Southern Capital Services Inc is a local investment advisory firm based out of Daphne, AL, with three offices. With a team of ten dedicated professionals, six of whom provide investment advisory services, they offer comprehensive financial guidance to individuals and employer 401Ks. The firm boasts an impressive average of $25,310,000 in assets under management per investment advisor. With their diverse compensation structure, Southern Capital Services Inc ensures that their interests align with those of their clients. Their advisors receive a percentage of assets under management, encouraging them to prioritize their clients' financial success. Notably, approximately half of the firm's assets under management come from employer 401Ks and individual investors, indicating their strong expertise and reputation in this area. Southern Capital Services Inc prides itself on its discretionary management approach, as 99% of the assets they handle are managed with the clients' best interests in mind. This commitment has earned them the trust of over 340 individual clients, who have entrusted the firm with a total of $151,866,000 in assets under management. The firm's success can be attributed, in part, to its experienced and tenured advisors. Key individuals like Wendy Nelson Bailey, Terry Nager, and David Lindsey have been with Southern Capital Services Inc for a significant duration, contributing their expertise and building lasting relationships with their clients. With a dedication to providing personalized investment advisory services, Southern Capital Services Inc continues to help individuals and employer 401Ks achieve their financial goals, making them a trusted partner in the Daphne, AL community and beyond.

Navigate Wealth Management, LLC is a local investment advisory firm based out of Birmingham, AL, with a team of seven dedicated professionals. With an average of $55,160,000 in assets under management per investment advisor, they provide comprehensive investment advisory services to their diverse client base. Their compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with their clients' financial goals. With over 120 individual clients and a staggering $226,565,000 in assets under management, Navigate Wealth Management, LLC focuses primarily on serving high-net-worth individuals. While the majority of the assets they manage are for this exclusive clientele, they also possess the expertise and capacity to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. As a testament to their industry experience, Navigate Wealth Management, LLC operates under a discretionary management approach, meaning that they have full authority to make investment decisions on behalf of their clients. The firm prides itself on maintaining three offices in strategic locations to provide convenient access for their clients throughout the Birmingham area. Notably, Navigate Wealth Management, LLC benefits from the expertise and knowledge of their longest-tenured advisors, including James Conrad, Carl Grahs, and Caleb Hopkins. Their collective experience ensures that clients receive tailored investment strategies and expert guidance to navigate the ever-changing financial landscape.

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.

Greybox Investments, based out of Birmingham, AL, is a highly regarded small investment advisory firm. With a team of three dedicated professionals, they offer comprehensive investment advisory services to a diverse client base. The firm distinguishes itself by maintaining an impressive average of approximately $151,810,000 in assets under management per investment advisor, surpassing the industry average. Greybox Investments employs a flexible compensation structure, accommodating the needs of their clients. Their fee arrangements include a percentage of assets under management, hourly charges, and fixed fees, ensuring a tailored approach that suits each client's requirements. Currently, Greybox Investments serves over 60 individual clients, managing assets worth over $141,033,000. While 401K and individual accounts account for less than 30% of their assets under management, the firm possesses the expertise and capability to effectively oversee employer funds. A significant portion, 77%, of the assets they manage are discretionary, reflecting the trust clients place in their investment decisions. With one office in Birmingham, Greybox Investments operates with efficiency and proximity to their clients. The firm boasts a team of experienced professionals, including Roy Rumbley, Donie Carlson, and Kenneth Carlson, who have demonstrated their dedication and longevity with the company. Their commitment to personalized service and their exceptional track record in managing client portfolios have contributed to their reputation as a reliable investment advisory firm.

Stonegate Investment Group, LLC is a prominent investment advisory firm headquartered in Birmingham, AL. With two local offices, they offer comprehensive financial solutions to their clients. With a team of 13 professionals, including 11 dedicated investment advisors, Stonegate Investment Group, LLC provides expert guidance and personalized service. Impressively, each investment advisor at Stonegate Investment Group, LLC manages an average of approximately $374,870,000 in assets under management. This figure surpasses the industry average, highlighting the firm's ability to handle substantial portfolios and deliver exceptional results. Their compensation structure is flexible and client-centered, encompassing options such as a percentage of assets under management and fixed fees. This ensures transparency and aligns the firm's interests with those of their clients. While 401(k) plans and individual accounts make up less than 30% of their assets under management, Stonegate Investment Group, LLC possesses the capability and experience to manage employer funds. An impressive 84% of the assets they oversee are managed on a discretionary basis, showcasing their expertise in making informed investment decisions. The majority of assets managed by Stonegate Investment Group, LLC belong to high-net-worth individuals, reflecting their specialization in catering to the unique financial needs of affluent clients. With over 440 individual clients and an astounding $4,123,618,000 in assets under management, Stonegate Investment Group, LLC has a strong presence in the industry. Matthew Brown, Brian Compton, and Kimberly Harless are among the firm's longest-tenured advisors, contributing their extensive experience to the firm's success. Stonegate Investment Group, LLC continues to be a trusted partner for individuals seeking reliable and comprehensive wealth management services in Birmingham and beyond. Their commitment to excellence, personalized approach, and impressive track record make them a standout choice in the investment advisory landscape.

Longview Financial Advisors, Inc. is a small investment advisory firm based out of Huntsville, AL. With 7 dedicated employees, a small percentage of their team provides comprehensive investment advisory services to their clientele. They have built a reputation for their expertise in managing assets, averaging approximately $97,590,000 in assets under management per investment advisor, which aligns with the industry average. Longview Financial Advisors, Inc. caters to over 140 individual clients, with an impressive $171,154,000 in assets under management. Their clientele primarily consists of high net worth individuals, reflecting their ability to handle substantial wealth. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the necessary capability to efficiently manage employer funds. The compensation structure at Longview Financial Advisors, Inc. is diverse, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures clients can select the payment method that best suits their needs and preferences. With their sole office in Huntsville, the firm operates in a localized manner, allowing them to focus on delivering personalized services to their clients. Notable individuals within the company include Jeffrey Jones, Phillip Gipner, and Jessica Smith, who boast extensive tenure and expertise in the financial industry. Longview Financial Advisors, Inc. takes pride in their discretionary management approach, as they are entrusted with 100% of the assets they manage. Their commitment to maintaining financial confidentiality and achieving optimal results for their clients is a cornerstone of their business philosophy.

Brown Financial Advisory is a small investment advisory firm based out of Fairhope, AL. With one office, the firm employs a total of six individuals, four of whom provide investment advisory services. Their average assets under management per investment advisor amount to approximately $62,760,000, which aligns with the industry average. In terms of compensation, Brown Financial Advisory employs a diverse structure that includes a percentage of assets under management, hourly charges, and fixed fees. While less than 30% of their assets under management are comprised of 401K and individual accounts, the firm possesses the capability to manage employer funds. Notably, 99% of the assets they oversee are under their discretionary management. The firm primarily serves high-net-worth individuals, managing a significant amount of their assets. Brown Financial Advisory boasts a client base of over 120 individuals, with a remarkable $251,053,000 in assets under management. Notable among the firm's experienced advisors are Harvey Hutchinson, Joshua Lancaster, and Daniel Mcleod, who have all demonstrated long-standing dedication and expertise. Combining industry-standard practices, a client-centric approach, and a team of seasoned advisors, Brown Financial Advisory provides tailored investment advisory services to their clientele. With a focus on growing and preserving their clients' wealth, the firm is committed to delivering comprehensive financial strategies and personalized solutions to help clients achieve their financial goals.

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.

Cloud Investments, LLC is a highly reputable investment advisory firm headquartered in Huntsville, AL. With six dedicated employees, they provide comprehensive investment advisory services to a diverse clientele. The firm boasts an impressive average of $134,520,000 in assets under management per investment advisor, surpassing industry standards. Cloud Investments, LLC adopts a flexible compensation structure tailored to their clients' needs, offering options such as a percentage of assets under management, hourly charges, and fixed fees. Their expertise in managing various types of accounts, including employer 401Ks and individual portfolios, is evident as they oversee more than $209,518,000 in assets under management for over 610 individual clients. With a laser focus on delivering exceptional financial solutions, Cloud Investments, LLC ensures that 100% of the assets they manage are handled on a discretionary basis. This approach empowers their clients to trust in their expertise and decision-making abilities. As a local firm deeply rooted in the Huntsville community, Cloud Investments, LLC operates from three offices strategically located for accessibility and convenience. Their team comprises seasoned advisors, including Charles Harriman, Germi Cloud, and Don Cloud, who boast extensive industry experience and a proven track record of success. Cloud Investments, LLC has earned a stellar reputation for their commitment to delivering superior investment advisory services. By leveraging their expertise and deep understanding of the market, they help clients navigate the complexities of investment management while striving to maximize their financial growth and security.

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.

Williams Financial Group, a reputable investment advisory firm, is based in Mobile, AL, with two office locations. With a team of 5 professionals, including 3 dedicated investment advisors, they provide comprehensive financial services to a wide range of clients. The firm demonstrates a solid track record, averaging approximately $8,120,000 in assets under management per investment advisor. Their compensation structure is designed to align with their clients' best interests and includes a percentage of assets under management, ensuring a shared focus on achieving favorable investment outcomes. Williams Financial Group proudly serves a diverse client base, catering predominantly to high-net-worth individuals. Managing a substantial portfolio, they oversee the assets of over 480 individual clients, amounting to more than $252,212,000 in assets under management. While 401K and individual accounts represent a smaller portion of their managed assets, accounting for less than 30%, Williams Financial Group possesses the expertise and capabilities to effectively manage employer funds. Notably, 98% of the assets they handle are discretionary, demonstrating their expertise in making strategic investment decisions on behalf of their clients. Billy Williams and Matt Williams are two of the longest-tenured registered advisors at the firm, contributing their extensive experience and knowledge to the team. Their dedication to providing exceptional financial guidance further strengthens Williams Financial Group's reputation in the industry. With a commitment to personalized service and a focus on achieving clients' financial goals, Williams Financial Group stands out as a trusted partner for individuals seeking reliable and effective investment advisory services.