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Find The Best Financial Advisors in Birmingham, 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.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Birmingham is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Birmingham & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Birmingham, Alabama, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and non-vetted financial advisors in Birmingham, Alabama, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Birmingham, Alabama have an average of 16 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 Birmingham, Alabama

Jeremy W. Young

Legacy Advisory Group

205-991-5017

Address

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

Top Financial Advisor Firms in Birmingham, 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
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
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
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
BRIDGEWORTH WEALTH MANAGEMENT 101 25th Street North, Suite 100 Birmingham, AL, 35203	164100	$2,016,498,230	5489	A Percentage of AUM, Hourly charges, Fixed Fees, Other (THIRD-PARTY MANAGER FEES)
EVERSOURCE WEALTH ADVISORS, LLC 3500 Colonnade Parkway, Suite 150 Birmingham, AL, 35243	286340	$1,807,761,235	4774	A Percentage of AUM, Hourly charges, Fixed Fees
NBC SECURITIES, INC. 1927 First Avenue North, Birmingham, AL, 35203	17870	$1,383,786,365	5228	A Percentage of AUM, Hourly charges, Fixed Fees

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

Financial Advisors in Birmingham, Alabama

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?

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