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Top Financial Advisors in Birmingham

While not the capital, Birmingham is the most populous city in the state of Alabama. With over one million people living in the Birmingham-Hoover metropolitan area, finding a money manager isn’t difficult, it’s finding the right one that can prove difficult. Alas, having a wealth of financial advisors at your disposal is the best problem a person can have. Though much more convenient than a smaller selection, the process can still be overwhelming, which is why Benzinga has done the dirty work for you in finding the best financial advisors to match anyone’s needs and goals.

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  • CDR# 164100
    $1,290,393,652
    2,739
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
    • Publication of periodicals or newsletters
    • Educational seminars/workshops
  • CDR# 118896
    $346,830,267
    378
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
    • Educational seminars/workshops
    • SOCIAL SECURITY AND MEDICARE CONSULTING, INDIVIDUAL CONSULTING AND FINANCIAL WELLNESS EDUCATIONAL PROGRAMS
  • $535,554,432
    944
    • Financial planning services
    • CONSULTING, TAX PREPARATION, ESTATE SETTLEMENT SERVICES
  • $234,320,947
    322
    • Financial planning services
    • Selection of other advisers (including private fund managers)
    • Educational seminars/workshops
    • INVESTMENT CONSULTING
  • $278,887,233
    555
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
    • Educational seminars/workshops
  • $1,962,451,292
    205
    • Pension consulting services
  • CDR# 111273
    $1,431,562,472
    636
    • Financial planning services
    • Selection of other advisers (including private fund managers)
    • ADVICE ON MATTERS NOT INVOLVING SECURITIES.
  • $124,000,000
    51
    • Financial planning services
    • WEALTH ADVISORY SERVICES REGARDING NON-SECURITY ASSETS
  • $474,437,350
    18
    • Financial planning services
    • Pension consulting services
  • $283,400,000
    95
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
    • Publication of periodicals or newsletters

To determine the top financial advisors in Birmingham we poured through all SEC registered advisory firms who have an office in Birmingham. To winnow down the list we only included advisors who were registered fiduciaries, had no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offered both investment management and planning, had no conflicts of interest, had offices in multiple states, have a wrap fee program and have over $50 million in assets under management.

BRIDGEWORTH, LLC

CDR# 164100
$1,290,393,652
2,739
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
3800 COLONNADE PARKWAY SUITE 300
BIRMINGHAM AL, 35243
(205) 208-8700

$1,290,393,652
2,739
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

MELD FINANCIAL, INC.

CDR# 118896
$346,830,267
378
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • SOCIAL SECURITY AND MEDICARE CONSULTING, INDIVIDUAL CONSULTING AND FINANCIAL WELLNESS EDUCATIONAL PROGRAMS
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
3008 PUMP HOUSE RD.
BIRMINGHAM AL, 35243
205-967-4200

$346,830,267
378
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • SOCIAL SECURITY AND MEDICARE CONSULTING, INDIVIDUAL CONSULTING AND FINANCIAL WELLNESS EDUCATIONAL PROGRAMS
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

SOUTHERN FINANCIAL GROUP, LLC

CDR# 142644
$535,554,432
944
Works with high networth individuals
  • Financial planning services
  • CONSULTING, TAX PREPARATION, ESTATE SETTLEMENT SERVICES
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
700 CORPORATE PARKWAY
BIRMINGHAM AL, 35242
205.383.1415

$535,554,432
944
Works with high networth individuals
  • Financial planning services
  • CONSULTING, TAX PREPARATION, ESTATE SETTLEMENT SERVICES
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

MONEY MANAGEMENT SERVICES INC

CDR# 106832
$234,320,947
322
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • INVESTMENT CONSULTING
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
2100A SOUTHBRIDGE PARKWAY SUITE 375
BIRMINGHAM AL, 35209
205-871-7526

$234,320,947
322
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • INVESTMENT CONSULTING
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

ONEASCENT FINANCIAL SERVICES LLC

CDR# 284549
$278,887,233
555
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
23 INVERNESS PARKWAY
BIRMINGHAM AL, 35242
205-313-9142

$278,887,233
555
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

JOHNSON STERLING, INC.

CDR# 106379
$1,962,451,292
205
Works with high networth individuals
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
820 SHADES CREEK PARKWAY SUITE 3200
BIRMINGHAM AL, 35209
205-871-9940

$1,962,451,292
205
Works with high networth individuals
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

THE WELCH GROUP, LLC

CDR# 111273
$1,431,562,472
636
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • ADVICE ON MATTERS NOT INVOLVING SECURITIES.
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
3940 MONTCLAIR RD FIFTH FLOOR
BIRMINGHAM AL, 35213
205-879-5001

$1,431,562,472
636
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • ADVICE ON MATTERS NOT INVOLVING SECURITIES.
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

STRAUSS FINANCIAL GROUP, INC.

CDR# 109586
$124,000,000
51
Works with high networth individuals
  • Financial planning services
  • WEALTH ADVISORY SERVICES REGARDING NON-SECURITY ASSETS
  • A percentage of assets under your management
  • Hourly charges
  • Other
2201 CAHABA VALLEY DRIVE SUITE 200
BIRMINGHAM AL, 35242
205-967-9595

$124,000,000
51
Works with high networth individuals
  • Financial planning services
  • WEALTH ADVISORY SERVICES REGARDING NON-SECURITY ASSETS
  • A percentage of assets under your management
  • Hourly charges
  • Other

PORTER WHITE INVESTMENT ADVISORS, INC.

CDR# 110876
$474,437,350
18
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
15 RICHARD ARRINGTON JR., BLVD NORTH
BIRMINGHAM AL, 35203-4103
205-252-3681

$474,437,350
18
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

KASSOUF WEALTH ADVISORS, LLC

CDR# 122683
$283,400,000
95
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
2101 HIGHLAND AVENUE SOUTH SUITE 650
BIRMINGHAM AL, 35205-4022
205-776-0100

$283,400,000
95
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)