Best-in-State · rank 100 · Birmingham, Alabama · listed firm: Birmingham Investment Group | Raymond James
Identity & firm
- Firm — Birmingham Investment Group | Raymond James (high)
- “Warren Whatley is the managing member of BIG Ventures and Ingram-Whatley, LLC.” — firm_official
- Parent company — Raymond James Financial Services (high)
- “He is on the Raymond James Financial Services Executive Council of leading independent advisors at the firm nationwide.” — firm_official
- Firm type — ibd_rep (medium)
- “He is on the Raymond James Financial Services Executive Council of leading independent advisors at the firm nationwide.” — firm_official
- Team name — Birmingham Investment Group (high)
- “in 2008, founded Birmingham Investment Group along with his current partner Stan Ingram” — firm_official
- Team size — gap: not_found_after_search
- CRD — gap: not_found_after_search
- Years experience — 37 (high)
- “He started his financial advisory business in 1989 with JC Bradford & Co.” — firm_official
- Designations — gap: not_found_after_search
Book of business
- Team AUM ($M) — 1100 (high)
- “Cumulatively as of April 30, 2025, these entities are responsible for client assets in excess of $1 billion dollars.” — firm_official
- Account minimum ($M) — 0 (high)
- “Minimum account size for new business: $0” — forbes_shook
- Typical client net worth ($M) — 1.5 (high)
- “Typical Net Worth of Relationships: $1-2M” — forbes_shook
- Client niche — generalist (medium)
- “committed to independent financial advising that promotes only the client's best interests” — firm_official
- Custodians — not_applicable (high)
- “He is on the Raymond James Financial Services Executive Council of leading independent advisors at the firm nationwide.” — firm_official
- Fee model — gap: not_found_after_search
Positioning & marketing
- Website url — https://www.raymondjames.com/birmingham (high)
- “Birmingham Investment Group - Birmingham, AL” — firm_official
- Value proposition (verbatim) — represents the combined experience, knowledge and resources of well-established financial advisors headquartered in Birmingham, Alabama. They are committed to independent financial advising that promotes only the client's best interests, not any particular investment product or company. (high)
- “Birmingham Investment Group represents the combined experience, knowledge and resources of well-established financial advisors headquartered in Birmingham, Alabama. They are committed to independent financial advising th” — firm_official
- Differentiators — Independent financial advising focused on client best interests, Combined experience of well-established advisors, Raymond James Executive Council leadership, Over three decades of advisory experience (medium)
- “committed to independent financial advising that promotes only the client's best interests, not any particular investment product or company” — firm_official
- “He is on the Raymond James Financial Services Executive Council of leading independent advisors at the firm nationwide.” — firm_official
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/warrenwhatley/ (medium)
- “Warren Whatley - Raymond James Financial Services, Inc.” — social_or_third_party_db
- Social presence — linkedin_active (medium)
- “Warren Whatley - Raymond James Financial Services, Inc.” — social_or_third_party_db
- Press awards — Forbes Best-in-State Top Wealth Advisors 2026 (#100 ranking) (high)
- “In 2025, Warren was named to the Forbes list of Best-in-State Top Wealth Advisors” — forbes_shook
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search