Financial advisors in Birmingham, AL

230 match · page 1 of 8

Adam Jenkins
Financial advisor at Southern Financial Group, LLC
Southern Financial Group, LLC · $1.05B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alan Ward
Financial advisor at Compound Planning, Inc.
Compound Planning, Inc. · $4.85B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alexander Tovar
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Allan McClure
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amanda Skinner
Financial advisor at Rfg Advisory, LLC
Rfg Advisory, LLC · $7.97B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Brignac
Financial advisor at Mainsail Asset Management, LLC
Mainsail Asset Management, LLC · $598.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Gearhart
Financial advisor at Waverly Advisors, LLC
Waverly Advisors, LLC · $29.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew White
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anna-Lena Kanter
Financial advisor at Porter White Investment Advisors, Inc.
Porter White Investment Advisors, Inc. · $748.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ashley Crawford
Financial advisor at Meld Financial, Inc.
Meld Financial, Inc. · $776.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ashley Folkes
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ashley Tabb
Financial advisor at Oakworth Asset Management, LLC
Oakworth Asset Management, LLC · $846.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ashley Tucker
Financial advisor at Waverly Advisors, LLC
Waverly Advisors, LLC · $29.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Gurley
Financial advisor at Heartwood Wealth Advisors, LLC
Waverly Advisors, LLC · $29.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Blake May
Financial advisor at Meld Financial, Inc.
Meld Financial, Inc. · $776.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradley Moore
Financial advisor at The Welch Group, LLC
The Welch Group, LLC · $3.68B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradley Steinman
Financial advisor at Waverly Advisors, LLC
Waverly Advisors, LLC · $29.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brett Sheedy
Financial advisor at Strategic Financial LLC
Strategic Financial LLC
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Hershberger
Financial advisor at Waverly Advisors, LLC
Waverly Advisors, LLC · $29.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Smith
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Byron Ford
Financial advisor at Stonex Advisors Inc.
Stonex Advisors Inc. · $5.09B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Caleb Bagwell
Financial advisor at Eversource Wealth Advisors, LLC
Eversource Wealth Advisors, LLC · $5.1B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Caleb Hopkins
Financial advisor at Navigate Wealth Management, LLC
Navigate Wealth Management, LLC · $429.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Callie Waldrop
Financial advisor at The Welch Group, LLC
The Welch Group, LLC · $3.68B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cameron Collier
Financial advisor at Oneascent Financial Services LLC
Oneascent Financial Services LLC · $3.54B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Caroline Gayle
Financial advisor at Kassouf Wealth Advisors, LLC
Kassouf Wealth Advisors, LLC · $471.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Caroline Yeilding
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carson Eddy
Financial advisor at Waverly Advisors, LLC
Waverly Advisors, LLC · $29.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cason Westmoreland
Financial advisor at The Welch Group, LLC
The Welch Group, LLC · $3.68B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cavett Cooper
Financial advisor at Oneascent Financial Services LLC
Oneascent Financial Services LLC · $3.54B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Birmingham, AL

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Birmingham, AL.

How this list works

Before you hire an advisor in Birmingham, AL