Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Birmingham, one of the most densely populated cities in the state of Alabama, has a population of over 195,000 residents. With a cost of living that is 8% lower than the national average, this city could potentially provide residents with opportunities to optimize their finances. When it comes to making important financial decisions in Birmingham, having an experienced and trustworthy financial advisor by your side can make a difference. A qualified financial advisor can provide insightful knowledge in multiple financial matters including retirement planning, investment management, wealth management, estate planning, and more, to guide you toward your financial goals. You may use our directory below as a helpful resource to search for a vetted financial advisor or use our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.
Birmingham
has
3
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Birmingham,
Alabama
have an average of
37
years of experience.
NOTE: The list of vetted financial
advisors in
Birmingham,
Alabama
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Birmingham, Alabama.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| Not Disclosed | $1,900,000,000 | $250,000 | Fee-Based | |
| 37 Years | $80,000,000 | $500,000 | Fee-Only | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
Qualifications
Firm CRD# 331709
Series 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
3900 Montclair Rd, Suite 200,
Birmingham,
AL
35213
Phone Number
205-408-3005
Wealth is a good thing. Lifelong wealth is even better. At Diversified, our clients know that while life isn't without change and challenge, it's how they manage it that makes all the difference. They also know that they need to surround themselves with people who truly care about them. As a local family business serving executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the opportunity to be included in your circle of trusted advisors. We realize we'll need to earn it, and once we do, we promise to keep it.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 309351
Series 63
Compensation/Fee Fee-Only, Based on Assets
Office Location
3300 Cahaba Road,
suite 201,
Birmingham,
AL
35223
Phone Number
205-223-3625
The Cambridge English Dictionary defines rapport as "a good understanding of someone and an ability to communicate well with them". Since financial planning is a collaborative process, I've found rapport is the single biggest determinant of a successful financial planning relationship. If you are interested in our services, I invite you to come by for a visit and see if we hit it off.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
3595 Grandview Parkway,
Suite 475,
Birmingham,
AL
35243
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 19 | 61 | $23,574,716,836 | A percentage of AUM, Fixed fees |
|
| 29 | 2 | $16,990,335,269 | A percentage of AUM |
|
| 261 | 22135 | $14,539,829,905 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 167 | 50 | $8,110,107,935 | A percentage of AUM, Performance Based |
|
VULCAN VALUE PARTNERS LLC
Three Protective Center, 2801 Highway 280 South, Ste 300, Birmingham, AL 35223 |
42 | 367 | $7,878,130,018 | A percentage of AUM, Performance Based, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
| 14 | 2768 | $5,670,936,072 | A percentage of AUM, Fixed fees |
|
| 161 | 13 | $5,188,760,000 | A percentage of AUM, Performance Based |
|
| 233 | 14988 | $4,515,278,523 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 885 | 20957 | $4,373,015,542 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
|
| 25 | 4185 | $3,212,010,865 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 12 | 395 | $2,984,634,800 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 59 | 8119 | $2,694,361,660 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 80 | 7877 | $1,788,648,397 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 68 | 4545 | $1,715,376,867 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 12 | 25 | $1,340,641,610 | A percentage of AUM, Performance Based |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
