Best-in-State · rank 86 · Birmingham, Alabama · listed firm: Walton Financial | Commonwealth
Identity & firm
- Firm — Walton Financial | Commonwealth (high)
- “"firm":"Walton Financial | Commonwealth"” — forbes_shook
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- Team name — Walton Financial (high)
- “"firm":"Walton Financial | Commonwealth"” — forbes_shook
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Book of business
- Team AUM ($M) — 187 (high)
- “"Team Assets (Custodied)":"$187M"” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “"Minimum account size for new business":"$500K"” — forbes_shook
- Typical client net worth ($M) — 6.5 (high)
- “"Typical Net Worth of Relationships":"$1-12M"” — forbes_shook
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- Custodians — gap: not_applicable
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Positioning & marketing
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- Press awards — Forbes America's Top Wealth Advisors 2026 (#86) (high)
- “"rank":86,"year":2026” — forbes_shook
Visual brand
- Has distinct logo — gap: not_found_after_search
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