Falists

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Filter by name, location, or specialty. All data from public SEC filings.

196 advisers found

SUTTON FINANCIAL GROUP

Birmingham, AL

AUM

$75.5M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM

205-540-1119

Full profileNo website

ATLANTES FINANCIAL ADVISORS

Fairhope, AL

AUM

$62.8M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

251-928-1616

Full profileNo website

MFP, LLC

Birmingham, AL

AUM

$40.0M

Wealth Mgmt

Team

1 advisors

Clients

0

Fees

Percentage of AUM

205-977-9045

Full profileNo website

GATEWAY WEALTH MANAGEMENT, LLC

Guntersville, AL

AUM

$37.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM; Hourly charges

256-582-5500

Full profileNo website

KAIROS ASSET ADVISORY, LLC

Mobile, AL

AUM

$18.6M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

1 employees

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

404-840-7595

Full profileNo website

FIDELIS CAPITAL, LLC

Birmingham, AL

AUM

$18.3M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

205.578.0592

Full profileNo website

BWB ADVISORY GROUP

Enterprise, AL

AUM

$13.8M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

334-347-9509

Full profileNo website

MM ADVISORS, LLC

Auburn, AL

AUM

$0

Financial PlanningFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Hourly charges · Fixed fees +1 more

334-887-7022

Full profileNo website
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