National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Wetumpka, 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.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

Top 15 Retirement Planning firms in Wetumpka, Alabama (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
HIGHLAND ASSOCIATES INC
2545 Highland Avenue South, Suite 200
Birmingham, AL, 35205
$25,621,167,0787020
A Percentage of AUM, Fixed Fees
2
REGIONS INVESTMENT MANAGEMENT, INC.
1900 5th Avenue North, Sixth Floor
Birmingham, AL, 35203-2618
$15,576,353,344229
A Percentage of AUM
3
HARBERT FUND ADVISORS, INC.
2100 Third Avenue North, Ste 600,
Birmingham, AL, 35203
$8,104,824,58557165
A Percentage of AUM, Performance Based
4
VULCAN VALUE PARTNERS LLC
Three Protective Center, 2801 Highway 280 South, Ste 300
Birmingham, AL, 35223
$8,102,484,54847655
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
$6,097,070,33097839
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
$5,775,807,497670283
A Percentage of AUM, Hourly charges, Fixed Fees
7
RESOURCE MANAGEMENT SERVICE, LLC
31 Inverness Center Parkway, Suite 200
Birmingham, AL, 35242
$4,875,730,00013159
A Percentage of AUM, Performance Based
8
APTUS CAPITAL ADVISORS, LLC
265 Young Street,
Fairhope, AL, 36532
$4,249,213,318882421
A Percentage of AUM, Fixed Fees
9
STONEGATE INVESTMENT GROUP, LLC
2005 Stonegate Trail, Suite # 101
Birmingham, AL, 35242
$4,123,618,203242513
A Percentage of AUM, Fixed Fees
10
CONCOURSE FINANCIAL GROUP ADVISORS
2801 Highway 280 South,
Birmingham, AL, 35223
$4,020,536,897211631006
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
11
RFG ADVISORY, LLC
1400 Urban Center Drive, Suite 475
Vestavia Hills, AL, 35242-2245
$2,996,872,82216034195
A Percentage of AUM, Hourly charges, Fixed Fees
12
JOHNSON STERLING, INC.
820 Shades Creek Parkway, Suite 3200
Birmingham, AL, 35209
$2,603,892,80339512
A Percentage of AUM, Hourly charges, Fixed Fees
13
KEEL POINT, LLC
100 Church Street, Suite 500
Huntsville, AL, 35801
$2,549,034,075485083
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
14
SA STONE INVESTMENT ADVISORS INC.
2 Perimeter Park South, Suite 500 West
Birmingham, AL, 35243
$2,530,194,21910844282
A Percentage of AUM, Hourly charges, Fixed Fees
15
THE WELCH GROUP, LLC
3940 Montclair Rd, Fifth Floor
Birmingham, AL, 35213
$2,522,233,225351925
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Wetumpka, 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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

QualificationsFirm CRD# 167626

Assets Under Management $4,249,213,318

No. Of Clients8824

Clients Per Financial Advisor420

APTUS CAPITAL ADVISORS, LLC is a financial advisory firm situated in Fairhope, Alabama. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8824 clients. The team consists of 21 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 Investment
  • Pension Consulting Services
View Full Profile

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

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
View Full Profile

QualificationsFirm CRD# 158401

Assets Under Management $2,996,872,822

No. Of Clients16034

Clients Per Financial Advisor82

RFG ADVISORY, LLC is a financial advisory firm situated in Vestavia Hills, Alabama. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16034 clients. The team consists of 195 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
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

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

QualificationsFirm CRD# 127902

Assets Under Management $2,549,034,075

No. Of Clients4850

Clients Per Financial Advisor58

KEEL POINT, LLC is a financial advisory firm situated in Huntsville, Alabama. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4850 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
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

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

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

Frequently Asked Questions

Get Matched With Planners