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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 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.

List of Qualified Financial Advisors in Alabama

Top Financial Advisor Firms in Alabama (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee 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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