NEXT PHASE ADVISORS
Cullman, AL
AUM
$37.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
256-841-7727
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
196 advisers found
AUM
$35.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +3 more
561-460-2870
TABULA RASA ADVISORS, LLC
Birmingham, AL
AUM
$32.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
205-323-5440
GULF COAST FINANCIAL ADVISORS
Fairhope, AL
AUM
$32.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
251-327-2124
COCHRANMICKELS RETIREMENT SPECIALISTS, LLC
Huntsville, AL
AUM
$30.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
256-417-4870
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
KROWTEN EQUITIES
Birmingham, AL
AUM
$25.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
205-515-2200
OLD OAK ADVISORS, LLC
Vestavia Hills, AL
AUM
$24.8M
Wealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
205-538-2440
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
GANTT FINANCIAL ADVISORS, LLC
Daphne, AL
AUM
$23.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
251-214-2617
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
AUM
$22.3M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
877-486-4702
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
STOCKBRIDGE WEALTH PARTNERS
Birmingham, AL
AUM
$19.2M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(205) 201-1593
CAH ADVISORS, LLC
Birmingham, AL
AUM
$16.1M
Fee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Hourly charges; Fixed fees
346-388-1221
GOGGANS GROUP INC
Gadsden, AL
AUM
$15.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
844-464-4267
ADS WEALTH MANAGEMENT LLC
Hoover, AL
AUM
$15.4M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Subscription fees +1 more
205-444-4996
DREAMWORK FINANCIAL GROUP
Birmingham, AL
AUM
$13.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(205)379-1049
CAPSTONE WEALTH ADVISORS, LLC
Andalusia, AL
AUM
$13.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
334-222-3087
CAPITAL STEWARDS, LLC
Huntsville, AL
AUM
$11.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
256-864-3399
CLARK PLANNING & INVESTMENT ADVISORY
Birmingham, AL
AUM
$10.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
205-981-1120