Find a Financial Advisor in Birmingham, AL

 

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We did the hard work of finding trustworthy partners in Birmingham, AL.

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We Only Work With The Best Birmingham Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Birmingham, AL


  • Financial Advisor Close to Birmingham, AL

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Birmingham, AL


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Birmingham, AL

We evaluated over 13,000 RIA firms to bring you the best of the best Birmingham financial advisors.
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How Retirement-Friendly is Birmingham, AL?

  • Population: 212,297
  • % of Population 62 Years and Over: 18.9%
  • Average Home Value: $110,800
  • Average Monthly Housing Cost: $814
  • Average Household Income: $54,559
  • Alabama Total Tax Burden: 7.45% (11th Lowest in U.S.)
  • Alabama Property Tax: 1.41% (Lowest in U.S.)
  • Alabama Individual Income Tax: 1.96% (16th Lowest in U.S.)
  • Alabama Sales and Excise Tax: 4.08% (12th Highest in U.S.)



The Top Financial Advisor Firms in Birmingham, AL

 

HIGHLAND ASSOCIATES INC

Website

(205) 933-8664

2545 Highland Avenue South
Suite 200
Birmingham, AL 35205

SEC#: 801-30248
Years in Business: 34 years

JOHNSON STERLING, INC.

Website

(205) 871-9940

820 Shades Creek Parkway
Suite 3200
Birmingham, AL 35209

SEC#: 801-49811
Years in Business: 26 years

BIRMINGHAM CAPITAL MANAGEMENT CO INC

Website

(205) 967-7062

2 Perimeter Park South
Suite 235-East
Birmingham, AL 35243

SEC#: 801-20170
Years in Business: 38 years

HARBERT FUND ADVISORS, INC.

Website

(205) 987-5500

2100 Third Avenue North, Ste 600

Birmingham, AL 35203

SEC#: 801-55926
Years in Business: 23 years

REGIONS INVESTMENT MANAGEMENT, INC.

Website

(205) 264-7074

1900 5th Avenue North
Sixth Floor
Birmingham, AL 35203

SEC#: 801-27629
Years in Business: 35 years

BONAVENTURE CAPITAL, LLC

Website

(205) 626-9197

820 Shades Creek Pkwy., Ste. 1200

Birmingham, AL 35209

SEC#: 801-64141
Years in Business: 16 years

BHK SECURITIES, LLC

Website

(205) 322-2025

2200 Lakeshore Drive
Suite 250
Birmingham, AL 35209

SEC#: 801-67198
Years in Business: 15 years

BHK INVESTMENT ADVISORS

Website

(205) 322-2025

2200 Lakeshore Drive
Suite 250
Birmingham, AL 35209

SEC#: 801-66669
Years in Business: 15 years

MERIT FUND ADVISORS

Website

(205) 313-4809

2151 Highland Avenue South
Suite 200
Birmingham, AL 35205

SEC#: 801-110773
Years in Business: 4 years

 


Birmingham, AL Financial Advisor FAQs

Financial advisors cost either on a fixed-price contract, an hourly fee, or on an annual fee for their work.
Financial advisors are educated professionals who specialize in advising people on their money. Many advise clients on investments, retirement, insurance or tax planning. Their goal is to help you plan your finances so that you have enough money for the future while ensuring all of your assets are protected through life events such as sickness, disability, house fires and inflation.
Unfortunately, it can be difficult to find a financial advisor for your needs. But there are some organizations and associations you might start with. There’s the National Association of Personal Financial Advisors (NAPFA) which offers an extensive directory of certified fee only advisors all over the country, many of which provide referrals for other services such as insurance agents and attorneys. The Institute of Certified Financial Planners (ICFP) offers a similar directory where advisors must meet strict ethics guidelines and also earn their planner designation through taking numerous examinations that span technical knowledge in addition to time spent on business building skills such as marketing, strategy, pricing and more.
Yes. You largely need a financial advisor before you start accumulating new debt, keep some money in a checking account, invest some money for college goals and retirement goals, and buy a new car.