Alabama · 111 firms
Financial Planners in Alabama
Advisers offering comprehensive financial planning services. Browse 111 advisers in Alabama matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Financial Planning firms in Alabama
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
APTUS CAPITAL ADVISORS, LLC
Fairhope, AL
AUM
$14.14B
Team
26 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
251-517-7198
RFG ADVISORY, LLC
Vestavia Hills, AL
AUM
$6.81B
Team
162 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
205-397-2450
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
KEEL POINT, LLC
Huntsville, AL
AUM
$4.07B
Team
54 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
256-704-5111
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
LEAVELL INVESTMENT MANAGEMENT, INC.
Mobile, AL
AUM
$3.40B
Team
24 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
251-433-3709
AUM
$3.08B
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
267-613-6250
AUM
$2.77B
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
720-387-8158
AUM
$2.66B
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
251-471-2027
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
MARBLE WEALTH, LLC
Montgomery, AL
AUM
$1.05B
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(334) 679-4800
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
CAPSOUTH WEALTH MANAGEMENT
Dothan, AL
AUM
$1.00B
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
334.673.8600
PARK PLACE CAPITAL CORPORATION
Homewood, AL
AUM
$879.2M
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
800-459-9084
SMITH THORNTON ADVISORS, LLC
Huntsville, AL
AUM
$852.3M
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
256-715-7715
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
SUNBURST FINANCIAL GROUP, LLC
Vestavia Hills, AL
AUM
$808.1M
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
205-823-4949
MAYFAIR ADVISORY GROUP, LLC
Birmingham, AL
AUM
$806.4M
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(205) 395-6970
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
196 total advisers in Alabama. Browse all Alabama advisors