Company lists · Data refreshed September 2026
Top 14 Asset consultants based in Birmingham, United States
RevenueBase identified 26 asset consultants headquartered in Birmingham, United States as of September 2026 and tracks 140 professional contacts across them, including 60 with verified work emails. New York is the largest hub.
This list covers asset consultants headquartered in Birmingham, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 21, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 14 largest asset consultants based in Birmingham, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 22 contacts → | ||||
Indirect evidence “Highland Associates is an institutional investment advisor headquartered in Birmingham, Alabama.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 19 contacts → | ||||
Partial evidence “In our role as investment management consultant, we construct a plan for management…a strategy intended to solve the problems that confront a client.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 11 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 9 contacts → | ||||
Indirect evidence “Wealth Strategies was created to assist individuals in navigating the complex world of financial services.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 8 contacts → | ||||
Indirect evidence “We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 7 contacts → | ||||
Indirect evidence “At EverThrive Financial Group®, we are dedicated to offering creative solutions, objectivity, personalized advice and proactive service to our clients.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 7 contacts → | ||||
Indirect evidence “Advo(k)ate Advisors, LLC is a financial services firm that specializes in advising employer-sponsored retirement plans.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 5 contacts → | ||||
Indirect evidence “We are Cirrus Capital, a sophisticated, not complicated investment firm in Metro Detroit.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 2 contacts → | ||||
Indirect evidence “Services are offered through Cope Private Wealth, a Registered Investment Adviser with the state of Alabama.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 2 contacts → | ||||
Indirect evidence “LIFE - MONEY - BALANCE Linda Allison, CFP ® and Derrell Crimm, CFP ® are financial advisors located at AC Financial Partners, LLC, 1800 International Park Drive, Suite 10…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 2 contacts → | ||||
Indirect evidence “Walton Financial is a company based out of Birmingham, Alabama, United States.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 12 | 1 contacts → | ||||
Indirect evidence “Integra Realty Resources - Detroit provides comprehensive valuation and advisory services covering a broad spectrum of property types and client services.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1 contacts → | ||||
Indirect evidence “At UnionState Investments, we believe investing is personal.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Indirect evidence “The Canvass Group, LLC (TCG) is a full-service commercial real estate consulting and brokerage firm specializing in retail.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: asset consultants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names asset consultants.
- Partial evidence
- Its own public description names part of asset consultants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name asset consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 14 of 26 asset consultants based in Birmingham, United States
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Asset consultants based in Birmingham, United States at a glance
As of Sep 21, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Birmingham, so it is reported there. Company counts and contact totals on this page are exact for Birmingham, over 26 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset consultants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Birmingham, United States whose own description of what they do matches “asset consultants”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset consultants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among asset consultants, and records with no verified work email. Companies headquartered outside Birmingham are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 60 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Asset consultants by metro in the United States
- Asset consultants in New York319
- Asset consultants in Chicago120
- Asset consultants in Atlanta113
- Asset consultants in Dallas101
- Asset consultants in Houston91
- Asset consultants in Miami89
- Asset consultants in Los Angeles75
- Asset consultants in San Diego70
- Asset consultants in Boston67
- Asset consultants in Austin66
- Asset consultants in Denver64
- Asset consultants in San Francisco62
- Asset consultants in Portland52
- Asset consultants in Charlotte51
- Asset consultants in Scottsdale48
- Asset consultants in Tampa45
- Asset consultants in Newport Beach44
- Asset consultants in Minneapolis42
- Asset consultants in Indianapolis41
- Asset consultants in Columbus39
- Asset consultants in Overland Park39
- Asset consultants in Seattle39
- Asset consultants in Washington38
- Asset consultants in Orlando36
- Asset consultants in Cincinnati34
- Asset consultants in Irvine33
- Asset consultants in Las Vegas32
- Asset consultants in Boca Raton31
- Asset consultants in Pittsburgh30
- Asset consultants in Rochester30
- Asset consultants in Phoenix28
- Asset consultants in Raleigh28
- Asset consultants in Fort Lauderdale27
- Asset consultants in Greenville27
- Asset consultants in Omaha27
- Asset consultants in Richmond27
- Asset consultants in Birmingham26
- Asset consultants in San Antonio26
- Asset consultants in Greenwood Village25
- Asset consultants in Nashville25
- Asset consultants in Sarasota25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset consultants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many asset consultants are there based in Birmingham, United States?
RevenueBase identified 26 asset consultants headquartered in Birmingham, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Highland Associates, headquartered in Birmingham, tops this list with the largest team on record.
Which city has the most asset consultants?
New York leads with 319 headquartered companies, followed by Chicago (120) and Atlanta (113).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 60 verified decision-maker contacts tracked across these 26 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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