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Find The Best Financial Advisors in Alabama
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.
How To Find The Best Financial Advisors in Alabama
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 2 vetted financial advisors and 572 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 28 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.
List of Qualified Financial Advisors in Alabama
205-991-5017
Top Financial Advisor Firms in Alabama (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205 | 104948 | $36,484,774,214 | 71 | A percentage of AUM, Fixed fees |
| VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223 | 151190 | $19,040,384,556 | 932 | A percentage of AUM, Performance Based |
| REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618 | 111715 | $15,658,845,432 | 2 | A percentage of AUM, Fixed fees |
| HARBERT FUND ADVISORS, INC. 2100 Third Avenue North, Ste 600, Birmingham, AL, 35203 | 110577 | $7,658,544,921 | 48 | A percentage of AUM, Performance Based |
| ARLINGTON PARTNERS LLC The John Hand Building, 2000 Morris Avenue, Suite 1300 Birmingham, AL, 35203 | 109335 | $6,427,792,177 | 928 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
| CONCOURSE FINANCIAL GROUP ADVISORS 2801 Highway 280 South, Birmingham, AL, 35223 | 15708 | $5,744,713,043 | 24896 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based |
| RESOURCE MANAGEMENT SERVICE, LLC 31 Inverness Center Parkway, Suite 200 Birmingham, AL, 35242 | 130791 | $4,514,690,000 | 13 | A percentage of AUM, Performance Based |
| WA ASSET MANAGEMENT, LLC 600 University Park Place, Suite 501 Birmingham, AL, 35209 | 115332 | $4,465,757,285 | 3392 | A percentage of AUM, Hourly charges, Fixed fees |
| STONEGATE INVESTMENT GROUP, LLC 2005 Stonegate Trail, Suite # 101 Birmingham, AL, 35242 | 314889 | $4,078,616,982 | 2262 | A percentage of AUM, Fixed fees |
| APTUS CAPITAL ADVISORS, LLC 265 Young Street, Fairhope, AL, 36532 | 167626 | $3,969,482,730 | 5688 | A percentage of AUM, Fixed fees |
| SA STONE INVESTMENT ADVISORS INC. 2 Perimeter Park South, Suite 500 West Birmingham, AL, 35243 | 174182 | $3,152,670,504 | 11804 | A percentage of AUM, Hourly charges, Fixed fees |
| JOHNSON STERLING, INC. 820 Shades Creek Parkway, Suite 3200 Birmingham, AL, 35209 | 106379 | $2,946,089,814 | 408 | A percentage of AUM, Hourly charges, Fixed fees |
| KEEL POINT, LLC 100 Church Street, Suite 500 Huntsville, AL, 35801 | 127902 | $2,914,562,596 | 4650 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| RFG ADVISORY, LLC 1400 Urban Center Drive, Suite 475 Vestavia Hills, AL, 35242-2245 | 158401 | $2,728,866,112 | 12812 | A percentage of AUM, Hourly charges, Fixed fees |
| THE WELCH GROUP, LLC 3940 Montclair Rd, Fifth Floor Birmingham, AL, 35213 | 111273 | $2,449,942,225 | 3293 | A percentage of AUM, Hourly charges, Fixed fees |
Additional Financial Advisors in Alabama
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| Brad Baker Inquire with Brad | 3500 Colonnade Parkway, Suite 200 Birmingham, AL 35243 | 205-969-7080 |
| Alynn Plaisted Inquire with Alynn | 5120 Selkirk Dr, Ste 200 Birmingham, AL 35242 | 205-313-9153 |
| Alistair Harding-Smith - Morgan Stanley Inquire with Alistair | 3500 Colonnade Parkway, Suite 200 Birmingham, AL 35243 | 205-968-6932 |
| Andrew C Scott Inquire with Andrew | 3500 Colonnade Parkway, Suite 200 Birmingham, AL 35243 | 205-969-7031 |
| Andrew McCay Inquire with Andrew | 3120 Frederick Road, Suite G Opelika, AL 36801 | 334-501-3343 |
| Amy Baughman Inquire with Amy | 7530 Parker Road, Fairhope, AL 36532 | 251-990-2931 |
| Antonio D. Sankey & Associates, LLC Inquire with Antonio | 3000 Riverchase Galleria, Suite 950 Hoover, AL 35244 | 205-444-4996 |
| Barko Financial Inquire with Barko | 22787 US 98, Suite E4 Fairhope, AL 36532 | 251-517-0207 |
| Ariss Financial Group Inquire with Ariss | 4121 Carmichael Rd, Ste 301 Montgomery, AL 36106 | 334-279-1174 |
| Allan Rowe Inquire with Allan | 3500 Colonnade Parkway, Suite 200 Birmingham, AL 35243 | 205-969-7007 |
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