Market Standing · 2026
The most transparent firms in Birmingham.
133 scored firmsTop 5 recognizedfidelon.com/markets/birmingham-al
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.
Top advisers in Birmingham
Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.
- 1KENNETH JAMES CARLSONSign in to view — freeGREYBOX INVESTMENTS · Birmingham, AL
- 2WIL PATRICK DEDMONSign in to view — freeKROWTEN EQUITIES · Birmingham, AL
- 3CARL JOHAN GRAHSSign in to view — freeNAVIGATE WEALTH MANAGEMENT, LLC · Birmingham, AL
- 4BOBBY LEE BUSBYSign in to view — freeJOHNSON STERLING, INC. · Birmingham, AL
- 5SANDRA MITCHELL CLEVELANDSign in to view — freeBCR WEALTH STRATEGIES · Vestavia, AL
- 6RICHARD ELAND ANTHONY JR.Sign in to view — freeLEAVELL INVESTMENT MANAGEMENT, INC. · Birmingham, AL
- 7MARSHALL PETER RATHMELLSign in to view — freeBCR WEALTH STRATEGIES · Vestavia, AL
- 8MARY MEADOWS LIVINGSTONSign in to view — freeNAVIGATE WEALTH MANAGEMENT, LLC · Birmingham, AL
- 9CHRISTOPHER RYAN WHITLEYSign in to view — freeJOHNSON STERLING, INC. · Birmingham, AL
- 10GARY WILLARD CLARKSign in to view — freeCLARK PLANNING & INVESTMENT ADVISORY · Birmingham, AL