AdvisorCensus / Financial advisors / Alabama / Birmingham, AL / Charles Schwab
Financial advisors in Birmingham, AL using Charles Schwab
28 SEC-registered investment advisory firms headquartered in the Birmingham, AL metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Approach Retirement Advisors, LLC | Birmingham | SEC-registered investment adviser | $100 million to $500 million |
| Aragon Capital, LLC | Homewood | SEC-registered investment adviser | $100 million to $500 million |
| BHK Investment Advisors | Birmingham | SEC-registered investment adviser | $500 million to $1 billion |
| Bluewater Wealth Advisors, LLC | Vestavia Hills | SEC-registered investment adviser | $100 million to $500 million |
| BMSS Wesson Wealth Solutions | Birmingham | SEC-registered investment adviser | $500 million to $1 billion |
| Bonaventure Capital, LLC | Birmingham | SEC-registered investment adviser | $100 million to $500 million |
| Brookline Investments, Inc. | Birmingham | SEC-registered investment adviser | $100 million to $500 million |
| Colarion | Mountain Brook | SEC-registered investment adviser | $100 million to $500 million |
| Eversource Wealth Advisors, LLC | Birmingham | SEC-registered investment adviser | Over $5 billion |
| Fidelis Capital, LLC | Birmingham | SEC-registered investment adviser | Under $25 million |
| Greybox Investments | Birmingham | SEC-registered investment adviser | $100 million to $500 million |
| Kassouf Wealth Advisors, LLC | Birmingham | SEC-registered investment adviser | $100 million to $500 million |
| Mainsail Asset Management, LLC | Birmingham | SEC-registered investment adviser | $500 million to $1 billion |
| Mayfair Advisory Group, LLC | Birmingham | SEC-registered investment adviser | $500 million to $1 billion |
| Navigate Wealth Management, LLC | Birmingham | SEC-registered investment adviser | $100 million to $500 million |
| Oneascent Family Offices | Birmingham | SEC-registered investment adviser | $500 million to $1 billion |
| Oneascent Financial Services LLC | Birmingham | SEC-registered investment adviser | $1 billion to $5 billion |
| Oneascent Investment Solutions, LLC | Birmingham | SEC-registered investment adviser | $500 million to $1 billion |
| Oneascent Wealth Management | Birmingham | SEC-registered investment adviser | $100 million to $500 million |
| Park Place Capital Corporation | Homewood | SEC-registered investment adviser | $500 million to $1 billion |
| PMD Advisory | Hoover | SEC-registered investment adviser | $100 million to $500 million |
| RFG Advisory, LLC | Vestavia Hills | SEC-registered investment adviser | Over $5 billion |
| Sunburst Financial Group, LLC | Vestavia Hills | SEC-registered investment adviser | $500 million to $1 billion |
| The Welch Group, LLC | Birmingham | SEC-registered investment adviser | $1 billion to $5 billion |
| Timberchase Financial, LLC | Homewood | SEC-registered investment adviser | $100 million to $500 million |
| Truewealth Advisors, LLC | Hoover | SEC-registered investment adviser | $500 million to $1 billion |
| Trust Advisory Group Ltd | Birmingham | SEC-registered investment adviser | $100 million to $500 million |
| Waverly Advisors, LLC | Birmingham | SEC-registered investment adviser | Over $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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AdvisorCensus. Financial advisors in Birmingham, AL using Charles Schwab. https://advisorcensus.com/advisors/al/birmingham/custodians/charles-schwab https://advisorcensus.com/advisors/al/birmingham/custodians/charles-schwab