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Best Financial Advisors near Chelsea, Alabama


To help Americans find the best financial advisors in Chelsea, 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 Chelsea, Alabama.


1. 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.

2. Warren Averett Asset Management
   (205) 871-3334
2500 Acton Road Birmingham, AL

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

3. 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.

4. Asset Management Services
   (205) 408-9596
2205 Cahaba Valley Drive, Suite 200. Birmingham, AL

Asset Management Services, registered in 1998, manages $184.7 million for 246 clients.

5. Southern Financial Group
   (205) 383-1415
700 Corporate Parkway Birmingham, AL

Southern Financial Group, registered in 2007, manages $631.7 million for 1,142 clients.

6. Virtue Capital Management
   (615) 340-0801
1920 Valleydale Road Suite 115, Birmingham, Alabama

Virtue Capital Management, registered in 2014, manages $529.3 million for 3,133 clients.

7. Bridgeworth Wealth Management
   (205) 208-8700
3800 Colonnade Parkway, Suite 300. Birmingham, AL

Bridgeworth Wealth Management, registered in 2012, manages $1.5 billion for 3,346 clients.

8. Emerant Wealth
   (205) 871-3334
2500 Acton Road Birmingham, AL

Emerant Wealth, registered in 2016, manages $50.8 million for 159 clients.

9. Level Four Advisory Services
   (205) 601-1663
Multiple Locations

Level Four Advisory Services, registered in 2006, manages $2.8 billion for 6,405 clients.

10. Strauss Financial Group
   (205) 967-9595
2201 Cahaba Valley Drive, Suite 200. Birmingham, AL

Strauss Financial Group, registered in 2015, manages $139.0 million for 220 clients.

11. Accelerated Wealth Advisors
   (205) 795-2013
2290 Valleydale Rd, Suite 202, Birmingham, Alabama

Accelerated Wealth Advisors, registered in 2016, manages $269.3 million for 1,979 clients.

12. Oneascent Financial Services
   (205) 313-9142
23 Inverness Parkway Birmingham, AL

Oneascent Financial Services, registered in 2016, manages $351.4 million for 851 clients.

13. Southwestern Investment Advisory Services
   (615) 861-6100
4960 Valleydale Rd Suite 200, Birmingham, Alabama

Southwestern Investment Advisory Services, registered in 2016, manages $3.0 billion for 18,167 clients.

14. Dempsey Lord Smith
   (706) 238-9575
2450 Valleydale Road Suite 100, Birmingham, Alabama

Dempsey Lord Smith, registered in 2016, manages $200.0 million for 1,200 clients.

15. SA Stone Investment Advisors
   (800) 292-2411
2 Perimeter Park South, Suite 500 West. Birmingham, AL

SA Stone Investment Advisors, registered in 2014, manages $478.3 million for 2,313 clients.

16. Crown Capital Securities
   (205) 991-4448
2201 Providence Park Suite 100, Birmingham, Alabama

Crown Capital Securities, registered in 2000, manages $909.3 million for 3,784 clients.

17. Cetera Investment Advisers
   (800) 598-9164
250 Riverchase Parkway E, Birmingham, Alabama

Cetera Investment Advisers, registered in 1984, manages $15.9 billion for 78,591 clients.

18. AE Wealth Management
   (866) 363-9595
4500 Valleydale Rd. Suite 180, Birmingham, Alabama

AE Wealth Management, registered in 2016, manages $8.6 billion for 39,483 clients.

19. FSC Securities Corporation
   (800) 547-2382
2100 Riverchase Center Suite 408, Birmingham, Alabama

FSC Securities Corporation, registered in 1992, manages $8.7 billion for 25,350 clients.

20. FSC Securities Corporation
   (800) 547-2382
Multiple Locations

FSC Securities Corporation, registered in 1992, manages $8.7 billion for 25,350 clients.



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Fisher Investments
   (888) 823-9566

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

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Harpswell Capital Advisors
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Harpswell Capital Advisors, registered in 2017, manages $178.9 million for 31 clients.

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Mercer Global Advisors
   (888) 565-1681

Mercer Global Advisors, registered in 2008, manages $15.8 billion for 10,134 clients.

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Corda Investment Management
   (713) 439-0665

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

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Top Cities for Alabama


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

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