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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 you 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 registrations check. 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 9, 2024Birmingham has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 47 non-vetted advisors in your local area. These retirement advisors in Birmingham, Alabama have an average of 16 years of experience.
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List of Qualified Retirement Planning Advisors in Birmingham, Alabama
VERIFIEDJeremy W. Young
Legacy Advisory Group
Qualifications
CRD# 5461123
Firm CRD# 5461123
Series 6, 26, 63, 65
Minimum Assets Required
$0
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, Insurance Products & Annuities.
Compensation/Fee
Fee-Based
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 | HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205 | $25,621,167,078 | 70 | 20 | A Percentage of AUM, Fixed Fees |
| 2 | REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618 | $15,576,353,344 | 2 | 29 | A Percentage of AUM |
| 3 | HARBERT FUND ADVISORS, INC. 2100 Third Avenue North, Ste 600, Birmingham, AL, 35203 | $8,104,824,585 | 57 | 165 | A Percentage of AUM, Performance Based |
| 4 | VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223 | $8,102,484,548 | 476 | 55 | A Percentage of AUM, Performance Based, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
| 5 | ARLINGTON PARTNERS LLC The John Hand Building, 2000 Morris Avenue, Suite 1300 Birmingham, AL, 35203 | $6,097,070,330 | 978 | 39 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
| 6 | WAVERLY ADVISORS, LLC 600 University Park Place, Suite 501 Birmingham, AL, 35209 | $5,775,807,497 | 6702 | 83 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | RESOURCE MANAGEMENT SERVICE, LLC 31 Inverness Center Parkway, Suite 200 Birmingham, AL, 35242 | $4,875,730,000 | 13 | 159 | A Percentage of AUM, Performance Based |
| 8 | STONEGATE INVESTMENT GROUP, LLC 2005 Stonegate Trail, Suite # 101 Birmingham, AL, 35242 | $4,123,618,203 | 2425 | 13 | A Percentage of AUM, Fixed Fees |
| 9 | CONCOURSE FINANCIAL GROUP ADVISORS 2801 Highway 280 South, Birmingham, AL, 35223 | $4,020,536,897 | 21163 | 1006 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 10 | JOHNSON STERLING, INC. 820 Shades Creek Parkway, Suite 3200 Birmingham, AL, 35209 | $2,603,892,803 | 395 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | SA STONE INVESTMENT ADVISORS INC. 2 Perimeter Park South, Suite 500 West Birmingham, AL, 35243 | $2,530,194,219 | 10844 | 282 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | THE WELCH GROUP, LLC 3940 Montclair Rd, Fifth Floor Birmingham, AL, 35213 | $2,522,233,225 | 3519 | 25 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | BRIDGEWORTH WEALTH MANAGEMENT 101 25th Street North, Suite 100 Birmingham, AL, 35203 | $2,016,498,230 | 5489 | 60 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (THIRD-PARTY MANAGER FEES) |
| 14 | EVERSOURCE WEALTH ADVISORS, LLC 3500 Colonnade Parkway, Suite 150 Birmingham, AL, 35243 | $1,807,761,235 | 4774 | 40 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | NBC SECURITIES, INC. 1927 First Avenue North, Birmingham, AL, 35203 | $1,383,786,365 | 5228 | 95 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Birmingham, Alabama
QualificationsFirm CRD# 104948
Assets Under Management $25,621,167,078
No. Of Clients70
Clients Per Financial Advisor4
HIGHLAND ASSOCIATES INC is a financial advisory firm situated in Birmingham, Alabama. With a nearly $26B assets under management, the firm specializes in crafting personalized retirement planning solutions for 70 clients. The team consists of 20 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 111715
Assets Under Management $15,576,353,344
No. Of Clients2
Clients Per Financial Advisor0
REGIONS INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Birmingham, Alabama. With a nearly $16B 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 Business
QualificationsFirm CRD# 110577
Assets Under Management $8,104,824,585
No. Of Clients57
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 57 clients. The team consists of 165 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
- Portfolio Management for Business
QualificationsFirm CRD# 151190
Assets Under Management $8,102,484,548
No. Of Clients476
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 476 clients. The team consists of 55 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 109335
Assets Under Management $6,097,070,330
No. Of Clients978
Clients Per Financial Advisor25
ARLINGTON PARTNERS 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 978 clients. The team consists of 39 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
- Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 115332
Assets Under Management $5,775,807,497
No. Of Clients6702
Clients Per Financial Advisor81
WAVERLY ADVISORS, 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 6702 clients. The team consists of 83 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
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 130791
Assets Under Management $4,875,730,000
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 159 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
- Portfolio Management for Business
QualificationsFirm CRD# 314889
Assets Under Management $4,123,618,203
No. Of Clients2425
Clients Per Financial Advisor187
STONEGATE INVESTMENT GROUP, LLC 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 2425 clients. The team consists of 13 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
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 15708
Assets Under Management $4,020,536,897
No. Of Clients21163
Clients Per Financial Advisor21
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 21163 clients. The team consists of 1006 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 106379
Assets Under Management $2,603,892,803
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
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 174182
Assets Under Management $2,530,194,219
No. Of Clients10844
Clients Per Financial Advisor38
SA STONE INVESTMENT ADVISORS 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 10844 clients. The team consists of 282 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 111273
Assets Under Management $2,522,233,225
No. Of Clients3519
Clients Per Financial Advisor141
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 3519 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 164100
Assets Under Management $2,016,498,230
No. Of Clients5489
Clients Per Financial Advisor91
BRIDGEWORTH WEALTH MANAGEMENT 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 5489 clients. The team consists of 60 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (THIRD-PARTY MANAGER FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 286340
Assets Under Management $1,807,761,235
No. Of Clients4774
Clients Per Financial Advisor119
EVERSOURCE WEALTH ADVISORS, 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 4774 clients. The team consists of 40 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 17870
Assets Under Management $1,383,786,365
No. Of Clients5228
Clients Per Financial Advisor55
NBC SECURITIES, INC. 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 5228 clients. The team consists of 95 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors