#1Jackson Thornton Wealth Management, LLC
JACKSON THORNTON WEALTH MANAGEMENT, LLC
Serves this area from Montgomery, AL (26 mi)
Retirement Plan Advisors in Lowndes County, AL
The top-ranked retirement plan advisors serving Lowndes County, AL are Jackson Thornton Wealth Management, LLC, Marble Wealth, LLC and Invista Advisors. We list 3 retirement plan advisors serving Lowndes County, AL. 3 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 Lowndes County, AL. 3 providers, 3 of the top 3 verified against federal or state records. Registry records checked on 2026-11-04.
Top 3 ranked retirement plan advisors for Lowndes County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Jackson Thornton Wealth Management, LLC | SEC-registered investment adviser (CRD)#116091 | Montgomery, AL (26 mi) | (334) 834-7660 |
| 2 | Marble Wealth, LLC | SEC-registered investment adviser (CRD)#335291 | Montgomery, AL (28 mi) | (334) 679-4800 |
| 3 | Invista Advisors | SEC-registered investment adviser (CRD)#282899 | Montgomery, AL (32 mi) | (334) 387-0094 |
#2Marble Wealth, LLC
MARBLE WEALTH, LLCServes this area from Montgomery, AL (28 mi)#3Invista Advisors
MCDONALD FINANCIAL SERVICES, LLCServes this area from Montgomery, AL (32 mi)
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Frequently asked questions
How many retirement plan advisors serve Lowndes County?
We list 3 retirement plan advisors serving Lowndes County, AL: 0 based there and 3 serving it from nearby. 3 of the top 3 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Lowndes County?
The top-ranked retirement plan advisors serving Lowndes County, AL are Jackson Thornton Wealth Management, LLC, Marble Wealth, LLC and Invista Advisors. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Lowndes County are verified against official records?
3 of the top 3 match an active official record: Jackson Thornton Wealth Management, LLC (U.S. Securities and Exchange Commission), Marble Wealth, LLC (U.S. Securities and Exchange Commission) and Invista Advisors (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
Fort Deposit, Mosses, White Hall, Hayneville, Gordonville, Lowndesboro, Benton