DIRECTORY OF REGISTERED ADVISORS

National Coverage
Local Professionals

Find The Best Financial Advisors in Alabama

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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 4 vetted financial advisors and 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 31 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

Jeremy W. Young

Legacy Advisory Group

205-991-5017

Address

36 Manning Place,
Suite 200,
Birmingham, AL 35242 See Details

Ron Moody

Oak Tree Financial Services, LLC

256-704-9400

Address

120 Holmes Ave NE, STE 305,
Huntsville, AL 35801 See Details

Savant Wealth Management

205-208-8700

Address

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	$25,621,167,078	70	A Percentage of AUM, Fixed Fees
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	111715	$15,576,353,344	2	A Percentage of AUM
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North, Ste 600, Birmingham, AL, 35203	110577	$8,104,824,585	57	A Percentage of AUM, Performance Based
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	151190	$8,102,484,548	476	A Percentage of AUM, Performance Based, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
ARLINGTON PARTNERS LLC The John Hand Building, 2000 Morris Avenue, Suite 1300 Birmingham, AL, 35203	109335	$6,097,070,330	978	A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT)
WAVERLY ADVISORS, LLC 600 University Park Place, Suite 501 Birmingham, AL, 35209	115332	$5,775,807,497	6702	A Percentage of AUM, Hourly charges, Fixed Fees
RESOURCE MANAGEMENT SERVICE, LLC 31 Inverness Center Parkway, Suite 200 Birmingham, AL, 35242	130791	$4,875,730,000	13	A Percentage of AUM, Performance Based
APTUS CAPITAL ADVISORS, LLC 265 Young Street, Fairhope, AL, 36532	167626	$4,249,213,318	8824	A Percentage of AUM, Fixed Fees
STONEGATE INVESTMENT GROUP, LLC 2005 Stonegate Trail, Suite # 101 Birmingham, AL, 35242	314889	$4,123,618,203	2425	A Percentage of AUM, Fixed Fees
CONCOURSE FINANCIAL GROUP ADVISORS 2801 Highway 280 South, Birmingham, AL, 35223	15708	$4,020,536,897	21163	A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
RFG ADVISORY, LLC 1400 Urban Center Drive, Suite 475 Vestavia Hills, AL, 35242-2245	158401	$2,996,872,822	16034	A Percentage of AUM, Hourly charges, Fixed Fees
JOHNSON STERLING, INC. 820 Shades Creek Parkway, Suite 3200 Birmingham, AL, 35209	106379	$2,603,892,803	395	A Percentage of AUM, Hourly charges, Fixed Fees
KEEL POINT, LLC 100 Church Street, Suite 500 Huntsville, AL, 35801	127902	$2,549,034,075	4850	A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
SA STONE INVESTMENT ADVISORS INC. 2 Perimeter Park South, Suite 500 West Birmingham, AL, 35243	174182	$2,530,194,219	10844	A Percentage of AUM, Hourly charges, Fixed Fees
THE WELCH GROUP, LLC 3940 Montclair Rd, Fifth Floor Birmingham, AL, 35213	111273	$2,522,233,225	3519	A Percentage of AUM, Hourly charges, Fixed Fees

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

Find an Advisor
It's Fast, Free & Easy

Your Information is Safe and Secure

Since 1998

FIND AND COMPARE
TOP FINACIAL
ADVISORS MATCHED
TO YOUR NEEDS

A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR

Get Matched With Advisors

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Find The Best Financial Advisors in Alabama

How To Find The Best Financial Advisors in AlabamaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Alabama

Jeremy W. Young

Legacy Advisory Group

Address

Ron Moody

Oak Tree Financial Services, LLC

Address

Savant Wealth Management

Address

Top Financial Advisor Firms in Alabama (Ranked by AUM)

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Alabama
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy