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 SalesTypical Fee--
AUM$106M
Minimum--
Clients2
ANDERSON GROWTH PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$919M
Minimum--
Clients159
APPROACH RETIREMENT ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$199M
Minimum--
Clients546
ARLINGTON PARTNERS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.7B
Minimum--
Clients23
BHK INVESTMENT ADVISORS
Also Compensated via BrokerageTypical Fee--
AUM$756M
Minimum--
Clients751
BHK SECURITIES, LLC
Also Compensated via BrokerageTypical Fee--
AUM$134M
Minimum--
Clients191
BIRMINGHAM CAPITAL MANAGEMENT CO INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$322M
Minimum--
Clients162
BMSS WESSON WEALTH SOLUTIONS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$577M
Minimum--
Clients990
BONAVENTURE CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$438M
Minimum--
Clients32
BROOKLINE INVESTMENTS, INC.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$403M
Minimum--
Clients33
COLARION
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$168M
Minimum--
Clients164
COOK & BYNUM CAPITAL MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$322M
Minimum--
Clients5
EVERSOURCE WEALTH ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4.0B
Minimum--
Clients12,633
FAIRVOY PRIVATE WEALTH, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$513M
Minimum--
Clients1,185
FEATHERINGILL CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$143M
Minimum--
Clients6
FIDELIS CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$12M
Minimum--
Clients3
FORAGER CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$355M
Minimum--
Clients2
GREYBOX INVESTMENTS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$186M
Minimum--
Clients187
HARBERT FUND ADVISORS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$8.0B
Minimum--
Clients53
HIGHLAND ASSOCIATES INC
Fee-Only, No ConflictsTypical Fee--
AUM$20.1B
Minimum--
Clients69
JOHNSON STERLING, INC.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$3.3B
Minimum--
Clients388
KASSOUF WEALTH ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$402M
Minimum--
Clients421
MAINSAIL ASSET MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$410M
Minimum--
Clients740
MAYFAIR ADVISORY GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$806M
Minimum--
Clients1,240
MCKINNEY CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$151M
Minimum--
Clients4
MELD FINANCIAL, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$690M
Minimum--
Clients1,846
MONEY MANAGEMENT SERVICES INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$389M
Minimum--
Clients1,304
NAVIGATE 401K, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$259M
Minimum--
Clients73
NAVIGATE PRIVATE FUND ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM--
Minimum--
Clients--
NAVIGATE WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$355M
Minimum--
Clients776
NBC SECURITIES, INC.
Also Compensated via BrokerageTypical Fee--
AUM$1.7B
Minimum--
Clients4,545
NEW CAPITAL PARTNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$615M
Minimum--
Clients5
OAKWORTH ASSET MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$757M
Minimum--
Clients678
ONEASCENT CAPITAL
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$26M
Minimum--
Clients4
ONEASCENT FAMILY OFFICES
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$360M
Minimum--
Clients168
ONEASCENT FINANCIAL SERVICES LLC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$2.6B
Minimum--
Clients11,150
ONEASCENT INVESTMENT SOLUTIONS, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$640M
Minimum--
Clients31
ONEASCENT WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$432M
Minimum--
Clients2,138
PARK LANE ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$624M
Minimum--
Clients5
PORTER WHITE INVESTMENT ADVISORS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$748M
Minimum--
Clients329
REGIONS INVESTMENT MANAGEMENT, INC.
Fee-Only, No ConflictsTypical Fee--
AUM$18.7B
Minimum--
Clients2
RESOURCE MANAGEMENT SERVICE, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$5.3B
Minimum--
Clients14
SOUTHERN FINANCIAL GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.1B
Minimum--
Clients2,597
STEADMONT ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$368M
Minimum--
Clients1,173
STONEX ADVISORS INC.
Fee-OnlyAlso Compensated via Product SalesTypical Fee2.00%
AUM$5.1B
Minimum$25,000
Clients15,487
THE WELCH GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.7B
Minimum--
Clients4,528
TRUST ADVISORY GROUP LTD
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$494M
Minimum--
Clients1,720
VULCAN VALUE PARTNERS LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$6.9B
Minimum--
Clients312
WALTON FINANCIAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$183M
Minimum--
Clients526
WAVERLY ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$28.3B
Minimum--
Clients34,313