search
List Map

Best Financial Advisors near Birmingham, Alabama


To help Americans find the best financial advisors in Birmingham, Alabama, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Birmingham, Alabama.


1. Symmetry Partners
   (205) 879-9879
One Office Park Drive Suite 210, Birmingham, Alabama

Symmetry Partners, registered in 2002, manages $5.6 billion for 15,380 clients.

2. BCR Wealth Strategies
   (205) 298-1234
1952 Urban Center Parkway Vestavia, AL

BCR Wealth Strategies, registered in 2002, manages $262.4 million for 251 clients.

3. Meld Financial
   (205) 967-4200
3008 Pump House RD. Birmingham, AL

Meld Financial, registered in 2004, manages $418.2 million for 611 clients.

4. The Mather Group
   (334) 269-8390
420 North 20th Street Suite 2200, Birmingham, Alabama

The Mather Group, registered in 2011, manages $3.9 billion for 1,827 clients.

5. Cahaba Wealth Management
   (205) 588-5167
3800 Colonnade Parkway Suite 340, Birmingham, Alabama

Cahaba Wealth Management, registered in 2009, manages $773.3 million for 433 clients.

6. Money Management Services
   (205) 871-7526
2100a Southbridge Parkway, Suite 375. Birmingham, AL

Money Management Services, registered in 1992, manages $260.0 million for 394 clients.

7. The Welch Group
   (205) 879-5001
3940 Montclair RD, Fifth Floor. Birmingham, AL

The Welch Group, registered in 1999, manages $1.8 billion for 1,005 clients.

8. Linscomb & Williams
   (205) 868-3331
2100 Third Avenue North Suite 1100, Birmingham, Alabama

Linscomb & Williams, registered in 1995, manages $3.8 billion for 5,182 clients.

9. Warren Averett Asset Management
   (205) 871-3334
Multiple Locations

Warren Averett Asset Management, registered in 2001, manages $2.7 billion for 1,218 clients.

10. Merit Financial Advisors
   (205) 969-8011
3595 Grandview Parkway Suite 225, Birmingham, Alabama

Merit Financial Advisors, registered in 2007, manages $2.3 billion for 4,120 clients.

11. Kassouf Wealth Advisors
   (205) 776-0100
2101 Highland Avenue South, Suite 650. Birmingham, AL

Kassouf Wealth Advisors, registered in 2006, manages $278.5 million for 266 clients.

12. Arlington Partners
   (205) 488-4300
The John Hand Building, 2000 Morris Avenue, Suite 1300. Birmingham, AL

Arlington Partners, registered in 2000, manages $5.4 billion for 122 clients.

13. Csenge Advisory Group
   (205) 988-4102
3100 Lorna Rd Suite 106, Birmingham, Alabama

Csenge Advisory Group, registered in 2011, manages $915.9 million for 1,718 clients.

14. Clark Financial Advisors
   (205) 298-8480
1400 Urban Center Drive, Suite 430. Birmingham, AL

Clark Financial Advisors, registered in 1984, manages $212.3 million for 350 clients.

15. Hightower Advisors
   (312) 962-3800
2336 20th Avenue South Suite 101, Birmingham, Alabama

Hightower Advisors, registered in 2008, manages $57.0 billion for 103,695 clients.

16. Capital Advisors
   (205) 718-0017
400 Union Hill Road Suite 250, Birmingham, Alabama

Capital Advisors, registered in 1978, manages $2.8 billion for 1,814 clients.

17. Bonaventure Capital
   (205) 626-9197
820 Shades Creek Pkwy., Ste. 1200 Birmingham, AL

Bonaventure Capital, registered in 2005, manages $315.0 million for 25 clients.

18. Leavell Investment Management
   (205) 879-1654
2712 18th Place South, Birmingham, Alabama

Leavell Investment Management, registered in 1979, manages $2.0 billion for 1,712 clients.

19. First Affirmative Financial Network
   (703) 245-5820
300 Vestavia Parkway, Suite 2300, Birminham, Alabama

First Affirmative Financial Network, registered in 1999, manages $955.1 million for 4,476 clients.

20. First Affirmative Financial Network
   (703) 245-5820
Multiple Locations

First Affirmative Financial Network, registered in 1999, manages $955.1 million for 4,476 clients.



Sponsored Results help_outline


Fisher Investments
   (888) 823-9566

Fisher Investments, registered in 1987, manages $120.9 billion for 69,327 clients.

Visit Site

Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

Visit Site



Top Cities for Alabama


Birmingham, Alabama Chelsea, Alabama Docena, Alabama Dolomite, Alabama Fairfield, Alabama Fultondale, Alabama Huntsville, Alabama Madison, Alabama Normal, Alabama Pelham, Alabama

Firm not here? Tell us what we're missing.

If the financial advisor firm you're looking for isn't here, let us know!


Contact us


Was this page helpful?

Yes or No
contact_supportSupport