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Financial ADVSR advisor directory · SEC adviser records

Oneascent Wealth Management financial advisors

Every SEC-registered investment adviser representative at Oneascent Wealth Management, by the state and city of the office they work from.

12 registered advisors work at Oneascent Wealth Management, in 3 states and 3 cities; the most are in Birmingham, AL (10). 5 list the CFP designation and 0 are also registered broker representatives.

Search every Oneascent Wealth Management advisor by name →Who joined and left Oneascent Wealth Management →Oneascent Wealth Management: assets, clients and custodians →

Cities with the most Oneascent Wealth Management advisors

Birmingham, AL 10Indian Valley, VA 1Myrtle Beach, SC 1

Oneascent Wealth Management advisors by state

Oneascent Wealth Management in Alabama 10

Birmingham 10

Oneascent Wealth Management in South Carolina 1

Myrtle Beach 1

Oneascent Wealth Management in Virginia 1

Indian Valley 1

Questions

How many financial advisors does Oneascent Wealth Management have?

12 investment adviser representatives are registered with Oneascent Wealth Management, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 3 cities. 5 list the CFP designation and 0 are also registered as broker representatives.

Where does Oneascent Wealth Management have the most advisors?

Birmingham, AL, with 10 registered advisors, then Indian Valley, VA (1). By state, Alabama has the most, with 10.

How do I find a Oneascent Wealth Management financial advisor near me?

Pick your state below, then your city, to see every Oneascent Wealth Management advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Oneascent Wealth Management offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →