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Financial Advisors in Saks, AL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Saks: Insurance Planning Services “Alabama’s Choice for Coverage”, RFA Score 74/100; 4.9★ from 42 Google reviews.

  2. 4

    Most-reviewed: Heights Finance, 286 Google reviews at 4.9★, the most of 15 ranked; ranked #4.

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

15 Saks financial advisors are ranked here by RFA Score, from eight published factors. The median Google rating is 5.0★ across 15 rated firms.

Top 10 financial advisors in Saks 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 Saks at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Insurance Planning Services “Alabama’s Choice for Coverage”744.9★ (42)Anniston, 3 mi awayTop score
2First Federal Mortgage725.0★ (165)Gadsden, 24 mi away—
3Joe Bynum - Raymond James705.0★ (13)Oxford, 6 mi away—
4Heights Finance684.9★ (286)Anniston, 4 mi awayMost reviews
5Wells Fargo Advisors685.0★ (3)Anniston, 3 mi away—
6Wynika Hendrix - COUNTRY Financial Agent684.3★ (6)Oxford, 6 mi away—
7Edward Jones - Financial Advisor: Richard D Self675.0★ (4)Oxford, 7 mi away—
8Edward Jones - Financial Advisor: Sharon Martin, AAMS™674.0★ (4)Oxford, 7 mi away—
9Matthew Grelck, CFP® - Gray Colt Financial Planning665.0★ (7)Lealman, 18 mi away—
10Modern Woodmen of America - Morgan Lavender655.0★ (9)Gadsden, 23 mi away—

All 15 financial advisors in Saks, 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.

  2. #2 First Federal Mortgage

    Based in Gadsden, 24 mi away

    72/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 165 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 165 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    644 Walnut St Ste 1, Gadsden, AL 35901
    View profile for First Federal Mortgage(256) 442-4838

  4. #4 Heights Finance

    Based in Anniston, 4 mi away

    68/100RFA Score

    Ranked #4 because of its Google rating and review volume: 4.9★ from 286 Google reviews, the most in Saks.

    • 4.9★ from 286 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    309 S Quintard Ave d, Anniston, AL 36201
    View profile for Heights Finance(256) 235-3024

  15. #15 Republic Finance

    Based in Anniston, 7 mi away

    58/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 3.7★ from 21 Google reviews, listed on Google as “Loan agency”.

    • 3.7★ from 21 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2111 US-78 Ste 4, Anniston, AL 36207
    View profile for Republic Finance(256) 835-4495

Also serving Saks

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 Saks
BusinessGoogle ratingDistance
A New You Financial ServiceIn Saks
Alabama Consumer Finance Association4.0★ (1)24 mi
Eagle Creek Wealth Management5.0★ (2)24 mi
FEBAA LLC5.0★ (1)23 mi
Federal Employee Retirement Consultants LLC5.0★ (1)6 mi
Hall's InsuranceIn Saks
It’s Beyond Me and You 2In Saks
Merrill Lynch Wealth Management5.0★ (2)24 mi
Mike Poe - Raymond James5.0★ (1)3 mi
Money Matters of Al5.0★ (1)24 mi
Northwestern Mutual: Patterson Wesley5.0★ (1)24 mi
Patterson Andrews Wealth Management5.0★ (1)24 mi
Pine Bend Wealth Management5.0★ (1)3 mi
Roussell & Pankey Wealth Advisors of RJ - Raymond James5.0★ (1)3 mi
Smith T Lamar5.0★ (1)23 mi
Southern Oak Capital1.0★ (1)9 mi
Telestar Financial Corporation1.0★ (1)6 mi
Trilogy Wealth Management3.0★ (2)24 mi
Wells Fargo Advisors3.0★ (2)3 mi
Wells Fargo Advisors3.0★ (1)6 mi

How we ranked Saks financial advisors

We scored 15 Saks 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 Saks 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 Saks: frequently asked questions

Which financial advisor has the highest RFA Score in Saks?

By RFA Score, the highest-ranked financial advisor in Saks, AL is Insurance Planning Services “Alabama’s Choice for Coverage” with an RFA Score of 74/100. It has 4.9★ from 42 Google reviews. First Federal Mortgage (#2) and Joe Bynum - Raymond James (#3) follow. We ranked 15 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Saks?

RankedFinancialAdvisors ranks 15 financial advisors serving Saks, AL. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

What Google rating do Saks financial advisors have?

The median Google rating among 15 rated financial advisors in Saks is 5.0★, with a median of 7 reviews. Heights Finance has the most, 286 reviews, and ranks #4. 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 Saks count in this ranking?

Yes, if they are within 25 mi of the Saks 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 Saks 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 Saks 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 Saks

  1. November 2026: RFA Scores recalculated for 15 financial advisors serving Saks.

More financial advisors and Saks pages