Find Top Financial Advisors Near Montgomery, Alabama
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Jackson Thornton Asset Management, Llc
Alabama, Montgomery
Jackson Thornton Asset Management, LLC is a prominent investment advisory firm based in Montgomery, AL. With a knowledge base built on years of experience, this local firm has established a reputation for excellence in the financial industry. They currently serve a diverse client base, consisting of over 600 individuals, and have an impressive $1,282,407,000 in assets under management.
Catering to both individual and employer funds, Jackson Thornton Asset Management, LLC operates with the utmost professionalism. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the necessary expertise to effectively manage employer funds. An impressive 99% of the assets they oversee are handled on a discretionary basis, indicating the high level of trust clients place in their capabilities.
With a total of 17 employees, including 10 dedicated investment advisors, Jackson Thornton Asset Management, LLC ensures personalized and attentive service for their clients. On average, each investment advisor manages approximately $128,240,000 in assets under management, aligning with industry standards. The firm's compensation structure is varied, including a percentage of assets under management among its various types.
Jackson Thornton Asset Management, LLC takes pride in its team of experienced professionals. Notable advisors include Kimberly Mason, Luther Mitchell, and Tommy West, who have displayed their commitment and expertise over their lengthy tenure with the firm. Clients can trust that their investments are in capable hands when partnering with Jackson Thornton Asset Management, LLC.
Invista Advisors
Alabama, Montgomery
INVISTA ADVISORS, headquartered in Montgomery, AL, is a prominent investment advisory firm catering to over 450 individual clients. With a staggering $396,106,000 in assets under management, Invista Advisors has established itself as a trusted partner in wealth management. Boasting three offices in strategic locations, the firm offers comprehensive financial solutions tailored to meet the unique needs and goals of their diverse clientele.
While Invista Advisors handles a wide range of investment vehicles, including 401K and individual accounts, these represent less than 30% of their total assets under management. However, their expertise extends to managing employer funds, showcasing their versatility and ability to navigate various financial landscapes. A significant 53% of the assets they oversee are under their discretionary control, demonstrating their adeptness at providing personalized and proactive investment strategies.
Invista Advisors employs a well-rounded compensation structure, offering flexibility to clients. Options include a percentage of assets under management, hourly charges, and fixed fees, ensuring a fair and transparent approach to financial advisory services.
With a team of eight dedicated professionals, including six experienced investment advisors, Invista Advisors maintains a favorable client-to-advisor ratio. On average, each investment advisor oversees approximately $66,020,000 in assets under management, aligning with industry standards. The firm takes pride in their experienced and tenured advisors, such as Daniel Sloan, Jason Bryant, and James Perry, who have been instrumental in providing exceptional service to clients over the years.
Invista Advisors is committed to delivering comprehensive wealth management solutions, backed by their industry expertise, personalized approach, and a steadfast focus on their clients' financial success.
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Invista Advisors
Alabama, Montgomery
INVISTA ADVISORS, headquartered in Montgomery, AL, is a prominent investment advisory firm catering to over 450 individual clients. With a staggering $396,106,000 in assets under management, Invista Advisors has established itself as a trusted partner in wealth management. Boasting three offices in strategic locations, the firm offers comprehensive financial solutions tailored to meet the unique needs and goals of their diverse clientele.
While Invista Advisors handles a wide range of investment vehicles, including 401K and individual accounts, these represent less than 30% of their total assets under management. However, their expertise extends to managing employer funds, showcasing their versatility and ability to navigate various financial landscapes. A significant 53% of the assets they oversee are under their discretionary control, demonstrating their adeptness at providing personalized and proactive investment strategies.
Invista Advisors employs a well-rounded compensation structure, offering flexibility to clients. Options include a percentage of assets under management, hourly charges, and fixed fees, ensuring a fair and transparent approach to financial advisory services.
With a team of eight dedicated professionals, including six experienced investment advisors, Invista Advisors maintains a favorable client-to-advisor ratio. On average, each investment advisor oversees approximately $66,020,000 in assets under management, aligning with industry standards. The firm takes pride in their experienced and tenured advisors, such as Daniel Sloan, Jason Bryant, and James Perry, who have been instrumental in providing exceptional service to clients over the years.
Invista Advisors is committed to delivering comprehensive wealth management solutions, backed by their industry expertise, personalized approach, and a steadfast focus on their clients' financial success.
Tucker Financial Group
Alabama, Montgomery
Tucker Financial Group is a reputable investment advisory firm headquartered in Montgomery, AL. With one office location, they have established themselves as a trusted partner in the financial industry. Led by a team of experienced professionals, Tucker Financial Group comprises three dedicated employees, all offering comprehensive investment advisory services.
With an average of approximately $61,290,000 in assets under management per investment advisor, Tucker Financial Group aligns with the industry's average standards. Their compensation structure encompasses various types, such as a percentage of assets under management and fixed fees, ensuring flexibility for their clients.
A significant portion of their assets under management, about 50%, originates from employer 401Ks and individuals, indicating their strong expertise in this area. Furthermore, a notable 96% of the assets they manage are discretionary, showcasing their skill in handling investments autonomously.
In addition to their investment advisory services, Tucker Financial Group also serves as an insurance broker or agent, providing clients with comprehensive coverage options to safeguard their financial well-being.
Tucker Financial Group boasts an extensive client base, serving over 1,780 individual clients who entrust them with their financial goals. With more than $183,858,000 in assets under management, their commitment to delivering exceptional service is evident.
The firm prides itself on its experienced team of advisors, with notable names like Daniel Dean, Benjamin Auman, and Douglas Tucker among their longest-tenured professionals. These individuals bring a wealth of knowledge and expertise to the table, further enhancing Tucker Financial Group's ability to provide comprehensive financial solutions to their clients.
Bright Investments, Llc
Alabama, Auburn
Bright Investments, LLC, based out of Auburn, AL, is a local investment advisory firm dedicated to providing comprehensive financial solutions. With a team of 8 highly skilled professionals, including 6 investment advisors, they offer personalized wealth management services to individuals and businesses alike. Each investment advisor at Bright Investments has an impressive track record, managing an average of $31,830,000 in assets.
Their compensation structure is designed to align with their clients' best interests, offering various options such as a percentage of assets under management and hourly charges. With over 20 individual clients, Bright Investments oversees a substantial $117,166,000 in assets under management. Their expertise lies in serving high net worth individuals, as the majority of the assets they manage are dedicated to this market segment.
While their focus primarily lies in discretionary asset management, Bright Investments also possesses the capability to handle employer funds, providing a holistic approach to investment management. Their dedication to excellence is reflected in the fact that 99% of the assets they manage are discretionary, showcasing their clients' trust in their expertise.
Bright Investments operates from six offices, providing convenient access to their services throughout the Auburn area. The firm takes pride in its experienced team, with several long-tenured advisors, including Thomas Kucera, John Bright, and Sarah Zink, who bring a wealth of knowledge and expertise to their clients. With their commitment to personalized financial strategies and a strong focus on building lasting client relationships, Bright Investments is poised to guide individuals and businesses toward financial success.
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