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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in AL
91 advisers found
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
JMF CAPSTONE WEALTH MANAGEMENT
Tuscaloosa, AL
AUM
$416.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM
205-345-8440
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
WILLIAMS FINANCIAL GROUP
Mobile, AL
AUM
$354.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
251-473-2120
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
AUM
$249.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
(615) 656-3745
BLALOCK WILLIAMS, LLC
Alexander City, AL
AUM
$242.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(256) 444-6256
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
SOUTHERN CAPITAL SERVICES INC
Daphne, AL
AUM
$192.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
251-626-1140
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
NAVIANT PARTNERS, LLC
Fairhope, AL
AUM
$177.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(251) 725-9977
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
AUM
$160.1M
Wealth MgmtInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
917-224-7259
BRIGHT INVESTMENTS, LLC
Auburn, AL
AUM
$151.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
334-321-2321
BLUEWATER WEALTH ADVISORS, LLC
Vestavia Hills, AL
AUM
$145.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
205-305-6352
CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC
Tuscaloosa, AL
AUM
$132.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
205-534-1310
BHK SECURITIES, LLC
Birmingham, AL
AUM
$128.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Commissions
205-322-2025
AUM
$110.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
801-317-8222
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
AUM
$86.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
251-626-6292