Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.
Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Alabama involves going through a number of financial expert profiles and a large number of options can leave you confused.
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Alabama, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and 76 non-vetted financial advisors in Alabama, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Alabama have an average of 37 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205 | 104948 | $23,574,716,836 | 61 | A percentage of AUM, Fixed fees |
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618 | 111715 | $16,990,335,269 | 2 | A percentage of AUM |
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North, Ste 600, Birmingham, AL, 35203 | 110577 | $8,110,107,935 | 50 | A percentage of AUM, Performance Based |
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223 | 151190 | $7,878,130,018 | 367 | A percentage of AUM, Performance Based, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
STONEGATE INVESTMENT GROUP, LLC 2005 Stonegate Trail, Suite # 101 Birmingham, AL, 35242 | 314889 | $5,670,936,072 | 2768 | A percentage of AUM, Fixed fees |
APTUS CAPITAL ADVISORS, LLC 314 Magnolia Avenue, Fairhope, AL, 36532 | 167626 | $5,285,077,689 | 7056 | A percentage of AUM, Fixed fees |
RESOURCE MANAGEMENT SERVICE, LLC 31 Inverness Center Parkway, Suite 200 Birmingham, AL, 35242 | 130791 | $5,188,760,000 | 13 | A percentage of AUM, Performance Based |
STONEX ADVISORS INC. 2 Perimeter Park South, Suite 500 West Birmingham, AL, 35243 | 174182 | $4,515,278,523 | 14988 | A percentage of AUM, Hourly charges, Fixed fees |
THE WELCH GROUP, LLC 3940 Montclair Rd, Fifth Floor Birmingham, AL, 35213 | 111273 | $3,212,010,865 | 4185 | A percentage of AUM, Hourly charges, Fixed fees |
JOHNSON STERLING, INC. 820 Shades Creek Parkway, Suite 3200 Birmingham, AL, 35209 | 106379 | $2,984,634,800 | 395 | A percentage of AUM, Hourly charges, Fixed fees |
LEAVELL INVESTMENT MANAGEMENT, INC. 210 Saint Joseph Street, Mobile, AL, 36602 | 107890 | $2,487,932,390 | 2543 | A percentage of AUM, Fixed fees |
ONEASCENT FINANCIAL SERVICES LLC 23 Inverness Parkway, Birmingham, AL, 35242 | 284549 | $1,788,648,397 | 7877 | A percentage of AUM, Hourly charges, Fixed fees |
JACKSON THORNTON WEALTH MANAGEMENT, LLC 200 Commerce Street, Montgomery, AL, 36104 | 116091 | $1,673,951,576 | 2370 | A percentage of AUM |
ARLINGTON PARTNERS LLC The John Hand Building, 2000 Morris Avenue, Suite 1300 Birmingham, AL, 35203 | 109335 | $1,340,641,610 | 25 | A percentage of AUM, Performance Based |
SOUTHERN FINANCIAL GROUP, LLC 700 Corporate Parkway, Birmingham, AL, 35242 | 142644 | $854,835,245 | 2409 | A percentage of AUM, Hourly charges, Fixed fees |
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