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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
196 advisers found
MARBLE WEALTH, LLC
Montgomery, AL
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(334) 679-4800
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
CAPSOUTH WEALTH MANAGEMENT
Dothan, AL
AUM
$1.00B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
334.673.8600
PARK PLACE CAPITAL CORPORATION
Homewood, AL
AUM
$879.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
800-459-9084
SMITH THORNTON ADVISORS, LLC
Huntsville, AL
AUM
$852.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
256-715-7715
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
BFI INFINITY LTD.
Zurich, AL
AUM
$837.6M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
+41 58 806 2210
SUNBURST FINANCIAL GROUP, LLC
Vestavia Hills, AL
AUM
$808.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
205-823-4949
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
AUM
$571.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
310.882.6380
AUM
$566.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
65 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
630-553-3730
TRUEWEALTH ADVISORS, LLC
Hoover, AL
AUM
$547.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
205-588-4800
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
BCR WEALTH STRATEGIES
Vestavia, AL
AUM
$528.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
205-298-1234
AUM
$500.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
678-712-6656
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