Company lists · Data refreshed September 2026
Top 17 Brokerage firms based in Birmingham, United States
RevenueBase identified 31 brokerage firms headquartered in Birmingham, United States as of September 2026 and tracks 772 professional contacts across them, including 153 with verified work emails. New York is the largest hub.
This list covers brokerage firms 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 19, 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 17 largest brokerage firms based in Birmingham, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 73 contacts → | ||||
Indirect evidence “NBC Securities is a full-service broker-dealer and registered investment advisor catering to individuals and companies across the United States.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 52 contacts → | ||||
Indirect evidence “As a leading independent broker/dealer, SA Stone Wealth Management Inc.(“SA Stone”), formerly Sterne Agee Financial Services, Inc, together with its affiliated SEC registered…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 36 contacts → | ||||
Indirect evidence “StoneX Wealth Management is a leading registered investment advisory firm and independent broker-dealer that provides an integrated platform of technology, comprehensive wealth…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 11 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 9 contacts → | ||||
Indirect evidence “Wealth Strategies was created to assist individuals in navigating the complex world of financial services.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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 19, 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 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 7 contacts → | ||||
Indirect evidence “INTELUS Wealth Management is a financial planning firm founded by a financial professional with over 19 years of financial planning experience.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 contacts → | ||||
Indirect evidence “Navigate provides a full-service platform for advisors who want to own, manage and grow their own practices.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 contacts → | ||||
Indirect evidence “Wealth building to take you beyond.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Indirect evidence “We are the modern realization of three generations of financial services industry expertise.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 contacts → | ||||
Indirect evidence “We assist clients with personalized, individually tailored solutions to managing your IRA, SEP, or taxable account(s).” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5 contacts → | ||||
Indirect evidence “We are Cirrus Capital, a sophisticated, not complicated investment firm in Metro Detroit.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 5 contacts → | ||||
Indirect evidence “At Vision Financial Group, Inc, we specialize in working with professionals and companies concerning their insurance, investments, and overall financial planning needs.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Indirect evidence “Walton Financial is a company based out of Birmingham, Alabama, United States.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Indirect evidence “At UnionState Investments, we believe investing is personal.” Source: RevenueBase Database · checked Sep 19, 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: brokerage firms. 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 brokerage firms.
- Partial evidence
- Its own public description names part of brokerage firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name brokerage firms. 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 17 of 31 brokerage firms based in Birmingham, United States
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Brokerage firms based in Birmingham, United States at a glance
As of Sep 19, 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 31 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 brokerage firms, 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 “brokerage firms”. 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 brokerage firms), 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 brokerage firms, 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, 153 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 19, 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.
Brokerage firms by metro in the United States
- Brokerage firms in New York288
- Brokerage firms in Chicago111
- Brokerage firms in Dallas82
- Brokerage firms in Atlanta72
- Brokerage firms in San Diego69
- Brokerage firms in Houston63
- Brokerage firms in Charlotte60
- Brokerage firms in Miami59
- Brokerage firms in Boston55
- Brokerage firms in San Francisco51
- Brokerage firms in Tampa49
- Brokerage firms in Denver48
- Brokerage firms in Austin47
- Brokerage firms in Portland45
- Brokerage firms in Los Angeles38
- Brokerage firms in Scottsdale38
- Brokerage firms in Newport Beach37
- Brokerage firms in Overland Park36
- Brokerage firms in Minneapolis35
- Brokerage firms in Raleigh35
- Brokerage firms in San Antonio34
- Brokerage firms in Omaha32
- Brokerage firms in Pittsburgh32
- Brokerage firms in Birmingham31
- Brokerage firms in Boca Raton30
- Brokerage firms in Seattle30
- Brokerage firms in Greenwood Village29
- Brokerage firms in Rochester29
- Brokerage firms in Irvine28
- Brokerage firms in Las Vegas28
- Brokerage firms in Cincinnati27
- Brokerage firms in Columbus27
- Brokerage firms in Indianapolis27
- Brokerage firms in Fort Worth25
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 brokerage firms, 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 brokerage firms are there based in Birmingham, United States?
RevenueBase identified 31 brokerage firms 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?
NBC Securities, INC, headquartered in Birmingham, tops this list with the largest team on record.
Which city has the most brokerage firms?
New York leads with 288 headquartered companies, followed by Chicago (111) and Dallas (82).
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 153 verified decision-maker contacts tracked across these 31 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 19, 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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