Firms by city
Registered investment advisers in Montgomery, AL
4 SEC-registered advisers headquartered in Montgomery, listed by regulatory assets under management as reported on Form ADV.
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4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Jackson Thornton Wealth Management | Montgomery, AL | $2.01B |
| Marble Wealth | Montgomery, AL | $1.05B |
| McDonald Financial Services | Montgomery, AL | $444M |
| Tucker JR., Douglas, Ray | Montgomery, AL | $339M |
- Headquarters
- Montgomery, AL
- Regulatory AUM
- $2.01B
- Headquarters
- Montgomery, AL
- Regulatory AUM
- $1.05B
- Headquarters
- Montgomery, AL
- Regulatory AUM
- $444M
- Headquarters
- Montgomery, AL
- Regulatory AUM
- $339M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Montgomery on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Alabama.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.