Company lists · Data refreshed September 2026

Top 16 Minority-owned investment managers based in Birmingham, United States

RevenueBase identified 31 minority-owned investment managers headquartered in Birmingham, United States as of September 2026 and tracks 385 professional contacts across them, including 100 with verified work emails. New York is the largest hub.

This list covers minority-owned investment managers 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
31Companies
385Contacts tracked
100Verified emails
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The 16 largest minority-owned investment managers based in Birmingham, United States

Ranked by team size
Top 16 of 31 minority-owned investment managers 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 minority-owned investment managers: 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
1Partial evidenceBirmingham, AL, United StatesHQ checked Sep 20, 202651-20073 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 20, 2026
2Partial evidenceBirmingham, MI, United StatesHQ checked Sep 20, 202611-5023 contacts →

Partial evidence

“Planning Alternatives is an independent wealth management firm that has served clients since 1983.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceBirmingham, AL, United StatesHQ checked Sep 20, 20261-109 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 20, 2026
4Indirect 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
5Strong evidenceBirmingham, AL, United StatesHQ checked Sep 20, 20261-108 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 20, 2026
6Indirect 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
7Indirect 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
8Strong evidenceBirmingham, AL, United StatesHQ checked Sep 20, 20261-105 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 20, 2026
9Partial evidenceBirmingham, MI, United StatesHQ checked Sep 20, 20261-105 contacts →

Partial evidence

“We are Cirrus Capital, a sophisticated, not complicated investment firm in Metro Detroit.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceBirmingham, MI, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Financial freedom is not an option.”

Source: RevenueBase Database · checked Sep 20, 2026
11Strong 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
12Indirect evidenceBirmingham, AL, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Webb Garner Wealth Partners believe in getting to know you and establishing a personal relationship to provide the best possible financial guidance.”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect 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
14Partial evidenceBirmingham, AL, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceBirmingham, AL, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Plan.”

Source: RevenueBase Database · checked Sep 20, 2026
16Partial evidenceBirmingham, AL, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“Providing approachable and empowering wealth management and financial advice to single women, couples nearing or in retirement, and families with special needs.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 16 of 31 minority-owned investment managers based in Birmingham, United States

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Minority-owned investment managers based in Birmingham, United States at a glance

As of Sep 20, 2026
26.0%Verified-email coverage
12.4Average contacts per company
1-10Median size (employees)
816.1%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
26
11-50
3
51-200
1
1,001-5,000
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 31 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 minority-owned investment managers, 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 “minority-owned investment managers”. 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 minority-owned investment managers), 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 minority-owned investment managers, 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, 100 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.

Minority-owned investment managers 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 minority-owned investment managers, 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 minority-owned investment managers are there based in Birmingham, United States?

RevenueBase identified 31 minority-owned investment managers 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 minority-owned investment managers?

New York leads with 253 headquartered companies, followed by Chicago (107) and Atlanta (101).

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 100 verified decision-maker contacts tracked across these 31 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.