#1Truewealth Advisors, LLC
TRUEWEALTH ADVISORS, LLC
Based in Hoover, AL
Retirement Plan Advisors in Shelby County, AL
The top-ranked retirement plan advisors serving Shelby County, AL are Truewealth Advisors, LLC, Pmd Advisory and Stonex Advisors Inc.. We list 22 retirement plan advisors serving Shelby County, AL. 22 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 Shelby County, AL. 22 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 Shelby County
#2Pmd Advisory
PEOPLE MAKE THE DIFFERENCE, INC.Serves this area from Hoover, AL (12 mi)#3Stonex Advisors Inc.
STONEX ADVISORS INC.Serves this area from Birmingham, AL (12 mi)#4Trust Advisory Group Ltd
TRUST ADVISORY GROUP LTDServes this area from Birmingham, AL (12 mi)#5Oneascent Financial Services LLC
ONEASCENT FINANCIAL SERVICES LLCServes this area from Birmingham, AL (13 mi)#6Sunburst Financial Group, LLC
SUNBURST FINANCIAL GROUP, LLCServes this area from Vestavia Hills, AL (13 mi)#7Colarion
COLARION LLCServes this area from Mountain Brook, AL (14 mi)#8Meld Financial, Inc.
MELD FINANCIAL, INC.Serves this area from Vestavia Hills, AL (14 mi)#9Bcr Wealth Strategies
BCR WEALTH STRATEGIES, LLCServes this area from Vestavia Hills, AL (15 mi)#10Rfg Advisory, LLC
RFG ADVISORY, LLCServes this area from Vestavia Hills, AL (15 mi)
12 more providers serving this area
- Bhk Investment Advisors, Homewood, AL (16 mi)
- Bhk Securities, LLC, Homewood, AL (16 mi)
- Johnson Sterling, Inc., Homewood, AL (16 mi)
- Mayfair Advisory Group, LLC, Mountain Brook, AL (16 mi)
- Waverly Advisors, LLC, Homewood, AL (16 mi)
- Navigate 401k, LLC, Homewood, AL (17 mi)
- Park Place Capital Corporation, Homewood, AL (17 mi)
- Highland Associates Inc, Birmingham, AL (18 mi)
- Kassouf Wealth Advisors, LLC, Birmingham, AL (18 mi)
- Mainsail Asset Management, LLC, Birmingham, AL (19 mi)
- Lanark Financial, Inc., Birmingham, AL (19 mi)
- Porter White Investment Advisors, Inc., Birmingham, AL (19 mi)
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Frequently asked questions
How many retirement plan advisors serve Shelby County?
We list 22 retirement plan advisors serving Shelby County, AL: 1 based there and 21 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 Shelby County?
The top-ranked retirement plan advisors serving Shelby County, AL are Truewealth Advisors, LLC, Pmd Advisory, Stonex Advisors Inc., Trust Advisory Group Ltd 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 Shelby County are verified against official records?
10 of the top 10 match an active official record: Truewealth Advisors, LLC (U.S. Securities and Exchange Commission), Pmd Advisory (U.S. Securities and Exchange Commission), Stonex Advisors Inc. (U.S. Securities and Exchange Commission), Trust Advisory Group Ltd (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 .
Communities served
Helena, Calera, Chelsea, Meadowbrook, Montevallo, Brook Highland, Highland Lakes, Columbiana, Eagle Point, Indian Springs Village, Vincent, Westover, Wilsonville, Harpersville, Shoal Creek, Vandiver, Shelby, Dunnavant, Brantleyville, Pea Ridge, Sterrett, Wilton