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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 & Planners in Alabama

We at can help you solve your dilemma by narrowing down the top registered financial advisors in Alabama that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in Alabama. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in Alabama


Ron Moody

Oak Tree Financial Services, LLC

400 Bob Wallace Ave SW

Huntsville, AL 35801



Will Scroggins

Southwestern Investment Advisory Services, Inc.

600 University Park Place, Suite 350

Birmingham, AL 35209



Jesse Scroggins

Southwestern Investment Advisory Services, Inc.

600 University Park Place, Suite 350

Birmingham, AL 35209



Terry Nager

Southern Capital Services, Inc. Registered Investment Advisor

29000 US Hwy 98

Daphne, AL 36526


Top Financial Advisor Firms in Alabama (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
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
Johnson Sterling, Inc.
820 Shades Creek Parkway, Suite 3200 Birmingham, AL 35209
106379 $2,946,089,814 408 A percentage of AUM
Fixed fees
Bhk Investment Advisors
2200 Lakeshore Drive, Suite 250 Birmingham, AL 35209-8803
140515 $701,087,501 735 A percentage of AUM
Fixed fees
Porter White Investment Advisors, Inc.
15 Richard Arrington Jr., Blvd North, Birmingham, AL 35203-4103
110876 $632,917,434 280 A percentage of AUM
Fixed fees
Meld Financial, Inc.
3008 Pump House Rd., Birmingham, AL 35243
118896 $585,944,667 1516 A percentage of AUM
Hourly charges
Fixed fees
Bonaventure Capital, Llc
820 Shades Creek Pkwy., Ste. 1200, Birmingham, AL 35209
120780 $427,128,044 30 A percentage of AUM
Performance Based
Birmingham Capital Management Co Inc
2 Perimeter Park South, Suite 235-East Birmingham, AL 35243-3253
108508 $320,758,899 190 A percentage of AUM
Mayfair Advisory Group, Llc
3300 Cahaba Road, Suite 200 Birmingham, AL 35223
304668 $296,820,325 853 A percentage of AUM
Fixed fees
Williams Financial Group
2566 Dauphin Street, Mobile, AL 36606
310008 $255,129,369 1116 A percentage of AUM
Fixed fees
Merit Fund Advisors
2151 Highland Avenue South, Suite 200 Birmingham, AL 35205
288426 $249,636,650 10 Performance Based
Sandifer Wealth Management, Inc.
3615 Old Shell Road, Mobile, AL 36608
166948 $221,295,133 566 A percentage of AUM
Hourly charges
Bhk Securities, Llc
2200 Lakeshore Drive, Suite 250 Birmingham, AL 35209-8803
139665 $131,017,531 212 A percentage of AUM
Commision Based
Bright Investments, Llc
570 Devall Drive, Suite 303 Auburn, AL 36832
269955 $123,848,536 46 A percentage of AUM
Magnolia Wealth Management Llc
1535 Honeysuckle Road, Dothan, AL 36305
297598 $118,414,724 596 A percentage of AUM
Hourly charges

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

Select other cities around Alabama to broaden your search for a financial advisor

Frequently Asked Questions

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.

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.

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.

How much money should I 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.

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.

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