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Wealth Managers | High Net Worth

Alabama

The Wealth Managers category covers firms whose main business is in helping wealthy individuals and families to manage their investments, organise their affairs, plan for the future and manage income, capital gains and wealth transfer taxes. Many of these firms will offer additional services, including advice on family governance and mediation of family disputes, concierge services and management of external professional advisers. 

Rankings overview for Departments

  1. Capital Strategies
    Capital Strategies 6 Years Ranked
  2. 1919 Investment Counsel
  3. Argent Trust Company
  4. Arlington Family Offices
  5. Bridgeworth, LLC
  6. CAPTRUST
  7. The Welch Group

All Departments profiles

Spotlight

  1. Capital Strategies
    Capital Strategies
    Wealth Managers
    2025 | Spotlight | 6 Years Ranked
    Capital Strategies is well respected in Alabama and specialises in advising wealthy and ultra-wealthy clients on insurance-based income and estate tax planning.
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  2. 1919 Investment Counsel
    Wealth Managers
    2025 | Spotlight
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  3. Argent Trust Company
    Wealth Managers
    2025 | Spotlight
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  4. Arlington Family Offices
    Wealth Managers
    2025 | Spotlight
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  5. Bridgeworth, LLC
    Wealth Managers
    2025 | Spotlight
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  6. CAPTRUST
    Wealth Managers
    2025 | Spotlight
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  7. The Welch Group
    Wealth Managers
    2025 | Spotlight
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