ONEASCENT FAMILY OFFICES
Birmingham, AL
AUM
$544.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(205) 313-9142
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
82 advisers found
BONAVENTURE CAPITAL, LLC
Birmingham, AL
AUM
$493.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
205-775-7971
ONEASCENT WEALTH MANAGEMENT
Birmingham, AL
AUM
$475.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
205-313-9142
KASSOUF WEALTH ADVISORS, LLC
Birmingham, AL
AUM
$471.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
205-776-0100
MONEY MANAGEMENT SERVICES INC
Birmingham, AL
AUM
$442.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
205-871-7526
STEADMONT ADVISORS, LLC
Birmingham, AL
AUM
$430.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(205) 721-7005
NAVIGATE WEALTH MANAGEMENT, LLC
Birmingham, AL
AUM
$429.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
205-224-9500
COOK & BYNUM CAPITAL MANAGEMENT, LLC
Birmingham, AL
AUM
$359.8M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
205-994-2815
FORAGER CAPITAL MANAGEMENT, LLC
Birmingham, AL
AUM
$352.9M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
205-383-4763
NAVIGATE 401K, LLC
Birmingham, AL
AUM
$317.9M
Wealth MgmtRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
205-224-9502
TRUST ADVISORY GROUP LTD
Birmingham, AL
AUM
$313.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
22 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
800-292-2411
BROOKLINE INVESTMENTS, INC.
Birmingham, AL
AUM
$281.5M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
205-263-2332
NEW CAPITAL PARTNERS
Birmingham, AL
AUM
$232.6M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
205-939-8400
APPROACH RETIREMENT ADVISORS, LLC
Birmingham, AL
AUM
$227.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
(205) 588-8637
WALTON FINANCIAL
Birmingham, AL
AUM
$182.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(205) 871-0154
GREYBOX INVESTMENTS
Birmingham, AL
AUM
$176.7M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
205-703-0900
FEATHERINGILL CAPITAL, LLC
Birmingham, AL
AUM
$142.9M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
205-879-2722
BHK SECURITIES, LLC
Birmingham, AL
AUM
$128.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Commissions
205-322-2025
ABACUS INVESTMENTS LLC
Birmingham, AL
AUM
$105.9M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Performance-based fees; RECEIVE FEES FROM PORTFOLIO COMPANIES FOR MGMT SERVICES
205-661-8189
MCKINNEY CAPITAL, LLC
Birmingham, AL
AUM
$91.0M
Team
3 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
(205) 697-1837
INTELUS ADVISORY GROUP, LLC
Birmingham, AL
AUM
$89.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
205-313-3590
COPE PRIVATE WEALTH
Birmingham, AL
AUM
$88.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
205-223-3625
ANDERSON ASSET MANAGEMENT
Birmingham, AL
AUM
$68.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
205-453-0225
DMC WEALTH MANAGEMENT, LLC
Birmingham, AL
AUM
$65.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
205-431-3500