Best Financial Advisors in BIRMINGHAM, Alabama
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in BIRMINGHAM
Page 1 of 2 · 49 firms
HARBERT FUND ADVISORS, LLC
BIRMINGHAM, AL · Since 1998
JOHNSON STERLING, INC.
BIRMINGHAM, AL · Since 1995
PORTER WHITE INVESTMENT ADVISORS, INC.
BIRMINGHAM, AL · Since 2005
MELD FINANCIAL, INC.
BIRMINGHAM, AL · Since 2004
BIRMINGHAM CAPITAL MANAGEMENT CO INC
BIRMINGHAM, AL · Since 1983
ONEASCENT INVESTMENT SOLUTIONS, LLC
BIRMINGHAM, AL · Since 2017
MAYFAIR ADVISORY GROUP, LLC
BIRMINGHAM, AL · Since 2019
FIDELIS CAPITAL, LLC
BIRMINGHAM, AL · Since 2006
GREYBOX INVESTMENTS
BIRMINGHAM, AL · Since 2020
NAVIGATE 401K, LLC
BIRMINGHAM, AL · Since 2020
NAVIGATE PRIVATE FUND ADVISORS LLC
BIRMINGHAM, AL · Since 2021
WAVERLY ADVISORS, LLC
BIRMINGHAM, AL · Since 2001
MCKINNEY CAPITAL, LLC
BIRMINGHAM, AL · Since 2021
THE WELCH GROUP, LLC
BIRMINGHAM, AL · Since 1999
RESOURCE MANAGEMENT SERVICE, LLC
BIRMINGHAM, AL · Since 2004
VULCAN VALUE PARTNERS LLC
BIRMINGHAM, AL · Since 2009
ARLINGTON PARTNERS LLC
BIRMINGHAM, AL · Since 2000
SOUTHERN FINANCIAL GROUP, LLC
BIRMINGHAM, AL · Since 2007
EVERSOURCE WEALTH ADVISORS, LLC
BIRMINGHAM, AL · Since 2020
ANDERSON GROWTH PARTNERS, LLC
BIRMINGHAM, AL · Since 2006
MONEY MANAGEMENT SERVICES INC
BIRMINGHAM, AL · Since 1992
BROOKLINE INVESTMENTS, INC.
BIRMINGHAM, AL · Since 1999
BONAVENTURE CAPITAL, LLC
BIRMINGHAM, AL · Since 2005
KASSOUF WEALTH ADVISORS, LLC
BIRMINGHAM, AL · Since 2006
MAINSAIL ASSET MANAGEMENT, LLC
BIRMINGHAM, AL · Since 2007
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.