Best Financial Advisors near Florence, AL

We have 3 firms in Florence on file, and all of them are on this list, along with 7 from Decatur (4, 42 mi) and Athens (2, 40 mi).

6 rated 4.5+ · 1 shows a license

Data verified October 21, 2026

Witt & Bradley Tax Advisory Group

Witt & Bradley Tax Advisory Group

5.0 137 reviews
“Stephen was willing to answer all of my many questions and I feel like I have a great next step plan!”
Serves Florence, Alabama, surrounding areasSince 2009
204 S Pine St
i
Executive Investments

Executive Investments

5.0 1 review
Since 2012
2464 Mall Rd
i
S. Oliver Short Financial Services

S. Oliver Short Financial Services

Since 2020
501 E Dr Hicks Blvd Unit C
i
On the Books

On the Books

5.0 3 reviews
“There were many moving parts to get the entire backend accounting and administrative functions in place, and to do so without disrupting the ongoing business.”
Since 2016Licensed
32 mi from Florence
i
Dewayne Eddy - LPL Financial

Dewayne Eddy - LPL Financial

5.0 14 reviews
“He takes the time to explain everything so you can understand it.”
Since 2016
Decatur, AL · 42 mi from Florence
i
Winsett Financial Group

Winsett Financial Group

4.1 7 reviews
“They did an awesome job on my taxes”
Since 2011
Decatur, AL · 42 mi from Florence
i

The 10 firms listed for Florence, AL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Florence, AL

9 of the 10 firms on this page have a rating, from 3.5 to 5.0 across 377 reviews; 2 have 50 or more reviews and 6 are rated 4.5 or higher. 1 shows a license on its website and 1 lists staff certifications (CPWA). Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 2001. We have a website on file for all 10 of the firms on this page; 7 publish a contact page; 5 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Florence listed here?

3 of the 10 firms are located in Florence. The others come from other towns within 45 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

Advanced Professional Management

Advanced Professional Management

4.3 21 reviews
“I have been continually pleased over several years with their services and always meeting deadlines”
Free consultationVirtual consultationsServes AthensSince 1993
Athens, AL · 40 mi from Florence
i
The Albany Group

The Albany Group

5.0 1 review
License #7, 63, and 654 attorneysServes DecaturSince 2003
Decatur, AL · 42 mi from Florence
i
Riverfront Wealth Management

Riverfront Wealth Management

5.0 1 review
Serves AL, AR +19Since 2000CPWA certified
Decatur, AL · 42 mi from Florence
i
First Southern Financial

First Southern Financial

3.5 4 reviews
“Lynn is the friendliest person I know she always makes you feel like you've known each other since birth.”
Since 2015
Athens, AL · 40 mi from Florence
i

Why these companies made our list

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