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Find Retirement Advisors for Retirement Planning in Huntsville, Alabama

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Finding the Best Retirement Planners in Huntsville, Alabama

Last Updated - April 25, 2025

Huntsville has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Huntsville, Alabama have an average of 0 years of experience.

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List of Qualified Retirement Planning Advisors in Huntsville, Alabama

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 4 Retirement Planning firms in Huntsville, Alabama (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

100 Church Street, Suite 500
Huntsville, AL, 35801
$2,940,456,131554883
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
2

626 Clinton Avenue West, Suite 100
Huntsville, AL, 35801
$735,361,7707656
A percentage of AUM, Hourly charges, Fixed fees
3

200 Clinton Ave, Suite 1020
Huntsville, AL, 35801
$299,826,00015386
A percentage of AUM
4

4245 Balmoral Drive, Suite 306
Huntsville, AL, 35801
$180,533,7436966
A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Huntsville, Alabama

QualificationsFirm CRD# 127902

Assets Under Management $2,940,456,131

No. Of Clients5548

Clients Per Financial Advisor67

KEEL POINT, LLC is a financial advisory firm situated in Huntsville, Alabama. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5548 clients. The team consists of 83 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (CONSULTING SERVICE TO THIRD-PARTY RIA)
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QualificationsFirm CRD# 312537

Assets Under Management $735,361,770

No. Of Clients765

Clients Per Financial Advisor128

SMITH THORNTON ADVISORS, LLC is a financial advisory firm situated in Huntsville, Alabama. With a nearly $735M assets under management, the firm specializes in crafting personalized retirement planning solutions for 765 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
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QualificationsFirm CRD# 281915

Assets Under Management $299,826,000

No. Of Clients1538

Clients Per Financial Advisor256

CLOUD INVESTMENTS, LLC is a financial advisory firm situated in Huntsville, Alabama. With a nearly $300M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1538 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Education seminars/workshops
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QualificationsFirm CRD# 122451

Assets Under Management $180,533,743

No. Of Clients696

Clients Per Financial Advisor116

LONGVIEW FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Huntsville, Alabama. With a nearly $181M assets under management, the firm specializes in crafting personalized retirement planning solutions for 696 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Publication of periodicals and newsletters
  • Education seminars/workshops
View Full Profile

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