Financial advisers in Birmingham , AL

AUM: $29.8B
Per adviser: $151M
Advisers: 197

No reported disclosures

Highland Associates INC

Birmingham, AL · Est. 1987

AUM: $21.0B
Per adviser: $1.2B
Advisers: 18

No reported disclosures

Regions Investment Management, INC.

Birmingham, AL · Est. 1986

AUM: $20.1B
Per adviser: $839M
Advisers: 24

Harbert Fund Advisors, LLC

Birmingham, AL · Est. 1998

RegionalInternational

AUM: $7.8B
Per adviser: $126M
Advisers: 62

No reported disclosures

Vulcan Value Partners LLC

Birmingham, AL · Est. 2009

RegionalInternational

AUM: $6.1B
Per adviser: $507M
Advisers: 12

No reported disclosures

Resource Management Service, LLC

Birmingham, AL · Est. 2004

RegionalInternational

AUM: $5.9B
Per adviser: $455M
Advisers: 13

No reported disclosures

Eversource Wealth Advisors, LLC

Birmingham, AL · Est. 2020

National

AUM: $5.1B
Per adviser: $67M
Advisers: 76

No reported disclosures

Stonex Advisors INC.

Birmingham, AL · Est. 2014

National

AUM: $5.1B
Per adviser: $23M
Advisers: 220

No reported disclosures

Johnson Sterling, INC.

Birmingham, AL · Est. 1995

AUM: $3.9B
Per adviser: $780M
Advisers: 5

No reported disclosures

The Welch Group, LLC

Birmingham, AL · Est. 1999

AUM: $3.7B
Per adviser: $142M
Advisers: 26

No reported disclosures

Oneascent Financial Services LLC

Birmingham, AL · Est. 2016

NationalInternational

AUM: $3.5B
Per adviser: $48M
Advisers: 74

No reported disclosures

Arlington Partners LLC

Birmingham, AL · Est. 2000

AUM: $2.3B
Per adviser: $210M
Advisers: 11

No reported disclosures

Nbc Securities, INC.

Birmingham, AL · Est. 2001

National

AUM: $1.8B
Per adviser: $28M
Advisers: 63

Southern Financial Group, LLC

Birmingham, AL · Est. 2007

AUM: $1.1B
Per adviser: $525M
Advisers: 2

No reported disclosures

Anderson Growth Partners, LLC

Birmingham, AL · Est. 2006

AUM: $1.0B
Per adviser: $202M
Advisers: 5

No reported disclosures

Oneascent Investment Solutions, LLC

Birmingham, AL · Est. 2017

AUM: $987M
Per adviser: $110M
Advisers: 9

No reported disclosures

Oakworth Asset Management, LLC

Birmingham, AL · Est. 2025

AUM: $846M
Per adviser: $45M
Advisers: 19

No reported disclosures

Mayfair Advisory Group, LLC

Birmingham, AL · Est. 2019

AUM: $806M
Per adviser: $202M
Advisers: 4

No reported disclosures

Bhk Investment Advisors

Birmingham, AL · Est. 2006

AUM: $794M
Per adviser: $159M
Advisers: 5

No reported disclosures

Meld Financial, INC.

Birmingham, AL · Est. 2004

AUM: $776M
Per adviser: $78M
Advisers: 10

No reported disclosures

Porter White Investment Advisors, INC.

Birmingham, AL · Est. 2005

AUM: $748M
Per adviser: $150M
Advisers: 5

No reported disclosures

Bmss Wesson Wealth Solutions

Birmingham, AL · Est. 2020

AUM: $704M
Per adviser: $117M
Advisers: 6

No reported disclosures

Park Lane Advisors, LLC

Birmingham, AL · Est. 2025

AUM: $624M
Per adviser: $156M
Advisers: 4

No reported disclosures

Fairvoy Private Wealth, LLC

Birmingham, AL · Est. 2024

AUM: $605M
Per adviser: $101M
Advisers: 6

No reported disclosures

Mainsail Asset Management, LLC

Birmingham, AL · Est. 2007

AUM: $599M
Per adviser: $150M
Advisers: 4

No reported disclosures

Oneascent Family Offices

Birmingham, AL · Est. 2022

AUM: $544M
Per adviser: $54M
Advisers: 10

No reported disclosures

Bonaventure Capital, LLC

Birmingham, AL · Est. 2005

AUM: $494M
Per adviser: $165M
Advisers: 3

No reported disclosures

Oneascent Wealth Management

Birmingham, AL · Est. 2020

AUM: $476M
Per adviser: $40M
Advisers: 12

No reported disclosures

Kassouf Wealth Advisors, LLC

Birmingham, AL · Est. 2006

AUM: $471M
Per adviser: $79M
Advisers: 6

No reported disclosures

Money Management Services INC

Birmingham, AL · Est. 1992

AUM: $443M
Per adviser: $63M
Advisers: 7

No reported disclosures

Steadmont Advisors, LLC

Birmingham, AL · Est. 2024

AUM: $431M
Per adviser: $108M
Advisers: 4

No reported disclosures

Navigate Wealth Management, LLC

Birmingham, AL · Est. 2018

AUM: $430M
Per adviser: $72M
Advisers: 6

No reported disclosures

Cook & Bynum Capital Management, LLC

Birmingham, AL · Est. 2009

AUM: $360M
Per adviser: $60M
Advisers: 6

No reported disclosures

Forager Capital Management, LLC

Birmingham, AL · Est. 2021

AUM: $353M
Per adviser: $118M
Advisers: 3

No reported disclosures

Navigate 401k, LLC

Birmingham, AL · Est. 2020

AUM: $318M
Per adviser: $79M
Advisers: 4

No reported disclosures

Trust Advisory Group Ltd

Birmingham, AL · Est. 1994

AUM: $314M
Per adviser: $14M
Advisers: 22

No reported disclosures

Brookline Investments, INC.

Birmingham, AL · Est. 1999

AUM: $281M
Per adviser: $141M
Advisers: 2

No reported disclosures

Birmingham Capital Management Co INC

Birmingham, AL · Est. 1983

AUM: $274M
Per adviser: $274M
Advisers: 1

No reported disclosures

New Capital Partners

Birmingham, AL · Est. 2012

AUM: $233M
Per adviser: $39M
Advisers: 6

No reported disclosures

Approach Retirement Advisors, LLC

Birmingham, AL · Est. 2021

AUM: $227M
Per adviser: $114M
Advisers: 2

No reported disclosures

Walton Financial

Birmingham, AL · Est. 2024

AUM: $183M
Per adviser: $61M
Advisers: 3

No reported disclosures

Greybox Investments

Birmingham, AL · Est. 2020

AUM: $177M
Per adviser: $59M
Advisers: 3

No reported disclosures

Featheringill Capital, LLC

Birmingham, AL · Est. 2018

AUM: $143M
Per adviser: $29M
Advisers: 5

No reported disclosures

Bhk Securities, LLC

Birmingham, AL · Est. 2006

AUM: $128M
Per adviser: $43M
Advisers: 3

No reported disclosures

Abacus Investments LLC

Birmingham, AL · Est. 2023

AUM: $106M
Per adviser: $18M
Advisers: 6

No reported disclosures

Mckinney Capital, LLC

Birmingham, AL · Est. 2021

AUM: $91M
Per adviser: $30M
Advisers: 3

No reported disclosures

Oneascent Capital

Birmingham, AL · Est. 2022

AUM: $56M
Per adviser: $56M
Advisers: 1

No reported disclosures

Fidelis Capital, LLC

Birmingham, AL · Est. 2006

AUM: $18M
Per adviser: $18M
Advisers: 1

No reported disclosures

Navigate Private Fund Advisors LLC

Birmingham, AL · Est. 2021