Company lists · Data refreshed September 2026

Top 20 Integrated wealth platforms based in Birmingham, United States

Name: Integrated wealth platforms 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 31 companies tracked

RevenueBase identified 31 company matches for integrated wealth platforms associated with Birmingham, United States as of September 2026 and tracks 411 professional contacts across them, including 119 with verified work emails. Across the United States, New York is the largest hub for this category (243 companies); Birmingham has 31.

This list covers company matches for integrated wealth platforms 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 September 28, 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 Sep 28, 2026 How this list was built

31Companies

411Contacts tracked

119Verified emails

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The 20 largest integrated wealth platforms based in Birmingham, United States

Ranked by team size

Top 20 of 31 company matches for integrated wealth platforms based in Birmingham, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	NBC Securities, INC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 28, 2026	51-200	73 contacts →
	Exact match “NBC Securities is a full-service broker-dealer and registered investment advisor catering to individuals and companies across the United States.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Planning Alternatives	Exact match	Birmingham, MI, United StatesHQ recorded Sep 28, 2026	11-50	23 contacts →
	Exact match “Planning Alternatives is an independent wealth management firm that has served clients since 1983.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Murfee Meadows, INC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 28, 2026	11-50	14 contacts →
	Exact match “Murfee Meadows is an experienced financial services firm committed to helping our clients improve their long-term financial success.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Garrett, Perkins & Horton Advisory Partners	Exact match	Birmingham, AL, United StatesHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Wealth Strategies, LLC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
6	Fairvoy Private Wealth	Exact match	Birmingham, AL, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “Fairvoy Private Wealth is an independent wealth management firm that delivers bespoke financial planning, personalized investment solutions and a tailored client experience.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Intelus Wealth Management, LLC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “INTELUS Wealth Management is a financial planning firm founded by a financial professional with over 19 years of financial planning experience.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Navigate Wealth Management	Exact match	Birmingham, AL, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Navigate provides a full-service platform for advisors who want to own, manage and grow their own practices.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Volare Wealth Advisors	Exact match	Birmingham, AL, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Wealth building to take you beyond.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Mayfair Advisory Group	Exact match	Birmingham, AL, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “We are an innovative investment advisory and wealth planning firm focused on creating lasting impact.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Disciplined Equity Management	Exact match	Birmingham, AL, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Disciplined Equity Management, Inc.(DEM) is an SEC registered investment advisory firm that provides customized wealth management solutions for affluent investors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Motive Wealth Advisors	Exact match	Birmingham, MI, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Motive is a fiduciary wealth management firm that advises a purposefully limited number of high net worth families in the context of deep relationships.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	The Mcgriff Alliance	Exact match	Birmingham, AL, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
14	Rockbridge Group, LLC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Poise Wealth	Exact match	Birmingham, MI, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Of all the decisions you will make, choosing the right wealth planning team is possibly one of the most important.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Liberty Capital Management, INC	Exact match	Birmingham, MI, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Financial freedom is not an option.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Webb Garner Wealth Partners	Exact match	Birmingham, AL, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Webb Garner Wealth Partners believe in getting to know you and establishing a personal relationship to provide the best possible financial guidance.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Walton Financial	Exact match	Birmingham, AL, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
19	Stockbridge Wealth Partners	Exact match	Birmingham, AL, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Plan.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Booth Financial Planning	Exact match	Birmingham, AL, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Comprehensive wealth management accomplished through a financial planning process.” Recorded in the RevenueBase company graph · Sep 28, 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 “integrated wealth platforms”. 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 20 of 31 integrated wealth platforms based in Birmingham, United States

See the full list, filter by size, metro and specialty, and access 119 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Integrated wealth platforms based in Birmingham, United States at a glance

As of Sep 28, 2026

29.0%Verified-email coverage

13.3Average 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

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

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 “integrated wealth platforms” 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 119 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 September 28, 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.

Integrated wealth platforms 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 “integrated wealth platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many integrated wealth platforms are there based in Birmingham, United States?

RevenueBase identified 31 company matches for integrated wealth platforms associated with Birmingham, United States as of September 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?

NBC Securities, INC 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 integrated wealth platforms?

New York leads the United States with 243 company records, followed by Chicago (110) and Atlanta (102). Birmingham has 31.

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 119 professional contacts with verified work emails tracked across these 31 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 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 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.