#1Marble Wealth, LLC
MARBLE WEALTH, LLC
Serves this area from Montgomery, AL (18 mi)
Retirement Plan Advisors in Elmore County, AL
The top-ranked retirement plan advisors serving Elmore County, AL are Marble Wealth, LLC, Invista Advisors and Jackson Thornton Wealth Management, LLC. We list 4 retirement plan advisors serving Elmore County, AL. 4 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Elmore County, AL. 4 providers, 4 of the top 4 verified against federal or state records. Registry records checked on 2026-11-04.
Top 4 ranked retirement plan advisors for Elmore County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Marble Wealth, LLC | SEC-registered investment adviser (CRD)#335291 | Montgomery, AL (18 mi) | (334) 679-4800 |
| 2 | Invista Advisors | SEC-registered investment adviser (CRD)#282899 | Montgomery, AL (18 mi) | (334) 387-0094 |
| 3 | Jackson Thornton Wealth Management, LLC | SEC-registered investment adviser (CRD)#116091 | Montgomery, AL (18 mi) | (334) 834-7660 |
| 4 | Blalock Williams, LLC | SEC-registered investment adviser (CRD)#325465 | Alexander City, AL (27 mi) | (256) 444-6256 |
#2Invista Advisors
MCDONALD FINANCIAL SERVICES, LLCServes this area from Montgomery, AL (18 mi)#3Jackson Thornton Wealth Management, LLC
JACKSON THORNTON WEALTH MANAGEMENT, LLCServes this area from Montgomery, AL (18 mi)#4Blalock Williams, LLC
BLALOCK WILLIAMS, LLCServes this area from Alexander City, AL (27 mi)
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Frequently asked questions
How many retirement plan advisors serve Elmore County?
We list 4 retirement plan advisors serving Elmore County, AL: 0 based there and 4 serving it from nearby. 4 of the top 4 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Elmore County?
The top-ranked retirement plan advisors serving Elmore County, AL are Marble Wealth, LLC, Invista Advisors, Jackson Thornton Wealth Management, LLC and Blalock Williams, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Elmore County are verified against official records?
4 of the top 4 match an active official record: Marble Wealth, LLC (U.S. Securities and Exchange Commission), Invista Advisors (U.S. Securities and Exchange Commission), Jackson Thornton Wealth Management, LLC (U.S. Securities and Exchange Commission) and Blalock Williams, LLC (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Millbrook, Wetumpka, Redland, Holtville, Tallassee, Emerald Mountain, Deatsville, Blue Ridge, Elmore, Coosada, Eclectic