Top 10 advisors in Birmingham
We’ve curated a list of the best financial advisors in Birmingham, take a look at it below
Find an advisor in Birmingham1. Highland Associates Inc
Assets under management
$12,887,010,941
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
2. Regions Investment Management, Inc.
Assets under management
$10,678,597,986
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. Vulcan Value Partners LLC
Assets under management
$8,102,484,548
Fee structure
A percentage of assets under your management
Performance-based fees
A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
4. Waverly Advisors, LLC
Assets under management
$7,697,045,563
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
5. Stonegate Investment Group, LLC
Assets under management
$3,481,744,418
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Pension Consulting Services
Selection Of Other Advisers
6. Arlington Partners LLC
Assets under management
$3,431,225,421
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
PERCENTAGE OF ASSETS UNDER ADVISEMENT
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Family Office & Consulting Services
- Not sure which one to choose?Use our smart matching tool
7. The Welch Group, LLC
Assets under management
$2,522,233,225
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Advice On Matters Not Involving Securities.
8. Stonex Advisors Inc.
Assets under management
$2,139,000,607
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Financial Consulting Services
9. Bridgeworth Wealth Management
Assets under management
$2,009,624,375
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
THIRD-PARTY MANAGER FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Financial Consulting
- Not sure which one to choose?Use our smart matching tool
10. Eversource Wealth Advisors, LLC
Assets under management
$1,747,581,015
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
How we came up with this list
To generate our top financial advisors list in Birmingham, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Birmingham. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Your first meeting is free.