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
Top-Ranked Advisors in VESTAVIA HILLS
#1
100
RFG ADVISORY, LLC
VESTAVIA HILLS, AL · Since 2014
$6.8B AUM162 clientsFee: 0%
FiduciaryFee-Only
#2
100
BLUEWATER WEALTH ADVISORS, LLC
VESTAVIA HILLS, AL · Since 2024
$146M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
95
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 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 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.