Company lists · Data refreshed September 2026

Top 25 Goal-based investment advisors based in Birmingham, United States

Name: Goal-based investment advisors based in Birmingham, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 87 companies tracked

RevenueBase identified 87 goal-based investment advisors headquartered in Birmingham, United States as of September 2026 and tracks 1,289 professional contacts across them, including 487 with verified work emails. New York is the largest hub.

This list covers goal-based investment advisors 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

87Companies

1,289Contacts tracked

487Verified emails

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The 25 largest goal-based investment advisors based in Birmingham, United States

Ranked by team size

Top 25 of 87 goal-based investment advisors based in Birmingham, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to goal-based investment advisors: 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	Partial evidence	Birmingham, AL, United StatesHQ checked Sep 19, 2026	51-200	284 contacts →
	Partial 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 19, 2026
2	Schechter	Indirect evidence	Birmingham, MI, United StatesHQ checked Sep 19, 2026	51-200	53 contacts →
	Indirect evidence “Schechter is a third-generation financial services firm based in Birmingham, MI.” Source: RevenueBase Database · checked Sep 19, 2026
3	The Welch Group	Indirect evidence	Birmingham, AL, United StatesHQ checked Sep 19, 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 19, 2026
4	Oneascent	Partial evidence	Birmingham, AL, United StatesHQ checked Sep 19, 2026	51-200	26 contacts →
	Partial evidence “OneAscent is a family of companies committed to delivering Kingdom class financial solutions to advisors and investors.” Source: RevenueBase Database · checked Sep 19, 2026
5	Planning Alternatives	Indirect evidence	Birmingham, MI, United StatesHQ checked Sep 19, 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 19, 2026
6	Freedom Financial Group	Indirect evidence	Birmingham, AL, United StatesHQ checked Sep 19, 2026	1-10	21 contacts →
	Indirect 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 19, 2026
7	BHK Investment Advisors, LLC	Partial evidence	Birmingham, AL, United StatesHQ checked Sep 19, 2026	11-50	19 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 19, 2026
8	Bmss Wesson Wealth Solutions	Strong evidence	Birmingham, AL, United StatesHQ checked Sep 19, 2026	1-10	15 contacts →
	Strong evidence “BMSS Wesson Wealth Solutions is a fee-for-service financial planning and registered investment advisory firm wholly owned by BMSS, LLC.” Source: RevenueBase Database · checked Sep 19, 2026
9	Murfee Meadows, INC	Indirect evidence	Birmingham, AL, United StatesHQ checked Sep 19, 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 19, 2026
10	Meld Financial	Partial evidence	Birmingham, AL, United StatesHQ checked Sep 19, 2026	1-10	13 contacts →
	Partial evidence “We are a financial planning and investment management firm offering unbiased, independent services for businesses and individuals.” Source: RevenueBase Database · checked Sep 19, 2026
11	Garrett, Perkins & Horton Advisory Partners	Partial evidence	Birmingham, AL, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Partial 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 19, 2026
12	Wealth Strategies, LLC	Indirect evidence	Birmingham, AL, United StatesHQ checked Sep 19, 2026	1-10	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, 2026
13	Fairvoy Private Wealth	Partial evidence	Birmingham, AL, United StatesHQ checked Sep 19, 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 19, 2026
14	Peninsula Private Wealth Of Raymond James	Partial evidence	Birmingham, MI, United StatesHQ checked Sep 19, 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 19, 2026
15	Everthrive Financial Group	Indirect evidence	Birmingham, AL, United StatesHQ checked Sep 19, 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 19, 2026
16	Advo K ATE Advisors	Partial evidence	Birmingham, AL, United StatesHQ checked Sep 19, 2026	1-10	7 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 19, 2026
17	Intelus Wealth Management, LLC	Indirect evidence	Birmingham, AL, United StatesHQ checked Sep 19, 2026	1-10	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, 2026
18	Navigate Wealth Management	Partial evidence	Birmingham, AL, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial 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, 2026
19	CMC Financial	Partial evidence	Birmingham, AL, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial 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 19, 2026
20	Volare Wealth Advisors	Indirect evidence	Birmingham, AL, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Wealth building to take you beyond.” Source: RevenueBase Database · checked Sep 19, 2026
21	Shades Creek Wealth Advisors, INC	Indirect evidence	Birmingham, AL, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “We are the modern realization of three generations of financial services industry expertise.” Source: RevenueBase Database · checked Sep 19, 2026
22	Mayfair Advisory Group	Strong evidence	Birmingham, AL, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Strong evidence “We are an innovative investment advisory and wealth planning firm focused on creating lasting impact.” Source: RevenueBase Database · checked Sep 19, 2026
23	Horizons Financial Group	Indirect evidence	Birmingham, AL, United StatesHQ checked Sep 19, 2026	1-10	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, 2026
24	Disciplined Equity Management	Strong evidence	Birmingham, AL, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Strong 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 19, 2026
25	Cirrus Capital LLC	Partial evidence	Birmingham, MI, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “We are Cirrus Capital, a sophisticated, not complicated investment firm in Metro Detroit.” Source: RevenueBase Database · checked Sep 19, 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: goal-based investment advisors. 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 goal-based investment advisors.
Partial evidence: Its own public description names part of goal-based investment advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name goal-based investment advisors. 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 87 goal-based investment advisors based in Birmingham, United States

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Goal-based investment advisors based in Birmingham, United States at a glance

As of Sep 19, 2026

37.8%Verified-email coverage

14.8Average contacts per company

1-10Median size (employees)

489.7%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 87 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 goal-based investment advisors, 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 “goal-based investment advisors”. 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 goal-based investment advisors), 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 goal-based investment advisors, 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, 487 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.

Goal-based investment advisors 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 goal-based investment advisors, 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 goal-based investment advisors are there based in Birmingham, United States?

RevenueBase identified 87 goal-based investment advisors 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 has the most goal-based investment advisors?

New York leads with 426 headquartered companies, followed by Atlanta (272) and Houston (262).

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 487 verified decision-maker contacts tracked across these 87 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.