Investment advisers in Birmingham, AL

49 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

Firm	Assets	Employees	Disclosures
Waverly Advisors, LLC	$29.87 billion	414	0
Highland Associates Inc	$20.99 billion	19	9
Regions Investment Management, Inc.	$20.14 billion	28	9
Harbert Fund Advisors, LLC	$7.82 billion	147	0
Vulcan Value Partners LLC	$6.08 billion	38	1
Resource Management Service, LLC	$5.92 billion	149	0
Eversource Wealth Advisors, LLC	$5.10 billion	76	0
Stonex Advisors Inc.	$5.09 billion	220	4
Johnson Sterling, Inc.	$3.90 billion	10	0
The Welch Group, LLC	$3.68 billion	28	0
Oneascent Financial Services LLC	$3.54 billion	161	0
Arlington Partners LLC	$2.31 billion	14	0
Lanark Financial, Inc.	$1.78 billion	68	4
Southern Financial Group, LLC	$1.05 billion	8	0
Anderson Growth Partners, LLC	$1.01 billion	14	0
Oneascent Investment Solutions, LLC	$987.2 million	27	1
Oakworth Asset Management, LLC	$846.3 million	20	0
Mayfair Advisory Group, LLC	$806.4 million	4	0
Park Lane Advisors, LLC	$799.0 million	4	0
Bhk Investment Advisors	$794.1 million	9	2
Meld Financial, Inc.	$776.4 million	15	0
Porter White Investment Advisors, Inc.	$748.2 million	7	0
Bmss Wesson Wealth Solutions	$704.0 million	11	0
Fairvoy Private Wealth, LLC	$605.1 million	8	0
Mainsail Asset Management, LLC	$598.8 million	7	0
Oneascent Family Offices	$544.5 million	14	0
Bonaventure Capital, LLC	$493.8 million	3	0
Oneascent Wealth Management	$475.6 million	23	0
Kassouf Wealth Advisors, LLC	$471.3 million	10	0
Money Management Services Inc	$442.7 million	12	0
Steadmont Advisors, LLC	$430.7 million	5	0
Navigate Wealth Management, LLC	$429.6 million	8	0
Cook & Bynum Capital Management, LLC	$359.8 million	8	0
Forager Capital Management, LLC	$352.9 million	3	0
Navigate 401k, LLC	$317.9 million	4	0
Trust Advisory Group Ltd	$313.5 million	22	4
Brookline Investments, Inc.	$281.5 million	3	1
Birmingham Capital Management Co Inc	$273.6 million	1	0
New Capital Partners	$232.6 million	8	0
Approach Retirement Advisors, LLC	$227.5 million	2	0
Walton Financial	$182.9 million	7	0
Greybox Investments	$176.7 million	3	0
Featheringill Capital, LLC	$142.9 million	6	0
Bhk Securities, LLC	$128.4 million	8	2
Abacus Investments LLC	$105.9 million	11	0
Mckinney Capital, LLC	$91.0 million	5	0
Oneascent Capital	$55.6 million	1	1
Fidelis Capital, LLC	$18.3 million	1	0
Navigate Private Fund Advisors LLC	$0	4	0