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Alabama's Top 20 Wealth Management Firms

3
min read
Top 20 wealth management companies in Alabama Main

Alabama's Top 20 Wealth Management Firms

3
min read
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Top 20 wealth management companies in Alabama Main
Top firms trust Inven to find niche companies

Wealth management is a specialized field, catering to the financial planning and investment management needs of affluent individuals, businesses, and families. The industry features diverse companies that provide a broad spectrum of services ranging from asset management to financial planning, retirement planning, and even comprehensive estate planning. In Alabama, there is a rich selection of such firms, each contributing to the flourishing financial landscape with their unique offerings. As we move into an era of digitization coupled with complex financial regulation, these companies are innovating to offer top-tier wealth management solutions personalized to client needs.


Top 20 wealth management companies in Alabama

1. SA Stone Wealth Management Inc.

  • Website: saswealth.com
  • Headquarters: Birmingham, Alabama, United States
  • Founded: 2017
  • Headcount: 501-1000
  • LinkedIn

SA Stone Wealth Management is a financial services company offering state-of-the-art technology and access to a wide range of products and services. They provide support to independent advisors and strive to meet the needs of their clients.


2. 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.


3. Strategic Wealth Specialists

Strategic Wealth Specialists is an Agency of The Guardian Life Insurance Company of America, offering tailored strategies to meet individual financial needs and goals. They provide guidance and expertise in areas such as retirement planning, investments, insurance, taxes, and estate planning.


4. OneAscent Wealth

OneAscent Wealth Management is a financial advisory firm offering solutions for individual and institutional investors. With values aligned investing, legacy coaching, tax and estate planning, and retirement planning, they help clients align their financial decisions with their personal values.


5. 20/20 Wealth Management Group, LLC

20/20 Wealth Management Group offers personalized financial strategies tailored to individual goals, providing comprehensive wealth management services that include retirement planning, estate planning, investment management, and insurance solutions.


6. The Bienville Group

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


7. Henry Wealth Management

Henry Wealth Management offers retirement planning services for individuals, including traditional IRA distribution estimates, employer-sponsored retirement plan management, and financial advisory services.


8. 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.


9. Life Insurance Company of Alabama

  • Website: licoa.com
  • Headquarters: Gadsden, Alabama, United States
  • Founded: 1952
  • Headcount: 51-200
  • LinkedIn

The company licoa.com offers various services related to investment banking and financial advisory. They provide comprehensive solutions for mergers and acquisitions, capital raising, and strategic consulting.


10. 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.


11. Waverly Advisors, LLC

Waverly Advisors is a financial advisory firm that offers forward-thinking advice and guidance for personal and corporate financial decisions. Our dedicated team of advisors provides customized services in investment management, tax planning, estate planning, retirement planning, risk management, and financial planning.


12. Fi Plan Partners, LLC

Fi Plan Partners is an investment, wealth management, and financial planning firm located in Birmingham, AL serving clients across the nation. They help families grow, manage, protect, and transfer wealth to build a better, richer, fuller life. Their experienced team provides comprehensive financial planning services and guides clients in making informed financial decisions.


13. Leavell Investments

Leavell Investments is a fee-only independent investment advisory firm committed to helping clients live their legacies. With over 40 years of experience, they provide personalized and proactive attention to families, individuals, non-profits, and corporations. Their services include investment advice, strategy discussion, and long-term financial planning. Leavell Investments is dedicated to the benefit of others, contributing time, money, and board service to not-for-profits and charitable organizations.


14. OneAscent

  • Website: oneascent.com
  • Headquarters: Birmingham, Alabama, United States
  • Founded: 2017
  • Headcount: 11-50
  • LinkedIn

OneAscent is a financial services company that offers individual investment management and institutional consulting. They help clients and families develop customized financial plans aligned with their values. With a comprehensive suite of solutions, they assist in aligning planning, investment, and stewardship decisions with what clients value most.


15. Vision Financial Group, Inc.

Vision Financial Group offers personalized financial services to help clients build wealth, protect their family, and preserve their assets.


16. 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.


17. StrongHer Money

StrongHer Money is a financial planning firm that provides resources, education, and advice to women to help them achieve their financial goals and prepare for a rewarding financial future.


18. Winsett Financial Group

Winsett Financial Group provides holistic financial planning and investment management services to individuals and small businesses. They are committed to guiding clients on a path to thriving financial success.


19. Sprague Stevenson Wealth Advisors

Sprague Stevenson Wealth Advisors helps clients achieve financial freedom through its investment approach focused on quality.


20. Twickenham Advisors

Twickenham Advisors is a financial advisory firm committed to the fiduciary standard, with a focus on the financial objectives, values and legacies of its clients. The company's partnership with Hightower allows it to have unobstructed access to quality investment solutions from firms and service providers around the world.


Want to find more wealth management companies?


If you want to find more companies that provide a variety of services such as investments, retirement planning, and comprehensive financial advice 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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