Alabama · 91 firms
Institutional Advisors in Alabama
Advisers managing assets for institutions, endowments, and corporations. Browse 91 advisers in Alabama matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Institutional firms in Alabama
WAVERLY ADVISORS, LLC
Birmingham, AL
AUM
$29.78B
Team
197 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
205-871-3334
ADDENDA CAPITAL
Montreal, Quebec, AL
AUM
$29.02B
Team
60 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
514-287-7373
HIGHLAND ASSOCIATES INC
Birmingham, AL
AUM
$20.99B
Team
18 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
205-933-8664
REGIONS INVESTMENT MANAGEMENT, INC.
Birmingham, AL
AUM
$20.14B
Team
24 advisors
Clients
0
Fees
Percentage of AUM
205-326-7074
APTUS CAPITAL ADVISORS, LLC
Fairhope, AL
AUM
$14.14B
Team
26 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
251-517-7198
HARBERT FUND ADVISORS, LLC
Birmingham, AL
AUM
$7.82B
Team
62 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
205/987-5500
RFG ADVISORY, LLC
Vestavia Hills, AL
AUM
$6.81B
Team
162 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
205-397-2450
VULCAN VALUE PARTNERS LLC
Birmingham, AL
AUM
$6.08B
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
205-803-1582
RESOURCE MANAGEMENT SERVICE, LLC
Birmingham, AL
AUM
$5.92B
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
205-991-9516
EVERSOURCE WEALTH ADVISORS, LLC
Birmingham, AL
AUM
$5.10B
Team
76 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
205-982-5515
STONEX ADVISORS INC.
Birmingham, AL
AUM
$5.09B
Team
220 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
800-292-2411
KEEL POINT, LLC
Huntsville, AL
AUM
$4.07B
Team
54 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
256-704-5111
JOHNSON STERLING, INC.
Birmingham, AL
AUM
$3.90B
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
205-871-9940
THE WELCH GROUP, LLC
Birmingham, AL
AUM
$3.68B
Team
26 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
205-879-5001
ONEASCENT FINANCIAL SERVICES LLC
Birmingham, AL
AUM
$3.54B
Team
74 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
205-313-9142
LEAVELL INVESTMENT MANAGEMENT, INC.
Mobile, AL
AUM
$3.40B
Team
24 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
251-433-3709
AUM
$3.08B
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
267-613-6250
AUM
$2.66B
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
251-471-2027
ARLINGTON PARTNERS LLC
Birmingham, AL
AUM
$2.31B
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
205-488-4300
JACKSON THORNTON WEALTH MANAGEMENT, LLC
Montgomery, AL
AUM
$2.01B
Team
9 advisors
Clients
0
Fees
Percentage of AUM
(334) 834-7660
NBC SECURITIES, INC.
Birmingham, AL
AUM
$1.78B
Team
63 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
800-521-9390
BRISTOL GATE CAPITAL PARTNERS INC.
Toronto, AL
AUM
$1.51B
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
416-921-7076
AUM
$1.44B
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
937-872-4015
SOUTHERN FINANCIAL GROUP, LLC
Birmingham, AL
AUM
$1.05B
Team
2 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
205.383.1415
196 total advisers in Alabama. Browse all Alabama advisors