The Mcgriff Alliance

The Mcgriff Alliance (CRD# 131477) is a financial advisory firm headquartered in Birmingham, AL. They manage $20,598,673 in 67 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $307,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, GA

Financial Advisors at The Mcgriff Alliance
Showing 1 - 2 of 2 top financial advisors.
1
Joel C. McGriff
CRD#: 1189473
2201 Providence Park, Suite 100, Birmingham, AL 35242
96
Wealthminder
score

Joel McGriff (CRD# 1189473) is an Investment Advisor Representative working at The Mcgriff Alliance in Birmingham, AL and has over 33 years of experience in the finance industry.

2
Billy W. McGriff
CRD#: 2036431
111-d Thornton Street , Gorham's Bluff, Pisgah, AL 35765
93
Wealthminder
score

Billy McGriff (CRD# 2036431) is an Investment Advisor Representative working at The Mcgriff Alliance in Pisgah, AL and has over 27 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.