SEC-registered investment advisers in Vestavia Hills
3 SEC-registered investment advisers are headquartered in Vestavia Hills, AL, with $8.92B in combined regulatory assets under management. 2 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 3
- Investment advisers
- $8.92B
- Combined regulatory AUM
- 2
- Financial advisor firms
All 3 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| RFG Advisory | RIA network | $7.97B |
| Sunburst Financial Group | RIA | $808M |
| Bluewater Wealth Advisors | RIA | $146M |
Vestavia Hills at a glance
Advisers headquartered here, by type
3
advisers
- Financial advisor firms (RIAs)$954M regulatory AUM2 (67%)
- Broker-dealers and other wealth firms$7.97B regulatory AUM1 (33%)
Other cities in Alabama
- Birmingham44
- Mobile7
- Huntsville6
- Fairhope4
- Montgomery4
- Homewood3
- Hoover3
- Daphne2
- Dothan2
- Tuscaloosa2
- Alexander City1
- Auburn1