BHK SECURITIES, LLC
Birmingham, AL
AUM
$128.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Commissions
205-322-2025
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
196 advisers found
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
ABACUS INVESTMENTS LLC
Birmingham, AL
AUM
$105.9M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Performance-based fees; RECEIVE FEES FROM PORTFOLIO COMPANIES FOR MGMT SERVICES
205-661-8189
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
MCKINNEY CAPITAL, LLC
Birmingham, AL
AUM
$91.0M
Team
3 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
(205) 697-1837
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
ANDERSON ASSET MANAGEMENT
Birmingham, AL
AUM
$68.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
205-453-0225
DMC WEALTH MANAGEMENT, LLC
Birmingham, AL
AUM
$65.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
205-431-3500
WESBAN FINANCIAL CONSULTANTS, P.C.
Birmingham, AL
AUM
$60.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(205) 995-7778
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
WELON PARTNERS
Montgomery, AL
AUM
$57.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
3342582850
ONEASCENT CAPITAL
Birmingham, AL
AUM
$55.6M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
2058471343
DIVERSIFIED GLOBAL INVESTMENT STRATEGIES, LLC
Birmingham, AL
AUM
$55.0M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
205-877-4512
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
CELIA MANN BAEHR, CFP
Mobile, AL
AUM
$44.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
251-476-7183
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