Home
Financial Advisor
Alabama
Birmingham
THE WELCH GROUP, LLC

THE WELCH GROUP, LLC

Tel: 205-879-5001 3940 Montclair Rd Fifth Floor Birmingham, Alabama 35213

About THE WELCH GROUP, LLC

THE WELCH GROUP, LLC is a Birmingham, Alabama based financial advisory firm with nearly $3,212,010,865 in assets under management and provides investment advisory services for 4185 clients. There are currently 25 financial advisors at the firm.

General Information
Firm CRD#:

111273

Firm SEC#:

801-56254

Assets Under Management:

$3,212,010,865

No. of Clients:

4185

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (ADVICE ON MATTERS NOT INVOLVING SECURITIES.)

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Alabama?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Alabama, Birmingham

FirmCRD#:104948
SEC#:801-30248
No. of Advisors:19
No. of Clients:61
AUM:$23,574,716,836
FirmCRD#:111715
SEC#:801-27629
No. of Advisors:29
No. of Clients:2
AUM:$16,990,335,269
FirmCRD#:115332
SEC#:801-60741
No. of Advisors:261
No. of Clients:22135
AUM:$14,539,829,905
FirmCRD#:110577
SEC#:801-55926
No. of Advisors:167
No. of Clients:50
AUM:$8,110,107,935
FirmCRD#:151190
SEC#:801-70739
No. of Advisors:42
No. of Clients:367
AUM:$7,878,130,018
FirmCRD#:314889
SEC#:801-121509
No. of Advisors:14
No. of Clients:2768
AUM:$5,670,936,072
FirmCRD#:167626
SEC#:801-107723
No. of Advisors:24
No. of Clients:7056
AUM:$5,285,077,689
FirmCRD#:130791
SEC#:801-62919
No. of Advisors:161
No. of Clients:13
AUM:$5,188,760,000
FirmCRD#:174182
SEC#:801-80747
No. of Advisors:233
No. of Clients:14988
AUM:$4,515,278,523
FirmCRD#:15708
SEC#:801-56010
No. of Advisors:885
No. of Clients:20957
AUM:$4,373,015,542
FirmCRD#:158401
SEC#:801-79153
No. of Advisors:195
No. of Clients:17871
AUM:$3,859,253,984
FirmCRD#:106379
SEC#:801-49811
No. of Advisors:12
No. of Clients:395
AUM:$2,984,634,800
FirmCRD#:127902
SEC#:801-62249
No. of Advisors:83
No. of Clients:5548
AUM:$2,940,456,131
FirmCRD#:286340
SEC#:801-119192
No. of Advisors:59
No. of Clients:8119
AUM:$2,694,361,660

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.