Best Financial Advisors in MONTGOMERY, Alabama
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in MONTGOMERY
JACKSON THORNTON WEALTH MANAGEMENT, LLC
MONTGOMERY, AL · Since 2002
INVISTA ADVISORS
MONTGOMERY, AL · Since 2016
MARBLE WEALTH, LLC
MONTGOMERY, AL · Since 2025
TUCKER FINANCIAL GROUP
MONTGOMERY, AL · Since 2020
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in MONTGOMERY?
The median advisory fee in MONTGOMERY, AL is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.