Vault-13

Managers in Birmingham, AL

United States · 55 asset managers within 25 km · 63 wealth managers, banks and others

BirminghamMariettaAtlantaDecaturAlpharettaWoodstockCummingHuntsvillePeachtree CityMadison
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Asset managers in and around Birmingham

#Manager People here Assets Visa salary
1 REGIONS FINANCIAL CORP institutions · Birmingham REGIONS INVESTMENT MANAGEMENT, INC., HIGHLAND ASSOCIATES INC, REGIONS FINANCIAL CORP $21.0bn · visa salary $129,936 about 40main office $21.0bn $129,93656 filings
2 HARBERT FUND ADVISORS, LLC hedge funds, private equity, venture, real estate · Birmingham $7.8bn about 13main office $7.8bn
3 RESOURCE MANAGEMENT SERVICE, LLC real estate, institutions · Birmingham $5.9bn about 13main office $5.9bn
4 Vulcan Value Partners, LLC institutions, futures · Birmingham $6.1bn about 12main office $6.1bn
5 RFG Advisory, LLC mutual funds · Birmingham $8.0bn 11main office $8.0bn
6 ONEASCENT INVESTMENT SOLUTIONS, LLC mutual funds · Birmingham $987.2m about 8main office $987.2m
7 ONEASCENT FAMILY OFFICES institutions · Birmingham $544.5m about 8main office $544.5m
8 Arlington Partners LLC hedge funds, private equity, real estate · Birmingham $2.3bn about 7main office $2.3bn
9 Cook & Bynum Capital Management, LLC hedge funds, futures · Birmingham $359.8m about 6main office $359.8m
10 NEW CAPITAL PARTNERS private equity · Birmingham $232.6m about 6main office $232.6m
11 ABACUS INVESTMENTS LLC private equity · Birmingham $105.9m about 6main office $105.9m
12 FEATHERINGILL CAPITAL, LLC private equity · Birmingham $142.9m about 5main office $142.9m
13 JOHNSON STERLING, INC. institutions · Birmingham $3.9bn about 4main office $3.9bn
14 PARK LANE ADVISORS, LLC private equity, institutions · Birmingham $799.0m about 4main office $799.0m
15 NAVIGATE PRIVATE FUND ADVISORS LLC Birmingham about 4main office
16 FORAGER CAPITAL MANAGEMENT, LLC hedge funds, private equity · Birmingham $352.9m about 3main office $352.9m
17 MCKINNEY CAPITAL, LLC private equity · Birmingham $91.0m about 3main office $91.0m
18 BROOKLINE INVESTMENTS, INC. private equity, venture · Birmingham $281.5m about 2main office $281.5m
19 PMD ADVISORY institutions · Birmingham $111.6m about 2main office $111.6m
20 SOMERSET ADVISORY, LLC Birmingham about 2main office
21 SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC institutions · Birmingham $5.0bn 1 $5.0bn
22 Symmetry Partners, LLC mutual funds · Birmingham $4.7bn 1 $4.7bn
23 WEALTH MANAGEMENT institutions · Birmingham $3.7bn 1 $3.7bn
24 ANDERSON GROWTH PARTNERS, LLC hedge funds, private equity, futures · Birmingham $1.0bn about 1main office $1.0bn
25 Renasant Corporation institutions, bank or insurer · Birmingham Park Place Capital Corp · 2 related pages $879.2m about 1main office $879.2m
26 ONEASCENT WEALTH MANAGEMENT mutual funds, wealth · Birmingham ONEASCENT WEALTH MANAGEMENT, ONEASCENT CAPITAL $475.6m about 1main office $475.6m
27 NAVIGATE 401K, LLC institutions · Birmingham $317.9m about 1main office $317.9m
28 LITTLE RIVER CAPITAL PARTNERS, LP hedge funds · Birmingham $160.1m 1 $160.1m
29 FIDELIS CAPITAL, LLC venture · Birmingham $18.3m about 1main office $18.3m
30 FVC MANAGEMENT CONSULTANTS CYPRUS LTD venture · Birmingham 1
31 WELLS FARGO & COMPANY/MN wealth · Birmingham WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn office $671.4bn
32 PRINCIPAL FINANCIAL GROUP INC hedge funds, private equity, real estate, structured credit and 5 more · Birmingham PRINCIPAL SECURITIES, INC. · 9 related pages $427.7bn office $427.7bn
33 STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Birmingham STIFEL NICOLAUS & CO INC \MO\, 1919 Investment Counsel, LLC · 8 related pages $197.5bn 2 offices $197.5bn
34 AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · Birmingham Ameritas Advisory Services, LLC · 3 related pages $29.0bn office $29.0bn
35 ALLSTATE CORP structured credit, wealth · Birmingham ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
36 Pinnacle Financial Partners, Inc. wealth · Birmingham Synovus Securities, Inc. · 2 related pages $14.7bn office $14.7bn
37 StoneX Group Inc. institutions, FCA fund manager, wealth · Birmingham StoneX Advisors Inc., TRUST ADVISORY GROUP LTD · 6 related pages $5.7bn 2 offices $5.7bn
38 Stonegate Investment Group, LLC Birmingham $4.3bn based here $4.3bn
39 Daiichi Life Group, Inc. bank or insurer · Birmingham PROTECTIVE LIFE CORP · 5 related pages $4.3bn based here $4.3bn
40 OAKWORTH CAPITAL, INC. wealth · Birmingham OAKWORTH ASSET MANAGEMENT, LLC, OAKWORTH CAPITAL, INC. $2.1bn office $2.1bn
41 OneAscent Financial Services LLC Birmingham $2.1bn based here $2.1bn
42 Bridgeworth, LLC Birmingham $1.0bn based here $1.0bn
43 TrueWealth Advisors, LLC Birmingham $443.6m based here $443.6m
44 OneAscent Wealth Management LLC Birmingham $335.5m based here $335.5m
45 Forager Capital Management, LLC Birmingham $265.9m based here $265.9m
46 OneAscent Family Office, LLC Birmingham $198.1m based here $198.1m
47 Navigate Wealth Management, LLC Birmingham $161.4m based here $161.4m
48 DMC Group, LLC Birmingham $146.0m based here $146.0m
49 OneAscent Investment Solutions LLC Birmingham $105.6m based here $105.6m
50 CONCOURSE FINANCIAL GROUP SECURITIES, INC. Birmingham based here

55 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.