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Investment Advisors in Fairhope, AL: 2026 rankings

24 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Fairhope: SWAN Capital - Financial Advisor, RFA Score 68/100; 5.0★ from 138 Google reviews.

  2. 23

    Most-reviewed: Republic Finance, 28 Google reviews at 2.7★, the most of 24 ranked after SWAN Capital - Financial Advisor; ranked #23.

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

24 Fairhope investment advisors are ranked here by RFA Score, from eight published factors. The median Google rating is 5.0★ across 24 rated firms.

Top 10 investment advisors in Fairhope 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 investment advisors in Fairhope at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1SWAN Capital - Financial Advisor685.0★ (138)Daphne, 5 mi awayTop score
268 Ventures673.3★ (7)Daphne, 6 mi away—
3STM Asset Management LLC675.0★ (18)Fairhope—
4Cornerstone Investment Management & Consulting, LLC645.0★ (12)Daphne, 6 mi away—
5Clear Capital Partners645.0★ (5)Foley, 23 mi away—
6Formula Wealth LLC625.0★ (14)Daphne, 2 mi away—
7Gerald Tipton, REALTOR®, Associate Broker, Crescent Sotheby's International Realty615.0★ (8)Fairhope—
8Crimson Wealth615.0★ (7)Fairhope—
9Henry Wealth Management615.0★ (7)Fairhope—
10Morgan Stanley Financial Advisors604.6★ (7)Fairhope—

All 24 investment advisors in Fairhope, 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 68 Ventures

    Based in Daphne, 6 mi away

    67/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 3.3★ from 7 Google reviews, listed on Google as “Investment company”.

    • 3.3★ from 7 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    707 Belrose Ave, Daphne, AL 36526
    View profile for 68 Ventures(251) 625-1198

  3. #3 STM Asset Management LLC

    Based in Fairhope

    67/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 18 Google reviews
    Hours
    Mon–Tue 8 AM–4:30 PM · Wed closed · Thu 8 AM–4:30 PM · Fri 8 AM–3:30 PM · Sat–Sun closed
    Address
    823 Summer Lake St, Fairhope, AL 36532
    View profile for STM Asset Management LLC(251) 533-6521

  5. #5 Clear Capital Partners

    Based in Foley, 23 mi away

    64/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4851 Wharf Pkwy E suite d-216 J, Orange Beach, AL 36561
    View profile for Clear Capital Partners(251) 227-4100

  8. #8 Crimson Wealth

    Based in Fairhope

    61/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    6637 S Winding Brook Dr, Fairhope, AL 36532
    View profile for Crimson Wealth(251) 270-0730

  11. #11 Peters Financial LLC

    Based in Mobile, 18 mi away

    59/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 25 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    153 W I-65 Service Rd N, Mobile, AL 36608
    View profile for Peters Financial LLC(251) 342-4874

  12. #12 Peters Financial LLC

    Based in Fairhope

    59/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    365 Grand Ave Ste E, Fairhope, AL 36532
    View profile for Peters Financial LLC(251) 340-6161

  15. #15 Charles Schwab

    Based in Daphne, 10 mi away

    57/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.3★ from 6 Google reviews, listed on Google as “Financial consultant”.

    • 4.3★ from 6 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    30362 State Hwy 181 Ste 105, Spanish Fort, AL 36527
    View profile for Charles Schwab(251) 206-6947

  16. #16 Republic Finance

    Based in Saraland, 22 mi away

    56/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.4★ from 16 Google reviews, listed on Google as “Loan agency”.

    • 4.4★ from 16 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    801 Hwy 43 S # D, Saraland, AL 36571
    View profile for Republic Finance(251) 675-4428

  23. #23 Republic Finance

    Based in Foley, 17 mi away

    53/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 2.7★ from 28 Google reviews, listed on Google as “Loan agency”.

    • 2.7★ from 28 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2652 S McKenzie St, Foley, AL 36535
    View profile for Republic Finance(251) 970-7111

Also serving Fairhope

20 more investment 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 investment advisors serving Fairhope
BusinessGoogle ratingDistance
Aptus Capital Advisors5.0★ (2)In Fairhope
Barko Financial Services LLC1.0★ (1)In Fairhope
Barranco & Associates, LLC5.0★ (4)In Fairhope
Brown Financial Advisory - Fairhope, AL4.9★ (44)In Fairhope
Care Financial5.0★ (38)In Fairhope
Carr, Riggs & Ingram5.0★ (1)In Fairhope
Edward Jones - Financial Advisor: Matt Blevins5.0★ (1)In Fairhope
Edward Jones - Financial Advisor: Michael J Waters5.0★ (1)In Fairhope
Gulf Coast Financial Advisors5.0★ (8)In Fairhope
Layton Advisory Group5.0★ (1)In Fairhope
Merrill Lynch Financial Advisor S Wesley Carpenter5.0★ (6)In Fairhope
Merrill Lynch Wealth Management5.0★ (2)In Fairhope
Ralph Anderson - Morgan Stanley5.0★ (1)In Fairhope
Relax Retire3.8★ (5)In Fairhope
Roselyn Spaan, Financial Advisor - Athena Wealth Strategies5.0★ (30)In Fairhope
Stoic Equity Partners4.0★ (1)In Fairhope
Strategic Wealth Specialists5.0★ (2)In Fairhope
Town Square Wealth Management & Consulting LLC5.0★ (10)In Fairhope
Wells Fargo Advisors5.0★ (2)In Fairhope
Zachary Melton - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Fairhope

How we ranked Fairhope investment advisors

We scored 24 Fairhope investment 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 Fairhope 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Fairhope: frequently asked questions

Which investment advisor has the highest RFA Score in Fairhope?

By RFA Score, the highest-ranked investment advisor in Fairhope, AL is SWAN Capital - Financial Advisor with an RFA Score of 68/100. It has 5.0★ from 138 Google reviews. 68 Ventures (#2) and STM Asset Management LLC (#3) follow. We ranked 24 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Fairhope?

RankedFinancialAdvisors ranks 24 investment advisors serving Fairhope, AL. 6 of them are based in Fairhope; 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 Fairhope investment advisors have?

The median Google rating among 24 rated investment advisors in Fairhope is 5.0★, with a median of 7 reviews. SWAN Capital - Financial Advisor has the most, 138 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Fairhope count in this ranking?

Yes, if they are within 25 mi of the Fairhope city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Fairhope ranked?

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

How do I check an investment 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 investment advisor in Fairhope 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 investment 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 Fairhope

  1. November 2026: RFA Scores recalculated for 24 investment advisors serving Fairhope.

More investment advisors and Fairhope pages