Market Standing · 2026
Financial advisory firms in Montgomery
This market is not yet large enough to award a market rank — Fidelon names a leader once a market has at least 20 scored firms, enough of a field for the ranking to mean something. Every firm scored here is listed below on the same standard; recognition opens as coverage grows.
Current standings · top 10 of 10
Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.
Top advisers in Montgomery
Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.
- 1Robert James AllanSign in to view — freeWELON PARTNERS · Montgomery, AL
- 2JOHN ELSBERRY STEINERSign in to view — freeWELON PARTNERS · Montgomery, AL
- 3Andrew Isaac HartSign in to view — freeARCHER INVESTMENT CORPORATION · Tallassee, AL
- 4JAMES ADAM CAUSEYSign in to view — freeJACKSON THORNTON WEALTH MANAGEMENT, LLC · Montgomery, AL
- 5ALLISON HARTZOG GUICESign in to view — freeJACKSON THORNTON WEALTH MANAGEMENT, LLC · Montgomery, AL
- 6KIMBERLY LYNCH MASONSign in to view — freeJACKSON THORNTON WEALTH MANAGEMENT, LLC · Montgomery, AL
- 7NANCY MAC BROWNSign in to view — freeJACKSON THORNTON WEALTH MANAGEMENT, LLC · Montgomery, AL
- 8Sign in to view — free
- 9IRBY JONES THOMPSONSign in to view — freeWAVERLY ADVISORS, LLC · Montgomery, AL
- 10CRYSTAL MICHELLE SMITHSign in to view — freeJACKSON THORNTON WEALTH MANAGEMENT, LLC · Montgomery, AL