Company lists · Data refreshed September 2026

Top 25 Investment companies based in Birmingham, United States

RevenueBase identified 45 investment companies headquartered in Birmingham, United States as of September 2026 and tracks 772 professional contacts across them, including 150 with verified work emails. New York is the largest hub.

This list covers investment companies 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 20, 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 20, 2026 86% judged on-target in blind review
45Companies
772Contacts tracked
150Verified emails
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The 25 largest investment companies based in Birmingham, United States

Ranked by team size
Top 25 of 45 investment companies based in Birmingham, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment companies: 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
1Strong evidenceBirmingham, AL, United StatesHQ checked Sep 20, 202651-20073 contacts →

Strong 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 20, 2026
2Strong evidenceBirmingham, AL, United StatesHQ checked Sep 20, 202611-5022 contacts →

Strong evidence

“Highland Associates is an institutional investment advisor headquartered in Birmingham, Alabama.”

Source: RevenueBase Database · checked Sep 20, 2026
3Strong evidenceBirmingham, AL, United StatesHQ checked Sep 20, 202611-5020 contacts →

Strong evidence

“We are a commercial real estate holding company focused on investment growth through acquisition, development and management.”

Source: RevenueBase Database · checked Sep 20, 2026
4Strong evidenceBirmingham, MI, United StatesHQ checked Sep 20, 20261-1012 contacts →

Strong evidence

“Strength Capital Partners is a private investment company that invests throughout the United States across a wide range of industries, primarily manufacturing, distribution…”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceBirmingham, AL, United StatesHQ checked Sep 20, 202611-5011 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
6Strong evidenceBirmingham, MI, United StatesHQ checked Sep 20, 20261-1011 contacts →

Strong evidence

“Accelerated Assets is a boutique investment firm concentrated on the acquisition, development, sale, and financing of strategic leisure and hospitality assets.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceBirmingham, AL, United StatesHQ checked Sep 20, 20261-109 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceBirmingham, MI, United StatesHQ checked Sep 20, 202611-508 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 20, 2026
9Indirect evidenceBirmingham, AL, United StatesHQ checked Sep 20, 20261-107 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 20, 2026
10Indirect evidenceBirmingham, AL, United StatesHQ checked Sep 20, 20261-107 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceBirmingham, AL, United StatesHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“A private holding company designed to align interests and create ‘win-win’ outcomes.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceBirmingham, AL, United StatesHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“Wealth building to take you beyond.”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceBirmingham, AL, United StatesHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“We are the modern realization of three generations of financial services industry expertise.”

Source: RevenueBase Database · checked Sep 20, 2026
14Strong evidenceBirmingham, AL, United StatesHQ checked Sep 20, 202611-505 contacts →

Strong evidence

“Providence Investments is a privately held investment firm located in Birmingham, Alabama.”

Source: RevenueBase Database · checked Sep 20, 2026
15Strong evidenceBirmingham, MI, United StatesHQ checked Sep 20, 202611-505 contacts →

Strong evidence

“A swift and upcoming investment firm with a strong focus on real estate Find us on the or visit our website!”

Source: RevenueBase Database · checked Sep 20, 2026
16Strong evidenceBirmingham, AL, United StatesHQ checked Sep 20, 20261-105 contacts →

Strong 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 20, 2026
17Indirect evidenceBirmingham, United StatesHQ checked Sep 20, 2026201-5003 contacts →

Indirect evidence

“At Collateral, we are active investors that look to acquire, manage, and grow great companies within our Family.”

Source: RevenueBase Database · checked Sep 20, 2026
18Strong evidenceBirmingham, MI, United StatesHQ checked Sep 20, 20261-103 contacts →

Strong evidence

“The Avery Companies is a diversified privately-held investment holding company deploying long-term capital to transformative enterprises.”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceBirmingham, MI, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“We’re experienced operators and investors focused on acquiring and growing established, profitable companies.”

Source: RevenueBase Database · checked Sep 20, 2026
20Strong evidenceBirmingham, MI, United StatesHQ checked Sep 20, 20261-103 contacts →

Strong evidence

“Long Lake Capital Management, LLC constructs and manages investment portfolios for individual clients, trusts, estates and other entities.”

Source: RevenueBase Database · checked Sep 20, 2026
21Strong evidenceBirmingham, AL, United StatesHQ checked Sep 20, 20261-103 contacts →

Strong evidence

“EBSCO Capital is the investment and acquisition team of EBSCO Industries – a family-owned and private held conglomerate headquartered in Birmingham, AL.”

Source: RevenueBase Database · checked Sep 20, 2026
22Strong evidenceBirmingham, United StatesHQ checked Sep 20, 20261-102 contacts →

Strong evidence

“Services are offered through Cope Private Wealth, a Registered Investment Adviser with the state of Alabama.”

Source: RevenueBase Database · checked Sep 20, 2026
23Indirect evidenceBirmingham, AL, United StatesHQ checked Sep 20, 20261-102 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 20, 2026
24Indirect evidenceBirmingham, AL, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
25Strong evidenceBirmingham, AL, United StatesHQ checked Sep 20, 20261-101 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 45 investment companies based in Birmingham, United States

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Investment companies based in Birmingham, United States at a glance

As of Sep 20, 2026
19.4%Verified-email coverage
17.2Average contacts per company
1-10Median size (employees)
1808.9%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
31
11-50
9
51-200
1
201-500
2
1,001-5,000
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 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 investment companies, 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 “investment companies”. 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 investment companies), 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 investment companies, 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, 150 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 20, 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.

Investment companies 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 investment companies, 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 investment companies are there based in Birmingham, United States?

RevenueBase identified 45 investment companies 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 investment companies?

New York leads with 814 headquartered companies, followed by Dallas (215) and Chicago (214).

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 150 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 20, 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.