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Financial Advisors in Madison, AL: 2026 rankings

70 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Madison: Infinity Tax & Financial Planning, RFA Score 77/100; 5.0★ from 256 Google reviews.

  2. 41

    Most-reviewed: Heights Finance, 162 Google reviews at 4.8★, the most of 70 ranked after Infinity Tax & Financial Planning; ranked #41.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

70 Madison financial advisors are ranked here by RFA Score, from eight published factors. The median Google rating is 5.0★ across 70 rated firms.

Top 10 financial advisors in Madison at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Madison at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Infinity Tax & Financial Planning775.0★ (256)Huntsville, 9 mi awayTop score
2Lawhorn & Associates Mortgage Company734.9★ (72)Huntsville, 10 mi away—
3Next Phase Advisors735.0★ (37)Huntsville, 5 mi away—
4Edward Jones - Financial Advisor: Davis A Whitten, AAMS®735.0★ (22)Madison—
5First Command Financial Advisor - Mark Arn735.0★ (21)Madison—
6Accounting Solutions735.0★ (21)Madison—
7First Horizon Bank - Madison - Hughes Rd724.8★ (21)Madison—
8Wealth Enhancement Group724.8★ (57)Huntsville, 9 mi away—
9Donna Frost, Mortgage Loan Officer - First Horizon Bank724.9★ (17)Madison—
10Anthem Advisors725.0★ (38)Huntsville, 11 mi away—

All 70 financial advisors in Madison, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  3. #3 Next Phase Advisors

    Based in Huntsville, 5 mi away

    73/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    20 Town Center Dr NW Ste 1115, Huntsville, AL 35806
    View profile for Next Phase Advisors(256) 841-7727

  6. #6 Accounting Solutions

    Based in Madison

    73/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 21 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri–Sun closed
    Address
    103 Spenryn Dr, Madison, AL 35758
    View profile for Accounting Solutions(256) 850-0156

  8. #8 Wealth Enhancement Group

    Based in Huntsville, 9 mi away

    72/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.8★ from 57 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 57 Google reviews
    Hours
    Mon–Fri 8:30 AM–3:30 PM · Sat–Sun closed
    Address
    200 Clinton Ave W #1020, Huntsville, AL 35801
    View profile for Wealth Enhancement Group(256) 715-0094

  10. #10 Anthem Advisors

    Based in Huntsville, 11 mi away

    72/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 38 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    110 Lily Flagg Rd SW, Huntsville, AL 35802
    View profile for Anthem Advisors(256) 288-0192

  11. #11 United Community

    Based in Madison

    71/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.9★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 11 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    8337 Hwy 72 W, Madison, AL 35758
    View profile for United Community(256) 319-4920

  13. #13 WG Financial Group

    Based in Huntsville, 4 mi away

    71/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    305 Quality Cir NW Ste B, Huntsville, AL 35806
    View profile for WG Financial Group(256) 217-9909

  15. #15 Investor's Resource

    Based in Madison

    71/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    100 Essex Ct Ste C, Madison, AL 35758
    View profile for Investor's Resource(256) 772-4646

  20. #20 Bankers Life

    Based in Huntsville, 6 mi away

    70/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.2★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 26 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4890 University Square Ste 2A, Huntsville, AL 35816
    View profile for Bankers Life(256) 203-7241

  21. #21 Avadian Credit Union

    Based in Madison

    69/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 3.6★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 3.6★ from 19 Google reviews
    Hours
    Mon–Fri 8:45 AM–5 PM · Sat–Sun closed
    Address
    8566 Madison Blvd, Madison, AL 35758
    View profile for Avadian Credit Union(256) 774-3988

  23. #23 InSight Strategic Solutions

    Based in Huntsville, 10 mi away

    69/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    2204 Whitesburg Dr Ste 301, Huntsville, AL 35801
    View profile for InSight Strategic Solutions

  24. #24 United Community

    Based in Huntsville, 10 mi away

    69/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.4★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 29 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    201 Williams Ave SW, Huntsville, AL 35801
    View profile for United Community(256) 319-3600

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 70 ranked financial advisors here; the rest are on their profiles.

financial advisors in Madison, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Garcia Toney - COUNTRY Financial Agent694.9★ (26)15 mi
27Edward Jones - Financial Advisor: Andrew Witt, CFP®|AAMS®695.0★ (8)5 mi
28Capital Stewards695.0★ (7)4 mi
29Edelman Financial Engines694.9★ (7)4 mi
30Vaughan Family Financial695.0★ (4)1 mi
31Hart Financial Solutions LLC695.0★ (6)4 mi
32Stephen Williams - LifeCourse Capital Inc.684.0★ (4)In Madison
33Edward Jones - Financial Advisor: Rickey Gosa685.0★ (7)8 mi
34Dewayne Eddy - LPL Financial685.0★ (14)15 mi
35Savant Wealth Management685.0★ (6)8 mi
36Shawn T Mitchell: Primerica - Financial Services684.2★ (10)8 mi
37Delores Edwards: Primerica - Financial Services685.0★ (3)2 mi
38Edward Jones - Financial Advisor: Steve Cundiff684.2★ (5)4 mi
39United Community684.6★ (18)15 mi
40First Command Financial Advisor - Stephen Stasevich675.0★ (9)12 mi
41Heights Finance674.8★ (162)In Madison
42Edward Jones - Financial Advisor: Garrett B Estes, CRPC™674.4★ (7)9 mi
43First Command Financial Advisor - Elliott Crawford675.0★ (7)12 mi
44Thompson Gray, Inc.664.3★ (6)11 mi
45Edward Jones - Financial Advisor: Stephanie K Dattilo, AAMS®|CRPC™|CRPS™665.0★ (4)9 mi
46Vector Wealth Strategies665.0★ (4)9 mi
47First Horizon Bank - Downtown Huntsville - Meridian St665.0★ (4)10 mi
48Morgan Stanley Financial Advisors665.0★ (4)9 mi
49Edward Jones - Financial Advisor: Brenda Armstrong, CFP®|ChFC®|CRPC™664.2★ (5)10 mi
50Micah Rigoni - COUNTRY Financial Representative665.0★ (14)21 mi

Also serving Madison

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Madison
BusinessGoogle ratingDistance
Edward Jones - Financial Advisor: Andy Johnson, CFP®|ChFC®|AAMS®|CRPC™5.0★ (1)In Madison
Edward Jones - Financial Advisor: Brad Wallace, CFP®|CEPA®In Madison
Edward Jones - Financial Advisor: Carlos Mendoza, AAMS®|CRPC™5.0★ (1)In Madison
Edward Jones - Financial Advisor: Chris WayeIn Madison
Edward Jones - Financial Advisor: Gunnar O BirgissonIn Madison
Edward Jones - Financial Advisor: Hannah C JenkinsIn Madison
Edward Jones - Financial Advisor: John G Butterfield, CFP®|CLU®|AAMS®5.0★ (1)In Madison
Edward Jones - Financial Advisor: Lee A Donaldson, CFP®|ChFC®5.0★ (1)In Madison
Edward Jones - Financial Advisor: Robert J Sampson, AAMS®5.0★ (2)In Madison
Edward Jones - Financial Advisor: Thomas A Mitchell5.0★ (2)In Madison
Ellis Wealth Advisors, LLC.5.0★ (1)In Madison
Financial institutionIn Madison
First CommandIn Madison
Inspired for Greatness LendingIn Madison
Jason Spivey - Regions Financial AdvisorIn Madison
Joe Kemp, CLF , FSCP , RICP Insurance and Retirement5.0★ (1)In Madison
LifeCourse Capital, Inc.In Madison
LPL Financial5.0★ (1)In Madison
Shari Burnum - Raymond JamesIn Madison
The PILL Method5.0★ (2)In Madison

How we ranked Madison financial advisors

We scored 70 Madison financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Madison data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Madison: frequently asked questions

Which financial advisor has the highest RFA Score in Madison?

By RFA Score, the highest-ranked financial advisor in Madison, AL is Infinity Tax & Financial Planning with an RFA Score of 77/100. It has 5.0★ from 256 Google reviews. Lawhorn & Associates Mortgage Company (#2) and Next Phase Advisors (#3) follow. We ranked 70 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Madison?

RankedFinancialAdvisors ranks 70 financial advisors serving Madison, AL. 13 of them are based in Madison; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

What Google rating do Madison financial advisors have?

The median Google rating among 70 rated financial advisors in Madison is 5.0★, with a median of 9 reviews. Infinity Tax & Financial Planning has the most, 256 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Madison count in this ranking?

Yes, if they are within 25 mi of the Madison city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Madison ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Madison a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Madison

  1. November 2026: RFA Scores recalculated for 70 financial advisors serving Madison.

More financial advisors and Madison pages