Investment Advisors in Alabama: Ranked Lists by City (2026)
50 cities with a ranked listUpdated 0 paid placements in any rankingHow we rank →
We rank investment advisors in 50 Alabama cities, 1,246 city rankings in all. The largest lists are Chelsea (43), Birmingham (42) and Fairfield (42).
Investment advisors by city in Alabama
Every Alabama city with a ranked list of investment advisors, largest first. Each list ranks firms within 25 mi of the city.
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.
Highest RFA Scores among Alabama investment advisors
Each score is computed within its own city list, so use the city pages to compare businesses. Shown for orientation, not as a state ranking.
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.
| # | Firm | RFA Score | City list | Google rating |
|---|---|---|---|---|
| 1 | JJ McCormick-Modern Woodmen of America | 79 | #1 in Florence | 5.0★ (14) |
| 2 | Spartan Invest | 78 | #1 in Birmingham | 4.8★ (133) |
| 3 | Insurance Planning Services “Alabama’s Choice for Coverage” | 78 | #1 in Anniston | 4.9★ (42) |
| 4 | Tucker Financial Group | 75 | #1 in Montgomery | 5.0★ (6) |
| 5 | Synovus Bank | 71 | #2 in Birmingham | 4.0★ (25) |
| 6 | Shannon Waltchack | 71 | #3 in Birmingham | 4.5★ (13) |
| 7 | Enterprise Signature Properties LLC | 70 | #1 in Ozark | 4.1★ (12) |
| 8 | Infinity Tax & Financial Planning | 70 | #1 in Huntsville | 5.0★ (256) |
| 9 | Fidelity Investments | 70 | #3 in Vestavia Hills | 3.9★ (27) |
| 10 | Clear Capital Partners | 70 | #1 in Foley | 5.0★ (5) |