Investment adviser firms in BIRMINGHAM, Alabama
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
49 firms · Source months shown: August 2026
- ABACUS INVESTMENTS LLCCRD 327805 · BIRMINGHAM, AL$105,949,539.00Regulatory AUM · August 2026
- ANDERSON GROWTH PARTNERS, LLCCRD 138600 · BIRMINGHAM, AL$1,009,025,725.00Regulatory AUM · August 2026
- APPROACH RETIREMENT ADVISORS, LLCCRD 166221 · BIRMINGHAM, AL$227,468,365.00Regulatory AUM · August 2026
- ARLINGTON PARTNERS LLCCRD 109335 · BIRMINGHAM, AL$2,311,652,119.00Regulatory AUM · August 2026
- BHK INVESTMENT ADVISORS, LLCCRD 140515 · BIRMINGHAM, AL$794,064,525.00Regulatory AUM · August 2026
- BHK SECURITIES, LLCCRD 139665 · BIRMINGHAM, AL$128,447,277.00Regulatory AUM · August 2026
- BIRMINGHAM CAPITAL MANAGEMENT CO INCCRD 108508 · BIRMINGHAM, AL$273,628,841.00Regulatory AUM · August 2026
- BMSS WESSON WEALTH SOLUTIONS, LLCCRD 282792 · BIRMINGHAM, AL$703,950,154.00Regulatory AUM · August 2026
- BONAVENTURE CAPITAL, LLCCRD 120780 · BIRMINGHAM, AL$493,807,320.00Regulatory AUM · August 2026
- BROOKLINE INVESTMENTS, INC.CRD 109239 · BIRMINGHAM, AL$281,468,586.00Regulatory AUM · August 2026
- COOK & BYNUM CAPITAL MANAGEMENT, LLCCRD 149454 · BIRMINGHAM, AL$359,767,467.00Regulatory AUM · August 2026
- DMC GROUP, LLCCRD 174077 · BIRMINGHAM, AL$176,696,639.00Regulatory AUM · August 2026
- EVERSOURCE WEALTH ADVISORS, LLCCRD 286340 · BIRMINGHAM, AL$5,095,829,877.00Regulatory AUM · August 2026
- FAIRVOY PRIVATE WEALTH, LLCCRD 329636 · BIRMINGHAM, AL$605,078,967.00Regulatory AUM · August 2026
- FEATHERINGILL CAPITAL, LLCCRD 299523 · BIRMINGHAM, AL$142,916,072.00Regulatory AUM · August 2026
- FIDELIS CAPITAL, LLCCRD 141341 · BIRMINGHAM, AL$18,321,996.00Regulatory AUM · August 2026
- FORAGER CAPITAL MANAGEMENT, LLCCRD 158835 · BIRMINGHAM, AL$352,913,302.00Regulatory AUM · August 2026
- HARBERT FUND ADVISORS, LLCCRD 110577 · BIRMINGHAM, AL$7,820,741,788.00Regulatory AUM · August 2026
- HIGHLAND ASSOCIATES INCCRD 104948 · BIRMINGHAM, AL$20,990,815,180.00Regulatory AUM · August 2026
- JOHNSON STERLING, INC.CRD 106379 · BIRMINGHAM, AL$3,901,463,778.00Regulatory AUM · August 2026
- KASSOUF WEALTH ADVISORS, LLCCRD 122683 · BIRMINGHAM, AL$471,323,991.00Regulatory AUM · August 2026
- LANARK FINANCIAL, INC.CRD 17870 · BIRMINGHAM, AL$1,784,817,450.00Regulatory AUM · August 2026
- MAINSAIL ASSET MANAGEMENT, LLCCRD 128373 · BIRMINGHAM, AL$598,811,962.00Regulatory AUM · August 2026
- MAYFAIR ADVISORY GROUP, LLCCRD 304668 · BIRMINGHAM, AL$806,422,657.00Regulatory AUM · August 2026
- MCKINNEY CAPITAL, LLCCRD 315545 · BIRMINGHAM, AL$90,960,929.00Regulatory AUM · August 2026
- MELD FINANCIAL, INC.CRD 118896 · BIRMINGHAM, AL$776,399,278.00Regulatory AUM · August 2026
- MONEY MANAGEMENT SERVICES, INC.CRD 106832 · BIRMINGHAM, AL$442,701,129.00Regulatory AUM · August 2026
- NAVIGATE 401K, LLCCRD 309466 · BIRMINGHAM, AL$317,893,600.00Regulatory AUM · August 2026
- NAVIGATE PRIVATE FUND ADVISORS LLCCRD 313687 · BIRMINGHAM, ALNot availableRegulatory AUM · August 2026
- NAVIGATE WEALTH MANAGEMENT, LLCCRD 173770 · BIRMINGHAM, AL$429,568,664.00Regulatory AUM · August 2026
- NCP MANAGEMENT HOLDINGS, INC.CRD 160075 · BIRMINGHAM, AL$232,569,242.00Regulatory AUM · August 2026
- OAKWORTH ASSET MANAGEMENT, LLCCRD 335388 · BIRMINGHAM, AL$846,327,168.00Regulatory AUM · August 2026
- ONEASCENT CAPITAL LLCCRD 323220 · BIRMINGHAM, AL$55,629,669.00Regulatory AUM · August 2026
- ONEASCENT FAMILY OFFICE LLCCRD 323305 · BIRMINGHAM, AL$544,486,722.00Regulatory AUM · August 2026
- ONEASCENT FINANCIAL SERVICES LLCCRD 284549 · BIRMINGHAM, AL$3,537,993,573.00Regulatory AUM · August 2026
- ONEASCENT INVESTMENT SOLUTIONS, LLCCRD 285512 · BIRMINGHAM, AL$987,228,107.00Regulatory AUM · August 2026
- ONEASCENT WEALTH MANAGEMENT LLCCRD 308057 · BIRMINGHAM, AL$475,574,303.00Regulatory AUM · August 2026
- PARK LANE ADVISORS, LLCCRD 338445 · BIRMINGHAM, AL$623,913,257.00Regulatory AUM · August 2026
- PORTER WHITE INVESTMENT ADVISORS, INC.CRD 110876 · BIRMINGHAM, AL$748,210,174.00Regulatory AUM · August 2026
- REGIONS INVESTMENT MANAGEMENT, INC.CRD 111715 · BIRMINGHAM, AL$20,139,489,452.00Regulatory AUM · August 2026
- RESOURCE MANAGEMENT SERVICE, LLCCRD 130791 · BIRMINGHAM, AL$5,915,040,000.00Regulatory AUM · August 2026
- SOUTHERN FINANCIAL GROUP, LLCCRD 142644 · BIRMINGHAM, AL$1,050,139,365.00Regulatory AUM · August 2026
- STEADMONT ADVISORS, LLCCRD 328882 · BIRMINGHAM, AL$430,737,802.00Regulatory AUM · August 2026
- STONEX ADVISORS INC.CRD 174182 · BIRMINGHAM, AL$5,092,884,780.00Regulatory AUM · August 2026
- THE WELCH GROUP, LLCCRD 111273 · BIRMINGHAM, AL$3,682,452,369.00Regulatory AUM · August 2026
- TRUST ADVISORY GROUP LTDCRD 106926 · BIRMINGHAM, AL$313,523,737.00Regulatory AUM · August 2026
- VULCAN VALUE PARTNERS LLCCRD 151190 · BIRMINGHAM, AL$6,083,234,967.00Regulatory AUM · August 2026
- WALTON FINANCIALCRD 331634 · BIRMINGHAM, AL$182,903,769.00Regulatory AUM · August 2026
- WAVERLY ADVISORS, LLCCRD 115332 · BIRMINGHAM, AL$29,781,065,619.00Regulatory AUM · August 2026