# Financial advisors for high-net-worth individuals in Birmingham, AL

> AdvisorCensus lists 63 investment advisory firms with a principal office in the Birmingham metro area that report high-net-worth individuals among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/al/birmingham/for-high-net-worth-individuals

## At a glance

- Investment advisory firms: 63
- Registration: SEC-registered investment adviser: 45, State-registered investment adviser: 18
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 20 (32%); Percentage of assets 63 (100%); Hourly charges 35 (56%); Subscription fees (newsletter or periodical) 1 (2%); Fixed fees 41 (65%); Commissions 2 (3%); Performance-based fees 9 (14%); Other 7 (11%)
- Regulatory assets under management (Item 5.F): Under $25 million 8 (13%); $25 million to $100 million 11 (17%); $100 million to $500 million 19 (30%); $500 million to $1 billion 14 (22%); $1 billion to $5 billion 6 (10%); Over $5 billion 5 (8%)
- Years registered: Under 5 years 13 (21%); 5 to 9 years 18 (29%); 10 to 19 years 15 (24%); 20 years or more 17 (27%)

## Firms (page 1 of 2, 1 to 50 of 63, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [ADS Wealth Management LLC](https://advisorcensus.com/firm/ads-wealth-management-llc-hoover-al-305021) ([md](https://advisorcensus.com/firm/ads-wealth-management-llc-hoover-al-305021.md)) | 305021 | Hoover, AL | State-registered investment adviser | Under $25 million | 6 | % of assets, Subscription, Fixed fee |
| [Anderson Asset Management](https://advisorcensus.com/firm/anderson-asset-management-birmingham-al-155516) ([md](https://advisorcensus.com/firm/anderson-asset-management-birmingham-al-155516.md)) | 155516 | Birmingham, AL | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Performance fee |
| [Anderson Growth Partners, LLC](https://advisorcensus.com/firm/anderson-growth-partners-llc-birmingham-al-138600) ([md](https://advisorcensus.com/firm/anderson-growth-partners-llc-birmingham-al-138600.md)) | 138600 | Birmingham, AL | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Fixed fee, Performance fee |
| [Approach Retirement Advisors, LLC](https://advisorcensus.com/firm/approach-retirement-advisors-llc-birmingham-al-166221) ([md](https://advisorcensus.com/firm/approach-retirement-advisors-llc-birmingham-al-166221.md)) | 166221 | Birmingham, AL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly |
| [Aragon Capital, LLC](https://advisorcensus.com/firm/aragon-capital-llc-homewood-al-337597) ([md](https://advisorcensus.com/firm/aragon-capital-llc-homewood-al-337597.md)) | 337597 | Homewood, AL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [BCR Wealth Strategies](https://advisorcensus.com/firm/bcr-wealth-strategies-vestavia-al-119670) ([md](https://advisorcensus.com/firm/bcr-wealth-strategies-vestavia-al-119670.md)) | 119670 | Vestavia, AL | SEC-registered investment adviser | $500 million to $1 billion | 24 | % of assets, Hourly, Fixed fee |
| [BHK Investment Advisors](https://advisorcensus.com/firm/bhk-investment-advisors-birmingham-al-140515) ([md](https://advisorcensus.com/firm/bhk-investment-advisors-birmingham-al-140515.md)) | 140515 | Birmingham, AL | SEC-registered investment adviser | $500 million to $1 billion | 20 | % of assets, Fixed fee |
| [BHK Securities, LLC](https://advisorcensus.com/firm/bhk-securities-llc-birmingham-al-139665) ([md](https://advisorcensus.com/firm/bhk-securities-llc-birmingham-al-139665.md)) | 139665 | Birmingham, AL | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Commissions |
| [Bluewater Wealth Advisors, LLC](https://advisorcensus.com/firm/bluewater-wealth-advisors-llc-vestavia-hills-al-330078) ([md](https://advisorcensus.com/firm/bluewater-wealth-advisors-llc-vestavia-hills-al-330078.md)) | 330078 | Vestavia Hills, AL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [BMSS Wesson Wealth Solutions](https://advisorcensus.com/firm/bmss-wesson-wealth-solutions-birmingham-al-282792) ([md](https://advisorcensus.com/firm/bmss-wesson-wealth-solutions-birmingham-al-282792.md)) | 282792 | Birmingham, AL | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly, Fixed fee |
| [Bonaventure Capital, LLC](https://advisorcensus.com/firm/bonaventure-capital-llc-birmingham-al-120780) ([md](https://advisorcensus.com/firm/bonaventure-capital-llc-birmingham-al-120780.md)) | 120780 | Birmingham, AL | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets, Performance fee |
| [Booth Financial](https://advisorcensus.com/firm/booth-financial-birmingham-al-289972) ([md](https://advisorcensus.com/firm/booth-financial-birmingham-al-289972.md)) | 289972 | Birmingham, AL | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Fixed fee |
| [Brookline Investments, Inc.](https://advisorcensus.com/firm/brookline-investments-inc-birmingham-al-109239) ([md](https://advisorcensus.com/firm/brookline-investments-inc-birmingham-al-109239.md)) | 109239 | Birmingham, AL | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets, Performance fee, Other |
| [Canterbury Investment Advisors LLC](https://advisorcensus.com/firm/canterbury-investment-advisors-llc-mountain-brook-al-295652) ([md](https://advisorcensus.com/firm/canterbury-investment-advisors-llc-mountain-brook-al-295652.md)) | 295652 | Mountain Brook, AL | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [Clark Planning & Investment Advisory](https://advisorcensus.com/firm/clark-planning-and-investment-advisory-birmingham-al-123020) ([md](https://advisorcensus.com/firm/clark-planning-and-investment-advisory-birmingham-al-123020.md)) | 123020 | Birmingham, AL | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly |
| [Colarion](https://advisorcensus.com/firm/colarion-mountain-brook-al-284588) ([md](https://advisorcensus.com/firm/colarion-mountain-brook-al-284588.md)) | 284588 | Mountain Brook, AL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Colefp](https://advisorcensus.com/firm/colefp-birmingham-al-132562) ([md](https://advisorcensus.com/firm/colefp-birmingham-al-132562.md)) | 132562 | Birmingham, AL | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Hourly, Fixed fee |
| [Cook & Bynum Capital Management, LLC](https://advisorcensus.com/firm/cook-and-bynum-capital-management-llc-birmingham-al-149454) ([md](https://advisorcensus.com/firm/cook-and-bynum-capital-management-llc-birmingham-al-149454.md)) | 149454 | Birmingham, AL | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets, Performance fee |
| [Cope Private Wealth](https://advisorcensus.com/firm/cope-private-wealth-birmingham-al-309351) ([md](https://advisorcensus.com/firm/cope-private-wealth-birmingham-al-309351.md)) | 309351 | Birmingham, AL | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [DMC Wealth Management, LLC](https://advisorcensus.com/firm/dmc-wealth-management-llc-birmingham-al-299804) ([md](https://advisorcensus.com/firm/dmc-wealth-management-llc-birmingham-al-299804.md)) | 299804 | Birmingham, AL | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee, Other |
| [Dreamwork Financial Group](https://advisorcensus.com/firm/dreamwork-financial-group-birmingham-al-175336) ([md](https://advisorcensus.com/firm/dreamwork-financial-group-birmingham-al-175336.md)) | 175336 | Birmingham, AL | State-registered investment adviser | Under $25 million | 11 | % of assets, Fixed fee |
| [Eversource Wealth Advisors, LLC](https://advisorcensus.com/firm/eversource-wealth-advisors-llc-birmingham-al-286340) ([md](https://advisorcensus.com/firm/eversource-wealth-advisors-llc-birmingham-al-286340.md)) | 286340 | Birmingham, AL | SEC-registered investment adviser | Over $5 billion | 6 | % of assets, Hourly, Fixed fee |
| [Fairvoy Private Wealth, LLC](https://advisorcensus.com/firm/fairvoy-private-wealth-llc-birmingham-al-329636) ([md](https://advisorcensus.com/firm/fairvoy-private-wealth-llc-birmingham-al-329636.md)) | 329636 | Birmingham, AL | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets |
| [Fidelis Capital, LLC](https://advisorcensus.com/firm/fidelis-capital-llc-birmingham-al-141341) ([md](https://advisorcensus.com/firm/fidelis-capital-llc-birmingham-al-141341.md)) | 141341 | Birmingham, AL | SEC-registered investment adviser | Under $25 million | 19 | % of assets, Performance fee |
| [Green Financial Management, LLC](https://advisorcensus.com/firm/green-financial-management-llc-birmingham-al-166135) ([md](https://advisorcensus.com/firm/green-financial-management-llc-birmingham-al-166135.md)) | 166135 | Birmingham, AL | State-registered investment adviser | $25 million to $100 million | 13 | % of assets |
| [Greybox Investments](https://advisorcensus.com/firm/greybox-investments-birmingham-al-174077) ([md](https://advisorcensus.com/firm/greybox-investments-birmingham-al-174077.md)) | 174077 | Birmingham, AL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly |
| [Intelus Advisory Group, LLC](https://advisorcensus.com/firm/intelus-advisory-group-llc-birmingham-al-310180) ([md](https://advisorcensus.com/firm/intelus-advisory-group-llc-birmingham-al-310180.md)) | 310180 | Birmingham, AL | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Johnson Sterling, Inc.](https://advisorcensus.com/firm/johnson-sterling-inc-birmingham-al-106379) ([md](https://advisorcensus.com/firm/johnson-sterling-inc-birmingham-al-106379.md)) | 106379 | Birmingham, AL | SEC-registered investment adviser | $1 billion to $5 billion | 31 | % of assets, Hourly, Fixed fee |
| [Kassouf Wealth Advisors, LLC](https://advisorcensus.com/firm/kassouf-wealth-advisors-llc-birmingham-al-122683) ([md](https://advisorcensus.com/firm/kassouf-wealth-advisors-llc-birmingham-al-122683.md)) | 122683 | Birmingham, AL | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly, Fixed fee |
| [Krowten Equities](https://advisorcensus.com/firm/krowten-equities-birmingham-al-319504) ([md](https://advisorcensus.com/firm/krowten-equities-birmingham-al-319504.md)) | 319504 | Birmingham, AL | State-registered investment adviser | $25 million to $100 million | 4 | % of assets |
| [Lanark Financial, Inc.](https://advisorcensus.com/firm/lanark-financial-inc-birmingham-al-17870) ([md](https://advisorcensus.com/firm/lanark-financial-inc-birmingham-al-17870.md)) | 17870 | Birmingham, AL | SEC-registered investment adviser | $1 billion to $5 billion | 25 | % of assets, Hourly, Fixed fee |
| [Legacy Capital Partners LLC](https://advisorcensus.com/firm/legacy-capital-partners-llc-birmingham-al-340870) ([md](https://advisorcensus.com/firm/legacy-capital-partners-llc-birmingham-al-340870.md)) | 340870 | Birmingham, AL | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Other |
| [Mainsail Asset Management, LLC](https://advisorcensus.com/firm/mainsail-asset-management-llc-birmingham-al-128373) ([md](https://advisorcensus.com/firm/mainsail-asset-management-llc-birmingham-al-128373.md)) | 128373 | Birmingham, AL | SEC-registered investment adviser | $500 million to $1 billion | 19 | % of assets, Fixed fee, Performance fee |
| [Mayfair Advisory Group, LLC](https://advisorcensus.com/firm/mayfair-advisory-group-llc-birmingham-al-304668) ([md](https://advisorcensus.com/firm/mayfair-advisory-group-llc-birmingham-al-304668.md)) | 304668 | Birmingham, AL | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Fixed fee |
| [Meld Financial, Inc.](https://advisorcensus.com/firm/meld-financial-inc-birmingham-al-118896) ([md](https://advisorcensus.com/firm/meld-financial-inc-birmingham-al-118896.md)) | 118896 | Birmingham, AL | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Hourly, Fixed fee |
| [Money Management Services Inc](https://advisorcensus.com/firm/money-management-services-inc-birmingham-al-106832) ([md](https://advisorcensus.com/firm/money-management-services-inc-birmingham-al-106832.md)) | 106832 | Birmingham, AL | SEC-registered investment adviser | $100 million to $500 million | 33 | % of assets, Hourly, Fixed fee |
| [Navigate Wealth Management, LLC](https://advisorcensus.com/firm/navigate-wealth-management-llc-birmingham-al-173770) ([md](https://advisorcensus.com/firm/navigate-wealth-management-llc-birmingham-al-173770.md)) | 173770 | Birmingham, AL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee, Other |
| [Oakworth Asset Management, LLC](https://advisorcensus.com/firm/oakworth-asset-management-llc-birmingham-al-335388) ([md](https://advisorcensus.com/firm/oakworth-asset-management-llc-birmingham-al-335388.md)) | 335388 | Birmingham, AL | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets, Hourly, Fixed fee |
| [Old Oak Advisors, LLC](https://advisorcensus.com/firm/old-oak-advisors-llc-vestavia-hills-al-159893) ([md](https://advisorcensus.com/firm/old-oak-advisors-llc-vestavia-hills-al-159893.md)) | 159893 | Vestavia Hills, AL | State-registered investment adviser | Under $25 million | 14 | % of assets, Hourly, Fixed fee |
| [Oneascent Family Offices](https://advisorcensus.com/firm/oneascent-family-offices-birmingham-al-323305) ([md](https://advisorcensus.com/firm/oneascent-family-offices-birmingham-al-323305.md)) | 323305 | Birmingham, AL | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Hourly, Fixed fee |
| [Oneascent Financial Services LLC](https://advisorcensus.com/firm/oneascent-financial-services-llc-birmingham-al-284549) ([md](https://advisorcensus.com/firm/oneascent-financial-services-llc-birmingham-al-284549.md)) | 284549 | Birmingham, AL | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Hourly, Fixed fee |
| [Oneascent Investment Solutions, LLC](https://advisorcensus.com/firm/oneascent-investment-solutions-llc-birmingham-al-285512) ([md](https://advisorcensus.com/firm/oneascent-investment-solutions-llc-birmingham-al-285512.md)) | 285512 | Birmingham, AL | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets |
| [Oneascent Wealth Management](https://advisorcensus.com/firm/oneascent-wealth-management-birmingham-al-308057) ([md](https://advisorcensus.com/firm/oneascent-wealth-management-birmingham-al-308057.md)) | 308057 | Birmingham, AL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Park Place Capital Corporation](https://advisorcensus.com/firm/park-place-capital-corporation-homewood-al-107952) ([md](https://advisorcensus.com/firm/park-place-capital-corporation-homewood-al-107952.md)) | 107952 | Homewood, AL | SEC-registered investment adviser | $500 million to $1 billion | 38 | % of assets, Hourly, Fixed fee |
| [PMD Advisory](https://advisorcensus.com/firm/pmd-advisory-hoover-al-159443) ([md](https://advisorcensus.com/firm/pmd-advisory-hoover-al-159443.md)) | 159443 | Hoover, AL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee, Other |
| [Porter White Investment Advisors, Inc.](https://advisorcensus.com/firm/porter-white-investment-advisors-inc-birmingham-al-110876) ([md](https://advisorcensus.com/firm/porter-white-investment-advisors-inc-birmingham-al-110876.md)) | 110876 | Birmingham, AL | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Hourly, Fixed fee |
| [RFG Advisory, LLC](https://advisorcensus.com/firm/rfg-advisory-llc-vestavia-hills-al-158401) ([md](https://advisorcensus.com/firm/rfg-advisory-llc-vestavia-hills-al-158401.md)) | 158401 | Vestavia Hills, AL | SEC-registered investment adviser | Over $5 billion | 12 | % of assets, Hourly, Fixed fee |
| [Southern Financial Group, LLC](https://advisorcensus.com/firm/southern-financial-group-llc-birmingham-al-142644) ([md](https://advisorcensus.com/firm/southern-financial-group-llc-birmingham-al-142644.md)) | 142644 | Birmingham, AL | SEC-registered investment adviser | $1 billion to $5 billion | 19 | % of assets, Hourly, Fixed fee |
| [Steadmont Advisors, LLC](https://advisorcensus.com/firm/steadmont-advisors-llc-birmingham-al-328882) ([md](https://advisorcensus.com/firm/steadmont-advisors-llc-birmingham-al-328882.md)) | 328882 | Birmingham, AL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Stonex Advisors Inc.](https://advisorcensus.com/firm/stonex-advisors-inc-birmingham-al-174182) ([md](https://advisorcensus.com/firm/stonex-advisors-inc-birmingham-al-174182.md)) | 174182 | Birmingham, AL | SEC-registered investment adviser | Over $5 billion | 11 | % of assets, Hourly, Fixed fee |

- Next page: https://advisorcensus.com/advisors/al/birmingham/for-high-net-worth-individuals/page/2.md

## Questions people ask

**Which financial advisors in Birmingham, AL work with high-net-worth individuals?**
63 investment advisory firms with a principal office in the Birmingham metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in Birmingham, AL?**
AdvisorCensus lists 99 investment advisory firms with a principal office in the Birmingham metro area, from Form ADV filings as of October 2026: 61 SEC-registered, 28 state-registered, and 10 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Birmingham, AL?**
25 of the 99 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Birmingham, AL offer financial planning?**
50 of the 89 firms in Birmingham, AL that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Birmingham, AL fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 25 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

- [Financial advisors in Alabama](https://advisorcensus.com/advisors/al) (https://advisorcensus.com/advisors/al.md)
- [Financial advisors in Birmingham, AL](https://advisorcensus.com/advisors/al/birmingham) (https://advisorcensus.com/advisors/al/birmingham.md)
- [Fee-only financial advisors in Birmingham, AL](https://advisorcensus.com/advisors/al/birmingham/fee-only) (https://advisorcensus.com/advisors/al/birmingham/fee-only.md)
- [Flat-fee financial advisors in Birmingham, AL](https://advisorcensus.com/advisors/al/birmingham/flat-fee) (https://advisorcensus.com/advisors/al/birmingham/flat-fee.md)
- [Hourly financial advisors in Birmingham, AL](https://advisorcensus.com/advisors/al/birmingham/hourly) (https://advisorcensus.com/advisors/al/birmingham/hourly.md)
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Cite as: AdvisorCensus. Financial advisors for high-net-worth individuals in Birmingham, AL: 63 firms from Form ADV filings as of October 2026.