SOUTHERN CAPITAL SERVICES INC
Daphne, AL
AUM
$192.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
251-626-1140
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in AL
143 advisers found
COLARION
Mountain Brook, AL
AUM
$188.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
205 410 9443
MAGNOLIA WEALTH MANAGEMENT LLC
Dothan, AL
AUM
$183.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(334) 699-4036
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
ENR ASSET MANAGEMENT, INCORPORATED
Westmount, Quebec, AL
AUM
$176.7M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
514-989-8027
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
RETIREMENT ADVISORS, INC.
Mobile, AL
AUM
$159.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
251-344-0707
ATLAS
AL
AUM
$153.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
805-557-8713
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
AUM
$129.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
281-804-4392
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
$122.2M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
623-292-5560
PMD ADVISORY
Hoover, AL
AUM
$111.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
205-986-0060
AUM
$110.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
801-317-8222
INFINITY TAX & FINANCIAL PLANNING
Huntsville, AL
AUM
$100.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
256-527-4214
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
TRADEWAY
AL
AUM
$89.2M
Wealth MgmtTrusts & Estates
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
877-777-0703
COPE PRIVATE WEALTH
Birmingham, AL
AUM
$88.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
205-223-3625
AUM
$86.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
251-626-6292
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
MOBILE BAY WEALTH MANAGEMENT, LLC
Mobile, AL
AUM
$69.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(251) 666-5000