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Best Financial Planners in Birmingham, Alabama

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Claimed listings first, then by BizScore. How we score

10Financial Planners scored in Birmingham
51Average BizScore
85Top BizScore
20%AI Visibility 50 or higher
66Average SEO score
4.5Average Google rating (9 rated)

Top Financial Planners in Birmingham

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Showing 1-10 of 10 Financial Planners listings in Birmingham, AL · page 1 of 1

#1Freedom Financial Group of Birmingham Top-Rated

5.0 Google rating · 1 review

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Freedom Financial Group of Birmingham website

Score breakdown

AI Visibility81
AI Ready-
SEO88
Freshness-
  • Financial Planner
  • Birmingham, Alabama
  • (205) 988-0006
  • freedom.to
Category rank by BizScore: #1 of 19 Financial Planner listings in BirminghamScores updated Sep 20, 2026

#2Somerset Advisory

5.0 Google rating

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Somerset Advisory website

Score breakdown

AI Visibility54
AI Ready65
SEO74
Freshness100
  • Financial Planner
  • Birmingham, Alabama
  • (888) 501-2607
  • somersetadvisory.com

Somerset Advisory is a financial planner in Birmingham, AL. The firm provides personalized financial planning, investment advice, estate planning, and tax planning services to individuals, entrepreneurs, and families, with a particular specialty in assisting...

Category rank by BizScore: #3 of 19 Financial Planner listings in BirminghamScores updated Oct 23, 2026

#3Raymond James Financial Services of Birmingham

3.2 Google rating · 22 reviews

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Raymond James Financial Services of Birmingham website

Score breakdown

AI Visibility37
AI Ready-
SEO85
Freshness-
  • Financial Planner
  • Birmingham, Alabama
  • (205) 986-3690
  • raymondcorp.com
Category rank by BizScore: #7 of 19 Financial Planner listings in BirminghamScores updated Sep 23, 2026

#4GrandView Financial Group of Birmingham

5.0 Google rating · 1 review

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GrandView Financial Group of Birmingham website

Score breakdown

AI Visibility33
AI Ready10
SEO78
Freshness-
  • Financial Planner
  • Birmingham, Alabama
  • (205) 262-1120
  • grandview.edu
Category rank by BizScore: #8 of 19 Financial Planner listings in BirminghamScores updated Oct 24, 2026

#5Wells Fargo Advisors of Birmingham

4.0 Google rating · 4 reviews

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Wells Fargo Advisors of Birmingham website

Score breakdown

AI Visibility38
AI Ready22
SEO75
Freshness-
  • Financial Planner
  • Birmingham, Alabama
  • (205) 870-5011
  • wellsfargo.com
Category rank by BizScore: #9 of 19 Financial Planner listings in BirminghamScores updated Oct 25, 2026
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Founders Advisors website

Score breakdown

AI Visibility37
AI Ready15
SEO62
Freshness-
  • Financial Planner
  • Birmingham, Alabama
  • (205) 949-2043
  • foundersfcu.com

Founders Advisors: Founders Federal Credit Union is a member-owned financial cooperative serving over 100,000 members across Alabama with a full suite of banking, lending, and wealth management services. Established in 1995, the credit union operates 15+ branches and...

Category rank by BizScore: #11 of 19 Financial Planner listings in BirminghamScores updated Oct 26, 2026

#7The Welch Group, LLC of Birmingham

4.0 Google rating · 1 review

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The Welch Group, LLC of Birmingham website

Score breakdown

AI Visibility26
AI Ready0
SEO67
Freshness-
  • Financial Planner
  • Birmingham, Alabama
  • (205) 879-5001
  • welchs.com
Category rank by BizScore: #15 of 19 Financial Planner listings in BirminghamScores updated Oct 23, 2026

#8Ballast Wealth

5.0 Google rating

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Ballast Wealth website

Score breakdown

AI Visibility39
AI Ready-
SEO27
Freshness-
  • Financial Planner
  • Birmingham, Alabama
  • (205) 961-4004
  • ballastwealth.com

Ballast Wealth is a Financial Planner in Birmingham, AL. Located at 3617 5th Ave S, Ballast Wealth offers comprehensive financial planning services to individuals and families seeking stability and control over their finances. With a perfect rating of 5.00...

Category rank by BizScore: #10 of 19 Financial Planner listings in BirminghamScores updated Oct 22, 2026

#9Morgan Stanley Financial Advisors of Birmingham

4.0 Google rating

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M

Score breakdown

AI Visibility4
AI Ready-
SEO55
Freshness-
  • Financial Planner
  • Birmingham, Alabama
  • (205) 969-7000
  • advisor.morganstanley.com
Category rank by BizScore: #18 of 19 Financial Planner listings in BirminghamScores updated Sep 19, 2026

#10Legacy Advisory Group

5.0 Google rating

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Legacy Advisory Group website

Score breakdown

AI Visibility0
AI Ready-
SEO45
Freshness-
  • Financial Planner
  • Birmingham, Alabama
  • (205) 991-5017
  • legacyadvisorygroup.com
Category rank by BizScore: #19 of 19 Financial Planner listings in BirminghamScores updated Sep 23, 2026
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What the Data Shows for Financial Planners in Birmingham

20% of the 10 financial planners we measured in Birmingham reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 35, compared with an average SEO score of 66.

The average Google rating across 9 rated financial planners is 4.5, and the median listing has 1 review.

None of the 10 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 26, 2026. What each score measures: How We Score.

BizScoreAI compares 10 financial planners in Birmingham, Alabama by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Birmingham ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.

How many financial planners in Birmingham, Alabama does BizScoreAI track?

10 financial planners in Birmingham currently meet the profile-quality bar for this page, with an average BizScore of 51 and a top score of 85.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 20% of measured financial planners in Birmingham score 50 or higher.

Is being listed free?

Yes. Every financial planner in Birmingham is listed and scored for free, and claiming a listing is free too.