RIA Intel›Advisers›Alabama›WILSON FINANCIAL GROUP

WILSON FINANCIAL GROUP

Advisory

AL

Data as of Jan 15, 2026 · Source: SEC Form ADV

Rank in AL
#133
of 158 advisers by AUM
Average account
$392K
across 149 accounts
AUM per adviser
$58M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 15, 2026.

Total AUM
$58M
Discretionary %
100%
Clients
149
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$58M
Discretionary AUM$58M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients149
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InAL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AL

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

BRIGHTHAVEN FINANCIAL ADVISORS, LLC
HUNTSVILLE, AL
$58M
DYKEN WEALTH STRATEGIES, INC.
$58M
WELON, LLC
MONTGOMERY, AL
$57M
OPAL ADVISORY LLC
BIRMINGHAM, AL
$59M
GREER CAPITAL ADVISORS, LLC
BIRMINGHAM, AL
$60M
-6.0% 1Y
THE MCCUTCHEN COMPANY, INC.
MOBILE, AL
$57M
-10.9% 1Y

Get the full picture on WILSON FINANCIAL GROUP

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track WILSON FINANCIAL GROUP and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans