AdvisorCensus / Financial advisors / Alabama / Birmingham, AL / Branch offices
Advisory firms with an office in Birmingham, AL, headquartered elsewhere
40 investment advisory firms with a principal office outside the Birmingham, AL metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| 1919 Investment Counsel, LLC | Birmingham, AL | Baltimore, MD | SEC-registered investment adviser |
| Allstate Financial Advisors, LLC | Birmingham, AL | Lincoln, NE | SEC-registered investment adviser |
| Ameritas Advisory Services, LLC | Homewood, AL | Lincoln, NE | SEC-registered investment adviser |
| Apex Wealth Advisors LLC | Birmingham, AL | Pheonix, AZ | SEC-registered investment adviser |
| Aptus Capital Advisors, LLC | Birmingham, AL | Fairhope, AL | SEC-registered investment adviser |
| Arete Wealth Advisors, LLC | Birmingham, AL | Chicago, IL | SEC-registered investment adviser |
| Arkadios Wealth Advisors | Birmingham, AL | Atlanta, GA | SEC-registered investment adviser |
| Benjamin F. Edwards & Company, Incorporated | Birmingham, AL | St. Louis, MO | SEC-registered investment adviser |
| Cahaba Wealth Management, Inc. | Birmingham, AL | Atlanta, GA | SEC-registered investment adviser |
| Cetera Investment Advisers LLC | Hoover, AL | Schaumburg, IL | SEC-registered investment adviser |
| Creative Planning | Birmingham, AL | Overland Park, KS | SEC-registered investment adviser |
| Creativeone Wealth, LLC | Birmingham, AL | Overland Park, KS | SEC-registered investment adviser |
| Csenge Advisory Group, LLC | Birmingham, AL | Clearwater, FL | SEC-registered investment adviser |
| Diversified, LLC | Mountain Brook, AL | Wilmington, DE | SEC-registered investment adviser |
| Gibbs Wealth Management, LLC | Birmingham, AL | Alpharetta, GA | SEC-registered investment adviser |
| Grimes & Company | Birmingham, AL | Westborough, MA | SEC-registered investment adviser |
| Horizons Sustainable Financial Services, Inc. | Birmingham, AL | Santa Fe, NM | SEC-registered investment adviser |
| Independent Advisor Alliance, LLC | Vestavia Hills, AL | Charlotte, NC | SEC-registered investment adviser |
| Independent Financial Partners | Hoover, AL | Tampa, FL | SEC-registered investment adviser |
| Indivisible Partners | Birmingham, AL | Clearwater, FL | SEC-registered investment adviser |
| Keel Point, LLC | Birmingham, AL | Huntsville, AL | SEC-registered investment adviser |
| Leavell Investment Management, Inc. | Birmingham, AL | Mobile, AL | SEC-registered investment adviser |
| Linscomb Wealth, Inc. | Birmingham, AL | Houston, TX | SEC-registered investment adviser |
| Mariner | Birmingham, AL | Overland Park, KS | SEC-registered investment adviser |
| Newedge Advisors | Birmingham, AL | New Orleans, LA | SEC-registered investment adviser |
| Park Square Financial Group LLC | Birmingham, AL | Roswell, GA | SEC-registered investment adviser |
| Planmember Securities Corporation | Birmingham, AL | Carpinteria, CA | SEC-registered investment adviser |
| Principal Securities, Inc. | Birmingham, AL | Des Moines, IA | SEC-registered investment adviser |
| Raymond James & Associates, Inc. | Birmingham, AL | St. Petersburg, FL | SEC-registered investment adviser |
| Sagespring Wealth Partners | Homewood, AL | Franklin, TN | SEC-registered investment adviser |
| Savant Wealth Management | Birmingham, AL | Rockford, IL | SEC-registered investment adviser |
| Southstate Private Capital Management LLC | Birmingham, AL | Columbia, SC | SEC-registered investment adviser |
| Stifel, Nicolaus & Company, Incorporated | Birmingham, AL | St Louis, MO | SEC-registered investment adviser |
| Summit Financial, LLC | Birmingham, AL | Parsippany, NJ | SEC-registered investment adviser |
| Symmetry Partners | Hoover, AL | Glastonbury, CT | SEC-registered investment adviser |
| Synovus Securities, Inc. | Birmingham, AL | Columbus, GA | SEC-registered investment adviser |
| The Mather Group, LLC | Birmingham, AL | Chicago, IL | SEC-registered investment adviser |
| Virtue Capital Management, LLC | Hoover, AL | Brentwood, TN | SEC-registered investment adviser |
| Wealth Management | Birmingham, AL | Norfolk, NE | SEC-registered investment adviser |
| Wells Fargo Advisors | Birmingham, AL | St. Louis, MO | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
These 2 firms list an office in Birmingham, AL on Form ADV, but their filings give no principal office location, so where they are headquartered is not known. They are not in the count above.
| Firm | Office | Registration |
|---|---|---|
| FVC Management Consultants Cyprus Ltd | Hoover, AL | Exempt reporting adviser |
| Little River Capital Partners, LP | Vestavia Hills, AL | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Birmingham, AL, headquartered elsewhere. https://advisorcensus.com/advisors/al/birmingham/branch-offices https://advisorcensus.com/advisors/al/birmingham/branch-offices