LIPSCOMB INVESTMENT GROUP, LLC
Auburn, AL
AUM
$80.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
334-826-1335
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in AL
91 advisers found
BRIGHTHAVEN FINANCIAL ADVISORS, LLC
Huntsville, AL
AUM
$58.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
256-763-7386
ONEASCENT CAPITAL
Birmingham, AL
AUM
$55.6M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
2058471343
SALIBA ASSET MANAGEMENT L.L.C.
Huntsville, AL
AUM
$53.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
256-539-3965
BOOTH FINANCIAL
Birmingham, AL
AUM
$43.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
205-438-7573
WRS FINANCIAL SERVICES, L.L.C.
Tuscaloosa, AL
AUM
$30.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
205-345-5860
CANTERBURY INVESTMENT ADVISORS LLC
Mountain Brook, AL
AUM
$24.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
(205) 871-1692
WEALTH MANAGEMENT CONSULTANTS, LLC
Mobile, AL
AUM
$23.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
251-476-2131
INSIGNIA WEALTH ADVISORY
Opelika, AL
AUM
$22.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
334-704-4783
THE MCGRIFF ALLIANCE
Birmingham, AL
AUM
$21.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
0 total employees
Clients
11-25
Fees
Percentage of AUM · Fixed fees +2 more
205-991-4448
MEDORA VALUE EQUITY, LLC
Mobile, AL
AUM
$20.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
6462169242
FNBB CAPITAL MARKETS, LLC
Birmingham, AL
AUM
—
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
PERCENTAGE OF THE MARKET VALUE OF THE PLAN ASETS
205-262-2522
LYONS VIEW CAPITAL, LLC
Auburn, AL
AUM
$0
Institutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
3343212321
AUM
$1.01B
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Performance-based fees
212-951-1478
Full profileNo website
ONEASCENT INVESTMENT SOLUTIONS, LLC
Birmingham, AL
AUM
$987.2M
Wealth MgmtTrusts & Estates
Team
9 advisors
Clients
—
Fees
Percentage of AUM
2053139142
Full profileNo website
BIRMINGHAM CAPITAL MANAGEMENT CO INC
Birmingham, AL
AUM
$273.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
205-967-7062
Full profileNo website
KAIROS ASSET ADVISORY, LLC
Mobile, AL
AUM
$18.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 employees
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
404-840-7595
Full profileNo website
BWB ADVISORY GROUP
Enterprise, AL
AUM
$13.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
334-347-9509
Full profileNo website
VAUGHAN FAMILY FINANCIAL
Huntsville, AL
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
256-808-4476
Full profileNo website
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