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 Retirement Planning advisors in AL
81 advisers found
ADDENDA CAPITAL
Montreal, Quebec, AL
AUM
$29.02B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
60 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
514-287-7373
HIGHLAND ASSOCIATES INC
Birmingham, AL
AUM
$20.99B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
18 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
205-933-8664
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
VULCAN VALUE PARTNERS LLC
Birmingham, AL
AUM
$6.08B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
205-803-1582
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
JOHNSON STERLING, INC.
Birmingham, AL
AUM
$3.90B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
205-871-9940
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
JACKSON THORNTON WEALTH MANAGEMENT, LLC
Montgomery, AL
AUM
$2.01B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM
(334) 834-7660
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
AUM
$1.44B
Wealth MgmtRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
937-872-4015
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
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
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
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