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Find 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!

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

advisor-photo

Will Scroggins

Southwestern Investment Advisory Services, Inc.

600 University Park Place, Suite 350

Birmingham, AL 35209

205-730-0044

advisor-photo

Jesse Scroggins

Southwestern Investment Advisory Services, Inc.

600 University Park Place, Suite 350

Birmingham, AL 35209

205-730-0055

Top Financial Advisor Firms in 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 $36,484,774,214 71 A percentage of AUM
Fixed fees
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
Park Place Capital Corporation
2001 Park Place, Suite 525 Birmingham, AL 35203
107952 $587,283,860 89 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
Bmss Wesson Wealth Solutions
3500 Colonnade Parkway, Suite 150 Birmingham, AL 35243
282792 $278,778,037 381 A percentage of AUM
Hourly charges
Fixed fees
Merit Fund Advisors
2151 Highland Avenue South, Suite 200 Birmingham, AL 35205
288426 $249,636,650 10 Performance Based
Other (TRANSACTION, DEVELOPMENT, CONSTRUCTION & GUARANTEE FEES)
Strauss Financial Group
2201 Cahaba Valley Drive,, Suite 200 Birmingham, AL 35242
310512 $202,000,000 500 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

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
Allan Rowe
Inquire with Allan
3500 Colonnade Parkway, Suite 200 Birmingham, AL 35243 205-969-7007
Braxton A Weimer
Inquire with Braxton
3500 Colonnade Parkway, Suite 200 Birmingham, AL 35243 205-969-7035
Brandon Mulford Marsh
Inquire with Brandon
3500 Colonnade Parkway, Suite 200 Birmingham, AL 35243 205-968-6905
Bobby Aycock
Inquire with Bobby
3500 Colonnade Parkway, Suite 200 Birmingham, AL 35243 205-969-7063
Armand St Raymond
Inquire with Armand
5120 Selkirk Dr, Ste 200 Birmingham, AL 35242 205-970-0792
Bethy Heath
Inquire with Bethy
3500 Colonnade Parkway, Suite 200 Birmingham, AL 35243 205-969-7050

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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