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Market Standing · 2026
The most transparent firms in Daphne-Fairhope-Foley.
22 scored firmsTop 3 recognizedfidelon.com/markets/daphne-fairhope-foley-al
1IA-only—91Arank within Top 3; below the 80 standard
2IA-only—90.6Arank within Top 3; below the 80 standard
3IA-only$192M89.6ARecognized · Top 3
4IA-only$23.7M87.9B+—
5
Formula Wealth
CRD 308923
IA-only$42.8M87.8B+—
6IA-only$9.5M87.6B+—
7IA-only$177M87.6B+—
8IA-only$468M87B+—
9IA-only$424M86.7B+—
10IA-only$4.5M86.1B+—
11IA-only$62.8M85.6B+—
12IA-only$86.6M84.5B+—
13IA-only$1.4B83.5B+—
14IA-only$894K82.6B+—
15IA-only$57.8M81.3B+—
16IA-only$23.3M80.9B+—
17IA-only$56M80.7B+—
18IA-only$17.2M79.3B—
19
Crimson Wealth
CRD 334123
IA-only$9.9M78.5B—
20IA-only$14.1B77.4B—
21IA-only$32.4M77B—
22IA-only$257M76.2B—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.