Company lists · Data refreshed September 2026

Top 25 Family office investment firms based in Birmingham, United States

Name: Family office investment firms based in Birmingham, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 45 companies tracked

RevenueBase identified 45 family office investment firms headquartered in Birmingham, United States as of September 2026 and tracks 767 professional contacts across them, including 381 with verified work emails. Across the United States, New York is the largest hub for this category (492 companies); Birmingham has 45.

This list covers family office investment 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 28, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

45Companies

767Contacts tracked

381Verified emails

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The 25 largest family office investment firms based in Birmingham, United States

Ranked by team size

Top 25 of 45 family office investment firms based in Birmingham, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to family office investment firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Waverly Advisors, LLC	Indirect evidence	Birmingham, AL, United StatesHQ checked Sep 28, 2026	51-200	284 contacts →
	Indirect evidence “Welcome to Waverly Advisors, LLC-simplifying the complexities of wealth management and financial planning since Our passion drives us, integrity guides us, and earning your trust…” Source: RevenueBase Database · checked Sep 28, 2026
2	Schechter	Indirect evidence	Birmingham, MI, United StatesHQ checked Sep 28, 2026	51-200	53 contacts →
	Indirect evidence “Schechter is a third-generation financial services firm based in Birmingham, MI.” Source: RevenueBase Database · checked Sep 28, 2026
3	The Welch Group	Indirect evidence	Birmingham, AL, United StatesHQ checked Sep 28, 2026	11-50	51 contacts →
	Indirect evidence “The Welch Group, LLC was founded in 1984 as a way for Stewart H.” Source: RevenueBase Database · checked Sep 28, 2026
4	Planning Alternatives	Indirect evidence	Birmingham, MI, United StatesHQ checked Sep 28, 2026	11-50	23 contacts →
	Indirect evidence “Planning Alternatives is an independent wealth management firm that has served clients since 1983.” Source: RevenueBase Database · checked Sep 28, 2026
5	Mitchell Family Office	Indirect evidence	Birmingham, MI, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Indirect evidence “info@mitchellfo.com” Source: RevenueBase Database · checked Sep 28, 2026
6	Murfee Meadows, INC	Indirect evidence	Birmingham, AL, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Indirect evidence “Murfee Meadows is an experienced financial services firm committed to helping our clients improve their long-term financial success.” Source: RevenueBase Database · checked Sep 28, 2026
7	Garrett, Perkins & Horton Advisory Partners	Indirect evidence	Birmingham, AL, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Indirect evidence “We are an independent advisory firm committed to delivering tailored planning and comprehensive services to help clients navigate a complex marketplace and protect wealth for…” Source: RevenueBase Database · checked Sep 28, 2026
8	Fairvoy Private Wealth	Partial evidence	Birmingham, AL, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “Fairvoy Private Wealth is an independent wealth management firm that delivers bespoke financial planning, personalized investment solutions and a tailored client experience.” Source: RevenueBase Database · checked Sep 28, 2026
9	Peninsula Private Wealth Of Raymond James	Partial evidence	Birmingham, MI, United StatesHQ checked Sep 28, 2026	11-50	8 contacts →
	Partial 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 28, 2026
10	Everthrive Financial Group	Indirect evidence	Birmingham, AL, United StatesHQ checked Sep 28, 2026	1-10	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 28, 2026
11	Navigate Wealth Management	Indirect evidence	Birmingham, AL, United StatesHQ checked Sep 28, 2026	1-10	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 28, 2026
12	Volare Wealth Advisors	Indirect evidence	Birmingham, AL, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “Wealth building to take you beyond.” Source: RevenueBase Database · checked Sep 28, 2026
13	Mayfair Advisory Group	Partial evidence	Birmingham, AL, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “We are an innovative investment advisory and wealth planning firm focused on creating lasting impact.” Source: RevenueBase Database · checked Sep 28, 2026
14	Disciplined Equity Management	Partial evidence	Birmingham, AL, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “Disciplined Equity Management, Inc.(DEM) is an SEC registered investment advisory firm that provides customized wealth management solutions for affluent investors.” Source: RevenueBase Database · checked Sep 28, 2026
15	Motive Wealth Advisors	Partial evidence	Birmingham, MI, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “Motive is a fiduciary wealth management firm that advises a purposefully limited number of high net worth families in the context of deep relationships.” Source: RevenueBase Database · checked Sep 28, 2026
16	Iron Legacy Wealth Advisors	Partial evidence	Birmingham, AL, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “Our mission is to work with business owners, affluent families, and other successful individuals to create, preserve, protect and transfer wealth through objective, tailored…” Source: RevenueBase Database · checked Sep 28, 2026
17	The Mcgriff Alliance	Indirect evidence	Birmingham, AL, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
18	Rockbridge Group, LLC	Partial evidence	Birmingham, AL, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “RockBridge Group is committed to strengthening client and advisor relationships through superior advice and tax-efficient solutions for the unique planning needs of families with…” Source: RevenueBase Database · checked Sep 28, 2026
19	Timberline Management Company	Strong evidence	Birmingham, AL, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong evidence “We are a family office that assists our partners in seeking financial stability and growth over a long term investment horizon.” Source: RevenueBase Database · checked Sep 28, 2026
20	Poise Wealth	Indirect evidence	Birmingham, MI, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Of all the decisions you will make, choosing the right wealth planning team is possibly one of the most important.” Source: RevenueBase Database · checked Sep 28, 2026
21	Liberty Capital Management, INC	Indirect evidence	Birmingham, MI, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Financial freedom is not an option.” Source: RevenueBase Database · checked Sep 28, 2026
22	Long Lake Capital Management, LLC	Partial evidence	Birmingham, MI, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Long Lake Capital Management, LLC constructs and manages investment portfolios for individual clients, trusts, estates and other entities.” Source: RevenueBase Database · checked Sep 28, 2026
23	Webb Garner Wealth Partners	Indirect evidence	Birmingham, AL, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Webb Garner Wealth Partners believe in getting to know you and establishing a personal relationship to provide the best possible financial guidance.” Source: RevenueBase Database · checked Sep 28, 2026
24	Propst Companies	Partial evidence	Birmingham, AL, United StatesHQ checked Sep 28, 2026	11-50	2 contacts →
	Partial evidence “Propst is a privately owned company active in private equity and real estate investments.” Source: RevenueBase Database · checked Sep 28, 2026
25	Stockbridge Wealth Partners	Indirect evidence	Birmingham, AL, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “Plan.” Source: RevenueBase Database · checked Sep 28, 2026

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: family office investment 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 family office investment firms.
Partial evidence: Its own public description names part of family office investment firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name family office investment 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 25 of 45 family office investment firms based in Birmingham, United States

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Family office investment firms based in Birmingham, United States at a glance

As of Sep 28, 2026

49.7%Verified-email coverage

17.0Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

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 45 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 family office investment 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 “family office investment 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 family office investment 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 family office investment 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, 381 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 28, 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.

Family office investment firms by metro in the United States

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 family office investment 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 family office investment firms are there based in Birmingham, United States?

RevenueBase identified 45 family office investment 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?

Waverly Advisors, LLC, headquartered in Birmingham, tops this list with the largest team on record.

Which city in the United States has the most family office investment firms?

New York leads the United States with 492 headquartered companies, followed by Dallas (186) and Chicago (172). Birmingham has 45.

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 381 verified decision-maker contacts tracked across these 45 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 28, 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.