Company lists · Data refreshed September 2026

Top 22 Financial strategy consulting firms based in Birmingham, United States

RevenueBase identified 46 financial strategy consulting firms headquartered in Birmingham, United States as of September 2026 and tracks 540 professional contacts across them, including 97 with verified work emails. Across the United States, New York is the largest hub for this category (608 companies); Birmingham has 46.

This list covers financial strategy consulting 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 30, 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 30, 2026 86% judged on-target in blind review
46Companies
540Contacts tracked
97Verified emails
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The 22 largest financial strategy consulting firms based in Birmingham, United States

Ranked by team size
Top 22 of 46 financial strategy consulting firms based in Birmingham, United States, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to financial strategy consulting 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceBirmingham, AL, United StatesHQ checked Sep 30, 20261-1021 contacts →

Partial evidence

“Freedom Financial Group is committed to helping you develop a solid financial plan to help preserve your future retirement.”

Source: RevenueBase Database · checked Sep 30, 2026
2Partial evidenceBirmingham, AL, United StatesHQ checked Sep 30, 202611-5019 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 30, 2026
3Partial evidenceBirmingham, MI, United StatesHQ checked Sep 30, 202611-5017 contacts →

Partial evidence

“FINNEA is a premier financial services provider offering tailored solutions in Investment Banking, Financial Planning & Analysis (Performance Improvement), and Restructuring &…”

Source: RevenueBase Database · checked Sep 30, 2026
4Indirect evidenceBirmingham, AL, United StatesHQ checked Sep 30, 202611-5015 contacts →

Indirect evidence

“Porter White & Company is a specialized investment bank providing corporate finance, public finance, and investment advisory services for businesses, institutions, and families.”

Source: RevenueBase Database · checked Sep 30, 2026
5Indirect evidenceBirmingham, AL, United StatesHQ checked Sep 30, 202611-5011 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 30, 2026
6Strong evidenceBirmingham, AL, United StatesHQ checked Sep 30, 20261-109 contacts →

Strong evidence

“Wealth Strategies was created to assist individuals in navigating the complex world of financial services.”

Source: RevenueBase Database · checked Sep 30, 2026
7Partial evidenceBirmingham, MI, United StatesHQ checked Sep 30, 202611-508 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 30, 2026
8Partial evidenceBirmingham, AL, United StatesHQ checked Sep 30, 20261-107 contacts →

Partial 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 30, 2026
9Partial evidenceBirmingham, AL, United StatesHQ checked Sep 30, 20261-107 contacts →

Partial evidence

“Advo(k)ate Advisors, LLC is a financial services firm that specializes in advising employer-sponsored retirement plans.”

Source: RevenueBase Database · checked Sep 30, 2026
10Indirect evidenceBirmingham, MI, United StatesHQ checked Sep 30, 20261-107 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 30, 2026
11Strong evidenceBirmingham, AL, United StatesHQ checked Sep 30, 20261-106 contacts →

Strong evidence

“CMC Financial Jim Sumpter and Andy Graffeo brought their combined financial planning, tax strategies and investment expertise together to fortify your financial experience from…”

Source: RevenueBase Database · checked Sep 30, 2026
12Indirect evidenceBirmingham, MI, United StatesHQ checked Sep 30, 20261-105 contacts →

Indirect evidence

“We are Cirrus Capital, a sophisticated, not complicated investment firm in Metro Detroit.”

Source: RevenueBase Database · checked Sep 30, 2026
13Partial evidenceBirmingham, AL, United StatesHQ checked Sep 30, 20261-105 contacts →

Partial 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 30, 2026
14Strong evidenceBirmingham, AL, United StatesHQ checked Sep 30, 20261-104 contacts →

Strong 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 30, 2026
15Partial evidenceBirmingham, AL, United StatesHQ checked Sep 30, 20261-104 contacts →

Partial evidence

“We are a financial services practice committed to helping people pursue their financial goals.”

Source: RevenueBase Database · checked Sep 30, 2026
16Partial evidenceBirmingham, MI, United StatesHQ checked Sep 30, 20261-104 contacts →

Partial evidence

“Solyco Wealth offers fee-only comprehensive financial planning and investment management services.”

Source: RevenueBase Database · checked Sep 30, 2026
17Partial evidenceBirmingham, AL, United StatesHQ checked Sep 30, 20261-104 contacts →

Partial evidence

“Wesban is a independent investment advisory and financial planning firm located in Birmingham, Alabama.”

Source: RevenueBase Database · checked Sep 30, 2026
18Partial evidenceBirmingham, AL, United StatesHQ checked Sep 30, 20261-102 contacts →

Partial 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 30, 2026
19Partial evidenceBirmingham, AL, United StatesHQ checked Sep 30, 20261-102 contacts →

Partial evidence

“Walton Financial is a company based out of Birmingham, Alabama, United States.”

Source: RevenueBase Database · checked Sep 30, 2026
20Partial evidenceBirmingham, MI, United StatesHQ checked Sep 30, 202611-501 contacts →

Partial evidence

“Let's put it this way, if you were to take a financial advisor, family office, and the technology of today, you would have FundMax.”

Source: RevenueBase Database · checked Sep 30, 2026
21Indirect evidenceBirmingham, AL, United StatesHQ checked Sep 30, 20261-101 contacts →

Indirect evidence

“At UnionState Investments, we believe investing is personal.”

Source: RevenueBase Database · checked Sep 30, 2026
22Partial evidenceBirmingham, AL, United StatesHQ checked Sep 30, 20261-101 contacts →

Partial evidence

“ValorCOS LLC delivers personalized consulting services that empower small businesses and entrepreneurs to achieve sustainable growth and operational excellence.”

Source: RevenueBase Database · checked Sep 30, 2026

Showing 22 of 46 financial strategy consulting firms based in Birmingham, United States

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Financial strategy consulting firms based in Birmingham, United States at a glance

As of Sep 30, 2026
18.0%Verified-email coverage
11.7Average contacts per company
1-10Median size (employees)
Sep 30, 2026Page data refreshed

Companies by employee count

1-10
34
11-50
9
51-200
1
201-500
1
10001+
1

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 46 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 financial strategy consulting 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 “financial strategy consulting 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 financial strategy consulting 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 financial strategy consulting 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, 97 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 30, 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.

Financial strategy consulting 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 financial strategy consulting 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 financial strategy consulting firms are there based in Birmingham, United States?

RevenueBase identified 46 financial strategy consulting 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?

Freedom Financial Group, headquartered in Birmingham, tops this list with the largest team on record.

Which city in the United States has the most financial strategy consulting firms?

New York leads the United States with 608 headquartered companies, followed by Houston (190) and Atlanta (183). Birmingham has 46.

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 97 verified decision-maker contacts tracked across these 46 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 30, 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.