Financial advisors in Montgomery, AL.

191 advisors with an office in Montgomery.

191 financial advisors work in Montgomery, AL, at 36 firms. 19 (10%) hold the CFP® certification. 80% work at a firm that offers financial planning, and 93% at one that serves individuals. The firms with the most advisors here: Stifel, Nicolaus & Company, Incorporated (26), Morgan Stanley (23) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (19).

17 match

Amanda Overby
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Mitchell
Financial advisor at Captrust
Captrust · $1.24T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cindy Cornette
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Culver Broach
Financial advisor at Summit Financial, LLC
Summit Financial, LLC · $26.35B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Petty
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gilbert Meadows
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Holley Pierce
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Irby Thompson
Financial advisor at Waverly Advisors, LLC
Waverly Advisors, LLC · $29.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Burns
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Shoffner
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Larry Groce
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Bishop
Financial advisor at Captrust
Captrust · $1.24T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Murphy
Financial advisor at Marble Wealth, LLC
Marble Wealth, LLC · $1.05B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Melvin Sikes
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rebecca Baker
Financial advisor at Marble Wealth, LLC
Marble Wealth, LLC · $1.05B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Allan
Financial advisor at Welon Partners
Welon Partners · $57.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sang Chung
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Montgomery, AL

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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