Finding a Top Financial Advisor Firm in Huntsville, Alabama
Choosing the right financial advisor is a difficult decision. SmartAsset dedicated hours to researching the firms in Huntsville, Alabama, to determine the top Huntsville financial advisor firms. In the table and reviews below, we overview each of the top Huntsville firms so you can easily compare and contrast what each firm has to offer. SmartAsset’s financial advisor matching tool can connect you with advisors who serve your area.
Find a Fiduciary Financial Advisor
We match nearly 50,000 people with financial advisors per month. Get connected to an advisor that serves your area today.| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 | Cloud Investments, LLC  Find an Advisor | $404,025,477 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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| 2 | Axient Investment Advisors LLC  Find an Advisor | $453,990,661 | Varies by account type |
| Minimum AssetsVaries by account typeFinancial Services
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| 3 | Smith Thornton Advisors, LLC  Find an Advisor | $852,253,140 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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| 4 | Longview Financial Advisors, Inc.  Find an Advisor | $208,171,411 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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What We Use in Our Methodology
To find the top financial advisors in Huntsville, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
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AUMFirms with more total assets under management are ranked higher. -
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Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
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Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
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Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
Cloud Investments
Cloud Investments, LLC, a fee-based firm, works with individuals, families and qualified retirement plan sponsors. Cloud Investments does not impose a minimum account size requirement.
Some advisors may earn commissions when selling insurance products. This creates a potential conflict of interest, since the advisor may have a financial incentive to recommend certain products over others. However, the firm and its advisors must abide by fiduciary duty and act in clients’ best interests.
As for professional credentials, the Cloud Investments team features certified estate planners (CEPs) and National Social Security Advisors (NSSAs).
Cloud Investments offers discretionary asset management, financial planning and consulting, retirement planning, ERISA plan services, insurance, tax management, Social Security maximization, wealth preservation, estate and tax planning, risk assessment, and educational seminars and workshops.
Cloud Investments’ methods of analysis and investment strategies incorporate each client’s needs, investment objectives, time horizon and risk tolerance. The firm generally uses fundamental analysis, asset allocation and ongoing portfolio monitoring, with client goals typically documented through an Investment Policy Statement or risk tolerance form.
Axient Investment Advisors
Axient Investment Advisors, LLC, a fee-based firm based in Huntsville, Alabama, does business as Eagle Creek Wealth Management. The firm works with individuals, high-net-worth individuals, trusts, estates, corporations, businesses, retirement plans, pension and profit-sharing plans and charitable organizations. Axient generally requires a $25,000 minimum for certain services, though minimums may be waived or vary by program.
Some advisors may earn commissions when selling securities or insurance products. This creates a potential conflict of interest, since the advisor may have a financial incentive to recommend certain products over others. However, the firm and its advisors must abide by fiduciary duty and always act in your best interests.
The firm offers discretionary asset management, non-discretionary advisory services, financial planning, financial consulting, investment manager consulting, ERISA consulting, annuity allocation services and IRA rollover recommendations. Its asset management programs may use custom securities portfolios, proprietary model portfolios or third-party money managers.
Axient’s methods of analysis and investment strategies incorporate client risk tolerance, market conditions and target asset class allocations. The firm may use strategic and tactical asset allocation, dollar-cost averaging, dividend reinvestment, tax-loss harvesting, proprietary equity model portfolios, third-party managed strategies and ESG-focused investing. A more aggressive market opportunity strategy may be used in limited circumstances for speculative investors.
Smith Thornton Advisors
Smith Thornton Advisors (STA), a fee-based firm, works with high-net-worth individuals, non-high-net-worth individuals, investment companies, pension plans, insurance companies as well as corporations and other businesses. STA does not impose a minimum account size requirement.
Some advisors may earn commissions when selling investment products. This creates a potential conflict of interest, since the advisor may have a financial incentive to recommend certain investments over others. However, the firm and its advisors must abide by fiduciary duty and always act in your best interests.
As for professional credentials, the STA team features chartered financial analysts (CFAs), accredited investment fiduciaries (AIFs) and certified plan fiduciary advisors (CPFAs).
STA’s methods of analysis and investment strategies incorporate the client’s needs, investment objectives, time horizon and risk tolerance. However, the firm is not bound or limited to a particular strategy. Instead, it relies on a client's risk tolerance levels, which are determined when they open an account at the firm.
Longview Financial Advisors
Longview Financial Advisors is dedicated to providing financial planning and portfolio management to clients. At the firm, there are Certified Financial Planners™ (CFPs®), certified investment management analysts (CIMAs), chartered life underwriters (CLUs), accredited estate planners (AEPs), chartered advisors in philanthropy (CAPs), certified private wealth advisors (CPWAs) and enrolled agents (EAs).
Notably, Longview Financial Advisors is the only fee-only firm on this list, so its advisors do not earn commissions when recommending certain products and services. The firm offers financial planning and portfolio management services to individuals as well as their trusts and estates. The firm says its clients are primarily business owners, professionals and retirees. It also serves corporate pension and profit-sharing plans, charitable institutions, foundations and endowments.
The firm does not have a set account minimum.
Longview employs a research-based methodology to select investments, with the investment team focusing on how markets will respond to global economic factors and business cycles.
