Company lists · Data refreshed September 2026

Top 24 Investment management consulting firms based in Birmingham, United States

Name: Investment management consulting 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 21, 2026 43 companies tracked

RevenueBase identified 43 investment management consulting firms headquartered in Birmingham, United States as of September 2026 and tracks 476 professional contacts across them, including 143 with verified work emails. New York is the largest hub.

This list covers investment management 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 21, 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 21, 2026 86% judged on-target in blind review

43Companies

476Contacts tracked

143Verified emails

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The 24 largest investment management consulting firms based in Birmingham, United States

Ranked by team size

Top 24 of 43 investment management consulting firms based in Birmingham, United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to investment management 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	NBC Securities, INC	Partial evidence	Birmingham, AL, United StatesHQ checked Sep 21, 2026	51-200	73 contacts →
	Partial 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 21, 2026
2	Planning Alternatives	Partial evidence	Birmingham, MI, United StatesHQ checked Sep 21, 2026	11-50	23 contacts →
	Partial evidence “Planning Alternatives is an independent wealth management firm that has served clients since 1983.” Source: RevenueBase Database · checked Sep 21, 2026
3	BHK Investment Advisors, LLC	Strong evidence	Birmingham, AL, United StatesHQ checked Sep 21, 2026	11-50	19 contacts →
	Strong 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 21, 2026
4	Finnea Group	Partial evidence	Birmingham, MI, United StatesHQ checked Sep 21, 2026	11-50	17 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 21, 2026
5	Johnson Sterling, INC	Indirect evidence	Birmingham, AL, United StatesHQ checked Sep 21, 2026	11-50	11 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026
6	Garrett, Perkins & Horton Advisory Partners	Indirect evidence	Birmingham, AL, United StatesHQ checked Sep 21, 2026	1-10	9 contacts →
	Indirect 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 21, 2026
7	Wealth Strategies, LLC	Indirect evidence	Birmingham, AL, United StatesHQ checked Sep 21, 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 21, 2026
8	Fairvoy Private Wealth	Strong evidence	Birmingham, AL, United StatesHQ checked Sep 21, 2026	1-10	8 contacts →
	Strong 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 21, 2026
9	Peninsula Private Wealth Of Raymond James	Indirect evidence	Birmingham, MI, United StatesHQ checked Sep 21, 2026	11-50	8 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 21, 2026
10	Everthrive Financial Group	Indirect evidence	Birmingham, AL, United StatesHQ checked Sep 21, 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 21, 2026
11	Advo K ATE Advisors	Indirect evidence	Birmingham, AL, United StatesHQ checked Sep 21, 2026	1-10	7 contacts →
	Indirect evidence “Advo(k)ate Advisors, LLC is a financial services firm that specializes in advising employer-sponsored retirement plans.” Source: RevenueBase Database · checked Sep 21, 2026
12	CMC Financial	Partial evidence	Birmingham, AL, United StatesHQ checked Sep 21, 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 21, 2026
13	Volare Wealth Advisors	Indirect evidence	Birmingham, AL, United StatesHQ checked Sep 21, 2026	1-10	5 contacts →
	Indirect evidence “Wealth building to take you beyond.” Source: RevenueBase Database · checked Sep 21, 2026
14	Disciplined Equity Management	Strong evidence	Birmingham, AL, United StatesHQ checked Sep 21, 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 21, 2026
15	Cirrus Capital LLC	Partial evidence	Birmingham, MI, United StatesHQ checked Sep 21, 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 21, 2026
16	Vision Financial Group, INC	Partial evidence	Birmingham, AL, United StatesHQ checked Sep 21, 2026	1-10	5 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 21, 2026
17	Solyco Wealth	Strong evidence	Birmingham, MI, United StatesHQ checked Sep 21, 2026	1-10	4 contacts →
	Strong evidence “Solyco Wealth offers fee-only comprehensive financial planning and investment management services.” Source: RevenueBase Database · checked Sep 21, 2026
18	Wesban Financial Consultants, P.C	Partial evidence	Birmingham, AL, United StatesHQ checked Sep 21, 2026	1-10	4 contacts →
	Partial evidence “Wesban is a independent investment advisory and financial planning firm located in Birmingham, Alabama.” Source: RevenueBase Database · checked Sep 21, 2026
19	Cope Private Wealth	Partial evidence	Birmingham, United StatesHQ checked Sep 21, 2026	1-10	2 contacts →
	Partial evidence “Services are offered through Cope Private Wealth, a Registered Investment Adviser with the state of Alabama.” Source: RevenueBase Database · checked Sep 21, 2026
20	AC Financial Partners	Indirect evidence	Birmingham, AL, United StatesHQ checked Sep 21, 2026	1-10	2 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 21, 2026
21	Walton Financial	Indirect evidence	Birmingham, AL, United StatesHQ checked Sep 21, 2026	1-10	2 contacts →
	Indirect evidence “Walton Financial is a company based out of Birmingham, Alabama, United States.” Source: RevenueBase Database · checked Sep 21, 2026
22	Unionstate Investment Services	Partial evidence	Birmingham, AL, United StatesHQ checked Sep 21, 2026	1-10	1 contacts →
	Partial evidence “At UnionState Investments, we believe investing is personal.” Source: RevenueBase Database · checked Sep 21, 2026
23	Stockbridge Wealth Partners	Indirect evidence	Birmingham, AL, United StatesHQ checked Sep 21, 2026	1-10	1 contacts →
	Indirect evidence “Plan.” Source: RevenueBase Database · checked Sep 21, 2026
24	Booth Financial Planning	Partial evidence	Birmingham, AL, United StatesHQ checked Sep 21, 2026	1-10	1 contacts →
	Partial evidence “Comprehensive wealth management accomplished through a financial planning process.” Source: RevenueBase Database · checked Sep 21, 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: investment management consulting firms. 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 investment management consulting firms.
Partial evidence: Its own public description names part of investment management consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment management consulting firms. 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 24 of 43 investment management consulting firms based in Birmingham, United States

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Investment management consulting firms based in Birmingham, United States at a glance

As of Sep 21, 2026

30.0%Verified-email coverage

11.1Average contacts per company

1-10Median size (employees)

1583.7%Largest-city concentration · New York

Sep 21, 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 43 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 management 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 “investment management 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 investment management 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 investment management 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, 143 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 21, 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 management 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 investment management 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 investment management consulting firms are there based in Birmingham, United States?

RevenueBase identified 43 investment management 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?

NBC Securities, INC, headquartered in Birmingham, tops this list with the largest team on record.

Which city has the most investment management consulting firms?

New York leads with 681 headquartered companies, followed by Chicago (216) and Atlanta (190).

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 143 verified decision-maker contacts tracked across these 43 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 21, 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.