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Best Financial Planners in Montgomery, Alabama

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Claimed listings first, then by BizScore. How we score

4Financial Planners scored in Montgomery
55Average BizScore
71Top BizScore
25%AI Visibility 50 or higher
69Average SEO score
3.8Average Google rating (4 rated)

Top Financial Planners in Montgomery

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Showing 1-4 of 4 Financial Planners listings in Montgomery, AL · page 1 of 1

#1Captrust of Montgomery

1.0 Google rating

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Captrust of Montgomery website

Score breakdown

AI Visibility63
AI Ready25
SEO85
Freshness100
  • Financial Planner
  • Montgomery, Alabama
  • (334) 272-1192
  • captrust.com
Category rank by BizScore: #2 of 11 Financial Planner listings in MontgomeryScores updated Oct 25, 2026

#2Assurance Financial - Montgomery

5.0 Google rating

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Assurance Financial - Montgomery website

Score breakdown

AI Visibility39
AI Ready17
SEO82
Freshness-
  • Financial Planner
  • Montgomery, Alabama
  • (334) 216-7019
  • assurancewireless.com
Category rank by BizScore: #4 of 11 Financial Planner listings in MontgomeryScores updated Oct 28, 2026

#3Merrill Lynch Wealth Management of Montgomery

4.3 Google rating

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Merrill Lynch Wealth Management of Montgomery website

Score breakdown

AI Visibility33
AI Ready-
SEO73
Freshness-
  • Financial Planner
  • Montgomery, Alabama
  • (334) 409-5800
  • ml.com

Merrill Lynch Wealth Management of Montgomery: Merrill Lynch Wealth Management has the financial advisors and expertise to help you achieve your goals at any stage of your life or career.

Category rank by BizScore: #6 of 11 Financial Planner listings in MontgomeryScores updated Sep 25, 2026

#4Southeastern Financial Ltd

5.0 Google rating

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Southeastern Financial Ltd website

Score breakdown

AI Visibility33
AI Ready-
SEO36
Freshness-
  • Financial Planner
  • Montgomery, Alabama
  • (334) 280-4767
  • southeasternfinancial.com
Category rank by BizScore: #8 of 11 Financial Planner listings in MontgomeryScores updated Oct 24, 2026
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What the Data Shows for Financial Planners in Montgomery

25% of the 4 financial planners we measured in Montgomery reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 42, compared with an average SEO score of 69.

The average Google rating across 4 rated financial planners is 3.8.

None of the 4 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 28, 2026. What each score measures: How We Score.

BizScoreAI compares 4 financial planners in Montgomery, Alabama by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Montgomery ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.

How many financial planners in Montgomery, Alabama does BizScoreAI track?

4 financial planners in Montgomery currently meet the profile-quality bar for this page, with an average BizScore of 55 and a top score of 71.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 25% of measured financial planners in Montgomery score 50 or higher.

Is being listed free?

Yes. Every financial planner in Montgomery is listed and scored for free, and claiming a listing is free too.