| 1. Keel Point, LLC CRD 127902 · Limited Liability Company | HUNTSVILLE, AL | $3.5B May 2025 | +$524.2M+17.8% | +$550.0M+18.9% | +$1.1B+45.9% | +$3.3B+1740.8% | +10 employees+15.2% over 3Y | +976 accounts+21.0% over 3Y |
| 2. Smith Thornton Advisors, LLC CRD 312537 · Limited Liability Company | HUNTSVILLE, AL | $852.3M Mar 2026 | +$118.7M+16.2% | +$326.2M+62.0% | — | — | +5 employees+125.0% over 3Y | +149 accounts+21.0% over 3Y |
| 3. Axient Investment Advisors LLC CRD 336722 · Limited Liability Company | HUNTSVILLE, AL | $454.0M Mar 2026 | — | — | — | +$452.3M+26340.6% | — | +1,129 accounts+18816.7% over Total |
| 4. Cloud Investments, LLC CRD 281915 · Limited Liability Company | HUNTSVILLE, AL | $404.0M Feb 2026 | +$166.0M+69.7% | +$194.5M+92.8% | +$223.3M+123.5% | +$304.0M+304.0% | 0 employees+0.0% over 3Y | +443 accounts+33.9% over 3Y |
| 5. Longview Financial Advisors, INC. CRD 122451 · Corporation | HUNTSVILLE, AL | $208.2M May 2026 | +$12.7M+6.5% | +$37.0M+21.6% | +$23.3M+12.6% | +$105.3M+102.4% | 0 employees+0.0% over 3Y | -103 accounts-14.3% over 3Y |
| 6. Infinity Tax & Financial Planning CRD 332590 · Limited Liability Company | HUNTSVILLE, AL | $100.0M Jul 2026 | — | — | — | $0+0.0% | -3 employees-33.3% over Total | 0 accounts+0.0% over Total |