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Top 3 financial advisor firms in Fairhope

3 SEC-registered financial advisor firms are headquartered in Fairhope, AL, with $1.07B in combined regulatory assets under management. The largest by assets are Brown McLeod ($468M), Hayek Kallen Investment Management ($424M) and Naviant Partners ($177M).

3
Financial advisor firms
$1.07B
Their combined AUM
$424M
Median firm AUM
618
Clients of the top 3

The 3 largest by assets

  1. 1
    Brown McLeod

    RIA

    $468M

  2. 2
    Hayek Kallen Investment Management

    RIA

    $424M

  3. 3
    Naviant Partners

    RIA

    $177M

Profiles of the top 3

No. 1 · RIA

Brown McLeod

Brown McLeod is an investment adviser based in Fairhope, AL, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $468 million, as filed on 12 March 2026.

Regulatory AUM
$468M
Clients
288
Advisory staff
6
Custodians
Charles Schwab
Headquarters
54 S. Greeno Road, Fairhope, AL 36532
Phone
251-928-9498
Website
brownfinancialadvisory.com

No. 2 · RIA

Hayek Kallen Investment Management

Hayek Kallen Investment Management is an investment adviser based in Fairhope, AL, registered with the SEC since 1985. It provides investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $424 million, as filed on 27 March 2026.

Regulatory AUM
$424M
Clients
200
Advisory staff
1
Founded
1985
Custodians
Charles Schwab, TD Ameritrade Clearing, Fidelity
Headquarters
50 South Church Street, Suite C, Fairhope, AL 36532-2350
Phone
251-928-8999
Website
hayekkallen.com

No. 3 · RIA

Naviant Partners

Naviant Partners is an investment adviser based in Fairhope, AL, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $177 million, as filed on 23 March 2026.

Regulatory AUM
$177M
Clients
130
Advisory staff
2
Custodians
Charles Schwab
Headquarters
314 Magnolia Avenue, Ste 300, Fairhope, AL 36532
Phone
251-725-9977
Website
naviantpartners.com

Questions about financial advisors in Fairhope

How many financial advisor firms are headquartered in Fairhope?

3 SEC-registered financial advisor firms report their principal office in Fairhope, AL, managing $1.07B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Fairhope?

Brown McLeod, with $468M in regulatory assets under management on its latest Form ADV. The next largest are Hayek Kallen Investment Management ($424M) and Naviant Partners ($177M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Fairhope?

The median firm manages $424M in regulatory assets. That is the midpoint of the 3 firms headquartered in Fairhope.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Fairhope?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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