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FIND YOUR KIND OF ADVISOR

Financial advisory firms
in Alabama.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

377 financial advisors85 advisory firms16 cities

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

85 advisory firmsCompare public facts. Verify experience directly.
377 financial advisors85 advisory firms16 cities

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

6TH STREET ADVISORS, LLCCRD 156623

Advisory firm

Filed advisory firm office: Daphne, AL

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ABACUS INVESTMENTS LLCCRD 327805

Advisory firm

Filed advisory firm office: Birmingham, AL

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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APPROACH RETIREMENT ADVISORS, LLCCRD 166221

Advisory firm

Filed advisory firm office: Birmingham, AL

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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APTUS CAPITAL ADVISORS, LLCCRD 167626

Advisory firm

Filed advisory firm office: Fairhope, AL

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Investment companiesFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ARAGON FAMILY OFFICE LLCCRD 337597

Advisory firm

Filed advisory firm office: Homewood, AL

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ARLINGTON PARTNERS LLCCRD 109335

Advisory firm

Filed advisory firm office: Birmingham, AL

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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AULL & MONROECRD 104830

Advisory firm

Filed advisory firm office: Mobile, AL

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AXIENT INVESTMENT ADVISORS LLCCRD 336722

Advisory firm

Filed advisory firm office: Huntsville, AL

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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BCR WEALTH STRATEGIESCRD 119670

Advisory firm

Filed advisory firm office: Vestavia, AL

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BIRMINGHAM CAPITAL MANAGEMENT CO INCCRD 108508

Advisory firm

Filed advisory firm office: Birmingham, AL

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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BLALOCK WILLIAMS, LLCCRD 325465

Advisory firm

Filed advisory firm office: Alexander City, AL

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BLUEWATER WEALTH ADVISORS, LLCCRD 330078

Advisory firm

Filed advisory firm office: Vestavia Hills, AL

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BMSS WESSON WEALTH SOLUTIONSCRD 282792

Advisory firm

Filed advisory firm office: Birmingham, AL

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BONAVENTURE CAPITAL, LLCCRD 120780

Advisory firm

Filed advisory firm office: Birmingham, AL

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsInvestment companiesOther investment advisers
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BRIGHT INVESTMENTS, LLCCRD 269955

Advisory firm

Filed advisory firm office: Auburn, AL

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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BROOKLINE INVESTMENTS, INC.CRD 109239

Advisory firm

Filed advisory firm office: Birmingham, AL

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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BROWN FINANCIAL ADVISORYCRD 155548

Advisory firm

Filed advisory firm office: Fairhope, AL

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CANTERBURY CAPITAL WEALTH MANAGEMENT, LLCCRD 337758

Advisory firm

Filed advisory firm office: Tuscaloosa, AL

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CAPSOUTH WEALTH MANAGEMENTCRD 132517

Advisory firm

Filed advisory firm office: Dothan, AL

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
CLOUD INVESTMENTS, LLCCRD 281915

Advisory firm

Filed advisory firm office: Huntsville, AL

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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Public source record; verify directly
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CONTEXT FOR YOUR NEXT DECISION

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GUIDE

How to choose a financial advisor

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Understand financial advisor fees

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Questions for your first advisor meeting

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Check financial advisor credentials

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