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
Jonathan Travis Adcock
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
James Henry Hardy
Registered Affiliation(s):SAGEPOINT FINANCIAL, INC.
Jeffrey Alan Phillips
Registered Affiliation(s):PRIVATE ADVISOR GROUP, LLC
Dale Barton Elliott
Registered Affiliation(s):NBC SECURITIES, INC.
Michael Frank Barnett
Registered Affiliation(s):MORGAN STANLEY
Jonathan C Zimlich
Registered Affiliation(s):PARK AVENUE SECURITIES LLC
Roy Edward Davis
Registered Affiliation(s):PFS INVESTMENTS INC.
Marvin Keith Mcgraw
Registered Affiliation(s):KOVACK ADVISORS, INC.
Gary Max Adams
Registered Affiliation(s):PRINCIPAL SECURITIES, INC.
Stephen Anthony Pierce
Registered Affiliation(s):INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
Thomas Benjamin Lilly
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Dominque Sanders
Registered Affiliation(s):MORGAN STANLEY
Frances Claire Holk-jones
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
Ronald Blake Rowell
Registered Affiliation(s):LPL FINANCIAL LLC
Roy Byrd Price
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
John David Gardner
Registered Affiliation(s):APTUS CAPITAL ADVISORS, LLC
Daniel M Cottrell
Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC
Kimberly Patrick Bush
Registered Affiliation(s):PRINCIPAL SECURITIES, INC.
Adam Cole Mcconathy
Registered Affiliation(s):HORNOR, TOWNSEND & KENT, LLC
Frank Daniel Brown
Registered Affiliation(s):PURSHE KAPLAN STERLING INVESTMENTS
David Eugene Williams
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Jeffrey Matthew Marston
Registered Affiliation(s):CALTON & ASSOCIATES, INC.
Cheryl Raylene Langley
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Christopher Dalton Nix
Registered Affiliation(s):LEAVELL INVESTMENT MANAGEMENT, INC.
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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
