Best Financial Advisors in MONTGOMERY, Alabama
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$1.0B
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in MONTGOMERY
#1
100
JACKSON THORNTON WEALTH MANAGEMENT, LLC
MONTGOMERY, AL · Since 2002
$2.0B AUM9 clientsFee: 0%
FiduciaryFee-Only
#2
100
INVISTA ADVISORS
MONTGOMERY, AL · Since 2016
$444M AUM6 clientsFee: 0%
FiduciaryFee-Only
#3
95
TUCKER FINANCIAL GROUP
MONTGOMERY, AL · Since 2020
$339M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
95
MARBLE WEALTH, LLC
MONTGOMERY, AL · Since 2025
$1.0B AUM5 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.