Oak Tree Financial Services, LLC is a reputable and experienced investment advisory firm based out of Huntsville, Alabama. With a team of four dedicated professionals, they specialize in providing comprehensive investment advisory services to individuals and employer 401Ks. Each investment advisor at Oak Tree Financial Services, LLC manages an average of $21,910,000 in assets under management, showcasing their expertise in handling substantial portfolios. They offer a variety of compensation structures, including a percentage of assets under management and performance-based fees, ensuring their interests are aligned with their clients' success. With over 240 individual clients and a remarkable $111,916,000 in assets under management, Oak Tree Financial Services, LLC has established itself as a trusted partner for wealth management. Their strong presence in the employer 401K sector highlights their deep knowledge and experience in this area. The firm's investment approach is characterized by their discretion over 100% of the assets they manage, providing clients with peace of mind and confidence in their financial decisions. Oak Tree Financial Services, LLC takes pride in their personalized approach to investment advisory, tailoring strategies to individual client goals and risk tolerances. Located in Huntsville, Alabama, Oak Tree Financial Services, LLC operates from a single office, fostering close relationships with their clients and maintaining a client-centric focus. The firm boasts a team of seasoned advisors, including Jonathan Hornsby, Richard Gregory, and Ronnie Moody, who have contributed significantly to its long-standing success. Overall, Oak Tree Financial Services, LLC is a small yet formidable investment advisory firm that offers tailored solutions, deep industry expertise, and a commitment to helping clients achieve their financial goals.

Oneascent Financial Services LLC, based out of Birmingham, AL, is a reputable regional investment advisory firm that prides itself on providing comprehensive financial services to a diverse clientele. With a total of 56 dedicated employees, including 25 skilled professionals offering investment advisory services, Oneascent Financial stands out in the industry. Their commitment to excellence is evident in their impressive average of approximately $310,650,000 in assets under management per investment advisor, which exceeds the industry average. The firm's compensation structure caters to their clients' needs, offering various options such as a percentage of assets under management, fixed fees, and performance-based fees. With over 1,040 individual clients and a staggering $456,424,000 in assets under management, Oneascent Financial has gained the trust and loyalty of their extensive client base. Notably, nearly half of their assets under management originate from employer 401Ks or individual investors, demonstrating their expertise in this specific field. Oneascent Financial Services LLC distinguishes itself as a trusted advisor by managing 99% of assets on a discretionary basis, allowing them to make strategic investment decisions on behalf of their clients. Additionally, the firm offers a range of complementary services, including acting as a registered representative of a broker-dealer, an insurance broker or agent, and even providing accounting services through their partnership with an accounting firm. With 15 offices across the region, Oneascent Financial is well-positioned to provide personalized financial solutions to a wide geographic area. The firm boasts a team of experienced advisors, among them William Hines, Stacey Zahoranski, and Trina Hanner, who have earned their reputation for delivering exceptional service. Through their commitment to their clients' financial success, Oneascent Financial Services LLC has become a trusted partner in navigating the complexities of the financial landscape.

Oneascent Wealth Management, a prominent investment advisory firm headquartered in Birmingham, AL, has firmly established itself as a trusted partner in the world of wealth management. With an impressive network of six offices, this local firm boasts a team of 37 skilled professionals, 14 of whom specialize in providing top-notch investment advisory services. Each investment advisor at Oneascent Wealth Management oversees an average of approximately $33,620,000 in assets under management, a testament to their expertise and commitment to delivering exceptional results. Oneascent Wealth Management's compensation structure is designed to accommodate various client needs and preferences, offering flexibility through options such as a percentage of assets under management, hourly charges, and fixed fees. Demonstrating their proficiency in managing retirement funds, nearly half of the firm's assets under management originate from employer 401Ks and individuals. Additionally, an impressive 98% of the assets they manage are handled with discretionary authority, ensuring agile decision-making and the ability to seize investment opportunities swiftly. With an extensive client base comprising over 840 individuals, Oneascent Wealth Management is responsible for safeguarding an impressive sum of over $470,673,000 in assets under management. The firm takes pride in its team of highly experienced advisors, including Adrian Vanderwoude, Robert Latimer, and Brent Whiddon, who have been with the company for an extended period, contributing their wealth of knowledge and expertise to the firm's success. Oneascent Wealth Management's unwavering commitment to providing personalized, results-driven investment advisory services has earned them a sterling reputation within the financial industry. By combining their deep understanding of the market with a steadfast dedication to client satisfaction, Oneascent Wealth Management continues to set the standard for excellence in the field of wealth management.

Timberchase Financial, LLC, based out of Hoover, AL, is a small investment advisory firm serving over 40 individual clients with a combined $155,816,000 in assets under management. With two offices, Timberchase Financial provides personalized financial solutions to its clients. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise to handle employer funds. All of the assets they manage are discretionary, ensuring a high level of control and flexibility. Catering primarily to high net worth individuals, Timberchase Financial has established a solid reputation for its exceptional wealth management services. The firm's compensation structure offers various options, including a percentage of assets under management and fixed fees, ensuring a transparent and flexible approach to client relationships. With a team of six dedicated professionals, three of whom specialize in investment advisory services, Timberchase Financial ensures that clients receive personalized attention and expertise. The firm's average assets under management per investment advisor amount to approximately $51,940,000, aligning with the industry average. Notably, Timberchase Financial prides itself on its experienced advisors, some of whom have been with the firm for an extended period. Notable tenured advisors include James Moore, Katie Lenz, and Bryan Hancock, whose expertise and commitment contribute to the firm's success in delivering tailored financial strategies to their discerning clientele.

Southern Financial Group, LLC is a highly reputable investment advisory firm based in Birmingham, Alabama. With a team of eight dedicated professionals, including two experienced investment advisors, they provide comprehensive financial guidance to individuals and employer 401Ks. With an impressive average of approximately $185,670,000 in assets under management per investment advisor, Southern Financial Group stands out for its exceptional performance compared to industry standards. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management and fixed fees. This approach ensures that clients receive customized services tailored to their unique financial goals and needs. Southern Financial Group, LLC boasts an extensive client base, serving over 990 individual clients with a combined $741,139,000 in assets under management. Notably, approximately half of their assets are from employer 401Ks and individual accounts, reflecting their expertise in this area. Moreover, the firm manages all client assets on a discretionary basis, enabling them to make strategic investment decisions with autonomy and efficiency. Headquartered in Birmingham, Southern Financial Group operates from a single office. The firm takes pride in its experienced team, with Christopher Holder and David Painter serving as two of the longest-tenured registered advisors. Their industry knowledge, coupled with a commitment to providing exceptional financial services, positions Southern Financial Group, LLC as a trusted partner for individuals and businesses seeking expert investment advisory support.

Meld Financial, Inc., a reputable investment advisory firm headquartered in Birmingham, AL, has been serving a diverse clientele since its inception. With over 560 individual clients and an impressive $512,277,000 in assets under management, Meld Financial has established itself as a trusted partner in wealth management. Their commitment to excellence is reflected in their three well-appointed offices, strategically located to cater to clients' needs. While the firm's assets under management are predominantly comprised of high net worth individuals' portfolios, Meld Financial also possesses the expertise to effectively manage employer funds. All of the assets they manage, totaling 100%, are under their discretion, allowing for optimal decision-making in pursuit of clients' financial goals. Meld Financial's compensation structure offers flexibility, with various options available to clients. These include a percentage of assets under management, hourly charges, and fixed fees, ensuring a tailored approach that aligns with clients' preferences. With a total of 13 employees, 11 of whom provide investment advisory services, Meld Financial maintains a robust team of knowledgeable professionals. Their investment advisors, averaging approximately $46,570,000 in assets under management per advisor, possess industry-standard expertise and are equipped to deliver exceptional service. Notably, Meld Financial boasts a team of esteemed advisors, including Dwight Reynolds, Kyle Whittington, and Patricia Burris, who have been with the firm for an extensive period, contributing to its legacy of success. Meld Financial, Inc. stands as a pillar of expertise, integrity, and personalized service in the investment advisory landscape, continuing to empower clients on their path to financial prosperity.

Eversource Wealth Advisors, LLC is a regional investment advisory firm based out of Birmingham, AL, offering comprehensive financial solutions to its clients. With a team of 40 dedicated professionals, 26 of whom are skilled investment advisors, the firm provides expert guidance and personalized services to meet the unique needs of its clients. With an impressive average of approximately $117,640,000 in assets under management per investment advisor, Eversource Wealth Advisors stands on par with industry averages. Their compensation structure is diverse, encompassing a variety of options such as a percentage of assets under management, hourly charges, and fixed fees. Eversource Wealth Advisors boasts an extensive client base, serving over 200 individual clients with a combined total of $1,807,761,000 in assets under management. The firm primarily caters to high net worth individuals, managing the majority of their assets on a discretionary basis, which accounts for a remarkable 97% of their total assets. With a presence across 12 offices, Eversource Wealth Advisors has established a strong regional presence in Birmingham, AL. The firm takes pride in its long-standing advisors, including Joseph Campbell, Lewis Jones, and John Burch, who bring their wealth of experience and expertise to ensure exceptional service and financial guidance to their valued clients. Through their comprehensive wealth management solutions, Eversource Wealth Advisors, LLC strives to empower their clients with the knowledge, strategies, and resources necessary to achieve their financial goals and secure their financial future.

BMSS Wesson Wealth Solutions, a local investment advisory firm based in Birmingham, AL, is dedicated to providing comprehensive wealth management services. With over 60 individual clients and a staggering $405,315,000 in assets under management, they have established themselves as a trusted partner in financial planning. With three strategically located offices, they ensure convenient accessibility for their clients. While BMSS Wesson Wealth Solutions specializes in managing high net worth individuals' assets, they also possess the capability to oversee employer funds, although such accounts represent less than 30% of their total assets under management. Notably, an impressive 98% of the assets they manage are discretionary, highlighting their expertise in crafting tailored investment strategies. The firm's compensation structure encompasses various options, including a percentage of assets under management, fixed fees, and hourly charges, allowing them to accommodate diverse client preferences. With nine employees in total, seven of whom provide investment advisory services, the firm maintains a close-knit team committed to delivering exceptional client experiences. BMSS Wesson Wealth Solutions sets itself apart by fostering enduring client relationships. Led by industry veterans such as Benaiah Gorman, Felix Tankersley, and Mark Wesson, who have demonstrated remarkable tenure at the firm, they bring extensive expertise to the table. On average, each investment advisor manages approximately $57,900,000 in assets, a figure in line with the industry average, further attesting to their competence in wealth management.

Sunburst Financial Group, LLC is a reputable investment advisory firm located in Vestavia Hills, Alabama. With a single office, the company serves a diverse client base and boasts a team of 10 highly skilled professionals, 7 of whom specialize in investment advisory services. With an average of $71,420,000 in assets under management per investment advisor, Sunburst Financial Group aligns well with industry standards. Their compensation structure encompasses various types, such as a percentage of assets under management, hourly charges, and fixed fees. While Sunburst Financial Group manages a broad range of assets, with less than 30% allocated to 401K and individual accounts, they possess the expertise to handle employer funds. An impressive 93% of the assets they oversee are managed on a discretionary basis, reflecting their clients' confidence in the firm's capabilities. Primarily catering to high net worth individuals, Sunburst Financial Group manages a substantial portion of their clients' wealth. In addition to their investment advisory services, the company also offers insurance brokering and agency services, providing comprehensive financial solutions to their clientele. Sunburst Financial Group serves more than 520 individual clients, with a remarkable $499,964,000 in assets under management. Notably, the firm has a number of longstanding advisors, including James Martin, Jonathan Winzeler, and John Martin, who bring their wealth of experience to guide clients towards their financial goals.

Approach Retirement Advisors, LLC is a leading investment advisory firm based in Vestavia, AL. With over 110 individual clients and more than $153,355,000 in assets under management, they have established themselves as a trusted partner in financial planning and wealth management. Operating from three offices, Approach Retirement Advisors caters to a diverse clientele seeking expert guidance in navigating the complexities of retirement planning. While specializing in high net worth individuals, Approach Retirement Advisors also possess the expertise to manage employer funds, although 401K and individual accounts comprise less than 30% of their assets under management. Notably, an impressive 98% of the assets they oversee are discretionary, underscoring their commitment to providing personalized investment strategies tailored to each client's unique financial goals. The firm's compensation structure offers flexibility, featuring various types of fees including a percentage of assets under management and hourly charges. With a team of two dedicated and highly knowledgeable employees, all of whom provide investment advisory services, Approach Retirement Advisors delivers exceptional client service and ensures that each client receives the attention and expertise they deserve. Eric McClain and Phillip Walker, both registered advisors, stand as the firm's longest-tenured professionals, bringing extensive experience and expertise to the table. With an average of approximately $76,680,000 in assets under management per investment advisor, Approach Retirement Advisors aligns with the industry average, assuring clients of their commitment to sound financial management practices and achieving optimal results.

Lifecourse Capital, Inc. is a small investment advisory firm based out of Madison, AL, offering comprehensive financial services to individuals and employers. With its main office in Madison, Lifecourse Capital, Inc. operates with a team of four dedicated professionals, three of whom specialize in providing investment advisory services. Backed by their extensive expertise, Lifecourse Capital, Inc. manages an impressive average of approximately $36,440,000 in assets per investment advisor. The firm's compensation structure encompasses various types, such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexible options to suit clients' needs. Focusing on managing employer 401K plans and individual portfolios, Lifecourse Capital, Inc. oversees over 80% of its assets under management from these sources. With a reputation for excellence in 401K plan management, the firm is well-equipped to guide both employers and employees towards optimal financial outcomes. Notably, all the assets Lifecourse Capital, Inc. manages are discretionary, ensuring full control and strategic decision-making for the benefit of their clients. In addition to investment advisory services, Lifecourse Capital, Inc. offers a range of valuable financial solutions. This includes acting as a registered representative of a broker-dealer, as well as serving as an insurance broker or agent. The firm boasts an extensive client base, serving more than 390 individuals with over $109,309,000 in assets under management. Lifecourse Capital, Inc. takes pride in its team's longevity, with advisors like Allen Sandlin, Stephen Williams, and David Williams providing invaluable experience and knowledge to the firm's operations.