Best Financial Advisors in VESTAVIA HILLS, Alabama
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$808M
Median AUM
3
Firms Listed
in our database
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Top Rated Established Verified3 firms shown
Top-Ranked Advisors in VESTAVIA HILLS
#1
93
RFG ADVISORY, LLC
VESTAVIA HILLS, AL · Since 2014
$6.8B AUM162 clientsFee: 0%
FiduciaryFee-Only
#2
84
BLUEWATER WEALTH ADVISORS, LLC
VESTAVIA HILLS, AL · Since 2024
$146M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
78
SUNBURST FINANCIAL GROUP, LLC
VESTAVIA HILLS, AL · Since 2016
$808M AUM6 clientsFee: 0%
FiduciaryFee-Only
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 VESTAVIA HILLS?
The median advisory fee in VESTAVIA HILLS, AL is 0.95% of assets under management per year, based on Form ADV filings from 3 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.