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Market Standing · 2026
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
1
Welon Partners
CRD 297322
IA-only$57.4M89.7A
2IA-only$2.6M88A
3IA-only$444M86.3B+
4IA-only$2B86.2B+
5
Marble Wealth
CRD 335291
IA-only$1B78.1B
6IA-only$1.8M77.6B
7BD-only77.3B
8IA-only$339M73.9B
9BD-only60C
10BD-only55.5D

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.