Company lists · Data refreshed September 2026

Top 25 Personalized investment platforms based in Birmingham, United States

Name: Personalized investment platforms based in Birmingham, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 58 companies tracked

RevenueBase identified 58 company matches for personalized investment platforms associated with Birmingham, United States as of September 2026 and tracks 872 professional contacts across them, including 426 with verified work emails. Across the United States, New York is the largest hub for this category (469 companies); Birmingham has 58.

This list covers company matches for personalized investment platforms 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 29, 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 29, 2026 How this list was built

58Companies

872Contacts tracked

426Verified emails

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The 25 largest personalized investment platforms based in Birmingham, United States

Ranked by team size

Top 25 of 58 company matches for personalized investment platforms based in Birmingham, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 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	Waverly Advisors, LLC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 29, 2026	51-200	284 contacts →
	Exact match “Welcome to Waverly Advisors, LLC-simplifying the complexities of wealth management and financial planning since Our passion drives us, integrity guides us, and earning your trust…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	Schechter	Exact match	Birmingham, MI, United StatesHQ recorded Sep 29, 2026	51-200	53 contacts →
	Exact match “Schechter is a third-generation financial services firm based in Birmingham, MI.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	The Welch Group	Exact match	Birmingham, AL, United StatesHQ recorded Sep 29, 2026	11-50	51 contacts →
	Exact match “The Welch Group, LLC was founded in 1984 as a way for Stewart H.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	Planning Alternatives	Exact match	Birmingham, MI, United StatesHQ recorded Sep 29, 2026	11-50	23 contacts →
	Exact match “Planning Alternatives is an independent wealth management firm that has served clients since 1983.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	Freedom Financial Group	Exact match	Birmingham, AL, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
6	BHK Investment Advisors, LLC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 29, 2026	11-50	19 contacts →
	Exact match “In our role as investment management consultant, we construct a plan for management…a strategy intended to solve the problems that confront a client.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Bmss Wesson Wealth Solutions	Exact match	Birmingham, AL, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
8	Murfee Meadows, INC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 29, 2026	11-50	14 contacts →
	Exact match “Murfee Meadows is an experienced financial services firm committed to helping our clients improve their long-term financial success.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Meld Financial	Exact match	Birmingham, AL, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
10	Garrett, Perkins & Horton Advisory Partners	Exact match	Birmingham, AL, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
11	Wealth Strategies, LLC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
12	Fairvoy Private Wealth	Exact match	Birmingham, AL, United StatesHQ recorded Sep 29, 2026	1-10	8 contacts →
	Exact match “Fairvoy Private Wealth is an independent wealth management firm that delivers bespoke financial planning, personalized investment solutions and a tailored client experience.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Peninsula Private Wealth Of Raymond James	Exact match	Birmingham, MI, United StatesHQ recorded Sep 29, 2026	11-50	8 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Everthrive Financial Group	Exact match	Birmingham, AL, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
15	Intelus Wealth Management, LLC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
16	CMC Financial	Exact match	Birmingham, AL, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
17	Volare Wealth Advisors	Exact match	Birmingham, AL, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “Wealth building to take you beyond.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	Mayfair Advisory Group	Exact match	Birmingham, AL, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “We are an innovative investment advisory and wealth planning firm focused on creating lasting impact.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	Horizons Financial Group	Exact match	Birmingham, AL, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “We assist clients with personalized, individually tailored solutions to managing your IRA, SEP, or taxable account(s).” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	Disciplined Equity Management	Exact match	Birmingham, AL, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “Disciplined Equity Management, Inc.(DEM) is an SEC registered investment advisory firm that provides customized wealth management solutions for affluent investors.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21	Cirrus Capital LLC	Exact match	Birmingham, MI, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “We are Cirrus Capital, a sophisticated, not complicated investment firm in Metro Detroit.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	Motive Wealth Advisors	Exact match	Birmingham, MI, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “Motive is a fiduciary wealth management firm that advises a purposefully limited number of high net worth families in the context of deep relationships.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23	Iron Legacy Wealth Advisors	Exact match	Birmingham, AL, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “Our mission is to work with business owners, affluent families, and other successful individuals to create, preserve, protect and transfer wealth through objective, tailored…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24	The Mcgriff Alliance	Exact match	Birmingham, AL, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “At The McGriff Alliance our stated mission is "Designing Strategies for Financial Security." We have enormous enthusiasm for helping successful people enhance and preserve their…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25	Zora Financial	Exact match	Birmingham, AL, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “Zora Financial, LLC is a fee-only financial planning and investment management firm located in Birmingham, Alabama, serving clients nationwide.” Recorded in the RevenueBase company graph · Sep 29, 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 “personalized investment platforms”. 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 25 of 58 personalized investment platforms based in Birmingham, United States

See the full list, filter by size, metro and specialty, and access 426 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Personalized investment platforms based in Birmingham, United States at a glance

As of Sep 29, 2026

48.9%Verified-email coverage

15.0Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

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 58 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 “personalized investment platforms” 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 426 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 29, 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.

Personalized investment platforms 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 “personalized investment platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 58 company matches for personalized investment platforms 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?

Waverly Advisors, LLC 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 personalized investment platforms?

New York leads the United States with 469 company records, followed by Atlanta (193) and Houston (185). Birmingham has 58.

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 426 professional contacts with verified work emails tracked across these 58 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 29, 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.