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Best financial advisors in Montgomery, AL

Registered advisers within 25 miles of Montgomery, AL.

Offices
91
Firms
40
Combined AUM
$12.9T
Firm-wide filings, not assets booked only here
Clients
2.02M
2,018,916 clients when Item 5C has a number
Avg / client
$6.37M
Combined AUM ÷ clients

Nearby offices

Firms

WELON PARTNERS
JACKSON THORNTON WEALTH MANAGEMENT, LLC
CAPTRUST
WAVERLY ADVISORS, LLC
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
VALIC FINANCIAL ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UBS FINANCIAL SERVICES INC.
EAGLE STRATEGIES LLC
SYNOVUS SECURITIES, INC.
SUMMIT FINANCIAL, LLC
MARBLE WEALTH, LLC

Investors

JOHN ELSBERRY STEINER
Robert James Allan
KIMBERLY LYNCH MASON
LUTHER JERRELL MITCHELL
CRYSTAL MICHELLE SMITH
NANCY MAC BROWN
CLARENCE CRENSHAW PRITCHETT
ALLISON HARTZOG GUICE
JAMES ADAM CAUSEY
JUSTIN KRISTIAN CLARK
Brian Scott Mitchell
Robin Andrew Godwin
Mark Alan Bishop
Hannah Wadsworth
Oliver L Haynes
Edward Virgil Welch
ANNELIESE ERNESTINE ROEMER
IRBY JONES THOMPSON
ERIC DEWON CHAPPELL
AARON CHRISTOPHER BETHUNE
KEARY LEE FOSTER
CAROL KELLEY HARRISON
Christine Ashley Hull
CHAPPELL HENRY LIPSCOMB HILL
YOUNG WILKERSON STEVENSON
TRAVIS RYAN FULLER
HARRY LEE JACKSON
Cindy S Cornette
DANIEL WINSTON MORRIS
JANICE MARIE CARPENTER
Teresa SKIPPER Bechard
MARTY RAY EDGE
GRANT WHITMAN CHAMBLISS
TRAVIS HUBERT HUGHES
Cindy HALL Clark
Ronald T Stallworth
TRACY PRUDAMES HORNE
REBECCA DAVIS DEVEREUX
William C Beatrous
Harrison Taylor McDaniel
Kathryn Pierce Wall
JONATHAN SCOTT PARKER
LAURIE B RUSSELL
DAVID A BROOKS
WILLIAM W CHASTAIN
JACOB J RAY
Cameron Joseph Clark
DANIEL VINCENT PHILLIPS
ELIZABETH MAUK HARRIS
CORALYTH ANN ADAMS
Stephanie L Hill
DANIEL JOHNSON DEAN
MARGARET ANN DAUPHIN
CARL R. RANDALL WATSON
KEVIN NEIL HAYNES
AMY A GARRIGAN
William Hunter Akins
GREGORY BRYANT ALFORD
PATRICK CLAY EDWARDS
MORGAN ROBINSON
WALTER HENDON HUXFORD
TODD MALONE PARSONS
CULVER ROBERT BROACH
JOSEPH WILLIAM DONALDSON
MATTHEW BLAKE MURPHY
Dustin Grant Hatfield
Emily Lauren Farrior
REBECCA HARDWICH BAKER
ADAM MILLER ROGERS

Within 25 miles of Montgomery, AL, Best Investors lists 40 registered investment advisory firms with 91 offices nearby, managing about $12.9T in combined regulatory AUM across 2,018,916 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Montgomery

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM