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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
196 advisers found
AUM
$473.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
8135976400
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
BROWN FINANCIAL ADVISORY
Fairhope, AL
AUM
$468.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
251-928-9498
AXIENT INVESTMENT ADVISORS LLC
Huntsville, AL
AUM
$454.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
256-980-1723
INVISTA ADVISORS
Montgomery, AL
AUM
$443.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(334) 387-0094
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
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
Fairhope, AL
AUM
$424.4M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
251-928-8999
JMF CAPSTONE WEALTH MANAGEMENT
Tuscaloosa, AL
AUM
$416.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM
205-345-8440
AUM
$406.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
434-923-8112
CLOUD INVESTMENTS, LLC
Huntsville, AL
AUM
$404.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
256-715-0094
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
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
AUM
$351.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +2 more
(850) 380-9558
TUCKER FINANCIAL GROUP
Montgomery, AL
AUM
$339.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
334-277-0500
AULL & MONROE
Mobile, AL
AUM
$323.2M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
(251) 342-3339
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
TIMBERCHASE FINANCIAL, LLC
Hoover, AL
AUM
$280.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
205-980-7118
STRAUSS FINANCIAL GROUP
Hoover, AL
AUM
$276.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(205) 967-9595