Best Financial Planners in Birmingham, Alabama
Claimed listings first, then by BizScore. How we score
Top Financial Planners in Birmingham
Claimed businesses are listed first. Claiming is free, and it moves your listing ahead of every unclaimed business here, even ones with a higher BizScore. Claim your business
Showing 1-10 of 10 Financial Planners listings in Birmingham, AL · page 1 of 1
#1Freedom Financial Group of Birmingham Top-Rated

Score breakdown
- Financial Planner
- Birmingham, Alabama
- (205) 988-0006
- freedom.to

Score breakdown
- 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...

Score breakdown
- Financial Planner
- Birmingham, Alabama
- (205) 986-3690
- raymondcorp.com

Score breakdown
- Financial Planner
- Birmingham, Alabama
- (205) 262-1120
- grandview.edu

Score breakdown
- Financial Planner
- Birmingham, Alabama
- (205) 870-5011
- wellsfargo.com

Score breakdown
- 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...

Score breakdown
- Financial Planner
- Birmingham, Alabama
- (205) 879-5001
- welchs.com

Score breakdown
- 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...
Score breakdown
- Financial Planner
- Birmingham, Alabama
- (205) 969-7000
- advisor.morganstanley.com

Score breakdown
- Financial Planner
- Birmingham, Alabama
- (205) 991-5017
- legacyadvisorygroup.com
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.