AULL & MONROE: Empowering Wealth through Expert Advisory Services AULL & MONROE is a distinguished investment advisory firm headquartered in Mobile, AL. With a reputation for excellence and a commitment to client success, they provide comprehensive financial solutions tailored to the unique needs of high net worth individuals and organizations. With a team of four highly skilled professionals, including two dedicated investment advisors, AULL & MONROE offers personalized strategies to help clients navigate the complexities of the financial markets. Boasting an impressive average of $161,930,000 in assets under management per investment advisor, they consistently outperform industry standards. AULL & MONROE's compensation structure is designed to align their interests with those of their clients. They offer various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring transparency and accountability in their services. While AULL & MONROE primarily manages discretionary assets, they also possess the expertise to handle employer funds. Though 401K and individual accounts represent a minority of their assets under management, their capabilities extend to effectively managing these types of investments. With over 100 individual clients and a remarkable $323,868,000 in assets under management, AULL & MONROE has earned the trust and loyalty of their discerning clientele. Their team of seasoned advisors, including William Monroe, Jamie Thuss, and James Aull, boasts extensive experience and expertise, fostering long-term relationships built on trust and mutual success. AULL & MONROE's dedication to empowering wealth, comprehensive advisory services, and outstanding track record make them a trusted partner for individuals and organizations seeking financial prosperity.

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.

Strauss Financial Group, based in Birmingham, AL, is a highly reputable investment advisory firm catering to both individual and employer 401K clients. With over 240 individual clients and a staggering $162,000,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Led by a team of experienced professionals, Strauss Financial Group operates from a single office, strategically located in Birmingham. Their expertise lies in managing employer 401K plans and individual assets, with over 80% of their portfolio comprised of these areas. They possess the necessary qualifications and knowledge to handle the unique challenges associated with managing 401K plans for employers and employees. The firm's compensation structure is diverse, offering options such as a percentage of assets under management and hourly charges, ensuring flexibility and alignment with clients' needs. Their dedication to providing personalized service and financial guidance sets them apart in the industry. With a total of six employees, four of whom are dedicated to providing investment advisory services, Strauss Financial Group maintains a low advisor-to-client ratio, allowing for focused attention and tailored solutions. The average assets under management per investment advisor is an impressive $40,500,000, highlighting their ability to handle substantial portfolios. Notably, the firm boasts a team of seasoned advisors, including industry veterans such as John Strauss, Martin Smith, and Heidi Strauss, who have accumulated a wealth of knowledge and expertise over their tenure at the company. Strauss Financial Group's commitment to discretion, extensive experience, and client-centric approach make them a top choice for individuals and employers seeking comprehensive financial management services in the Birmingham area and beyond.

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.

Keel Point, LLC is a well-established regional investment advisory firm headquartered in Huntsville, AL, boasting a network of 10 offices. With a total workforce of 83 dedicated professionals, 47 of whom specialize in providing top-notch investment advisory services, Keel Point, LLC offers comprehensive financial solutions to a diverse client base. With an average of approximately $54,230,000 in assets under management per investment advisor, Keel Point, LLC aligns with the industry average in terms of size and scope. Their compensation structure is flexible, encompassing various types such as a percentage of assets under management, fixed fees, hourly charges, and performance-based fees. While employer funds make up a significant portion of their assets under management, the firm also has the capability to manage 401K and individual accounts, although these represent less than 30% of their total assets. A notable characteristic of Keel Point, LLC is their expertise in discretionary asset management, as 97% of the assets they oversee fall under this category. Specializing in serving high-net-worth individuals, the firm manages a substantial portfolio for over 720 individual clients, amounting to a remarkable $2,549,034,000 in assets under management. The firm prides itself on its experienced team, with seasoned advisors like Jason Landers, Kyle Findlay, and Robert Mayes leading the way. Additionally, Keel Point, LLC offers an array of complementary services including being a registered representative of a broker-dealer and serving as an insurance broker or agent. With its extensive network, skilled advisors, and comprehensive financial services, Keel Point, LLC is committed to delivering tailored investment solutions and ensuring the financial success of its esteemed clients.

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.

Bright Investments, LLC, based out of Auburn, AL, is a local investment advisory firm dedicated to providing comprehensive financial solutions. With a team of 8 highly skilled professionals, including 6 investment advisors, they offer personalized wealth management services to individuals and businesses alike. Each investment advisor at Bright Investments has an impressive track record, managing an average of $31,830,000 in assets. Their compensation structure is designed to align with their clients' best interests, offering various options such as a percentage of assets under management and hourly charges. With over 20 individual clients, Bright Investments oversees a substantial $117,166,000 in assets under management. Their expertise lies in serving high net worth individuals, as the majority of the assets they manage are dedicated to this market segment. While their focus primarily lies in discretionary asset management, Bright Investments also possesses the capability to handle employer funds, providing a holistic approach to investment management. Their dedication to excellence is reflected in the fact that 99% of the assets they manage are discretionary, showcasing their clients' trust in their expertise. Bright Investments operates from six offices, providing convenient access to their services throughout the Auburn area. The firm takes pride in its experienced team, with several long-tenured advisors, including Thomas Kucera, John Bright, and Sarah Zink, who bring a wealth of knowledge and expertise to their clients. With their commitment to personalized financial strategies and a strong focus on building lasting client relationships, Bright Investments is poised to guide individuals and businesses toward 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.

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.