#1Longview Financial Advisors, Inc.
LONGVIEW FINANCIAL ADVISORS, INC.
Serves this area from Huntsville, AL (30 mi)
Retirement Plan Advisors in Marshall County, AL
The top-ranked retirement plan advisors serving Marshall County, AL are Longview Financial Advisors, Inc., Cloud Investments, LLC and Axient Investment Advisors LLC. We list 4 retirement plan advisors serving Marshall County, AL. 4 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Marshall County, AL. 4 providers, 4 of the top 4 verified against federal or state records. Registry records checked on 2026-11-04.
Top 4 ranked retirement plan advisors for Marshall County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Longview Financial Advisors, Inc. | SEC-registered investment adviser (CRD)#122451 | Huntsville, AL (30 mi) | (256) 534-1196 |
| 2 | Cloud Investments, LLC | SEC-registered investment adviser (CRD)#281915 | Huntsville, AL (32 mi) | (256) 715-0094 |
| 3 | Axient Investment Advisors LLC | SEC-registered investment adviser (CRD)#336722 | Huntsville, AL (33 mi) | (256) 980-1723 |
| 4 | Smith Thornton Advisors, LLC | SEC-registered investment adviser (CRD)#312537 | Huntsville, AL (33 mi) | (256) 715-7715 |
#2Cloud Investments, LLC
CLOUD INVESTMENTS, LLCServes this area from Huntsville, AL (32 mi)#3Axient Investment Advisors LLC
AXIENT INVESTMENT ADVISORS LLCServes this area from Huntsville, AL (33 mi)#4Smith Thornton Advisors, LLC
SMITH THORNTON ADVISORS, LLCServes this area from Huntsville, AL (33 mi)
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Frequently asked questions
How many retirement plan advisors serve Marshall County?
We list 4 retirement plan advisors serving Marshall County, AL: 0 based there and 4 serving it from nearby. 4 of the top 4 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Marshall County?
The top-ranked retirement plan advisors serving Marshall County, AL are Longview Financial Advisors, Inc., Cloud Investments, LLC, Axient Investment Advisors LLC and Smith Thornton Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Marshall County are verified against official records?
4 of the top 4 match an active official record: Longview Financial Advisors, Inc. (U.S. Securities and Exchange Commission), Cloud Investments, LLC (U.S. Securities and Exchange Commission), Axient Investment Advisors LLC (U.S. Securities and Exchange Commission) and Smith Thornton Advisors, LLC (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Albertville, Boaz, Guntersville, Arab, Grant, Douglas, Cherokee Ridge, Union Grove