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.

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.

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.

BCR Wealth Strategies, headquartered in Vestavia, AL, is a distinguished local investment advisory firm that caters to the financial needs of high net worth individuals. With over 260 individual clients and an impressive $329,885,000 in assets under management, BCR Wealth Strategies has established itself as a trusted partner in wealth management. Operating from two offices, the firm offers a range of services, including managing employer funds, although 401K and individual accounts make up less than 30% of their assets. BCR Wealth Strategies prides itself on its discretion, as they manage 100% of the assets under their care on a discretionary basis. Their team of 13 dedicated employees, with 10 providing investment advisory services, is committed to delivering personalized strategies and exceptional client service. With an average of $32,990,000 in assets under management per investment advisor, BCR Wealth Strategies ensures that each client receives the attention and expertise they deserve. The firm's compensation structure is diverse, encompassing a variety of fee types such as a percentage of assets under management, hourly charges, and fixed fees. BCR Wealth Strategies believes in transparent and fair compensation practices, aligning their interests with those of their clients. BCR Wealth Strategies boasts a roster of highly experienced advisors, including long-tenured professionals such as Marshall Rathmell, Harold Sasnowitz, and Sandra Cleveland. These seasoned experts contribute their expertise and knowledge to help clients achieve their financial goals and preserve their wealth over the long term. Overall, BCR Wealth Strategies is a respected and reputable investment advisory firm that combines a comprehensive range of services, a discreet approach, and a talented team to provide exceptional wealth management solutions to high net worth individuals.

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.

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.

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.

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.

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.

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.