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 Birmingham| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $2,473,054,775 | 29 advisors | ||
| 2 | $1,964,199,678 | 16 advisors | ||
| 3 | $1,020,424,265 | 24 advisors | ||
| 4 | $840,712,587 | 10 advisors | ||
| 5 | $430,209,225 | 10 advisors | ||
| 6 | $415,507,586 | 3 advisors | ||
| 7 | $375,375,989 | 9 advisors | ||
| 8 | $319,213,822 | 4 advisors | ||
| 9 | $223,599,391 | 23 advisors | ||
| 10 | $42,240,153 | 9 advisors |
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.
1. Schechter Investment Advisors, LLC
Assets under management
$2,473,054,775
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
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
2. Seizert Capital Partners
Assets under management
$1,964,199,678
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based 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)
3. Planning Alternatives Ltd
Assets under management
$1,020,424,265
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
4. Valstone Partners Vi
Assets under management
$840,712,587
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Sturbridge Capital LLC
Assets under management
$430,209,225
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
6. Liberty Capital Management Inc
Assets under management
$415,507,586
Fee structure
A percentage of assets under your management
Services offered
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)
- Not sure which one to choose?Use our smart matching tool
7. Trp Capital Advisors, LLC
Assets under management
$375,375,989
Fee structure
A percentage of assets under your management
Performance-based fees
WE MAY RECEIVE CERTAIN OTHER FEES FROM OR RELATED TO A PORTFOLIO
Services offered
Portfolio Management For Pooled Investment Vehicles
8. Schechter Private Capital, LLC
Assets under management
$319,213,822
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
9. R.h. Bluestein & Co LLC
Assets under management
$223,599,391
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
10. Transportation Resource Partners Iii
Assets under management
$42,240,153
Fee structure
A percentage of assets under your management
Performance-based fees
FEES FROM PORTFOLIO COMPANIES OF POOLED INVESTMENT VEHICLES
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.