Fiduciary advisors in Birmingham, AL

50 registered advisers

Birmingham is the banking center of the Deep South, historically home to Regions Financial and a legacy of industrial-era family wealth, and 50 SEC-registered fiduciary firms serve local investors. The fee-only share stands at 92%, with 46 firms declining all forms of commission-based compensation. The directory below breaks down each firm's fee structure, client base, and regulatory standing.

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

ARLINGTON PARTNERS LLC

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

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

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

BROOKLINE INVESTMENTS, INC.

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

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

HIGHLAND ASSOCIATES INC

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

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

MAINSAIL ASSET MANAGEMENT, LLC

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

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--

NAVIGATE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #173770
Typical Fee--
AUM$355M
Minimum--
Clients776

NBC SECURITIES, INC.

Also Compensated via Brokerage
Birmingham, AlabamaCRD #17870
Typical Fee--
AUM$1.7B
Minimum--
Clients4,545

NEW CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #160075
Typical Fee--
AUM$615M
Minimum--
Clients5

OAKWORTH ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #335388
Typical Fee--
AUM$757M
Minimum--
Clients678

ONEASCENT CAPITAL

Fee-OnlyAlso Compensated via Product Sales
Birmingham, AlabamaCRD #323220
Typical Fee--
AUM$26M
Minimum--
Clients4

ONEASCENT FAMILY OFFICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #323305
Typical Fee--
AUM$360M
Minimum--
Clients168

ONEASCENT FINANCIAL SERVICES LLC

Clean RecordAlso Compensated via Brokerage
Birmingham, AlabamaCRD #284549
Typical Fee--
AUM$2.6B
Minimum--
Clients11,150

ONEASCENT INVESTMENT SOLUTIONS, LLC

Fee-OnlyAlso Compensated via Product Sales
Birmingham, AlabamaCRD #285512
Typical Fee--
AUM$640M
Minimum--
Clients31

ONEASCENT WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #308057
Typical Fee--
AUM$432M
Minimum--
Clients2,138

PARK LANE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #338445
Typical Fee--
AUM$624M
Minimum--
Clients5

PORTER WHITE INVESTMENT ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #110876
Typical Fee--
AUM$748M
Minimum--
Clients329

REGIONS INVESTMENT MANAGEMENT, INC.

Fee-Only, No Conflicts
Birmingham, AlabamaCRD #111715
Typical Fee--
AUM$18.7B
Minimum--
Clients2

RESOURCE MANAGEMENT SERVICE, LLC

Fee-Only, No ConflictsClean Record
Birmingham, AlabamaCRD #130791
Typical Fee--
AUM$5.3B
Minimum--
Clients14

SOUTHERN FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #142644
Typical Fee--
AUM$1.1B
Minimum--
Clients2,597

STEADMONT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #328882
Typical Fee--
AUM$368M
Minimum--
Clients1,173

STONEX ADVISORS INC.

Fee-OnlyAlso Compensated via Product Sales
Birmingham, AlabamaCRD #174182
Typical Fee2.00%
AUM$5.1B
Minimum$25,000
Clients15,487

THE WELCH GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #111273
Typical Fee--
AUM$3.7B
Minimum--
Clients4,528

TRUST ADVISORY GROUP LTD

Fee-OnlyAlso Compensated via Product Sales
Birmingham, AlabamaCRD #106926
Typical Fee--
AUM$494M
Minimum--
Clients1,720

VULCAN VALUE PARTNERS LLC

Fee-OnlyAlso Compensated via Product Sales
Birmingham, AlabamaCRD #151190
Typical Fee--
AUM$6.9B
Minimum--
Clients312

WALTON FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #331634
Typical Fee--
AUM$183M
Minimum--
Clients526

WAVERLY ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Birmingham, AlabamaCRD #115332
Typical Fee--
AUM$28.3B
Minimum--
Clients34,313
Fiduciary Advisors in Birmingham, Alabama | FiduciaryListings