Company lists · Data refreshed October 2026

Top 17 Asset management consulting firms based in Birmingham, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 32 companies tracked

RevenueBase identified 32 company matches for asset management consulting firms associated with Birmingham, United States as of October 2026 and tracks 187 professional contacts across them, including 85 with verified work emails. Across the United States, New York is the largest hub for this category (471 companies); Birmingham has 32.

This list covers company matches for asset management consulting firms 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 October 1, 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 Oct 1, 2026 How this list was built

32Companies

187Contacts tracked

85Verified emails

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The 17 largest asset management consulting firms based in Birmingham, United States

Ranked by team size

Top 17 of 32 company matches for asset management consulting firms based in Birmingham, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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	Highland Associates	Exact match	Birmingham, AL, United StatesHQ recorded Oct 1, 2026	11-50	22 contacts →
	Exact match “Highland Associates is an institutional investment advisor headquartered in Birmingham, Alabama.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Freedom Financial Group	Exact match	Birmingham, AL, United StatesHQ recorded Oct 1, 2026	1-10	21 contacts →
	Exact match “Freedom Financial Group is committed to helping you develop a solid financial plan to help preserve your future retirement.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	BHK Investment Advisors, LLC	Exact match	Birmingham, AL, United StatesHQ recorded Oct 1, 2026	11-50	19 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 · Oct 1, 2026 · View company records in RevenueBase
4	EAM Solutions, LLC	Exact match	Birmingham, AL, United StatesHQ recorded Oct 1, 2026	11-50	15 contacts →
	Exact match “At EAM Solutions, we specialize in delivering tailored implementations of Attune EAM (formerly HxGN EAM), MP2, and other advanced asset management tools from Octave.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	Johnson Sterling, INC	Exact match	Birmingham, AL, United StatesHQ recorded Oct 1, 2026	11-50	11 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Wealth Strategies, LLC	Exact match	Birmingham, AL, United StatesHQ recorded Oct 1, 2026	1-10	9 contacts →
	Exact match “Wealth Strategies was created to assist individuals in navigating the complex world of financial services.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Peninsula Private Wealth Of Raymond James	Exact match	Birmingham, MI, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
8	Everthrive Financial Group	Exact match	Birmingham, AL, United StatesHQ recorded Oct 1, 2026	1-10	7 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 · Oct 1, 2026 · View company records in RevenueBase
9	Advo K ATE Advisors	Exact match	Birmingham, AL, United StatesHQ recorded Oct 1, 2026	1-10	7 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 · Oct 1, 2026 · View company records in RevenueBase
10	Cirrus Capital LLC	Exact match	Birmingham, MI, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
11	The Mcgriff Alliance	Exact match	Birmingham, AL, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “At The McGriff Alliance our stated mission is "Designing Strategies for Financial Security." We have enormous enthusiasm for helping successful people enhance and preserve their…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Solyco Wealth	Exact match	Birmingham, MI, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “Solyco Wealth offers fee-only comprehensive financial planning and investment management services.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Cope Private Wealth	Exact match	Birmingham, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Services are offered through Cope Private Wealth, a Registered Investment Adviser with the state of Alabama.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	AC Financial Partners	Exact match	Birmingham, AL, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
15	Walton Financial	Exact match	Birmingham, AL, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Walton Financial is a company based out of Birmingham, Alabama, United States.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Unionstate Investment Services	Exact match	Birmingham, AL, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “At UnionState Investments, we believe investing is personal.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Stockbridge Wealth Partners	Exact match	Birmingham, AL, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Plan.” Recorded in the RevenueBase company graph · Oct 1, 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 consulting firms”. 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 17 of 32 asset management consulting firms based in Birmingham, United States

See the full list, filter by size, metro and specialty, and access 85 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset management consulting firms based in Birmingham, United States at a glance

As of Oct 1, 2026

45.5%Verified-email coverage

5.8Average contacts per company

1-10Median size (employees)

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

11-50

10001+

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 32 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 consulting firms” 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 85 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 October 1, 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 consulting firms 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 consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 32 company matches for asset management consulting firms associated with Birmingham, United States as of October 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?

Highland Associates 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 consulting firms?

New York leads the United States with 471 company records, followed by Chicago (156) and Houston (128). Birmingham has 32.

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 85 professional contacts with verified work emails tracked across these 32 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 October 1, 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.