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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 - March 19, 2025

Birmingham has 4 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 31 years of experience.

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List of Qualified Retirement Planning Advisors in Birmingham, Alabama

VERIFIED

Diversified, LLC
CEPA^®, CFP^®

Qualifications
Firm CRD# 331709
Series 65

Minimum Assets Required
$250,000

Address

3900 Montclair Rd, Suite 200,
Birmingham, AL 35213 See Details

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

Find An Advisor

VERIFIED

Cope Private Wealth
CFP^®

Qualifications
Firm CRD# 309351
Series 63

Minimum Assets Required
$500,000

Address

3300 Cahaba Road,
suite 201,
Birmingham, AL 35223 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

3595 Grandview Parkway,
Suite 475,
Birmingham, AL 35243 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Ashley 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

Address

2 Chase Corporate Dr Suite 40,,
Hoover, AL 35244 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

Find An 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	$25,621,167,078	70	20	A Percentage of AUM, Fixed Fees
2	1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$15,576,353,344	2	29	A Percentage of AUM
3	2100 Third Avenue North, Ste 600, Birmingham, AL, 35203	$8,104,824,585	57	165	A Percentage of AUM, Performance Based
4	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	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	600 University Park Place, Suite 501 Birmingham, AL, 35209	$5,775,807,497	6702	83	A Percentage of AUM, Hourly charges, Fixed Fees
7	31 Inverness Center Parkway, Suite 200 Birmingham, AL, 35242	$4,875,730,000	13	159	A Percentage of AUM, Performance Based
8	2005 Stonegate Trail, Suite # 101 Birmingham, AL, 35242	$4,123,618,203	2425	13	A Percentage of AUM, Fixed Fees
9	2801 Highway 280 South, Birmingham, AL, 35223	$4,020,536,897	21163	1006	A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
10	820 Shades Creek Parkway, Suite 3200 Birmingham, AL, 35209	$2,603,892,803	395	12	A Percentage of AUM, Hourly charges, Fixed Fees
11	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	3940 Montclair Rd, Fifth Floor Birmingham, AL, 35213	$2,522,233,225	3519	25	A Percentage of AUM, Hourly charges, Fixed Fees
13	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	3500 Colonnade Parkway, Suite 150 Birmingham, AL, 35243	$1,807,761,235	4774	40	A Percentage of AUM, Hourly charges, Fixed Fees
15	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

HIGHLAND ASSOCIATES INC

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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

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REGIONS INVESTMENT MANAGEMENT, INC.

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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

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HARBERT FUND ADVISORS, INC.

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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

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VULCAN VALUE PARTNERS LLC

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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

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ARLINGTON PARTNERS LLC

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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

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WAVERLY ADVISORS, LLC

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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

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RESOURCE MANAGEMENT SERVICE, LLC

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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

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STONEGATE INVESTMENT GROUP, LLC

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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

View Full Profile

CONCOURSE FINANCIAL GROUP ADVISORS

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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

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JOHNSON STERLING, INC.

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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

View Full Profile

SA STONE INVESTMENT ADVISORS INC.

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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

View Full Profile

THE WELCH GROUP, LLC

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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

View Full Profile

BRIDGEWORTH WEALTH MANAGEMENT

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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

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EVERSOURCE WEALTH ADVISORS, LLC

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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

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NBC SECURITIES, INC.

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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

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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