Company lists · Data refreshed September 2026

Top 25 Wealth management marketing agencies based in Birmingham, United States

Name: Wealth management marketing agencies 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 54 companies tracked

RevenueBase identified 54 company matches for wealth management marketing agencies associated with Birmingham, United States as of September 2026 and tracks 652 professional contacts across them, including 230 with verified work emails. Across the United States, New York is the largest hub for this category (512 companies); Birmingham has 54.

This list covers company matches for wealth management marketing agencies 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

54Companies

652Contacts tracked

230Verified emails

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The 25 largest wealth management marketing agencies based in Birmingham, United States

Ranked by team size

Top 25 of 54 company matches for wealth management marketing agencies 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	NBC Securities, INC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 29, 2026	51-200	73 contacts →
	Exact match “NBC Securities is a full-service broker-dealer and registered investment advisor catering to individuals and companies across the United States.” 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	Style Advertising	Exact match	Birmingham, AL, United StatesHQ recorded Sep 29, 2026	11-50	40 contacts →
	Exact match “We’re a full-service boutique-sized advertising company offering concierge communication services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	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
6	Dixon Wells	Exact match	Birmingham, AL, United StatesHQ recorded Sep 29, 2026	11-50	22 contacts →
	Exact match “Dixon Wells partners with financial advisors to help them grow their business by offering solutions for their clients to protect and transfer wealth.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	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
8	ZOE Marketing & Communications	Exact match	Birmingham, MI, United StatesHQ recorded Sep 29, 2026	11-50	13 contacts →
	Exact match “Zoe’s marketing roots run deep.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	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
10	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
11	Embark Agency	Exact match	Birmingham, AL, United StatesHQ recorded Sep 29, 2026	11-50	8 contacts →
	Exact match “About The Embark Agency At The Embark Agency, we are passionate about empowering businesses to reach their full potential through innovative marketing solutions and strategic…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Banker & Brisebois Marketing	Exact match	Birmingham, MI, United StatesHQ recorded Sep 29, 2026	11-50	7 contacts →
	Exact match “Welcome to Banker & Brisebois, a boutique-style agency specializing in head-turning branding, print & digital design.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	White Glove	Exact match	Birmingham, MI, United StatesHQ recorded Sep 29, 2026	51-200	7 contacts →
	Exact match “White Glove is an advisor-built, advisor-owned marketing services company dedicated to helping growth-minded financial professionals attract, connect and engage with quality leads.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	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
15	Navigate Wealth Management	Exact match	Birmingham, AL, United StatesHQ recorded Sep 29, 2026	1-10	6 contacts →
	Exact match “Navigate provides a full-service platform for advisors who want to own, manage and grow their own practices.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	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
17	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
18	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
19	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
20	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
21	ONE Degree Marketing	Exact match	Birmingham, AL, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “One Degree creates uniquely crafted marketing strategies for businesses, brands, and organizations via consultation, coaching, and digital marketing services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	Rebirth Marketing & Consulting	Exact match	Birmingham, AL, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “What Do We Do: ReBirth Marketing and Consulting connects all the dots in the marketing process for our clients.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23	Liberty Capital Management, INC	Exact match	Birmingham, MI, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “Financial freedom is not an option.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24	Webb Garner Wealth Partners	Exact match	Birmingham, AL, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
25	Digital Fulcrum Media	Exact match	Birmingham, AL, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “Empower your brand with Digital Fulcrum’s comprehensive suite of services, including expert advertising, impactful branding, cutting-edge web development, precision commercial…” 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 “wealth management marketing agencies”. 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 54 wealth management marketing agencies based in Birmingham, United States

See the full list, filter by size, metro and specialty, and access 230 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management marketing agencies based in Birmingham, United States at a glance

As of Sep 29, 2026

35.3%Verified-email coverage

12.1Average 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 54 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 “wealth management marketing agencies” 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 230 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.

Wealth management marketing agencies 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 “wealth management marketing agencies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management marketing agencies are there based in Birmingham, United States?

RevenueBase identified 54 company matches for wealth management marketing agencies 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?

NBC Securities, INC 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 wealth management marketing agencies?

New York leads the United States with 512 company records, followed by Atlanta (223) and Houston (218). Birmingham has 54.

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 230 professional contacts with verified work emails tracked across these 54 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.