Top 5 financial advisor firms in Huntsville

5 SEC-registered financial advisor firms are headquartered in Huntsville, AL, with $5.24B in combined regulatory assets under management. The largest by assets are Keel Point ($4.07B), Axient Investment Advisors ($454M) and Cloud Investments ($404M).

5
Financial advisor firms: $5.24B
Their combined AUM: $404M
Median firm AUM: 3,890
Clients of the top 5

The 5 largest by assets

1
Keel Point
RIA
$4.07B
0.30% to 1.35% a year
2
Axient Investment Advisors
RIA
$454M
Up to 2.00% a year
3
Cloud Investments
RIA
$404M
1.35% to 1.80% a year
4
Longview Financial Advisors
RIA
$208M
0.50% to 1.00% a year
5
Infinity Investment Advisors
RIA
$100M
1.50% to 1.50% a year

Profiles of the top 5

No. 1 · RIA

Keel Point

Keel Point is an investment adviser based in Huntsville, AL, registered with the SEC since 2003. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and charitable organizations. Its regulatory assets under management total $4.07 billion, as filed on 8 June 2026.

Keel Point charges 0.30%–1.35% a year for its Investment Management Services.

Regulatory AUM: $4.07B
Clients: 1,613
Advisory staff: 54
Fee schedule: 0.30% to 1.35% a year
Custodians: Fidelity, J.P. Morgan
Headquarters: 100 Church Street, Suite 500, Huntsville, AL 35801
Phone: 256-704-5111
Website: keelpoint.com

No. 2 · RIA

Axient Investment Advisors

Axient Investment Advisors is an investment adviser based in Huntsville, 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 $454 million, as filed on 12 March 2026.

Axient Investment Advisors charges up to 2.00% a year for its Asset Management Services.

Regulatory AUM: $454M
Clients: 768
Advisory staff: 12
Fee schedule: Up to 2.00% a year
Custodians: Pershing
Headquarters: 403 Madison St Se, 2nd FL, Huntsville, AL 35801
Phone: 256-980-1723
Website: axientadvisors.com

No. 3 · RIA

Cloud Investments

Cloud Investments is an investment adviser based in Huntsville, AL, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and other clients. Its regulatory assets under management total $404 million, as filed on 12 February 2026.

Cloud Investments charges 1.35%–1.80% a year for its Asset Management.

Regulatory AUM: $404M
Clients: 995
Advisory staff: 6
Fee schedule: 1.35% to 1.80% a year
Custodians: Fidelity
Headquarters: 200 Clinton Ave, Suite 1020, Huntsville, AL 35801
Phone: 256-715-0094
Website: cloudfinancial.com

No. 4 · RIA

Longview Financial Advisors

Longview Financial Advisors is an investment adviser based in Huntsville, AL, registered with the SEC since 2005. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $208 million, as filed on 21 May 2026.

Longview Financial Advisors charges 0.50%–1.00% a year for its Investment advisory fee (assets under management).

Regulatory AUM: $208M
Clients: 182
Advisory staff: 3
Founded: 1994
Fee schedule: 0.50% to 1.00% a year
Custodians: Fidelity
Headquarters: 4245 Balmoral Drive, Suite 306, Huntsville, AL 35801
Phone: 256-534-1196
Website: longviewfa.com

No. 5 · RIA

Infinity Investment Advisors

Infinity Investment Advisors is an investment adviser based in Huntsville, AL, registered with the SEC since 2026. 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 $100 million, as filed on 29 July 2026.

Infinity Investment Advisors charges 1.50% a year for its Portfolio management fees.

Regulatory AUM: $100M
Clients: 332
Advisory staff: 4
Fee schedule: 1.50% to 1.50% a year
Custodians: Charles Schwab, Axos Clearing, Fidelity
Headquarters: 200 Clinton Ave West, Suite 701, Huntsville, AL 35801
Phone: 256-527-4214
Website: infinitytaxandfinancial.com

Questions about financial advisors in Huntsville

How many financial advisor firms are headquartered in Huntsville?

5 SEC-registered financial advisor firms report their principal office in Huntsville, AL, managing $5.24B 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 Huntsville?

Keel Point, with $4.07B in regulatory assets under management on its latest Form ADV. The next largest are Axient Investment Advisors ($454M) and Cloud Investments ($404M).

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

How large is a typical financial advisor firm in Huntsville?

The median firm manages $404M in regulatory assets. That is the midpoint of the 5 firms headquartered in Huntsville.

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

How much do financial advisors in Huntsville charge?

Of the 5 largest firms, 5 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

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

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

Huntsville has 5 financial advisor firms; see every adviser in the city →