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.
82 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
REGIONS INVESTMENT MANAGEMENT, INC.
Birmingham, AL
AUM
$20.14B
Wealth MgmtInstitutional
Team
24 advisors
Clients
0
Fees
Percentage of AUM
205-326-7074
HARBERT FUND ADVISORS, LLC
Birmingham, AL
AUM
$7.82B
Wealth MgmtInstitutional
Team
62 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
205/987-5500
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
RESOURCE MANAGEMENT SERVICE, LLC
Birmingham, AL
AUM
$5.92B
Wealth MgmtInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
205-991-9516
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
ARLINGTON PARTNERS LLC
Birmingham, AL
AUM
$2.31B
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
205-488-4300
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
PARK LANE ADVISORS, LLC
Birmingham, AL
AUM
$623.9M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(205) 383-8782
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
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