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RIAs in Birmingham, Alabama

Explore 48 RIAs headquartered in Birmingham, with $132.5B in combined reported AUM.

RIAs48Headquartered here
Total AUM$132.5BReported regulatory AUM
Total Employees1,674Reported by these RIAs
% of Total State AUM73.7%% Of total State AUM Reported

All RIAs in Birmingham

48 RIAs
Showing 25–48 of 48 RIAs

Mainsail Asset Management, LLC

BIRMINGHAM, AL
Reported AUM$598.8M
Employees7
0.5% of city AUMView RIA ↗

Oneascent Family Offices

BIRMINGHAM, AL
Reported AUM$544.5M
Employees14
0.4% of city AUMView RIA ↗

Bonaventure Capital, LLC

BIRMINGHAM, AL
Reported AUM$493.8M
Employees3
0.4% of city AUMView RIA ↗

Oneascent Wealth Management

BIRMINGHAM, AL
Reported AUM$475.6M
Employees23
0.4% of city AUMView RIA ↗

Kassouf Wealth Advisors, LLC

BIRMINGHAM, AL
Reported AUM$471.3M
Employees10
0.4% of city AUMView RIA ↗

Money Management Services Inc

BIRMINGHAM, AL
Reported AUM$442.7M
Employees12
0.3% of city AUMView RIA ↗

Steadmont Advisors, LLC

BIRMINGHAM, AL
Reported AUM$430.7M
Employees5
0.3% of city AUMView RIA ↗

Navigate Wealth Management, LLC

BIRMINGHAM, AL
Reported AUM$429.6M
Employees8
0.3% of city AUMView RIA ↗

Cook & Bynum Capital Management, LLC

BIRMINGHAM, AL
Reported AUM$359.8M
Employees8
0.3% of city AUMView RIA ↗

Forager Capital Management, LLC

BIRMINGHAM, AL
Reported AUM$352.9M
Employees3
0.3% of city AUMView RIA ↗

Navigate 401k, LLC

BIRMINGHAM, AL
Reported AUM$317.9M
Employees4
0.2% of city AUMView RIA ↗

Trust Advisory Group Ltd

BIRMINGHAM, AL
Reported AUM$313.5M
Employees22
0.2% of city AUMView RIA ↗

Brookline Investments, Inc.

BIRMINGHAM, AL
Reported AUM$281.5M
Employees3
0.2% of city AUMView RIA ↗

Birmingham Capital Management Co Inc

BIRMINGHAM, AL
Reported AUM$273.6M
Employees1
0.2% of city AUMView RIA ↗

New Capital Partners

BIRMINGHAM, AL
Reported AUM$232.6M
Employees8
0.2% of city AUMView RIA ↗

Approach Retirement Advisors, LLC

BIRMINGHAM, AL
Reported AUM$227.5M
Employees2
0.2% of city AUMView RIA ↗

Walton Financial

BIRMINGHAM, AL
Reported AUM$182.9M
Employees7
0.1% of city AUMView RIA ↗

Greybox Investments

BIRMINGHAM, AL
Reported AUM$176.7M
Employees3
0.1% of city AUMView RIA ↗

Featheringill Capital, LLC

BIRMINGHAM, AL
Reported AUM$142.9M
Employees6
0.1% of city AUMView RIA ↗

Bhk Securities, LLC

BIRMINGHAM, AL
Reported AUM$128.4M
Employees8
0.1% of city AUMView RIA ↗

Abacus Investments LLC

BIRMINGHAM, AL
Reported AUM$105.9M
Employees11
0.1% of city AUMView RIA ↗

Mckinney Capital, LLC

BIRMINGHAM, AL
Reported AUM$91M
Employees5
0.1% of city AUMView RIA ↗

Oneascent Capital

BIRMINGHAM, AL
Reported AUM$55.6M
Employees1
0.0% of city AUMView RIA ↗

Fidelis Capital, LLC

BIRMINGHAM, AL
Reported AUM$18.3M
Employees1
0.0% of city AUMView RIA ↗

AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.

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