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Find The Best Financial Advisors in Birmingham, Alabama

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!

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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

advisor-photo

Jeremy W. Young

Legacy Advisory Group

205-991-5017

Top Financial Advisor Firms in Birmingham, 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 $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

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