The 7 Biggest Financial Consulting Firm in Alabama

Alabama’s financial consulting industry is comprised of a diverse range of firms that provide a spectrum of services to individuals and businesses in the state. These firms bring together expertise in finance, accounting, taxation, and investment management to deliver tailored solutions that help clients achieve their financial goals. Here are the five largest financial consulting firms in Alabama:

• Carr, Riggs & Ingram, LLC

With offices in Birmingham and Huntsville, Carr, Riggs & Ingram, LLC, is a leading financial consulting firm in Alabama. The company provides tailored wealth management plans, asset management strategies, and retirement planning solutions to its clients.

• Jackson Thornton, P.C.

Headquartered in Birmingham, Jackson Thornton, P.C., is a multidisciplinary firm that offers a wide array of accounting, auditing, tax, and consulting services. Their financial consulting practice helps clients with budgeting, cash flow management, and strategic financial planning.

• Warren Averett, LLC

With offices across the state, Warren Averett, LLC, is a prominent financial consulting firm in Alabama. The firm provides a comprehensive range of services, including financial statement preparation, tax planning, and risk management, to businesses and individuals.

• Smith & Howard, LLP

Founded in Birmingham, Smith & Howard, LLP, is a full-service accounting and consulting firm with a distinguished reputation in Alabama. Their financial consulting services encompass investment planning, estate planning, and retirement planning.

• BKD, LLP

Operating from multiple locations in Alabama, BKD, LLP, is a nationally recognized accounting and consulting firm with a substantial presence in the state. The company’s financial consulting team offers expertise in corporate finance, mergers and acquisitions, and financial risk management.

The 7 Biggest Financial Consulting Firm near Alabama

Legacy Advisory Group

• Address: 36 Manning Pl Suite 200, Birmingham, AL 35242, United States
• Map: Click here
• Rating: 5 (19)
• Phone: +1 205-991-5017
• Website: Link
• Opening hours:
  
  Monday: 8:30 AM – 5:00 PM

  Tuesday: 8:30 AM – 5:00 PM

  Wednesday: 8:30 AM – 5:00 PM

  Thursday: 8:30 AM – 5:00 PM

  Friday: 8:30 AM – 5:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Angela Peterson✭✭✭✭✭

  9 months ago

  It was a pleasure meeting Jeremy and Keri. Jeremy is a true professional who is extremely knowledgeable, thorough, and very patient. He listened to our concerns and together, we created a plan that’s best for our family. I feel confident in our decision to work with him and I would highly recommend Jeremy to my friends and family.

  Sarah Gaches✭✭✭✭✭

  2 years ago

  Jeremy took the time to thoroughly explain the different things that were available for my husband and I financially. He took the time needed to get us the best plans for our future. He is genuine and honest and will tell you what’s worth it and what’s not and why. He answered all of my questions. I recommend him to anyone and everyone if you want to make a plan for your future that has the best outcome, he’s the person to go to!

  Angela Forsyth✭✭✭✭✭

  3 years ago

  Jeremy took plenty of time to clearly explain what was available to my family and me financially. He answered many questions and was patient and courteous. I strongly recommend if you want to make a plan for your future, contact him.

  Joel Brandon Smith✭✭✭✭✭

  5 years ago

  Jeremy and his crew go the extra mile. They went out of their way to help me pin down a better future. Jeremy is genuine and honest. He doesn’t mind explaining products to you in order to help you make the best decision. I would recommend him to my fellow educators.

  brandon jones✭✭✭✭✭

  5 years ago

  Jeremy has been a trusted advisor for many years now. He has helped my family invest our money for the future. We are now saving for retirement and have college account for our children. We highly recommend calling and talking to Katy or Karen to schedule an appointment so they can help you as well!

Motive Financial Solutions Credit and Business Consulting

• Address: 445 Dexter Ave Suite 45, Montgomery, AL 36104, United States
• Map: Click here
• Rating: 5 (15)
• Phone: +1 334-652-8111
• Website: Link
• Opening hours:
  
  Monday: 9:00 AM – 5:00 PM

  Tuesday: 9:00 AM – 5:00 PM

  Wednesday: 9:00 AM – 5:00 PM

  Thursday: 9:00 AM – 5:00 PM

  Friday: 9:00 AM – 5:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  DaNai Lampkins✭✭✭✭✭

  a week ago

  She made me feel at ease and comfortable with making sure I understood everything that was going on with the process. She also is not just helping me but my partner as well. We both feel great with the decision we made to go with this company. I will be glad to give updates as they come in with confidence.

  Angelica Ashley✭✭✭✭✭

  2 years ago

  The experience with Motive Financial Services Credit Repair was exceptional! The owner Ms. Fortson make me feel extremely comfortable with the process of removing negative and late charges from my account. I was impressed by her time management and credit knowledge skills. She made numerous follow-ups, to inform me of daily and weekly new and updated legalities (via email and text). Throughout this process, she taught me the tricks of the trade! This is why I highly recommend Brittany at Motive Financial Services Credit repair.

  Keshondra Cousin✭✭✭✭✭

  2 years ago

  Brittany has gone above and beyond measures to insure my credit is repaired. Not only has she remained professional and shown support through my growth journey she has educated me on how to ensure I keep my credit strong! I’m so thrilled to have her apart of my transition and will definitely recommend her to all my friends and family! Thank you again, Brittany for helping me overcome obstacles and lead me to financial freedom!!

  Dymond Russ✭✭✭✭✭

  2 years ago

  Highly recommend…. When i was applying for credit cards to boost my credit score I would only get approved for $250 or the highest $400 so i got in contact with Brittany and within minutes i was approved for much more. I was under the impression i wouldn’t be able to get a car in my name or i would have to get a co signer but with the help of Motive Financial Solutions i was pre approved for a auto loan in 1 phone call‼️

  Kwantrice Thornton✭✭✭✭✭

  2 years ago

  Motive Financial Solution is a very helpful friendly hardworking staff. My dreams of being a homeowner and having good credit is coming to life with Brittany help. Thanks for all your hard work!!!

Money Management Services, Inc.

• Address: 3410 Independence Dr, Birmingham, AL 35209, United States
• Map: Click here
• Rating: 5 (3)

Corporate Financial Services

• Address: 7050 Fain Park Dr STE 12, Montgomery, AL 36117, United States
• Map: Click here
• Rating: 5 (1)

DoubleOak Financial Group, LLC

• Address: 1000 Providence Park, Birmingham, AL 35242, United States
• Map: Click here
• Rating: 5 (1)

IMC Financial Consulting

• Address: 418 19th St Ensley, Birmingham, AL 35218, United States
• Map: Click here
• Rating: 5 (1)

Raymond James Financial Services

• Address: 2 20th St N #900, Birmingham, AL 35203, United States
• Map: Click here
• Rating: 5 (1)

Discover top consulting firms in various states, like those mentioned in Louisiana, Kentucky and Oregon, to understand the dynamic business scene across the United States. These companies play a crucial role in shaping the vibrant business environment, positioning Alabama, USA as a center for strategic insights and cutting-edge solutions.

Top Financial Consulting Firm Alternatives in Alabama

Financial consulting firms play a crucial role in providing expert advice and financial solutions to businesses and individuals. In Alabama, three top financial consulting firms have gained popularity due to their reliable and comprehensive services. These firms are:

• Warren Averett: With over 800 employees and a strong presence in Alabama, Warren Averett is one of the leading financial consulting firms in the state. They offer a wide range of services, including financial planning, tax consulting, wealth management, and forensic accounting. Warren Averett has a team of experienced professionals who provide personalized solutions to meet the specific needs of their clients.
• Carr Riggs & Ingram (CRI): CRI is a nationally recognized financial consulting firm with numerous offices in Alabama. They offer a comprehensive range of services, including auditing, tax planning, business consulting, and wealth management. CRI focuses on building long-term relationships with their clients and providing tailored solutions to help them achieve their financial goals.
• Barfield, Murphy, Shank & Smith (BMSS): BMSS is a reputable financial consulting firm that has been serving clients in Alabama for over 25 years. They offer a wide range of services, including auditing, tax planning, business consulting, and valuation services. BMSS takes a proactive approach to help their clients navigate complex financial challenges and achieve sustainable growth.

These three financial consulting firms have established themselves as trusted advisors in Alabama, providing valuable insights and customized solutions to businesses and individuals alike. Their expertise and commitment to client satisfaction make them top choices for financial consulting services in the state.

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