#1Bcr Wealth Strategies
BCR WEALTH STRATEGIES, LLC
Based in Vestavia Hills, AL
Retirement Plan Advisors in Vestavia Hills, AL
The top-ranked retirement plan advisors serving Vestavia Hills, AL are Bcr Wealth Strategies, Meld Financial, Inc. and Rfg Advisory, LLC. We list 23 retirement plan advisors serving Vestavia Hills, 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 Vestavia Hills, 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 Vestavia Hills
#2Meld Financial, Inc.
MELD FINANCIAL, INC.Based in Vestavia Hills, AL#3Rfg Advisory, LLC
RFG ADVISORY, LLCBased in Vestavia Hills, AL#4Colarion
COLARION LLCServes this area from Mountain Brook, AL (1 mi)#5Oneascent Financial Services LLC
ONEASCENT FINANCIAL SERVICES LLCServes this area from Birmingham, AL (2 mi)#6Johnson Sterling, Inc.
JOHNSON STERLING, INC.Serves this area from Homewood, AL (2 mi)#7Stonex Advisors Inc.
STONEX ADVISORS INC.Serves this area from Birmingham, AL (2 mi)#8Trust Advisory Group Ltd
TRUST ADVISORY GROUP LTDServes this area from Birmingham, AL (2 mi)#9Mayfair Advisory Group, LLC
MAYFAIR ADVISORY GROUP, LLCServes this area from Mountain Brook, AL (2 mi)#10Bhk Investment Advisors
BHK INVESTMENT ADVISORS, LLCServes this area from Homewood, AL (3 mi)
13 more providers serving this area
- Bhk Securities, LLC, Homewood, AL (3 mi)
- Navigate 401k, LLC, Homewood, AL (3 mi)
- Park Place Capital Corporation, Homewood, AL (3 mi)
- Highland Associates Inc, Birmingham, AL (4 mi)
- Kassouf Wealth Advisors, LLC, Birmingham, AL (4 mi)
- Waverly Advisors, LLC, Homewood, AL (4 mi)
- Sunburst Financial Group, LLC, Vestavia Hills, AL (4 mi)
- Mainsail Asset Management, LLC, Birmingham, AL (5 mi)
- Lanark Financial, Inc., Birmingham, AL (5 mi)
- Porter White Investment Advisors, Inc., Birmingham, AL (5 mi)
- Pmd Advisory, Hoover, AL (6 mi)
- Truewealth Advisors, LLC, Hoover, AL (7 mi)
- Jmf Capstone Wealth Management, Tuscaloosa, AL (51 mi)
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Frequently asked questions
How many retirement plan advisors serve Vestavia Hills?
We list 23 retirement plan advisors serving Vestavia Hills, AL: 3 based there and 20 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 Vestavia Hills?
The top-ranked retirement plan advisors serving Vestavia Hills, AL are Bcr Wealth Strategies, Meld Financial, Inc., Rfg Advisory, LLC, Colarion 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 Vestavia Hills are verified against official records?
10 of the top 10 match an active official record: Bcr Wealth Strategies (U.S. Securities and Exchange Commission), Meld Financial, Inc. (U.S. Securities and Exchange Commission), Rfg Advisory, LLC (U.S. Securities and Exchange Commission), Colarion (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 .