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Somerset AdvisoryFinancial advisor in Birmingham, AL

Somerset Advisory is a financial advisor at 2231 20th Ave S Ste 200, Birmingham, AL 35223, ranked #37 of 102 financial advisors in Birmingham and rated 5.0 from 6 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Birmingham, ALUpdated 0 paid placements in any rankingHow we rank

Call (888) 501-2607Website ↗

Key facts

Key facts about Somerset Advisory
Address2231 20th Ave S Ste 200, Birmingham, AL 35223Get directions
Phone(888) 501-2607
Websitesomersetadvisory.com
HoursMonday to Friday: 8:30 AM – 4:30 PM
Google rating5.0 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Birmingham and 11 towns within 25 miles: Homewood, Mountain Brook, Vestavia Hills, Irondale, Hoover, Fairfield, Forestdale, Pleasant Grove, Gardendale, Bessemer and Center Point.

Based in Birmingham, ALView on map

Opening hours

Opening hours for Somerset Advisory
DayHours
Monday8:30 AM – 4:30 PM
Tuesday8:30 AM – 4:30 PM
Wednesday8:30 AM – 4:30 PM
Thursday8:30 AM – 4:30 PM
Friday8:30 AM – 4:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Somerset Advisory

How is Somerset Advisory ranked in Birmingham?

Somerset Advisory is ranked #37 of 102 financial advisors in Birmingham by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Somerset Advisory’s hours?

Somerset Advisory is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 4:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Somerset Advisory serve?

Serves Birmingham and 11 towns within 25 miles: Homewood, Mountain Brook, Vestavia Hills, Irondale, Hoover, Fairfield, Forestdale, Pleasant Grove, Gardendale, Bessemer and Center Point. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Somerset Advisory?

Somerset Advisory has a rating of 5.0 from 6 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Somerset Advisory?

Call Somerset Advisory on (888) 501-2607. The business is at 2231 20th Ave S Ste 200, Birmingham, AL 35223. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Somerset Advisory compared with nearby businesses
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Somerset Advisory (this business)—695.0 (6)NoNo
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