WAVERLY ADVISORS, LLC
Birmingham, AL
AUM
$29.78B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
197 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
205-871-3334
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in AL, BIRMINGHAM
50 advisers found
HIGHLAND ASSOCIATES INC
Birmingham, AL
AUM
$20.99B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
18 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
205-933-8664
VULCAN VALUE PARTNERS LLC
Birmingham, AL
AUM
$6.08B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
205-803-1582
EVERSOURCE WEALTH ADVISORS, LLC
Birmingham, AL
AUM
$5.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
220 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
800-292-2411
JOHNSON STERLING, INC.
Birmingham, AL
AUM
$3.90B
Wealth MgmtTrusts & EstatesRetirementInstitutional
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
74 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
205-313-9142
NBC SECURITIES, INC.
Birmingham, AL
AUM
$1.78B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
63 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
800-521-9390
SOUTHERN FINANCIAL GROUP, LLC
Birmingham, AL
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
205.383.1415
ANDERSON GROWTH PARTNERS, LLC
Birmingham, AL
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
205-909-0950
OAKWORTH ASSET MANAGEMENT, LLC
Birmingham, AL
AUM
$846.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
19 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
205-263-4700
MAYFAIR ADVISORY GROUP, LLC
Birmingham, AL
AUM
$806.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(205) 395-6970
BHK INVESTMENT ADVISORS
Birmingham, AL
AUM
$794.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
205-322-2025
MELD FINANCIAL, INC.
Birmingham, AL
AUM
$776.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
205-967-4200
PORTER WHITE INVESTMENT ADVISORS, INC.
Birmingham, AL
AUM
$748.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
205-252-3681
BMSS WESSON WEALTH SOLUTIONS
Birmingham, AL
AUM
$704.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
205-982-5555
FAIRVOY PRIVATE WEALTH, LLC
Birmingham, AL
AUM
$605.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM
(205)578-6250
MAINSAIL ASSET MANAGEMENT, LLC
Birmingham, AL
AUM
$598.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
205-536-7776
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
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
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