Company lists · Data refreshed September 2026

Top 25 Investment firms based in Birmingham, United States

Name: 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 4, 2026 67 companies tracked

RevenueBase identified 67 investment firms headquartered in Birmingham, United States as of September 2026 and tracks 1,511 professional contacts across them, including 610 with verified work emails. New York is the largest hub.

This list covers 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

67Companies

1,511Contacts tracked

610Verified emails

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The 25 largest investment firms based in Birmingham, United States

Ranked by team size

Top 25 of 67 investment firms based in Birmingham, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	SchechterIndirect evidence	Birmingham, MI, United StatesHQ checked Sep 4, 2026	51-200	53
	“Schechter is a third-generation financial services firm based in Birmingham, MI.” Source: company website · checked Sep 4, 2026
2	Angle AdvisorsStrong evidence	Birmingham, MI, United StatesHQ checked Sep 4, 2026	11-50	40
	“Angle Advisors is an independently owned investment bank.” Source: company website · checked Sep 4, 2026
3	Planning AlternativesIndirect evidence	Birmingham, MI, United StatesHQ checked Sep 4, 2026	11-50	22
	“Planning Alternatives is an independent wealth management firm that has served clients since 1983.” Source: company website · checked Sep 4, 2026
4	BHK Investment Advisors, LLCStrong evidence	Birmingham, AL, United StatesHQ checked Sep 4, 2026	11-50	18
	“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: company website · checked Sep 4, 2026
5	Meld FinancialStrong evidence	Birmingham, AL, United StatesHQ checked Sep 4, 2026	1-10	14
	“We are a financial planning and investment management firm offering unbiased, independent services for businesses and individuals.” Source: company website · checked Sep 4, 2026
6	Valstone PartnersStrong evidence	Birmingham, MI, United StatesHQ checked Sep 4, 2026	11-50	12
	“ValStone Partners, an SEC registered investment advisor, is a private equity investment firm with offices in Birmingham, Michigan and Baltimore, Maryland.” Source: company website · checked Sep 4, 2026
7	Johnson Sterling, INCIndirect evidence	Birmingham, AL, United StatesHQ checked Sep 4, 2026	11-50	11
	Source: company website · checked Sep 4, 2026
8	Garrett, Perkins & Horton Advisory PartnersIndirect evidence	Birmingham, AL, United StatesHQ checked Sep 4, 2026	1-10	9
	“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: company website · checked Sep 4, 2026
9	Fairvoy Private WealthStrong evidence	Birmingham, AL, United StatesHQ checked Sep 4, 2026	1-10	8
	“Fairvoy Private Wealth is an independent wealth management firm that delivers bespoke financial planning, personalized investment solutions and a tailored client experience.” Source: company website · checked Sep 4, 2026
10	Peninsula Private Wealth Of Raymond JamesIndirect evidence	Birmingham, MI, United StatesHQ checked Sep 4, 2026	11-50	8
	“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: company website · checked Sep 4, 2026
11	Everthrive Financial GroupIndirect evidence	Birmingham, AL, United StatesHQ checked Sep 4, 2026	1-10	7
	“At EverThrive Financial Group®, we are dedicated to offering creative solutions, objectivity, personalized advice and proactive service to our clients.” Source: company website · checked Sep 4, 2026
12	Advo K ATE AdvisorsIndirect evidence	Birmingham, AL, United StatesHQ checked Sep 4, 2026	1-10	7
	“Advo(k)ate Advisors, LLC is a financial services firm that specializes in advising employer-sponsored retirement plans.” Source: company website · checked Sep 4, 2026
13	Intelus Wealth Management, LLCIndirect evidence	Birmingham, AL, United StatesHQ checked Sep 4, 2026	1-10	7
	“INTELUS Wealth Management is a financial planning firm founded by a financial professional with over 19 years of financial planning experience.” Source: company website · checked Sep 4, 2026
14	Navigate Wealth ManagementIndirect evidence	Birmingham, AL, United StatesHQ checked Sep 4, 2026	1-10	6
	“Navigate provides a full-service platform for advisors who want to own, manage and grow their own practices.” Source: company website · checked Sep 4, 2026
15	Shades Creek Wealth Advisors, INCIndirect evidence	Birmingham, AL, United StatesHQ checked Sep 4, 2026	1-10	5
	“We are the modern realization of three generations of financial services industry expertise.” Source: company website · checked Sep 4, 2026
16	Volare Wealth AdvisorsIndirect evidence	Birmingham, AL, United StatesHQ checked Sep 4, 2026	1-10	5
	“Wealth building to take you beyond.” Source: company website · checked Sep 4, 2026
17	Mayfair Advisory GroupStrong evidence	Birmingham, AL, United StatesHQ checked Sep 4, 2026	1-10	5
	“We are an innovative investment advisory and wealth planning firm focused on creating lasting impact.” Source: company website · checked Sep 4, 2026
18	Disciplined Equity ManagementStrong evidence	Birmingham, AL, United StatesHQ checked Sep 4, 2026	1-10	5
	“Disciplined Equity Management, Inc.(DEM) is an SEC registered investment advisory firm that provides customized wealth management solutions for affluent investors.” Source: company website · checked Sep 4, 2026
19	Horizons Financial GroupIndirect evidence	Birmingham, AL, United StatesHQ checked Sep 4, 2026	1-10	5
	“We assist clients with personalized, individually tailored solutions to managing your IRA, SEP, or taxable account(s).” Source: company website · checked Sep 4, 2026
20	Featheringill CapitalIndirect evidence	Birmingham, AL, United StatesHQ checked Sep 4, 2026	1-10	5
	Source: company website · checked Sep 4, 2026
21	Cirrus Capital LLCStrong evidence	Birmingham, MI, United StatesHQ checked Sep 4, 2026	1-10	5
	“We are Cirrus Capital, a sophisticated, not complicated investment firm in Metro Detroit.” Source: company website · checked Sep 4, 2026
22	Vision Financial Group, INCStrong evidence	Birmingham, AL, United StatesHQ checked Sep 4, 2026	1-10	5
	“At Vision Financial Group, Inc, we specialize in working with professionals and companies concerning their insurance, investments, and overall financial planning needs.” Source: company website · checked Sep 4, 2026
23	CMC FinancialStrong evidence	Birmingham, AL, United StatesHQ checked Sep 4, 2026	1-10	4
	“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: company website · checked Sep 4, 2026
24	Solyco WealthStrong evidence	Birmingham, MI, United StatesHQ checked Sep 4, 2026	1-10	4
	“Solyco Wealth offers fee-only comprehensive financial planning and investment management services.” Source: company website · checked Sep 4, 2026
25	Collateral Holdings, LLCIndirect evidence	Birmingham, United StatesHQ checked Sep 4, 2026	201-500	3
	“At Collateral, we are active investors that look to acquire, manage, and grow great companies within our Family.” Source: company website · checked Sep 4, 2026

Showing 25 of 67 investment firms based in Birmingham, United States

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Investment firms based in Birmingham, United States at a glance

As of Sep 4, 2026

1-10Median size (employees)

New YorkLargest hub · 1002 HQs

Contacts with mobile numbers

Sep 4, 2026Data 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 this city, so it is reported there. Company counts and contact totals on this page are exact for Birmingham, over 67 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 firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 firms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among 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 an evidence 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, 610 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 4, 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 firms by metro in the United States

Frequently asked

How many investment firms are there based in Birmingham, United States?

RevenueBase identified 67 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?

Schechter, headquartered in Birmingham, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 610 verified decision-maker contacts tracked across these 67 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 4, 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.