AUM
$275.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(615) 933-3314
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
196 advisers found
WILKINS MILLER WEALTH MANAGEMENT, LLC
Mobile, AL
AUM
$257.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
251-410-6700
6TH STREET ADVISORS, LLC
Daphne, AL
AUM
$256.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
251-422-3108
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
AUM
$239.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
844-932-3272
NEW CAPITAL PARTNERS
Birmingham, AL
AUM
$232.6M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
205-939-8400
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
LONGVIEW FINANCIAL ADVISORS, INC.
Huntsville, AL
AUM
$208.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
256-534-1196
SOUTHERN CAPITAL SERVICES INC
Daphne, AL
AUM
$192.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
251-626-1140
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
AUM
$160.1M
Wealth MgmtInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
917-224-7259
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
FEATHERINGILL CAPITAL, LLC
Birmingham, AL
AUM
$142.9M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
205-879-2722
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