WAVERLY ADVISORS, LLC
Birmingham, AL
AUM
$29.78B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
197 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
205-871-3334
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in AL
111 advisers found
APTUS CAPITAL ADVISORS, LLC
Fairhope, AL
AUM
$14.14B
Financial PlanningWealth MgmtTrusts & Estates
Team
26 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
251-517-7198
RFG ADVISORY, LLC
Vestavia Hills, AL
AUM
$6.81B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
162 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
205-397-2450
EVERSOURCE WEALTH ADVISORS, LLC
Birmingham, AL
AUM
$5.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
76 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
205-982-5515
STONEX ADVISORS INC.
Birmingham, AL
AUM
$5.09B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
220 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
800-292-2411
KEEL POINT, LLC
Huntsville, AL
AUM
$4.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
54 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
256-704-5111
THE WELCH GROUP, LLC
Birmingham, AL
AUM
$3.68B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
26 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
205-879-5001
ONEASCENT FINANCIAL SERVICES LLC
Birmingham, AL
AUM
$3.54B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
74 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
205-313-9142
LEAVELL INVESTMENT MANAGEMENT, INC.
Mobile, AL
AUM
$3.40B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
24 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
251-433-3709
AUM
$3.08B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
267-613-6250
AUM
$2.77B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
720-387-8158
AUM
$2.66B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
251-471-2027
NBC SECURITIES, INC.
Birmingham, AL
AUM
$1.78B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
63 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
800-521-9390
SOUTHERN FINANCIAL GROUP, LLC
Birmingham, AL
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
205.383.1415
MARBLE WEALTH, LLC
Montgomery, AL
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(334) 679-4800
ANDERSON GROWTH PARTNERS, LLC
Birmingham, AL
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
205-909-0950
CAPSOUTH WEALTH MANAGEMENT
Dothan, AL
AUM
$1.00B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
334.673.8600
PARK PLACE CAPITAL CORPORATION
Homewood, AL
AUM
$879.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
800-459-9084
SMITH THORNTON ADVISORS, LLC
Huntsville, AL
AUM
$852.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
256-715-7715
OAKWORTH ASSET MANAGEMENT, LLC
Birmingham, AL
AUM
$846.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
19 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
205-263-4700
SUNBURST FINANCIAL GROUP, LLC
Vestavia Hills, AL
AUM
$808.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
205-823-4949
MAYFAIR ADVISORY GROUP, LLC
Birmingham, AL
AUM
$806.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(205) 395-6970
MELD FINANCIAL, INC.
Birmingham, AL
AUM
$776.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
205-967-4200
PORTER WHITE INVESTMENT ADVISORS, INC.
Birmingham, AL
AUM
$748.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
205-252-3681
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