LIFEFIRST WEALTH, LLC
Huntsville, AL
AUM
$4.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
256-207-8008
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
196 advisers found
NORTH RIVER GROUP, LLC
Birmingham, AL
AUM
$3.0M
Team
1 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
205-292-6000
RWC WEALTH MANAGEMENT, INC.
Montgomery, AL
AUM
$2.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
334-440-6259
LAMONT TRADING ADVISORS, INC.
Huntsville, AL
AUM
$2.2M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
256-850-4161
LEGACY WEALTH MANAGEMENT GROUP, LLC
Dothan, AL
AUM
$1.6M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
334-792-6213
AUM
—
Financial Planning
Team
11 advisors
Clients
More than 500
Fees
Fixed fees
501-907-1993
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
HALCYON PROFESSIONAL ADVISORS
Cullman, AL
AUM
—
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Fixed fees
256-734-7211
LYONS VIEW CAPITAL, LLC
Auburn, AL
AUM
$0
Institutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
3343212321
MCBRYAR ADVISORY SERVICES, INC.
Bay Minette, AL
AUM
—
Team
2 advisors
Clients
—
Fees
ADVISER SHARES A FEE FROM SOLICITATION FOR OTHER ADVISERS ONLY
251-285-0330
AUM
—
Financial Planning
Team
8 advisors
Clients
251-500
Fees
Fixed fees; PLANNING FEES
(678) 538-9420
WOMACK & ASSOCIATES, LLC
Huntsville, AL
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Hourly charges; RETAINER FEES
256-534-1360
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
AUM
$194.9M
Wealth MgmtRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
727-324-4004
Full profileNo website
ARAGON FAMILY OFFICE LLC
Homewood, AL
AUM
$112.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
719-244-4814
Full profileNo website