Company lists · Data refreshed September 2026

Top 17 Portfolio management firms based in Birmingham, United States

Name: Portfolio management 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 20, 2026 34 companies tracked

RevenueBase identified 34 company matches for portfolio management firms associated with Birmingham, United States as of September 2026 and tracks 629 professional contacts across them, including 62 with verified work emails. Across the United States, New York is the largest hub for this category (328 companies); Birmingham has 34.

This list covers company matches for portfolio management firms 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

34Companies

629Contacts tracked

62Verified emails

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The 17 largest portfolio management firms based in Birmingham, United States

Ranked by team size

Top 17 of 34 company matches for portfolio management firms 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	BHK Investment Advisors, LLC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
2	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
3	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
4	Peninsula Private Wealth Of Raymond James	Exact match	Birmingham, MI, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
5	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
6	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
7	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
8	Shades Creek Wealth Advisors, INC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “We are the modern realization of three generations of financial services industry expertise.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Cirrus Capital LLC	Exact match	Birmingham, MI, United StatesHQ recorded Sep 20, 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 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	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
12	Long Lake Capital Management, LLC	Exact match	Birmingham, MI, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Long Lake Capital Management, LLC constructs and manages investment portfolios for individual clients, trusts, estates and other entities.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	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
14	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
15	Stockbridge Wealth Partners	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Plan.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	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
17	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

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 “portfolio management firms”. 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 17 of 34 portfolio management firms based in Birmingham, United States

See the full list, filter by size, metro and specialty, and access 62 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Portfolio management firms based in Birmingham, United States at a glance

As of Sep 20, 2026

9.9%Verified-email coverage

18.5Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 34 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 “portfolio management firms” 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 62 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.

Portfolio management firms 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 “portfolio management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many portfolio management firms are there based in Birmingham, United States?

RevenueBase identified 34 company matches for portfolio management firms 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?

BHK Investment 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 portfolio management firms?

New York leads the United States with 328 company records, followed by Chicago (146) and Atlanta (119). Birmingham has 34.

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 62 professional contacts with verified work emails tracked across these 34 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.

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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.