Find Top Financial Advisors Near Tuscaloosa, Alabama
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GREYBOX INVESTMENTS
Birmingham, Alabama
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.
SUNBURST FINANCIAL GROUP, LLC
Vestavia Hills, Alabama
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.
MONEY MANAGEMENT SERVICES INC
Birmingham, Alabama
Money Management Services Inc, based out of Birmingham, AL, is a reputable investment advisory firm catering to over 360 individual clients. With assets under management totaling more than $313,903,000, they offer comprehensive financial solutions to help clients achieve their wealth management goals. Operating from a single office, Money Management Services Inc specializes in managing employer 401Ks and individual assets, leveraging their extensive experience in this field.
Impressively, 97% of the assets they oversee are managed on a discretionary basis, allowing them to make informed investment decisions on behalf of their clients. Their compensation structure is diverse, encompassing various types such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility to meet individual client needs.
Employing a team of 11 dedicated professionals, with four specifically focused on providing investment advisory services, Money Management Services Inc demonstrates their commitment to delivering personalized guidance and expertise. On average, each investment advisor oversees approximately $78,480,000 in assets under management, in line with the industry average.
Noteworthy individuals at the firm include Andrew Rice, Donald Rice, and Audrea Robbins, who possess extensive tenure and expertise in the financial advisory realm. Their experience contributes to Money Management Services Inc's strong reputation and ability to deliver tailored solutions that align with their clients' unique financial objectives. With a client-centric approach and a track record of success, Money Management Services Inc is dedicated to helping clients preserve and grow their wealth effectively.
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MONEY MANAGEMENT SERVICES INC
Birmingham, Alabama
Money Management Services Inc, based out of Birmingham, AL, is a reputable investment advisory firm catering to over 360 individual clients. With assets under management totaling more than $313,903,000, they offer comprehensive financial solutions to help clients achieve their wealth management goals. Operating from a single office, Money Management Services Inc specializes in managing employer 401Ks and individual assets, leveraging their extensive experience in this field.
Impressively, 97% of the assets they oversee are managed on a discretionary basis, allowing them to make informed investment decisions on behalf of their clients. Their compensation structure is diverse, encompassing various types such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility to meet individual client needs.
Employing a team of 11 dedicated professionals, with four specifically focused on providing investment advisory services, Money Management Services Inc demonstrates their commitment to delivering personalized guidance and expertise. On average, each investment advisor oversees approximately $78,480,000 in assets under management, in line with the industry average.
Noteworthy individuals at the firm include Andrew Rice, Donald Rice, and Audrea Robbins, who possess extensive tenure and expertise in the financial advisory realm. Their experience contributes to Money Management Services Inc's strong reputation and ability to deliver tailored solutions that align with their clients' unique financial objectives. With a client-centric approach and a track record of success, Money Management Services Inc is dedicated to helping clients preserve and grow their wealth effectively.
JOHNSON STERLING, INC.
Birmingham, Alabama
JOHNSON STERLING, INC. is a leading investment advisory firm based out of Birmingham, AL. With over 230 individual clients, they manage a substantial $2,603,893,000 in assets. Operating from two offices, Johnson Sterling, Inc. caters to a diverse range of clients, providing personalized investment strategies and wealth management solutions.
Dedicated to delivering exceptional service, Johnson Sterling, Inc. offers a comprehensive compensation structure to meet the unique needs of their clients. Their fee options include a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures transparency and aligns their interests with the financial goals of their clients.
With a team of 12 highly skilled professionals, Johnson Sterling, Inc. boasts a strong expertise in investment advisory services. Seven of their employees specialize in providing top-notch investment advice to clients, maintaining a high average of approximately $371,980,000 in assets under management per investment advisor. This exceptional figure sets them apart from the industry average and underscores their commitment to delivering outstanding results.
Johnson Sterling, Inc. takes pride in the longevity and expertise of their advisors. Alan Ward, Samuel Johnson, and Elizabeth Rutherford are among the firm's longest tenured professionals, possessing a wealth of knowledge and experience in the financial industry. Their proven track record, coupled with the firm's dedication to excellence, has solidified Johnson Sterling, Inc.'s reputation as a trusted partner in managing and growing clients' wealth.
BRIDGEWORTH WEALTH MANAGEMENT
Birmingham, Alabama
Bridgeworth Wealth Management, based out of Birmingham, AL, is a renowned regional investment advisory firm. With two offices, they have established themselves as a trusted partner for over 1,950 individual clients. Managing an impressive $2,016,498,000 in assets, Bridgeworth offers comprehensive wealth management services.
While employer funds constitute a significant portion of their assets under management, Bridgeworth also handles 401K and individual accounts. Notably, all of the assets they manage are discretionary, ensuring clients have peace of mind knowing their investments are in capable hands. With a strong focus on high net worth individuals, Bridgeworth has solidified its position as a leading wealth management firm.
The firm's compensation structure is diverse, catering to various client needs. They offer a percentage-based fee structure tied to assets under management, as well as options for hourly charges and fixed fees. This flexible approach allows Bridgeworth to tailor their services to the unique requirements of each client.
With a team of 60 dedicated employees, Bridgeworth is committed to providing exceptional investment advisory services. Their experienced advisors boast an average of approximately $33,610,000 in assets under management per advisor. Notable among the team are long-tenured advisors, including David Harris, David Curles, and Delynn Zell, who bring a wealth of knowledge and expertise to the firm.
Bridgeworth Wealth Management stands as a trusted partner for individuals and employers alike, offering comprehensive and personalized wealth management solutions in Birmingham, AL.
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