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Fidelon
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Market Standing · 2026
The most transparent firms in Birmingham.
133 scored firmsTop 5 recognizedfidelon.com/markets/birmingham-al
#1IA-only$60.7M91ARecognized · #1 Firm
2IA-only—91Arank within Top 5; below the 80 standard
3IA-only—91Arank within Top 5; below the 80 standard
4
Four10 Planning
CRD 324385
IA-only—91Arank within Top 5; below the 80 standard
5IA-only—91Arank within Top 5; below the 80 standard
6IA-only$1.8M90.9A—
7IA-only$2.3M90.7A—
8IA-only—90A—
9IA-only$30.9M89.3A—
10IA-only$29K89.2A—
11
Zora Financial
CRD 170544
IA-only$71M89A—
12IA-only$24.8M88.9A—
13IA-only$88M88.9A—
14IA-only$5.2M88.7A—
15IA-only$15.6M88.6A—
16
Cahaba Capital
CRD 286264
IA-only$21.7M88.5A—
17IA-only$13.4M88.5A—
18IA-only$10.7M88.4A—
19IA-only$65.9M88.3A—
20IA-only$8.6M88.2A—
21
Booth Financial
CRD 289972
IA-only$43.3M88.1A—
22IA-only$10.9M87.8B+—
23IA-only$806M87.8B+—
24IA-only$3.9B87.5B+—
25IA-only$62K87.3B+—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.