How many financial advisors are in Montgomery, Alabama?

Falists lists 6 registered investment advisers with a principal office or filing address in Montgomery, Alabama, based on public SEC IAPD data.

How do financial advisors in Montgomery charge fees?

Fee structures vary by firm. In Montgomery, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Montgomery?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Alabama · 6 advisers

Financial Advisors in Montgomery, Alabama

Looking for a financial advisor in Montgomery, Alabama? Falists indexes 6 SEC-registered and state-registered investment advisers in Montgomery — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $2.01B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$2.01B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth6 Planning5 Trusts6 Retirement5 Institutional3

Top advisors in Montgomery

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

JACKSON THORNTON WEALTH MANAGEMENT, LLC

Montgomery, AL

AUM

$2.01B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

9 advisors

Clients

Fees

Percentage of AUM

(334) 834-7660

Full profile Visit site →

MARBLE WEALTH, LLC

Montgomery, AL

AUM

$1.05B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

5 advisors

Clients

Fees

Percentage of AUM; Fixed fees

(334) 679-4800

Full profile Visit site →

INVISTA ADVISORS

Montgomery, AL

AUM

$443.5M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

6 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

(334) 387-0094

Full profile Visit site →

TUCKER FINANCIAL GROUP

Montgomery, AL

AUM

$339.0M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

Fees

Percentage of AUM; Fixed fees

334-277-0500

Full profile Visit site →

WELON PARTNERS

Montgomery, AL

AUM

$57.4M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

3342582850

Full profile Visit site →

RWC WEALTH MANAGEMENT, INC.

Montgomery, AL

AUM

$2.6M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

334-440-6259

Full profile Visit site →

More cities in Alabama

Birmingham (82)Huntsville (15)Mobile (13)Fairhope (6)Auburn (5)Hoover (5)Daphne (4)Dothan (4)Tuscaloosa (4)Vestavia Hills (4)Cullman (2)Homewood (2)

Common questions

How many financial advisors are in Montgomery, Alabama?: 6 registered investment advisers are listed in our Montgomery directory, sourced from public SEC filings.
What types of advisors are in Montgomery?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Montgomery?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.