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Best Financial Advisors near Pelham, Alabama


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


1. 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.

2. 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.

3. 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.

4. 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.

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

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

6. Sunburst Financial Group
   (205) 823-4949
600 Vestavia Parkway, Suite 100. Vestavia Hills, AL

Sunburst Financial Group, registered in 2016, manages $303.1 million for 481 clients.

7. 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.

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

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

9. 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.

10. BBVA Wealth Solutions
   (713) 552-9277
1789 Montgomery Highway, Birmingham, Alabama

BBVA Wealth Solutions, registered in 1999, manages $1.1 billion for 3,416 clients.

11. 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.

12. 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.

13. 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.

14. 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.

15. Sowell Management
   (501) 219-2434
205 Buck Creek Plaza, Suite C, Alabaster, Alabama

Sowell Management, registered in 2005, manages $2.2 billion for 5,192 clients.

16. Sowell Management
   (501) 219-2434
Multiple Locations

Sowell Management, registered in 2005, manages $2.2 billion for 5,192 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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Fisher Investments
   (888) 823-9566

Fisher Investments, registered in 1987, manages $120.9 billion for 69,327 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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Harpswell Capital Advisors
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Harpswell Capital Advisors, registered in 2017, manages $178.9 million for 31 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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