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Alabama's Top 19 Asset Management Firms

3
min read
Top 19 asset management companies in Alabama Main

Alabama's Top 19 Asset Management Firms

3
min read
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Top 19 asset management companies in Alabama Main
Top firms trust Inven to find niche companies

Asset management companies specialize in investing and managing the financial assets of individuals and businesses. They utilize a multitude of strategies to secure and grow their clients' wealth, optimizing long-term financial growth prospects. These institutions offer a wide range of investment products, including mutual funds, managed accounts and private funds, and they are noted for their expertise in various market sectors. Located in Alabama, these businesses are well situated to tap into a diverse and growing economy, and they continue to play an integral role in the financial landscape of the state. As we look towards the future of this industry, one can expect a growing emphasis on sustainable investment practices and digital innovation.


Top 19 asset management companies in Alabama

1. Vulcan Value Partners

Vulcan Value Partners is an independently owned boutique investment firm focused on protecting capital and achieving superior long-term results. They offer managed accounts, mutual funds, and private funds. With a strong performance-driven approach and a commitment to service, Vulcan Value Partners is dedicated to delivering value to their clients.


2. Resource Management Service LLC

  • Website: resourcemgt.com
  • Headquarters: Birmingham, Alabama, United States
  • Founded: 1950
  • Headcount: 51-200
  • Latest funding type: Series Unknown
  • LinkedIn

Resource Management Service (RMS) is a globally recognized provider of timberland investment services. With over 70 years of experience, RMS offers a vertically integrated business model that optimizes the value of investors' forestland assets. The company focuses on sustainable forestry practices, generating optimal cash yields and long-term appreciation. RMS manages 2.2 million acres of forests worldwide, valued at $4.8 billion.


3. Directional Research & Trading, Inc.

Directional Research & Trading is a company that offers investment management services to high net worth clients and institutional investors.


4. Johnson & Company

Johnson & Co. is a company offering a wide range of financial services. They provide investment banking, asset management, and advisory services to individual and institutional clients. With their experienced team of professionals, they aim to help clients achieve their financial goals and make informed investment decisions.


5. TrueWealth Advisors, LLC

TrueWealth Advisors LLC is an independent registered investment adviser and wealth management firm with several locations in Alabama. They offer a broad range of financial planning, investment management, and retirement planning services, which can be tailored to their clients' values and goals.


6. The Bienville Group

Bienville Group is a company that provides investment advisory, asset management and financial planning services to individuals and institutions.


7. Nelson Brothers

Nelson Brothers is a company that specializes in providing investment solutions to individuals and organizations. They offer a range of investment products and services aimed at helping their clients achieve their financial goals.


8. Harbert Management Corporation

  • Website: harbert.net
  • Headquarters: Birmingham, Alabama, United States
  • Founded: 1993
  • Headcount: 51-200
  • LinkedIn

Harbert Management Corporation is an investment management firm specializing in real estate, infrastructure, private capital, and credit solutions. They offer a range of investment strategies including real assets, growth equity, and absolute return. With a focus on providing innovative and tailored solutions, Harbert Management Corporation is committed to delivering value for their clients.


9. Mainsail Asset Management

Invest Prudently is a financial services firm dedicated to providing fully comprehensive investment consulting, advanced planning, and personal relationship management services. They recommend, implement and monitor investment portfolios that capture market returns while being tax-efficient, cost-effective, and aligned with clients' financial goals.


10. Keel Point

  • Website: keelpoint.com
  • Headquarters: Huntsville, Alabama, United States
  • Founded: 2003
  • Headcount: 51-200
  • LinkedIn

Keel Point is a financial advisory firm that specializes in wealth management. They offer personalized solutions for managing personal, family, and philanthropic wealth. With a focus on strategy-based options, Keel Point helps clients maximize their assets and achieve their financial goals.


11. Jeffcoat Trant Funeral Home & Crematory

Jeffcoattrant.com is a company that offers professional services to its customers. Its main focus is providing high-quality solutions and advice to clients in various industries, ensuring that they are satisfied with their outcomes.


12. Morrow Repair Services (Industrial Rotating Equipment Repair & Service-Pumps | Gearboxes | Blowers)

  • Website: mrsbme.com
  • Headquarters: Birmingham, Alabama, United States
  • Founded: 2007
  • Headcount: 11-50
  • LinkedIn

MrsBMe.com is a company that provides a range of products and services to help individuals and businesses achieve financial success. These offerings include financial planning, investment advice, and assistance with tax planning and preparation.


13. Blue Spring Partners

Blue Springs Capital Partners is a private investment firm that focuses on making select investments in attractive opportunities. Based in Orlando, Florida, the firm is made up of a team of managers, seasoned executives, and trusted advisers.


14. LMS Investment Management

LMS Investment Management is a real estate management company focused on creating purpose-built communities that address new market realities. The company creates value through experience, strategic asset improvements, and superior property management.


15. Waresferry Commercial Center

Luthermorgan.com is a company that offers professional services to help clients manage their finances and investments.


16. Gandy Financial Group

Gandy Financial Group offers financial planning services to help clients achieve their goals and monitor their progress.


17. Consolidated Electrical Contractors & Engineers, Inc

CECE Inc. is a company that offers a wide range of services and solutions to its clients. With expertise in various industries, CECE Inc. helps businesses achieve their goals through strategic planning, financial analysis, and investment advice.


18. Jackson Thornton Asset Management

  • Website: jt-am.com
  • Headquarters: Montgomery, Alabama, United States
  • Founded: 1999
  • Headcount: 11-50
  • LinkedIn

Jackson Thornton Asset Management offers wealth management solutions with decades of industry experience. The company focuses on building strong relationships with clients to provide customized solutions for each individual's financial objectives.


19. Warren Averett Asset Management, LLC

  • Website: waasset.com
  • Headquarters: Birmingham, Alabama, United States
  • Founded: 1999
  • Headcount: 51-200
  • Latest funding type: Series Unknown
  • LinkedIn

WA Asset Management is a financial advisory firm that provides forward-thinking advice and guidance for both personal and corporate financial decisions. Their dedicated team of advisors delivers customized services to meet the unique needs of their clients.


Want to find more asset management companies?


If you want to find more companies that offer a diverse range of financial investment services you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.


With Inven you'll also get to know the company's:


  • Ownership: Which of these are private equity backed? Which are family-owned?
  • Contact data: Who are the owners and CEO's? What are their emails and phone numbers?
  • Financials: How do these companies perform financially? What are their revenues and profit margins?

...and a lot more!

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