What are the best financial advisory firms in Birmingham?

Advisors may also recommend fixed-income securities with maturities that are deemed appropriate for the client. Meld Financial, another fee-only firm, is the longest-tenured practice on our list of the top advisory firms in Birmingham.

Who is the next advisor in Birmingham?

Despite being the youngest firm on our list, Stonegate Investment Group is ranked as the next advisor in Birmingham. This fee-only firm works with a large number of individual clients, both with and without high net worths. The firm also has retirement plans and businesses as clients.

Is Arlington partners the next financial advisory firm in Birmingham?

Arlington Partners is not only the next financial advisory firm in Birmingham, but it's also the top-rated firm in the state. Arlington Partners is ultra-exclusive, requiring that multi-family office clients have at least a $10 million average net worth per household and a $50 million minimum group/family net worth.