Fiduciary advisors in Alabama

84registered advisers
77fee-only verified

Alabama has 84 SEC-registered fiduciary advisors, 77 of which operate on a fee-only basis. Birmingham and Huntsville account for the bulk of the state's advisory firms, reflecting the aerospace and banking industries that generate significant wealth in the region. Alabama does not impose a state income tax on retirement income from defined benefit plans, which creates distinct planning needs around drawdown strategies and Roth conversions.

Cities

Alexander City1Auburn2Birmingham50Daphne2Dothan2Fairhope3Homewood1Hoover4Huntsville4Mobile5Montgomery4Tuscaloosa2Vestavia1Vestavia Hills3

Top advisors

6TH STREET ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Daphne, AlabamaCRD #156623
Typical Fee--
AUM$257M
Minimum--
Clients350

ABACUS INVESTMENTS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #327805
Typical Fee--
AUM$106M
Minimum--
Clients2

ANDERSON GROWTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #138600
Typical Fee--
AUM$919M
Minimum--
Clients159

APPROACH RETIREMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #166221
Typical Fee--
AUM$199M
Minimum--
Clients546

APTUS CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fairhope, AlabamaCRD #167626
Typical Fee0.01%
AUM$9.9B
Minimum--
Clients9,347

ARLINGTON PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #109335
Typical Fee--
AUM$1.7B
Minimum--
Clients23

AULL & MONROE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mobile, AlabamaCRD #104830
Typical Fee--
AUM$329M
Minimum--
Clients426

BCR WEALTH STRATEGIES

Fee-Only, No ConflictsClean Record
Vestavia, AlabamaCRD #119670
Typical Fee--
AUM$528M
Minimum--
Clients1,219

BHK INVESTMENT ADVISORS

Also Compensated via Brokerage
Birmingham, AlabamaCRD #140515
Typical Fee--
AUM$756M
Minimum--
Clients751

BHK SECURITIES, LLC

Also Compensated via Brokerage
Birmingham, AlabamaCRD #139665
Typical Fee--
AUM$134M
Minimum--
Clients191

BIRMINGHAM CAPITAL MANAGEMENT CO INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #108508
Typical Fee--
AUM$322M
Minimum--
Clients162

BLALOCK WILLIAMS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Alexander City, AlabamaCRD #325465
Typical Fee--
AUM$176M
Minimum--
Clients642

BLUEWATER WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Vestavia Hills, AlabamaCRD #330078
Typical Fee--
AUM$97M
Minimum--
Clients70

BMSS WESSON WEALTH SOLUTIONS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #282792
Typical Fee--
AUM$577M
Minimum--
Clients990

BONAVENTURE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #120780
Typical Fee--
AUM$438M
Minimum--
Clients32

BRIGHT INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Auburn, AlabamaCRD #269955
Typical Fee--
AUM$140M
Minimum--
Clients113

BROOKLINE INVESTMENTS, INC.

Fee-OnlyAlso Compensated via Product Sales
Birmingham, AlabamaCRD #109239
Typical Fee--
AUM$403M
Minimum--
Clients33

BROWN FINANCIAL ADVISORY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fairhope, AlabamaCRD #155548
Typical Fee--
AUM$344M
Minimum--
Clients745

CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tuscaloosa, AlabamaCRD #337758
Typical Fee--
AUM$100M
Minimum--
Clients579

CAPSOUTH WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dothan, AlabamaCRD #132517
Typical Fee--
AUM$884M
Minimum--
Clients1,509

CLOUD INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Huntsville, AlabamaCRD #281915
Typical Fee--
AUM$404M
Minimum--
Clients1,749

COLARION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #284588
Typical Fee--
AUM$168M
Minimum--
Clients164

COOK & BYNUM CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Birmingham, AlabamaCRD #149454
Typical Fee--
AUM$322M
Minimum--
Clients5

EVERSOURCE WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #286340
Typical Fee--
AUM$4.0B
Minimum--
Clients12,633

FAIRVOY PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #329636
Typical Fee--
AUM$513M
Minimum--
Clients1,185

FEATHERINGILL CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #299523
Typical Fee--
AUM$143M
Minimum--
Clients6

FIDELIS CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #141341
Typical Fee--
AUM$12M
Minimum--
Clients3

FORAGER CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #158835
Typical Fee--
AUM$355M
Minimum--
Clients2

GREYBOX INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #174077
Typical Fee--
AUM$186M
Minimum--
Clients187

HARBERT FUND ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Birmingham, AlabamaCRD #110577
Typical Fee--
AUM$8.0B
Minimum--
Clients53

HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fairhope, AlabamaCRD #106454
Typical Fee--
AUM$399M
Minimum--
Clients209

HIGHLAND ASSOCIATES INC

Fee-Only, No Conflicts
Birmingham, AlabamaCRD #104948
Typical Fee--
AUM$20.1B
Minimum--
Clients69

INVISTA ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Montgomery, AlabamaCRD #282899
Typical Fee--
AUM$580M
Minimum--
Clients713

JACKSON THORNTON WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Montgomery, AlabamaCRD #116091
Typical Fee0.20%
AUM$2.0B
Minimum--
Clients2,367

JMF CAPSTONE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tuscaloosa, AlabamaCRD #118296
Typical Fee--
AUM$363M
Minimum--
Clients562

JOHNSON STERLING, INC.

Fee-Only, No ConflictsClean Record
Birmingham, AlabamaCRD #106379
Typical Fee--
AUM$3.3B
Minimum--
Clients388

KASSOUF WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #122683
Typical Fee--
AUM$402M
Minimum--
Clients421

KEEL POINT, LLC

Clean RecordAlso Compensated via Brokerage
Huntsville, AlabamaCRD #127902
Typical Fee--
AUM$3.5B
Minimum--
Clients5,626

LEAVELL INVESTMENT MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mobile, AlabamaCRD #107890
Typical Fee--
AUM$3.0B
Minimum--
Clients2,847

LONGVIEW FINANCIAL ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Huntsville, AlabamaCRD #122451
Typical Fee--
AUM$195M
Minimum--
Clients678

LYONS VIEW CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Auburn, AlabamaCRD #324582
Typical Fee--
AUM--
Minimum--
Clients--

MAGNOLIA WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dothan, AlabamaCRD #297598
Typical Fee--
AUM$183M
Minimum--
Clients920

MAINSAIL ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #128373
Typical Fee--
AUM$410M
Minimum--
Clients740

MARBLE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Montgomery, AlabamaCRD #335291
Typical Fee--
AUM$895M
Minimum--
Clients1,080

MAYFAIR ADVISORY GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #304668
Typical Fee--
AUM$806M
Minimum--
Clients1,240

MCKINNEY CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #315545
Typical Fee--
AUM$151M
Minimum--
Clients4

MELD FINANCIAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #118896
Typical Fee--
AUM$690M
Minimum--
Clients1,846

MONEY MANAGEMENT SERVICES INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #106832
Typical Fee--
AUM$389M
Minimum--
Clients1,304

NAVIGATE 401K, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #309466
Typical Fee--
AUM$259M
Minimum--
Clients73

NAVIGATE PRIVATE FUND ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #313687
Typical Fee--
AUM--
Minimum--
Clients--
View all 84 advisors in Alabama
Fiduciary Financial Advisors in Alabama | FiduciaryListings