Company lists · Data refreshed November 2026

Top 13 Asset management consultancies based in Birmingham, United States

Name: Asset management consultancies based in Birmingham, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 5, 2026 31 companies tracked

RevenueBase identified 31 company matches for asset management consultancies associated with Birmingham, United States as of November 2026 and tracks 584 professional contacts across them, including 191 with verified work emails. Across the United States, New York is the largest hub for this category (435 companies); Birmingham has 31.

This list covers company matches for asset management consultancies associated with Birmingham, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 5, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 5, 2026 How this list was built

31Companies

584Contacts tracked

191Verified emails

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The 13 largest asset management consultancies based in Birmingham, United States

Ranked by team size

Top 13 of 31 company matches for asset management consultancies based in Birmingham, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 5, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	NBC Securities, INC	Exact match	Birmingham, AL, United StatesHQ recorded Nov 5, 2026	51-200	63 contacts →
	Exact match “NBC Securities is a full-service broker-dealer and registered investment advisor catering to individuals and companies across the United States.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
2	BHK Investment Advisors, LLC	Exact match	Birmingham, AL, United StatesHQ recorded Nov 5, 2026	11-50	20 contacts →
	Exact match “In our role as investment management consultant, we construct a plan for management…a strategy intended to solve the problems that confront a client.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
3	Meld Financial	Exact match	Birmingham, AL, United StatesHQ recorded Nov 5, 2026	1-10	14 contacts →
	Exact match “We are a financial planning and investment management firm offering unbiased, independent services for businesses and individuals.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
4	Johnson Sterling, INC	Exact match	Birmingham, AL, United StatesHQ recorded Nov 5, 2026	11-50	12 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
5	Peninsula Private Wealth Of Raymond James	Exact match	Birmingham, MI, United StatesHQ recorded Nov 5, 2026	11-50	8 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
6	Advo K ATE Advisors	Exact match	Birmingham, AL, United StatesHQ recorded Nov 5, 2026	1-10	8 contacts →
	Exact match “Advo(k)ate Advisors, LLC is a financial services firm that specializes in advising employer-sponsored retirement plans.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
7	Everthrive Financial Group	Exact match	Birmingham, AL, United StatesHQ recorded Nov 5, 2026	1-10	8 contacts →
	Exact match “At EverThrive Financial Group®, we are dedicated to offering creative solutions, objectivity, personalized advice and proactive service to our clients.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
8	CMC Financial	Exact match	Birmingham, AL, United StatesHQ recorded Nov 5, 2026	1-10	6 contacts →
	Exact match “CMC Financial Jim Sumpter and Andy Graffeo brought their combined financial planning, tax strategies and investment expertise together to fortify your financial experience from…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
9	Cirrus Capital LLC	Exact match	Birmingham, MI, United StatesHQ recorded Nov 5, 2026	1-10	5 contacts →
	Exact match “We are Cirrus Capital, a sophisticated, not complicated investment firm in Metro Detroit.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
10	Vision Financial Group, INC	Exact match	Birmingham, AL, United StatesHQ recorded Nov 5, 2026	1-10	5 contacts →
	Exact match “At Vision Financial Group, Inc, we specialize in working with professionals and companies concerning their insurance, investments, and overall financial planning needs.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
11	Park Place Capital	Exact match	Birmingham, AL, United StatesHQ recorded Nov 5, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
12	AC Financial Partners	Exact match	Birmingham, AL, United StatesHQ recorded Nov 5, 2026	1-10	2 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
13	Headwater Asset Management, LLC	Exact match	Birmingham, AL, United StatesHQ recorded Nov 5, 2026	1-10	1 contacts →
	Exact match “Investment choice - Your financial objectives, personal investment style, and risk tolerance are the only criteria that influence our recommendations to you.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “asset management consultancies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 13 of 31 asset management consultancies based in Birmingham, United States

See the full list, filter by size, metro and specialty, and access 191 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset management consultancies based in Birmingham, United States at a glance

As of Nov 5, 2026

32.7%Verified-email coverage

18.8Average contacts per company

1-10Median size (employees)

Nov 5, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

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 31 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Birmingham, United States whose business descriptions match “asset management consultancies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 191 professional contacts with verified work emails across the full matched dataset. 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 November 5, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Asset management consultancies by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset management consultancies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset management consultancies are there based in Birmingham, United States?

RevenueBase identified 31 company matches for asset management consultancies associated with Birmingham, United States as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

NBC Securities, INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most asset management consultancies?

New York leads the United States with 435 company records, followed by Chicago (140) and Houston (110). Birmingham has 31.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 191 professional contacts with verified work emails tracked across these 31 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 5, 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 SmartSearch, 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.