Top Financial Advisors in Mobile, Alabama
Finding the right financial advisor in Mobile is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Mobile, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Mobile, AL.
Find the Best Financial Advisor Firms in Mobile:
LEAVELL INVESTMENT MANAGEMENT, INC.
CRD#: 107890
Address: 210 Saint Joseph Street, Mobile, AL 36602
Clients: 1,876
Average Clients per Advisor: 93
AUM: $ 2.1B
MITCHELL, MCLEOD, PUGH & WILLIAMS, INC.
CRD#: 138240
Address: Mobile, AL
Clients: 472
Average Clients per Advisor: 52
AUM: $ 1.7B
WILLIAMS FINANCIAL GROUP
CRD#: 310008
Address: 2566 Dauphin Street, Mobile, AL 36606
Clients: 475
Average Clients per Advisor: 158
AUM: $ 252M
WILKINS MILLER WEALTH MANAGEMENT, LLC
CRD#: 162222
Address: 41 West Interstate 65, Service Road North, Suite 400, Mobile, AL 36608
Clients: 107
Average Clients per Advisor: 53
AUM: $ 157M
N.D. PITMAN & COMPANY, INC.
CRD#: 121180
Address: 3800 Airport Blvd Suite 306, Mobile, AL 36608
Clients: 64
Average Clients per Advisor: 32
AUM: $ 137M
RETIREMENT ADVISORS, INC.
CRD#: 122122
Address: 1009 Downtowner Blvd, Mobile, AL 36609
Clients: 125
Average Clients per Advisor: 125
AUM: $ 131M
How We Chose the Top Financial Advisors in Mobile, Alabama
To create this list of top financial advisor firms in Mobile, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Mobile has to offer.
Search Financial Advisors in Mobile, Alabama
Heather Alicia Shaeffer
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Owen Langley Simmons
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
James Tunstall Inge
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Lydia Owen Jung
Registered Affiliation(s):FHN FINANCIAL SECURITIES CORP.
John Marshall Shields
Registered Affiliation(s):MORGAN STANLEY
John Dillard Cocke
Registered Affiliation(s):KAIROS ASSET ADVISORY, LLC
Chestly Hubert Franklin
Registered Affiliation(s):OSAIC FS, INC.
Ryan Nicholas Weakley
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
James Lauve Torian
Registered Affiliation(s):PFS INVESTMENTS INC.
Ryan Raj Mahtani
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Craig Boyd Mason
Registered Affiliation(s):NYLIFE SECURITIES LLC
David Louis Braud
Registered Affiliation(s):WEALTH MANAGEMENT CONSULTANTS, LLC
Charles Franklin Brown IV
Registered Affiliation(s):LPL FINANCIAL LLC
Catherine Ashley Johnson
Registered Affiliation(s):MORGAN STANLEY
Logan Thomas Elliott
Registered Affiliation(s):KESTRA ADVISORY SERVICES, LLC
Ameina Shay Tressler
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
George Vestal Davis
Registered Affiliation(s):L&L FINANCIAL SERVICES, LLP
Brian Allen Driskell
Registered Affiliation(s):L&L FINANCIAL SERVICES, LLP
Joseph Lenwood Lomax JR
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Kent Edward Amos
Registered Affiliation(s):KOVACK ADVISORS, INC.
Miles Leigh Ball
Registered Affiliation(s):WEALTH MANAGEMENT CONSULTANTS, LLC
Timothy Andrew Heath
Registered Affiliation(s):PARK AVENUE SECURITIES LLC
Lynn Nicholas Koors
Registered Affiliation(s):INTERNATIONAL ASSETS ADVISORY, LLC
Mark Ellis Davidson MR.
Registered Affiliation(s):CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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