Company lists · Data refreshed September 2026
Top 17 Portfolio management companies based in Birmingham, United States
RevenueBase identified 34 portfolio management companies headquartered in Birmingham, United States as of September 2026 and tracks 629 professional contacts across them, including 62 with verified work emails. New York is the largest hub.
This list covers portfolio management companies 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.
The 17 largest portfolio management companies based in Birmingham, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 19 contacts → | ||||
Partial 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 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 13 contacts → | ||||
Partial evidence “We are a financial planning and investment management firm offering unbiased, independent services for businesses and individuals.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 9 contacts → | ||||
Indirect evidence “Wealth Strategies was created to assist individuals in navigating the complex world of financial services.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 6 contacts → | ||||
Indirect 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 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 5 contacts → | ||||
Indirect evidence “Wealth building to take you beyond.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 5 contacts → | ||||
Indirect evidence “We are the modern realization of three generations of financial services industry expertise.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Indirect evidence “We are Cirrus Capital, a sophisticated, not complicated investment firm in Metro Detroit.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 contacts → | ||||
Indirect 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 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Partial evidence “Solyco Wealth offers fee-only comprehensive financial planning and investment management services.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 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, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Indirect evidence “Walton Financial is a company based out of Birmingham, Alabama, United States.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Indirect evidence “At UnionState Investments, we believe investing is personal.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Indirect evidence “Plan.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Partial evidence “Comprehensive wealth management accomplished through a financial planning process.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
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: portfolio management companies. 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 portfolio management companies.
- Partial evidence
- Its own public description names part of portfolio management companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name portfolio management companies. 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 17 of 34 portfolio management companies based in Birmingham, United States
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Portfolio management companies based in Birmingham, United States at a glance
As of Sep 20, 2026Companies by employee count
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 34 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 portfolio management companies, 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 “portfolio management companies”. 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 portfolio management companies), 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 portfolio management companies, 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, 62 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.
Portfolio management companies by metro in the United States
- Portfolio management companies in New York289
- Portfolio management companies in Chicago137
- Portfolio management companies in Atlanta116
- Portfolio management companies in Houston115
- Portfolio management companies in Dallas113
- Portfolio management companies in San Diego97
- Portfolio management companies in Boston88
- Portfolio management companies in San Francisco84
- Portfolio management companies in Austin81
- Portfolio management companies in Scottsdale75
- Portfolio management companies in Miami72
- Portfolio management companies in Charlotte68
- Portfolio management companies in Los Angeles68
- Portfolio management companies in Denver66
- Portfolio management companies in Portland60
- Portfolio management companies in Tampa58
- Portfolio management companies in Newport Beach57
- Portfolio management companies in Cincinnati53
- Portfolio management companies in Overland Park51
- Portfolio management companies in Minneapolis50
- Portfolio management companies in Seattle47
- Portfolio management companies in Columbus46
- Portfolio management companies in Omaha44
- Portfolio management companies in Pittsburgh44
- Portfolio management companies in Raleigh43
- Portfolio management companies in San Antonio43
- Portfolio management companies in Irvine41
- Portfolio management companies in Phoenix40
- Portfolio management companies in Boca Raton39
- Portfolio management companies in Greenwood Village38
- Portfolio management companies in Columbia37
- Portfolio management companies in Indianapolis37
- Portfolio management companies in Rochester37
- Portfolio management companies in Madison36
- Portfolio management companies in Springfield36
- Portfolio management companies in Richmond35
- Portfolio management companies in Birmingham34
- Portfolio management companies in Las Vegas34
- Portfolio management companies in Naples34
- Portfolio management companies in Fort Worth33
- Portfolio management companies in Sarasota33
- Portfolio management companies in Louisville32
- Portfolio management companies in Nashville32
- Portfolio management companies in Grand Rapids31
- Portfolio management companies in Tucson31
- Portfolio management companies in Bellevue30
- Portfolio management companies in Greenville30
- Portfolio management companies in Washington30
- Portfolio management companies in Lexington29
- Portfolio management companies in Plano29
- Portfolio management companies in Jacksonville28
- Portfolio management companies in Salt Lake City28
- Portfolio management companies in Troy28
- Portfolio management companies in Memphis26
- Portfolio management companies in Virginia Beach26
- Portfolio management companies in Colorado Springs25
- Portfolio management companies in Fort Lauderdale25
- Portfolio management companies in Philadelphia25
- Portfolio management companies in Pittsford25
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 portfolio management companies, 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 portfolio management companies are there based in Birmingham, United States?
RevenueBase identified 34 portfolio management companies 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?
BHK Investment Advisors, LLC, headquartered in Birmingham, tops this list with the largest team on record.
Which city has the most portfolio management companies?
New York leads with 289 headquartered companies, followed by Chicago (137) and Atlanta (116).
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 62 verified decision-maker contacts tracked across these 34 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.
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