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Find Retirement Advisors for Retirement Planning in Birmingham, Alabama
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Birmingham, Alabama
Last Updated - April 25, 2025Birmingham has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 49 non-vetted advisors in your local area. These retirement advisors in Birmingham, Alabama have an average of 31 years of experience.
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List of Qualified Retirement Planning Advisors in Birmingham, Alabama
VERIFIEDDiversified, LLC
CEPA®, CFP®
Qualifications
Firm CRD# 331709
Series 65
Minimum Assets Required
$250,000
Advisory Services:
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
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
Firm CRD# 309351
Series 63
Minimum Assets Required
$500,000
Advisory Services:
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
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDAshley Folkes
CEPA®, CFP®, CPWA®, RICP®, AEP®, CRPC®
Farther
Qualifications
CRD# 3238082
Firm CRD# 302050
Series 7, 24, 31, 51, 53, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
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, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Birmingham, Alabama (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205 | $23,574,716,836 | 61 | 19 | A percentage of AUM, Fixed fees |
| 2 | 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618 | $16,990,335,269 | 2 | 29 | A percentage of AUM |
| 3 | 600 University Park Place, Suite 501 Birmingham, AL, 35209 | $14,539,829,905 | 22135 | 261 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 2100 Third Avenue North, Ste 600, Birmingham, AL, 35203 | $8,110,107,935 | 50 | 167 | A percentage of AUM, Performance Based |
| 5 | Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223 | $7,878,130,018 | 367 | 42 | A percentage of AUM, Performance Based, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
| 6 | 2005 Stonegate Trail, Suite # 101 Birmingham, AL, 35242 | $5,670,936,072 | 2768 | 14 | A percentage of AUM, Fixed fees |
| 7 | 31 Inverness Center Parkway, Suite 200 Birmingham, AL, 35242 | $5,188,760,000 | 13 | 161 | A percentage of AUM, Performance Based |
| 8 | 2 Perimeter Park South, Suite 500 West Birmingham, AL, 35243 | $4,515,278,523 | 14988 | 233 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 2801 Highway 280 South, Birmingham, AL, 35223 | $4,373,015,542 | 20957 | 885 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| 10 | 3940 Montclair Rd, Fifth Floor Birmingham, AL, 35213 | $3,212,010,865 | 4185 | 25 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 820 Shades Creek Parkway, Suite 3200 Birmingham, AL, 35209 | $2,984,634,800 | 395 | 12 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 3500 Colonnade Parkway, Suite 150 Birmingham, AL, 35243 | $2,694,361,660 | 8119 | 59 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 23 Inverness Parkway, Birmingham, AL, 35242 | $1,788,648,397 | 7877 | 80 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 1927 First Avenue North, Birmingham, AL, 35203 | $1,715,376,867 | 4545 | 68 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | The John Hand Building, 2000 Morris Avenue, Suite 1300 Birmingham, AL, 35203 | $1,340,641,610 | 25 | 12 | A percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Birmingham, Alabama
QualificationsFirm CRD# 104948
Assets Under Management $23,574,716,836
No. Of Clients61
Clients Per Financial Advisor3
HIGHLAND ASSOCIATES INC is a financial advisory firm situated in Birmingham, Alabama. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 61 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 111715
Assets Under Management $16,990,335,269
No. Of Clients2
Clients Per Financial Advisor0
REGIONS INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Birmingham, Alabama. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 29 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 115332
Assets Under Management $14,539,829,905
No. Of Clients22135
Clients Per Financial Advisor85
WAVERLY ADVISORS, LLC is a financial advisory firm situated in Birmingham, Alabama. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 22135 clients. The team consists of 261 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 110577
Assets Under Management $8,110,107,935
No. Of Clients50
Clients Per Financial Advisor0
HARBERT FUND ADVISORS, INC. is a financial advisory firm situated in Birmingham, Alabama. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 50 clients. The team consists of 167 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (MANAGEMENT OF PRIVATE INVESTMENT FUNDS AND HEDGE FUNDS)
QualificationsFirm CRD# 151190
Assets Under Management $7,878,130,018
No. Of Clients367
Clients Per Financial Advisor9
VULCAN VALUE PARTNERS LLC is a financial advisory firm situated in Birmingham, Alabama. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 367 clients. The team consists of 42 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 314889
Assets Under Management $5,670,936,072
No. Of Clients2768
Clients Per Financial Advisor198
STONEGATE INVESTMENT GROUP, LLC is a financial advisory firm situated in Birmingham, Alabama. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2768 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 130791
Assets Under Management $5,188,760,000
No. Of Clients13
Clients Per Financial Advisor0
RESOURCE MANAGEMENT SERVICE, LLC is a financial advisory firm situated in Birmingham, Alabama. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 clients. The team consists of 161 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 174182
Assets Under Management $4,515,278,523
No. Of Clients14988
Clients Per Financial Advisor64
STONEX ADVISORS INC. is a financial advisory firm situated in Birmingham, Alabama. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14988 clients. The team consists of 233 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
- Other (FINANCIAL CONSULTING SERVICES)
QualificationsFirm CRD# 15708
Assets Under Management $4,373,015,542
No. Of Clients20957
Clients Per Financial Advisor24
CONCOURSE FINANCIAL GROUP ADVISORS is a financial advisory firm situated in Birmingham, Alabama. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20957 clients. The team consists of 885 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 111273
Assets Under Management $3,212,010,865
No. Of Clients4185
Clients Per Financial Advisor167
THE WELCH GROUP, LLC is a financial advisory firm situated in Birmingham, Alabama. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4185 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (ADVICE ON MATTERS NOT INVOLVING SECURITIES.)
QualificationsFirm CRD# 106379
Assets Under Management $2,984,634,800
No. Of Clients395
Clients Per Financial Advisor33
JOHNSON STERLING, INC. is a financial advisory firm situated in Birmingham, Alabama. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 395 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 286340
Assets Under Management $2,694,361,660
No. Of Clients8119
Clients Per Financial Advisor138
EVERSOURCE WEALTH ADVISORS, LLC is a financial advisory firm situated in Birmingham, Alabama. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8119 clients. The team consists of 59 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 284549
Assets Under Management $1,788,648,397
No. Of Clients7877
Clients Per Financial Advisor98
ONEASCENT FINANCIAL SERVICES LLC is a financial advisory firm situated in Birmingham, Alabama. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7877 clients. The team consists of 80 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
- Other (CONSULTING)
QualificationsFirm CRD# 17870
Assets Under Management $1,715,376,867
No. Of Clients4545
Clients Per Financial Advisor67
NBC SECURITIES, INC. is a financial advisory firm situated in Birmingham, Alabama. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4545 clients. The team consists of 68 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 109335
Assets Under Management $1,340,641,610
No. Of Clients25
Clients Per Financial Advisor2
ARLINGTON PARTNERS LLC is a financial advisory firm situated in Birmingham, Alabama. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 25 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Selection for other advisors
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