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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 Best Financial Advisors & Planners in Birmingham?

Looking for a qualified financial advisor in Birmingham? We can help you by narrowing down your options & listing the best financial advisors in Birmingham as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Birmingham near you with the list of certified and vetted Birmingham financial advisors.

List of Qualified Financial Advisors in Birmingham, Alabama

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Dale Hansen

Edelman Financial Engines, LLC

3595 Grandview Parkway
Suite 475

Birmingham, AL 35243

205-403-9200

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Paul W Abele

Canterbury Investment Advisors LLC

400 Office Park Drive
Suite 103

Mountain Brook, AL 35223

205-871-1692

List of Additional Financial Advisors in Birmingham, Alabama*

* Additional advisor listing is provided in partnership with Yext

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Martin Beasley - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7043

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Birmingham, AL Branch Office - UBS Financial Services Inc.

800 Shades Creek Parkway
Suite 800

Birmingham, AL 35209
205-414-1500

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Bobby Aycock - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7063

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Medbery and Millard - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7097

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Edward Goodson - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7068

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DTLR

9150 Parkway East
Suite 300

Birmingham, AL 35206
205-833-0071

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Joshua Cothran - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-967-2627

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Armand St Raymond - Ameriprise Financial Services, LLC

5120 Selkirk Dr
Ste 200

Birmingham, AL 35242
205-970-0792

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Garrett, Perkins & Associates - Ameriprise Financial Services, LLC

5120 Selkirk Dr
Ste 200

Birmingham, AL 35242
205-313-9153

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Cummings & Associates - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-967-2627

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Stephen Garrett Jr - Ameriprise Financial Services, LLC

5120 Selkirk Dr
Ste 200

Birmingham, AL 35242
205-313-9153

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Hirsch/Giles - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7051

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Reid & Company

2311 Highland Avenue South
Suite 100

Birmingham, AL 35205
205-918-1503

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Greystone Capital Management

2700 Corporate Drive
Suite 200

Birmingham, AL 35242
205-862-5008

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Independence Financial Group

2501 20th Place South
Suite 300

Birmingham, AL 35223
205-268-1801

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GrandView Financial Group

Two Perimeter Park South
Suite 310 E

Birmingham, AL 35243
205-262-1120

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Headwater Asset Mangement, LLC

1950 Stonegate Drive
Suite 325

Birmingham, AL 35242
205-623-3645

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Alynn Plaisted - Ameriprise Financial Services, LLC

5120 Selkirk Dr
Ste 200

Birmingham, AL 35242
205-313-9153

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Allstate Personal Financial Representative: Lucille Green

9729 Parkway E

Birmingham, AL 35215
205-566-2622

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Eric Oller - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6933

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Jason Cork - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-909-3124

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Lisa Irby Gaddis - Ameriprise Financial Services, LLC

1022 Edenton St

Birmingham, AL 35242
205-983-6401

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Allstate Personal Financial Representative: Bonnie Partin

2008 Old Montgomery Hwy

Birmingham, AL 35244
864-449-1516

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Uriah D Williams - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7046

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Horizons Financial Group, Inc.

2477 Valleydale Road
Suite A-3

Birmingham, AL 35244
205-871-7743

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Farra Alford - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7008

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Eddie M. King - UBS Financial Services Inc.

800 Shades Creek Parkway
Suite 800

Birmingham, AL 35209
205-414-1561

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Progress Financial Services

2121 Highland Avenue South

Birmingham, AL 35205
205-705-1623

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Hand and Chua Group - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7044

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Gambrell Financial Advisors

1512 Alex Drive
Rock Ridge Office Park

Birmingham, AL 35210
205-957-1612

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Scott Richards - UBS Financial Services Inc.

800 Shades Creek Parkway
Suite 800

Birmingham, AL 35209
205-414-1544

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William H. Caine - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7053

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Richard Hydinger - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-909-3143

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Donna S Cates - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-909-3126

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The Webb Garner Wealth Management Group - UBS Financial Services Inc.

800 Shades Creek Parkway
Suite 800

Birmingham, AL 35209
205-414-1541

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Robert M. Denning - UBS Financial Services Inc.

800 Shades Creek Parkway
Suite 800

Birmingham, AL 35209
205-414-1566

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Stonegate Wealth Management - UBS Financial Services Inc.

2005 Stonegate Trail
Suite 101

Birmingham, AL 35242
205-977-7069

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Mark Perkins - Ameriprise Financial Services, LLC

5120 Selkirk Dr
Ste 200

Birmingham, AL 35242
205-313-9153

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Jeff Waters - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-909-3142

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Bob Bailey - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6927

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John P Williamson - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-909-3118

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Michael Sheehan - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-909-3128

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Steve Garrett Sr - Ameriprise Financial Services, LLC

5120 Selkirk Dr
Ste 200

Birmingham, AL 35242
205-313-9153

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Jeff Roberts - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
205-313-9150

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Tom Hammett - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
205-313-9150

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Jud Morrison - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
205-313-9157

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Elizabeth Peggy Carlington - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-909-3130

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Gaddis and Johnston - Ameriprise Financial Services, LLC

1022 Edenton St

Birmingham, AL 35242
205-983-6401

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Shawn Buchanan - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
205-313-9150

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Clay Cochran - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
205-313-9150

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Jonathan A. Behrens, CRPS - UBS Financial Services Inc.

800 Shades Creek Parkway
Suite 800

Birmingham, AL 35209
205-414-1523

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E Jerry Windle - Ameriprise Financial Services, LLC

1400 Urban Center Dr
Ste 420

Birmingham, AL 35242
205-968-9899

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The Vise Group - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7088

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Steven Peterson - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
205-313-9150

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Steve Hudson - Ameriprise Financial Services, LLC

1400 Urban Center Dr
Ste 420

Birmingham, AL 35242
205-968-9899

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Michael Lingo - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6907

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Wesley Mann - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7099

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John Parker Wilson - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7033

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Tom Norris - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6915

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Michael Hughes - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6908

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Brad Baker - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7080

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Jeffrey A English - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7079

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Henry Joseph Hagood - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7089

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Liucija Smaizyte Wright - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6910

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Vaughn Sparks - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
205-313-9150

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The Birmingham Red Mountain Group - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7092

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Patrick Cummings - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-909-3119

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William A Bridell - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7005

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Brandon Mulford Marsh - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6905

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William M Hiden - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7015

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Kennedy Y Chua - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7049

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Hollis N Gieger Jr. - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7094

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Greg B Burchell - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7040

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Patrick Morgan - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6912

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Alistair Harding-Smith - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6932

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Allan Rowe - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7007

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Braxton A Weimer - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7035

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Tom Kennedy - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6902

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Nancy M Delony - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7048

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Amanda Stewart Raney - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7092

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Steve Starling Vise - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7087

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William Horne Jr. - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6926

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David Searcy - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7075

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William Cummings - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7084

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Bunker Medbery - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7006

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Richard Alan Vise - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7088

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Charles E Norwood - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7095

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Tony Giles - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7051

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Jonathan R Hand - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7054

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Frank A Siegal - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7017

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Andrew C Scott - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7031

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Phillip J Berk - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
561-650-7562

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Sidney Fry - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7036

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David Edgar Malone - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6935

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Bethy Heath - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7050

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Harvey May - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6909

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Richard Hirsch - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7029

* Additional advisor listing is provided in partnership with Yext

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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