Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Huntsville, AL

Every SEC-registered financial advisor at a firm office in Huntsville who lists the Certified Financial Planner designation, A to Z.

64 CFP professionals work in Huntsville; the most are at Edward Jones (7). 42 are also registered broker representatives.

CFP advisors in Huntsville, A to Z

Every advisor in Huntsville →

Firms with the most CFP professionals in Huntsville

Edward Jones 7Savant Wealth Management 6Keel Point, LLC 5Morgan Stanley 4Osaic Wealth, Inc. 4Raymond James & Associates, Inc. 4Ae Wealth Management, LLC 3Cambridge Investment Research Advisors, Inc. 3Waverly Advisors, LLC 3J. W. Cole Advisors, Inc. 2Raymond James Financial Services Advisors, Inc. 2Ameriprise Financial Services, LLC 1Arkadios Wealth Advisors 1Axient Investment Advisors LLC 1Bmss Wesson Wealth Solutions 1

CFP advisors in other Alabama cities

All of Alabama →

Birmingham 208Mobile 22Vestavia Hills 22Montgomery 17Fairhope 15Tuscaloosa 15Hoover 14Homewood 11Daphne 10Madison 10Dothan 9Florence 7Opelika 6Auburn 5Gadsden 5Vestavia 5Alexander City 3Anniston 3Cullman 3Decatur 3Gulf Shores 3Mountain Brook 3

Questions

How many CFP financial advisors are in Huntsville, AL?

64 SEC-registered investment adviser representatives at firm offices in Huntsville, Alabama list the CFP designation; Edward Jones employs the most of them (7).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP in Huntsville?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.