Top financial advisors in Vestavia Hills, AL
We’ve curated a list of the best financial advisors in Vestavia Hills, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$2,996,872,822
Number of advisors
195 advisors
| $2,996,872,822 | 195 advisors | |
| 2 |
Assets under management
$462,948,120
Number of advisors
10 advisors
| $462,948,120 | 10 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Vestavia Hills, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Vestavia Hills. 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.
Rfg Advisory, LLC
Rfg Advisory, LLC is a financial advisory firm based in Vestavia Hills, Alabama. It currently has approximately $2,996,872,822 of assets under management and employs about 195 people. Rfg Advisory, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$2,996,872,822 under management
195 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other AdvisersEducational Seminars/workshopsSunburst Financial Group, LLC
Sunburst Financial Group, LLC is an independent investment adviser specializing in financial planning-based investment management. Established in April 2016 and owned principally by Randy Martin, the firm actively manages over $499 million in assets as of December 2022. Services offered include financial planning, consulting, and investment management in areas such as retirement, tax, estate, and insurance planning. The firm utilizes a fundamental method of analysis and asset allocation strategy based on Modern Portfolio Theory. Investment strategies focus on long-term investing, asset allocation, high-quality liquid investments, expense reduction, and tax efficiency. Sunburst Financial Group charges fixed fees for financial planning services and an annual fee based on assets under management for investment management services. The firm primarily recommends utilizing Schwab Advisor Services for custody, brokerage, and clearing services. Clients have the option to direct brokerage and may impose restrictions on investment discretion. The firm does not provide performance-based fees, accepts various types of clients, and has no disciplinary events. Sunburst Financial Group maintains a code of ethics, handles client complaints, and does not accept authority to vote client securities. The firm does not disclose financial information as it meets regulatory requirements.
$462,948,120 under management
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Vestavia Hills, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Vestavia Hills. 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.
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