AdvisorCensus / Financial advisors / Alabama / Birmingham, AL / Fidelity Investments
Financial advisors in Birmingham, AL using Fidelity Investments
17 SEC-registered investment advisory firms headquartered in the Birmingham, AL metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Anderson Growth Partners, LLC | Birmingham | SEC-registered investment adviser | $1 billion to $5 billion |
| BMSS Wesson Wealth Solutions | Birmingham | SEC-registered investment adviser | $500 million to $1 billion |
| Eversource Wealth Advisors, LLC | Birmingham | SEC-registered investment adviser | Over $5 billion |
| Fairvoy Private Wealth, LLC | Birmingham | SEC-registered investment adviser | $500 million to $1 billion |
| 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 |
| Meld Financial, Inc. | Birmingham | SEC-registered investment adviser | $500 million to $1 billion |
| Navigate 401K, LLC | Birmingham | SEC-registered investment adviser | $100 million to $500 million |
| Oneascent Financial Services LLC | Birmingham | SEC-registered investment adviser | $1 billion to $5 billion |
| Park Lane Advisors, LLC | Birmingham | SEC-registered investment adviser | $500 million to $1 billion |
| Porter White Investment Advisors, Inc. | Birmingham | SEC-registered investment adviser | $500 million to $1 billion |
| RFG Advisory, LLC | Vestavia Hills | SEC-registered investment adviser | Over $5 billion |
| Southern Financial Group, LLC | Birmingham | SEC-registered investment adviser | $1 billion to $5 billion |
| Steadmont Advisors, LLC | Birmingham | SEC-registered investment adviser | $100 million to $500 million |
| Strauss Financial Group | Hoover | SEC-registered investment adviser | $100 million to $500 million |
| Walton Financial | 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. Fidelity Investments nationwide
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AdvisorCensus. Financial advisors in Birmingham, AL using Fidelity Investments. https://advisorcensus.com/advisors/al/birmingham/custodians/fidelity https://advisorcensus.com/advisors/al/birmingham/custodians/fidelity