City
Wealth management firms in Montgomery, Alabama
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Montgomery, Alabama reported $3.9 billion in regulatory assets under management; the largest by assets was Jackson Thornton Wealth Management, LLC, with $2.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $3.9 billion
- Average per firm
- $556.8 million
- SEC-registered, of those listed
- 4 of 7 (57.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Jackson Thornton Wealth Management, LLC | SEC | $2.0 billion | 2,367 |
| 2 | Marble Wealth, LLC | SEC | $1.0 billion | 1,077 |
| 3 | Invista Advisors | SEC | $443.5 million | 1,022 |
| 4 | Tucker Financial Group | SEC | $339.0 million | 3,950 |
| 5 | Welon Partners | State | $57.4 million | 85 |
| 6 | RWC Wealth Management, Inc. | State | $2.6 million | 32 |
| 7 | Goldsmith Martin Wealth Strategy | State | $0 | 0 |
Wealth management firms in Alabama, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.