Managers in Montgomery, AL
United States · 5 asset managers within 25 km · 10 wealth managers, banks and others
Asset managers in and around Montgomery
| # | Manager | People here |
|---|---|---|
| 1 | RFG Advisory, LLC mutual funds · Montgomery $8.0bn | 1 |
| 2 | STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Montgomery STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn | office |
| 3 | Retirement Systems of Alabama asset owner · Montgomery $33.2bn | based here |
| 4 | Pinnacle Financial Partners, Inc. wealth · Montgomery Synovus Securities, Inc. · 2 related pages $14.7bn | office |
| 5 | Marble Wealth, LLC Montgomery $653.3m | based here |
5 families; one row per corporate family, linking to its largest page.
Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.