Ways to browse advisors serving Alabama

Pick a specialty or descriptor to browse more advisors serving Alabama.

By how they work

Type	Advisors
Large-firm	4,102
Flat-fee	3,144
Seasoned	2,263
Independent	1,679
CFP®-certified	874

By who they serve

Type	Advisors
High-net-worth	940
Baby Boomer	32

Browse by city

Find advisors near a specific metro area in Alabama.

City	Advisors
Talladega, AL	1,591
Sylacauga, AL	1,558
Birmingham, AL	1,408
Huntsville, AL	501
Fairhope, AL	480
Daphne, AL	457
Mobile, AL	436
Troy, AL	284
Eufaula, AL	260
Foley, AL	254
Decatur, AL	233
Montgomery, AL	208
Gulf Shores, AL	170
Tuscaloosa, AL	131
Opelika, AL	125
Ozark, AL	121
Selma, AL	107
Dothan, AL	94
Auburn, AL	92
Russellville, AL	81
Florence, AL	79
Muscle Shoals, AL	79
Albertville, AL	76
Enterprise, AL	63
Anniston, AL	56
Gadsden, AL	56
Oxford, AL	44
Cullman, AL	38
Scottsboro, AL	34
Fort Payne, AL	23
Alexander City, AL	11

Browse by specialty

Find advisors serving Alabama who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	3,626
Retired	2,012
Wealth management	1,953
Tax-loss harvesting	1,932
Executive	1,802
Retirement plans for business owners (SEP, solo 401k)	1,589
Retirement income strategy	1,144
Private / alternative investments	997
General retirement planning	871
General estate planning guidance	786
Approaching retirement	779
Active portfolio management	673
ESG / Sustainable investing	668
Income planning	627
College savings (529s, UTMA, etc.)	563
Mid-Career Professionals	543
Options & derivatives strategies	522
Annuities	518
Business exit / sale strategy	513
Passive / index investing	446
Charitable giving & philanthropy	407
Cash flow / budgeting	383
Retirement withdrawal strategies	371
HENRY (High Earners, Not Rich Yet)	343
Educators, Teachers, and Academics	341
Self-Employed	323
Social Security optimization	298
Business succession planning	264
Multi-generational wealth transfer	243
Concentrated stock management	240
Divorce financial planning	146
Equity compensation tax strategy	128
Real estate investing	122
Business ownership considerations	121
Women Professionals	120
Planning for children with special needs	82
Divorced	79
Doctor or Medical Professional	71
General tax planning	59
Married/Couples/Partners	52
Attorney	50
Debt management	50
Parents	43
Tax strategies for small businesses	36
Religious/faith focused	35
Business sale tax planning	30
Military & Veterans	29
Equity Recipients (RS/RSU, SOP, ESPP)	17
Established Professionals	17
Family Business	14
Financial Professional	14
Long-term care insurance	14
Young Professionals	13
Factor investing / smart beta	12
Values-based investing	11
Life insurance needs analysis	9
Retired	9
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	9
Young Families	9
Widow/Widower	7
Charitable giving tax strategies	6
Liquidity event planning	6
Professional Athlete	6
Business Financial Management	4
Roth conversion strategy	4
Student loan debt	3

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