#1Bcr Wealth Strategies
BCR WEALTH STRATEGIES, LLC
Based in Vestavia Hills, AL
Retirement Plan Advisors in Jefferson County, AL
The top-ranked retirement plan advisors serving Jefferson County, AL are Bcr Wealth Strategies, Bhk Investment Advisors and Bhk Securities, LLC. We list 23 retirement plan advisors serving Jefferson County, 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 Jefferson County, AL. 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 Jefferson County
#2Bhk Investment Advisors
BHK INVESTMENT ADVISORS, LLCBased in Homewood, AL#3Bhk Securities, LLC
BHK SECURITIES, LLCBased in Homewood, AL#4Colarion
COLARION LLCBased in Mountain Brook, AL#5Highland Associates Inc
HIGHLAND ASSOCIATES INCBased in Birmingham, AL#6Johnson Sterling, Inc.
JOHNSON STERLING, INC.Based in Homewood, AL#7Kassouf Wealth Advisors, LLC
KASSOUF WEALTH ADVISORS, LLCBased in Birmingham, AL#8Lanark Financial, Inc.
LANARK FINANCIAL, INC.Based in Birmingham, AL#9Mainsail Asset Management, LLC
MAINSAIL ASSET MANAGEMENT, LLCBased in Birmingham, AL#10Mayfair Advisory Group, LLC
MAYFAIR ADVISORY GROUP, LLCBased in Mountain Brook, AL
13 more providers serving this area
- Meld Financial, Inc., Vestavia Hills, AL
- Navigate 401k, LLC, Homewood, AL
- Oneascent Financial Services LLC, Birmingham, AL
- Park Place Capital Corporation, Homewood, AL
- Pmd Advisory, Hoover, AL
- Porter White Investment Advisors, Inc., Birmingham, AL
- Rfg Advisory, LLC, Vestavia Hills, AL
- Stonex Advisors Inc., Birmingham, AL
- Sunburst Financial Group, LLC, Vestavia Hills, AL
- Trust Advisory Group Ltd, Birmingham, AL
- Waverly Advisors, LLC, Homewood, AL
- Truewealth Advisors, LLC, Hoover, AL (15 mi)
- Jmf Capstone Wealth Management, Tuscaloosa, AL (45 mi)
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Frequently asked questions
How many retirement plan advisors serve Jefferson County?
We list 23 retirement plan advisors serving Jefferson County, AL: 21 based there and 2 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 Jefferson County?
The top-ranked retirement plan advisors serving Jefferson County, AL are Bcr Wealth Strategies, Bhk Investment Advisors, Bhk Securities, LLC, Colarion and Highland Associates Inc. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Jefferson County are verified against official records?
10 of the top 10 match an active official record: Bcr Wealth Strategies (U.S. Securities and Exchange Commission), Bhk Investment Advisors (U.S. Securities and Exchange Commission), Bhk Securities, LLC (U.S. Securities and Exchange Commission), Colarion (U.S. Securities and Exchange Commission) and Highland Associates Inc (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 .
Cities in Jefferson County
Communities served
Mountain Brook, Gardendale, Hueytown, Center Point, Irondale, McCalla, Leeds, Forestdale, Clay, Fairfield, Pleasant Grove, Fultondale, Pinson, Grayson Valley, Tarrant, Midfield, Kimberly, Mount Olive, Adamsville, Warrior, Morris, Brighton, Lipscomb, Graysville, Concord, Sylvan Springs, Rock Creek, Brookside, Minor, Mulga, Edgewater, McDonald Chapel, Trafford, West Jefferson, Maytown, North Johns, Cardiff