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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!

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 5 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

36 Manning Place
Suite 200

Birmingham, AL 35242

205-991-5017

Top Financial Advisor Firms in Birmingham, Alabama (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
TRUEWEALTH ADVISORS, LLC
2000 Southlake Park, Suite 200
Hoover, AL, 35244
298838 $287,595,301 929 A percentage of AUM, Hourly charges, Fixed fees
TIMBERCHASE FINANCIAL, LLC
31 Inverness Center Parkway, Suite 100
Hoover, AL, 35242
131205 $172,663,393 697 A percentage of AUM, Fixed fees
SOUTHERN OAK CAPITAL, LLC
1200 Corporate Drive, Suite 100
Hoover, AL, 35242
309933 $158,509,956 7 A percentage of AUM, Fixed fees, Performance Based

Additional Financial Advisors in Birmingham, Alabama

* Additional advisors listing is provided in partnership with Yext

Financial AdvisorOffice LocationPhone Number
Antonio D. Sankey & Associates, LLC
Inquire with Antonio
3000 Riverchase Galleria, Suite 950 Hoover, AL 35244 205-444-4996
Sovereign CPA Group, LLC
Inquire with Sovereign
2 Chase Corporate Dr, Hoover, AL 35244 205-402-4245
Edward Jones
Inquire with Edward
3659 Lorna Road, Suite 153 Hoover, AL 35216 205-733-1669
Edward Jones
Inquire with Edward
5336 Stadium Trace Pkwy, Suite 114 Hoover, AL 35244 205-988-4435
Allstate Personal Financial Representative: John Saddler
Inquire with Allstate
430 Emery Dr, Hoover, AL 35244 205-706-5386

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