Alabama · 82 advisers
Financial Advisors in Birmingham, Alabama
Looking for a financial advisor in Birmingham, Alabama? Falists indexes 82 SEC-registered and state-registered investment advisers in Birmingham — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 65 firms list a website you can visit directly. Firms in this directory manage up to $29.78B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
82
With website
65
Largest AUM
$29.78B
Financial planning
36
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Birmingham
Ranked by AUM · Fees, team & specialties at a glance
WAVERLY ADVISORS, LLC
Birmingham, AL
AUM
$29.78B
Team
197 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
205-871-3334
HIGHLAND ASSOCIATES INC
Birmingham, AL
AUM
$20.99B
Team
18 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
205-933-8664
REGIONS INVESTMENT MANAGEMENT, INC.
Birmingham, AL
AUM
$20.14B
Team
24 advisors
Clients
0
Fees
Percentage of AUM
205-326-7074
HARBERT FUND ADVISORS, LLC
Birmingham, AL
AUM
$7.82B
Team
62 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
205/987-5500
VULCAN VALUE PARTNERS LLC
Birmingham, AL
AUM
$6.08B
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
205-803-1582
RESOURCE MANAGEMENT SERVICE, LLC
Birmingham, AL
AUM
$5.92B
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
205-991-9516
EVERSOURCE WEALTH ADVISORS, LLC
Birmingham, AL
AUM
$5.10B
Team
76 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
205-982-5515
STONEX ADVISORS INC.
Birmingham, AL
AUM
$5.09B
Team
220 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
800-292-2411
JOHNSON STERLING, INC.
Birmingham, AL
AUM
$3.90B
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
205-871-9940
THE WELCH GROUP, LLC
Birmingham, AL
AUM
$3.68B
Team
26 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
205-879-5001
ONEASCENT FINANCIAL SERVICES LLC
Birmingham, AL
AUM
$3.54B
Team
74 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
205-313-9142
ARLINGTON PARTNERS LLC
Birmingham, AL
AUM
$2.31B
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
205-488-4300
NBC SECURITIES, INC.
Birmingham, AL
AUM
$1.78B
Team
63 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
800-521-9390
SOUTHERN FINANCIAL GROUP, LLC
Birmingham, AL
AUM
$1.05B
Team
2 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
205.383.1415
ANDERSON GROWTH PARTNERS, LLC
Birmingham, AL
AUM
$1.01B
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
205-909-0950
OAKWORTH ASSET MANAGEMENT, LLC
Birmingham, AL
AUM
$846.3M
Team
19 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
205-263-4700
MAYFAIR ADVISORY GROUP, LLC
Birmingham, AL
AUM
$806.4M
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(205) 395-6970
BHK INVESTMENT ADVISORS
Birmingham, AL
AUM
$794.1M
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
205-322-2025
MELD FINANCIAL, INC.
Birmingham, AL
AUM
$776.4M
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
205-967-4200
PORTER WHITE INVESTMENT ADVISORS, INC.
Birmingham, AL
AUM
$748.2M
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
205-252-3681
BMSS WESSON WEALTH SOLUTIONS
Birmingham, AL
AUM
$704.0M
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
205-982-5555
PARK LANE ADVISORS, LLC
Birmingham, AL
AUM
$623.9M
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(205) 383-8782
FAIRVOY PRIVATE WEALTH, LLC
Birmingham, AL
AUM
$605.1M
Team
6 advisors
Clients
0
Fees
Percentage of AUM
(205)578-6250
MAINSAIL ASSET MANAGEMENT, LLC
Birmingham, AL
AUM
$598.8M
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
205-536-7776
More cities in Alabama
Common questions
- How many financial advisors are in Birmingham, Alabama?
- 82 registered investment advisers are listed in our Birmingham directory, sourced from public SEC filings.
- What types of advisors are in Birmingham?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Birmingham?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.