Best Financial Advisors in BIRMINGHAM, Alabama
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in BIRMINGHAM
JOHNSON STERLING, INC.
BIRMINGHAM, AL · Since 1995
BIRMINGHAM CAPITAL MANAGEMENT CO INC
BIRMINGHAM, AL · Since 1983
HARBERT FUND ADVISORS, LLC
BIRMINGHAM, AL · Since 1998
PORTER WHITE INVESTMENT ADVISORS, INC.
BIRMINGHAM, AL · Since 2005
MELD FINANCIAL, INC.
BIRMINGHAM, AL · Since 2004
FIDELIS CAPITAL, LLC
BIRMINGHAM, AL · Since 2006
GREYBOX INVESTMENTS
BIRMINGHAM, AL · Since 2020
ONEASCENT INVESTMENT SOLUTIONS, LLC
BIRMINGHAM, AL · Since 2017
MAYFAIR ADVISORY GROUP, LLC
BIRMINGHAM, AL · Since 2019
NAVIGATE 401K, LLC
BIRMINGHAM, AL · Since 2020
NAVIGATE PRIVATE FUND ADVISORS LLC
BIRMINGHAM, AL · Since 2021
MCKINNEY CAPITAL, LLC
BIRMINGHAM, AL · Since 2021
MONEY MANAGEMENT SERVICES INC
BIRMINGHAM, AL · Since 1992
BROOKLINE INVESTMENTS, INC.
BIRMINGHAM, AL · Since 1999
ARLINGTON PARTNERS LLC
BIRMINGHAM, AL · Since 2000
THE WELCH GROUP, LLC
BIRMINGHAM, AL · Since 1999
WAVERLY ADVISORS, LLC
BIRMINGHAM, AL · Since 2001
BONAVENTURE CAPITAL, LLC
BIRMINGHAM, AL · Since 2005
KASSOUF WEALTH ADVISORS, LLC
BIRMINGHAM, AL · Since 2006
MAINSAIL ASSET MANAGEMENT, LLC
BIRMINGHAM, AL · Since 2007
RESOURCE MANAGEMENT SERVICE, LLC
BIRMINGHAM, AL · Since 2004
ANDERSON GROWTH PARTNERS, LLC
BIRMINGHAM, AL · Since 2006
SOUTHERN FINANCIAL GROUP, LLC
BIRMINGHAM, AL · Since 2007
COOK & BYNUM CAPITAL MANAGEMENT, LLC
BIRMINGHAM, AL · Since 2009
VULCAN VALUE PARTNERS LLC
BIRMINGHAM, AL · Since 2009
FORAGER CAPITAL MANAGEMENT, LLC
BIRMINGHAM, AL · Since 2021
NEW CAPITAL PARTNERS
BIRMINGHAM, AL · Since 2012
APPROACH RETIREMENT ADVISORS, LLC
BIRMINGHAM, AL · Since 2021
NAVIGATE WEALTH MANAGEMENT, LLC
BIRMINGHAM, AL · Since 2018
BMSS WESSON WEALTH SOLUTIONS
BIRMINGHAM, AL · Since 2020
EVERSOURCE WEALTH ADVISORS, LLC
BIRMINGHAM, AL · Since 2020
FEATHERINGILL CAPITAL, LLC
BIRMINGHAM, AL · Since 2018
ONEASCENT WEALTH MANAGEMENT
BIRMINGHAM, AL · Since 2020
ONEASCENT CAPITAL
BIRMINGHAM, AL · Since 2022
ONEASCENT FAMILY OFFICES
BIRMINGHAM, AL · Since 2022
STEADMONT ADVISORS, LLC
BIRMINGHAM, AL · Since 2024
FAIRVOY PRIVATE WEALTH, LLC
BIRMINGHAM, AL · Since 2024
WALTON FINANCIAL
BIRMINGHAM, AL · Since 2024
OAKWORTH ASSET MANAGEMENT, LLC
BIRMINGHAM, AL · Since 2025
PARK LANE ADVISORS, LLC
BIRMINGHAM, AL · Since 2025
ABACUS INVESTMENTS LLC
BIRMINGHAM, AL · Since 2023
NBC SECURITIES, INC.
BIRMINGHAM, AL · Since 2001
ONEASCENT FINANCIAL SERVICES LLC
BIRMINGHAM, AL · Since 2016
TRUST ADVISORY GROUP LTD
BIRMINGHAM, AL · Since 1994
STONEX ADVISORS INC.
BIRMINGHAM, AL · Since 2014
BHK INVESTMENT ADVISORS
BIRMINGHAM, AL · Since 2006
HIGHLAND ASSOCIATES INC
BIRMINGHAM, AL · Since 1987
BHK SECURITIES, LLC
BIRMINGHAM, AL · Since 2006
REGIONS INVESTMENT MANAGEMENT, INC.
BIRMINGHAM, AL · Since 1986
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in BIRMINGHAM?
The median advisory fee in BIRMINGHAM, AL is 0.95% of assets under management per year, based on Form ADV filings from 49 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.