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Best Financial Advisors near Opelika, AL
We have 3 firms in Opelika on file, and all of them are on this list, along with 21 from Columbus, GA (12, 31 mi), Auburn (8, 8 mi) and Midland, GA (1, 33 mi).
3 open weekends · 12 rated 4.5+ · 2 show a license
Data verified October 16, 2026
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Railroad Investment Group
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Aja Financial
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Machen McChesney
- Questions
“Joe Janning has always helped me out and made sure I was up to date with everything that could benefit my business or to make sure I took advantage of it.”
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Edwards & Associates
“I called and they were able to see me same day and get my taxes back to me the next day.”
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Lipscomb Wealth
“Working with them feels like a friendship and that makes it extremely easy to talk with them about the hard things when it comes to my finances.”
The 24 firms listed for Opelika, 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: Opelika, AL
12 of the 24 firms on this page have a rating, from 4.9 to 5.0 across 232 reviews; 1 has 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (88%), responsiveness (73%) and quality (65%). 3 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are financial planning (4), investment management (3) and retirement planning (2). 2 show a license on their websites and 2 have a BBB rating of A or A+. 14 have ten or more years of experience, the longest 69 years. 1 offers payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 12 list a public email and 6 take 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 Opelika listed here?
3 of the 24 firms are located in Opelika. The others come from other towns within 35 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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20/20 Wealth Management Group
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Wilson Investment Group
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Bright Investments
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Bremer and Associates
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Johnson Sterling
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Armed Forces Benefits Network
- Informative
- Retirement
- Educated
“We already had a system of savings done, but your professionalism and facts persuaded myself and my wife to invest into an Roth IRA savings plan with AFBN and will be looking forward to a better future; financially.”
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Townsend Wealth Management
“Townsend Wealth Management provided us excellent advice and offered a variety of options to help us meet our financial goals.”
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Wilson Financial and Sons
- Patient
“Great business I'll recommend anybody to Wilson because he is understanding and he gone help you with whatever u need and he he can't he won't give up he will contact someone who will.”
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Capital Wealth Management Group
“Jody has been very professional and caring in handling the consolidation of several of my accounts, I would not consider using anyone else.”
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Brookstone Wealth Management
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Covey Equity
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Ridge Capital Management
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Fluid Financial Planning
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Greatmark Investment Partners
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Ashber
- Medicaid
- Annuity
- Confidence
“As the managing partner of an Elder Law Firm who has been working with Amber for close to 10 years, I can say that she is the best in the business when it comes the implementation of Medicaid Planning strategies including a Medicaid Annuity to protec...”
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Williams & Associates
“She's very honest and reliable in this business and knows how to satisfy her customers according to the laws that changes from time to time, no doubt she is the best.”
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Brewer Financial Firm
“Very professional trustworthy and informational.”
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Essential Enterprises
“The best in Columbus, I have been going here for years and I am always satisfied.”
Retirement Planning and Investment Management Services in Opelika, AL Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 395 cost profiles
Why these companies made our list
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