Company lists · Data refreshed September 2026

Top 23 Personal finance consultants based in Birmingham, United States

Name: Personal finance consultants based in Birmingham, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 45 companies tracked

RevenueBase identified 45 company matches for personal finance consultants associated with Birmingham, United States as of September 2026 and tracks 216 professional contacts across them, including 86 with verified work emails. Across the United States, New York is the largest hub for this category (180 companies); Birmingham has 45.

This list covers company matches for personal finance consultants 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 20, 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 20, 2026 How this list was built

45Companies

216Contacts tracked

86Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 23 largest personal finance consultants based in Birmingham, United States

Ranked by team size

Top 23 of 45 company matches for personal finance consultants based in Birmingham, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Freedom Financial Group	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	1-10	21 contacts →
	Exact match “Freedom Financial Group is committed to helping you develop a solid financial plan to help preserve your future retirement.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Bmss Wesson Wealth Solutions	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	1-10	15 contacts →
	Exact match “BMSS Wesson Wealth Solutions is a fee-for-service financial planning and registered investment advisory firm wholly owned by BMSS, LLC.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Meld Financial	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	1-10	13 contacts →
	Exact match “We are a financial planning and investment management firm offering unbiased, independent services for businesses and individuals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Garrett, Perkins & Horton Advisory Partners	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
5	Wealth Strategies, LLC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
6	Everthrive Financial Group	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “At EverThrive Financial Group®, we are dedicated to offering creative solutions, objectivity, personalized advice and proactive service to our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Intelus Wealth Management, LLC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
8	CMC Financial	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “CMC Financial Jim Sumpter and Andy Graffeo brought their combined financial planning, tax strategies and investment expertise together to fortify your financial experience from…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Volare Wealth Advisors	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Wealth building to take you beyond.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Vision Financial Group, INC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “At Vision Financial Group, Inc, we specialize in working with professionals and companies concerning their insurance, investments, and overall financial planning needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Capstone Financial Group LLC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “We are a financial services practice committed to helping people pursue their financial goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Solyco Wealth	Exact match	Birmingham, MI, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Solyco Wealth offers fee-only comprehensive financial planning and investment management services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Wesban Financial Consultants, P.C	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Wesban is a independent investment advisory and financial planning firm located in Birmingham, Alabama.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Liberty Capital Management, INC	Exact match	Birmingham, MI, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Financial freedom is not an option.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Webb Garner Wealth Partners	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
16	AC Financial Partners	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Walton Financial	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
18	Unionstate Investment Services	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “At UnionState Investments, we believe investing is personal.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Dreamwork Financial Group	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “DreamWork Financial Group works with clients to provide long-term, customized financial planning, retirement cash-flow planning and more.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Booth Financial Planning	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Comprehensive wealth management accomplished through a financial planning process.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Vindex Financial Partners, LLC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “We help professionals and business owners find the financial balance to live well now, retire with confidence and leave a meaningful legacy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Cole Financial Planning And Wealth Management, INC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Coleman Financial Solutions LLC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “We empower YOU to eliminate financial stress and overwhelm and chart a path to financial freedom.” Recorded in the RevenueBase company graph · Sep 20, 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 “personal finance consultants”. 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 23 of 45 personal finance consultants based in Birmingham, United States

See the full list, filter by size, metro and specialty, and access 86 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Personal finance consultants based in Birmingham, United States at a glance

As of Sep 20, 2026

39.8%Verified-email coverage

4.8Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

10001+

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

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 “personal finance consultants” 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 86 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 20, 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.

Personal finance consultants 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 “personal finance consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal finance consultants are there based in Birmingham, United States?

RevenueBase identified 45 company matches for personal finance consultants 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?

Freedom Financial Group 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 personal finance consultants?

New York leads the United States with 180 company records, followed by Atlanta (129) and Houston (122). Birmingham has 45.

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 86 professional contacts with verified work emails tracked across these 45 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 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 45 personal finance consultants based in Birmingham, United States. Start with a free account, no credit card.

Download this list →

Related lists

Personal finance consultants by geography

Browse the directory

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.