INVISTA ADVISORS, headquartered in Montgomery, AL, is a prominent investment advisory firm catering to over 450 individual clients. With a staggering $396,106,000 in assets under management, Invista Advisors has established itself as a trusted partner in wealth management. Boasting three offices in strategic locations, the firm offers comprehensive financial solutions tailored to meet the unique needs and goals of their diverse clientele. While Invista Advisors handles a wide range of investment vehicles, including 401K and individual accounts, these represent less than 30% of their total assets under management. However, their expertise extends to managing employer funds, showcasing their versatility and ability to navigate various financial landscapes. A significant 53% of the assets they oversee are under their discretionary control, demonstrating their adeptness at providing personalized and proactive investment strategies. Invista Advisors employs a well-rounded compensation structure, offering flexibility to clients. Options include a percentage of assets under management, hourly charges, and fixed fees, ensuring a fair and transparent approach to financial advisory services. With a team of eight dedicated professionals, including six experienced investment advisors, Invista Advisors maintains a favorable client-to-advisor ratio. On average, each investment advisor oversees approximately $66,020,000 in assets under management, aligning with industry standards. The firm takes pride in their experienced and tenured advisors, such as Daniel Sloan, Jason Bryant, and James Perry, who have been instrumental in providing exceptional service to clients over the years. Invista Advisors is committed to delivering comprehensive wealth management solutions, backed by their industry expertise, personalized approach, and a steadfast focus on their clients' financial success.

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.

Leavell Investment Management, Inc., headquartered in Mobile, AL, is a reputable local investment advisory firm serving clients since its establishment. With a team of 29 dedicated professionals, including 20 experienced investment advisors, they offer a range of investment advisory services. The firm's advisors possess extensive expertise and strive to deliver personalized investment strategies tailored to meet their clients' financial goals. Leavell Investment Management, Inc. manages an impressive portfolio of assets, totaling over $2,136,355,000, with an average of $56,940,000 per investment advisor. While their compensation structure encompasses various types, such as a percentage of assets under management and hourly charges, their fees remain competitive within the industry. Boasting over 1,880 individual clients, Leavell Investment Management, Inc. maintains a diverse clientele. While the majority of their assets under management come from non-401K and individual accounts, the firm possesses the necessary expertise to manage employer funds as well. An impressive 87% of the assets they manage are under discretionary management, reflecting the trust and confidence their clients place in their expertise. With a local presence and five offices, Leavell Investment Management, Inc. is deeply rooted in the community and has built strong relationships with their clients. The firm takes pride in its experienced team, including notable advisors like Michael Teel, Timothy Healey, and Thomas Leavell, who have been with the company for many years. Their dedication and commitment to their clients have contributed to the firm's long-standing success and reputation. Overall, Leavell Investment Management, Inc. stands as a trusted and reliable choice for individuals and organizations seeking professional investment advisory services in the Mobile, AL area and beyond.

The Welch Group, LLC, headquartered in Birmingham, AL, is a prominent investment advisory firm catering to high net worth individuals. With a diverse clientele of over 690 individual clients, they have accumulated an impressive $2,522,233,000 in assets under management. Boasting a track record of success, The Welch Group specializes in discretionary asset management, with 100% of their managed assets falling under this category. Although 401K and individual accounts constitute less than 30% of their assets, The Welch Group possesses the expertise to effectively manage employer funds. Their compensation structure is flexible and offers various options, including a percentage of assets under management, hourly charges, and fixed fees, providing clients with tailored solutions. The firm maintains a team of 25 dedicated professionals, of whom 22 are investment advisors. On average, each investment advisor manages approximately $114,650,000 in assets, aligning with industry norms. Notably, The Welch Group takes pride in the longevity and experience of their advisors. Kimberly Reynolds, Charles Smith, and Stewart Welch, among others, are recognized as some of the firm's most tenured and trusted advisors. With their local presence and commitment to providing personalized financial guidance, The Welch Group has established itself as a reputable player in the investment advisory sector. Through their comprehensive services, they aim to help clients achieve their financial goals while ensuring prudent management of their assets.

Jackson Thornton Asset Management, LLC is a prominent investment advisory firm based in Montgomery, AL. With a knowledge base built on years of experience, this local firm has established a reputation for excellence in the financial industry. They currently serve a diverse client base, consisting of over 600 individuals, and have an impressive $1,282,407,000 in assets under management. Catering to both individual and employer funds, Jackson Thornton Asset Management, LLC operates with the utmost professionalism. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the necessary expertise to effectively manage employer funds. An impressive 99% of the assets they oversee are handled on a discretionary basis, indicating the high level of trust clients place in their capabilities. With a total of 17 employees, including 10 dedicated investment advisors, Jackson Thornton Asset Management, LLC ensures personalized and attentive service for their clients. On average, each investment advisor manages approximately $128,240,000 in assets under management, aligning with industry standards. The firm's compensation structure is varied, including a percentage of assets under management among its various types. Jackson Thornton Asset Management, LLC takes pride in its team of experienced professionals. Notable advisors include Kimberly Mason, Luther Mitchell, and Tommy West, who have displayed their commitment and expertise over their lengthy tenure with the firm. Clients can trust that their investments are in capable hands when partnering with Jackson Thornton Asset Management, LLC.

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.

Retirement Advisors, Inc. is a respected investment advisory firm based out of Mobile, AL. With a singular office, they have established themselves as a prominent player in the industry. With three dedicated employees, one of whom specializes in investment advisory services, they provide personalized and comprehensive financial guidance to their clients. Setting themselves apart from their peers, Retirement Advisors, Inc. boasts an impressive average of approximately $131,460,000 in assets under management per investment advisor, significantly exceeding the industry average. This remarkable figure attests to their expertise in managing wealth effectively. Their compensation structure is diverse and includes various types, such as a percentage of assets under management. Notably, around half of their assets under management are derived from employer 401Ks or individuals, illustrating their extensive experience and proficiency in this specific area. Retirement Advisors, Inc. primarily operates on a discretionary basis, with a substantial 99% of the assets they manage falling under this category. This discretionary approach allows them to make informed investment decisions on behalf of their clients, ensuring a proactive and strategic approach to wealth management. With a clientele of over 130 individuals, Retirement Advisors, Inc. oversees a considerable sum of more than $131,462,000 in assets under management. Stephen Haidt, one of the firm's most seasoned registered advisors, has been a valued member since 2005, lending his expertise and experience to the team. Through their commitment to providing exceptional service, extensive industry knowledge, and their long-standing presence in the market, Retirement Advisors, Inc. has solidified its position as a trusted partner for individuals seeking reliable and effective retirement planning and investment strategies.

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.

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.

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.