#1Highland Associates Inc
HIGHLAND ASSOCIATES INC
Based in Birmingham, AL
Retirement Plan Advisors in Birmingham, AL
The top-ranked retirement plan advisors serving Birmingham, AL are Highland Associates Inc, Kassouf Wealth Advisors, LLC and Lanark Financial, Inc.. We list 23 retirement plan advisors serving Birmingham, AL. 23 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Birmingham, AL (Jefferson County). 23 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Birmingham
#2Kassouf Wealth Advisors, LLC
KASSOUF WEALTH ADVISORS, LLCBased in Birmingham, AL#3Lanark Financial, Inc.
LANARK FINANCIAL, INC.Based in Birmingham, AL#4Mainsail Asset Management, LLC
MAINSAIL ASSET MANAGEMENT, LLCBased in Birmingham, AL#5Oneascent Financial Services LLC
ONEASCENT FINANCIAL SERVICES LLCBased in Birmingham, AL#6Porter White Investment Advisors, Inc.
PORTER WHITE INVESTMENT ADVISORS, INC.Based in Birmingham, AL#7Stonex Advisors Inc.
STONEX ADVISORS INC.Based in Birmingham, AL#8Trust Advisory Group Ltd
TRUST ADVISORY GROUP LTDBased in Birmingham, AL#9Park Place Capital Corporation
PARK PLACE CAPITAL CORPORATIONServes this area from Homewood, AL (3 mi)#10Navigate 401k, LLC
NAVIGATE 401K, LLCServes this area from Homewood, AL (3 mi)
13 more providers serving this area
- Mayfair Advisory Group, LLC, Mountain Brook, AL (4 mi)
- Johnson Sterling, Inc., Homewood, AL (4 mi)
- Bhk Investment Advisors, Homewood, AL (4 mi)
- Bhk Securities, LLC, Homewood, AL (4 mi)
- Waverly Advisors, LLC, Homewood, AL (4 mi)
- Colarion, Mountain Brook, AL (6 mi)
- Meld Financial, Inc., Vestavia Hills, AL (6 mi)
- Rfg Advisory, LLC, Vestavia Hills, AL (6 mi)
- Bcr Wealth Strategies, Vestavia Hills, AL (6 mi)
- Sunburst Financial Group, LLC, Vestavia Hills, AL (8 mi)
- Pmd Advisory, Hoover, AL (9 mi)
- Truewealth Advisors, LLC, Hoover, AL (12 mi)
- Jmf Capstone Wealth Management, Tuscaloosa, AL (50 mi)
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Frequently asked questions
How many retirement plan advisors serve Birmingham?
We list 23 retirement plan advisors serving Birmingham, AL: 8 based there and 15 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Birmingham?
The top-ranked retirement plan advisors serving Birmingham, AL are Highland Associates Inc, Kassouf Wealth Advisors, LLC, Lanark Financial, Inc., Mainsail Asset Management, LLC and Oneascent Financial Services LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Birmingham are verified against official records?
10 of the top 10 match an active official record: Highland Associates Inc (U.S. Securities and Exchange Commission), Kassouf Wealth Advisors, LLC (U.S. Securities and Exchange Commission), Lanark Financial, Inc. (U.S. Securities and Exchange Commission), Mainsail Asset Management, LLC (U.S. Securities and Exchange Commission) and Oneascent Financial Services LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .