City
Wealth management firms in Huntsville, Alabama
As of October 2, 2026, 19 wealth management firms, including broker-dealer firms, with their main office in Huntsville, Alabama reported $5.6 billion in regulatory assets under management; the largest by assets was Keel Point, LLC, with $4.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 19
- Regulatory assets under management
- $5.6 billion
- Average per firm
- $293.4 million
- SEC-registered, of those listed
- 5 of 19 (26.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Keel Point, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $4.1 billion | 6,236 |
| 2 | Axient Investment Advisors LLC | SEC | $454.0 million | 1,135 |
| 3 | Cloud Investments, LLC | SEC | $404.0 million | 1,749 |
| 4 | Longview Financial Advisors, Inc. | SEC | $208.2 million | 619 |
| 5 | Brighthaven Financial Advisors | State | $106.6 million | 569 |
| 6 | Infinity Tax & Financial Planning | SEC | $100.0 million | 658 |
| 7 | Saliba Asset Management L.L.C. | State | $53.5 million | 52 |
| 8 | Providence Wealth Advisors, LLC | State | $49.0 million | 87 |
| 9 | Franklin Street Capital LLC | State | $47.8 million | 34 |
| 10 | Cochranmickels Retirement Specialists, LLC | State | $30.3 million | 42 |
| 11 | Capital Stewards, LLC | State | $11.7 million | 14 |
| 12 | Tennessee Valley Investment Management | State | $10.9 million | 36 |
| 13 | Witter & Lester Inc | State | $9.8 million | 6 |
| 14 | KG Consulting Group, Inc. | State | $8.6 million | 30 |
| 15 | Lifefirst Wealth, LLC | State | $4.3 million | 18 |
| 16 | Lamont Trading Advisors, Inc. | State | $2.4 million | 8 |
| 17 | Planalto Financial | State | $0 | 0 |
| 18 | Vaughan Family Financial | State | $0 | 0 |
| 19 | Womack & Associates, LLC | State | $0 | 0 |
Wealth management firms in Alabama, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.