Jersey (34)](/hub/newriapulse/state/nj) [Connecticut (33)](/hub/newriapulse/state/ct) [Pennsylvania (33)](/hub/newriapulse/state/pa) [Colorado (31)](/hub/newriapulse/state/co) [Michigan (27)](/hub/newriapulse/state/mi) [Arizona (26)](/hub/newriapulse/state/az) [Georgia (26)](/hub/newriapulse/state/ga) [North Carolina (24)](/hub/newriapulse/state/nc) [Tennessee (22)](/hub/newriapulse/state/tn) [Virginia (22)](/hub/newriapulse/state/va) [Utah (20)](/hub/newriapulse/state/ut) [Wisconsin (18)](/hub/newriapulse/state/wi) [Missouri (16)](/hub/newriapulse/state/mo) [Minnesota (14)](/hub/newriapulse/state/mn) [South Carolina (14)](/hub/newriapulse/state/sc) [Washington (14)](/hub/newriapulse/state/wa) [Oregon (13)](/hub/newriapulse/state/or) [Indiana (12)](/hub/newriapulse/state/in) [Maryland (11)](/hub/newriapulse/state/md) [Kansas (9)](/hub/newriapulse/state/ks) [Nevada (9)](/hub/newriapulse/state/nv) [Iowa (8)](/hub/newriapulse/state/ia) [Louisiana (8)](/hub/newriapulse/state/la) [New Hampshire (8)](/hub/newriapulse/state/nh) [Kentucky (7)](/hub/newriapulse/state/ky) [Delaware (5)](/hub/newriapulse/state/de) [Mississippi (5)](/hub/newriapulse/state/ms) [Nebraska (5)](/hub/newriapulse/state/ne) [Oklahoma (5)](/hub/newriapulse/state/ok) [Rhode Island (5)](/hub/newriapulse/state/ri) [Arkansas (4)](/hub/newriapulse/state/ar) [District of Columbia (4)](/hub/newriapulse/state/dc) [Idaho (4)](/hub/newriapulse/state/id) ### Browse by registration status [Approved (1318)](/hub/newriapulse/status/approved) [In 120-day approval window (234)](/hub/newriapulse/status/pending) ## More Alabama public-record feeds [School & Library E-Rate Contracts Up for Rebid in Alabama](/hub/eratecontractrebidpulse/state/al) [Newly CLIA-Certified Laboratories by State & Certificate in Alabama](/hub/clialabpulse/state/al) [New, Terminating & Large 401(k) Plans from Form 5500 Filings in Alabama](/hub/benefitplanpulse/state/al) [HIPAA Breach Reports (500+ Individuals) by State & Type in Alabama](/hub/hipaabreachpulse/state/al) [New & Re-Approved E-Rate Service Providers (FCC Form 498 / SPIN) in Alabama](/hub/erateproviderpulse/state/al) [Carrier Out-of-Service Alerts in Alabama](/hub/fmcsasafetypulse/state/al) [New FDA Medical Device Listings by Manufacturer, CMO & Sterilizer in Alabama](/hub/deviceestablishmentpulse/state/al) [New NIH Research Awards by Organization in Alabama](/hub/nihbiotechgrantpulse/state/al) ## 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](/feed/newriapulse.xml) ## Often used together - [FormDPulse](/formdpulse) - [IpoFilingPulse](/v/ipofilingpulse) - [TxWorkersCompRenewalPulse](/v/txworkerscomprenewalpulse) - [EvChargerProgramAudit](/evchargerprogramaudit) - [AccessPulse](/accesspulse) - [OidcConfigAudit](/oidcconfigaudit)