10 advisors with offices in Montgomery. Credentials, fee structures, and minimums are disclosed on each listing.
Montgomery, Alabama
Independent RIA
Brianne Financial is an independent registered investment adviser based in Montgomery, Alabama. The firm operates under a fiduciary standard and conducts business in English.
View detailsMontgomery, Alabama
CAPTRUST operates in Montgomery, Alabama and provides financial planning and investment management services. The firm works with clients on wealth management and small business matters. English is spoken at the firm.
View detailsMontgomery, Alabama
Jackson Thornton Wealth Management, based in Montgomery, Alabama, provides financial planning and investment management services. The firm specializes in investment management and wealth management for its clients.
View detailsMontgomery, Alabama
Mathis Financial Services operates in Montgomery, Alabama and provides investment advisory services. The firm works with clients in English.
View detailsMontgomery, Alabama
Wirehouse
Merrill Lynch Wealth Management operates in Montgomery, Alabama, offering financial planning and investment management services. As a wirehouse firm, they provide wealth management to clients seeking coordinated financial strategies across multiple service areas. Specific fee structures and advisor credentials are not publicly detailed.
View detailsMontgomery, Alabama
Insurance-Based
Northwestern Mutual operates in Montgomery, Alabama, providing insurance planning, investment management, and wealth management services. The firm offers financial planning, insurance analysis, and investment management to clients. Services are conducted in English.
View detailsMontgomery, Alabama
Patrick "Clay" Edwards, Principal and Financial Advisor at WealthMark Financial Strategies in Montgomery, Alabama, provides financial planning services with a focus on retirement planning and investment management.
View detailsMontgomery, Alabama
Raymond James & Associates in Montgomery, Alabama provides retirement planning services with a focus on small business owners. The firm's advisors hold CLU credentials and conduct business in English
View detailsMontgomery, Alabama
Shannon, Shannon & Associates, Inc. is a financial planning and tax planning firm based in Montgomery, Alabama. The firm provides advisory services in English.
View detailsMontgomery, Alabama
Welon Partners is a financial planning firm based in Montgomery, Alabama that specializes in working with small business owners. The firm provides financial planning services to help clients navigate business and personal financial matters.
View detailsAdvisors serving Montgomery specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Alabama's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.