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Find Top Financial Advisors in Tuscaloosa, Alabama

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Tuscaloosa, Alabama

Last Updated - May 26, 2025

Tuscaloosa has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Tuscaloosa, Alabama have an average of 37 years of experience.

NOTE: The list of vetted financial advisors in Tuscaloosa, 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 Tuscaloosa, Alabama.

Qualified Financial Advisors in Tuscaloosa, Alabama

Financial Advisor Experience AUM Minimum Assets Fee Structure
Edelman Financial Engines, LLC
3595 Grandview Parkway,
Suite 475,
Birmingham, AL 35243
Not Disclosed $270,770,414,647 Not Specified Fee-Only
Cope Private Wealth
CFP®
3300 Cahaba Road,
suite 201,
Birmingham, AL 35223
37 Years $80,000,000 $500,000 Fee-Only
Diversified, LLC
CEPA®, CFP®
3900 Montclair Rd, Suite 200,
Birmingham, AL 35213
Not Disclosed $1,900,000,000 $250,000 Fee-Based

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Information on Qualified Financial Advisors in Tuscaloosa, Alabama

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

About Edelman Financial Engines, LLC

Edelman Financial Engines, LLC

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.


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

About Cope Private Wealth

Cope Private Wealth

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# 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

About Diversified, LLC

Diversified, LLC

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


Customer Reviews

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.

Top Financial Advisor Firms in Tuscaloosa, Alabama (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
JMF CAPSTONE WEALTH MANAGEMENT
2200 Jack Warner Parkway, Ne, Suite 300, Tuscaloosa, AL 35401
7 513 $336,373,964
A percentage of AUM

    Select other cities around Tuscaloosa, Alabama to broaden your search for a financial advisor

    Frequently Asked Questions

    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.