RIA Intel›Advisers›Alabama›ADVISOR FINANCIAL GROUP, INC.

ADVISOR FINANCIAL GROUP, INC.

Advisory

AL

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$617K

across 43 accounts

AUM per adviser

$27M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$27M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$27M

Discretionary AUM$0

Non-Discretionary AUM$27M

Discretionary %0%

Total Clients16

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InAL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

16 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AL

Closest by assets under management. All figures from Form ADV.

FS ASSET MANAGEMENT, LLC

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$26M

KROWTEN CAPITAL EQUITIES LLC

$26M

OLD OAK ADVISORS, LLC

VESTAVIA HILLS, AL

$25M

LUCIA WEALTH MANAGEMENT, LLC

$29M

CANTERBURY INVESTMENT ADVISORS LLC

MOUNTAIN BROOK, AL

$24M

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