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
Leroy Vernon Davis
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Raja Ramchand Mahtani
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
James Erskine Ashbee
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Gregory Van Harville
Registered Affiliation(s):MORGAN STANLEY
Charlene Farmer Reyes
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Patrick Avent Dunn
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Jane Taylor Shropshire
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Gina Goree Hitchens
Registered Affiliation(s):WOODBURY FINANCIAL SERVICES, INC.
Raymond Lathey Bolden
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
Leigh Jacob Parks
Registered Affiliation(s):MORGAN STANLEY
Raymond Joseph Rapoza
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Ellen Barone Marler
Registered Affiliation(s):PFS INVESTMENTS INC.
Durward Belmont Johnson
Registered Affiliation(s):PFS INVESTMENTS INC.
Tod Emery Frick
Registered Affiliation(s):MORGAN STANLEY
Celia Mann Baehr
Registered Affiliation(s):CELIA MANN BAEHR, CFP
Norman Duplessis Iii Pitman
Registered Affiliation(s):N.D. PITMAN & COMPANY, INC.
Travis L Adcock
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Thomas Jude Montz
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
James Andrew Williams
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Joyce Lundy Saviak
Registered Affiliation(s):MORGAN STANLEY
Laureen Hendry Lynn
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Palmer Gaillard Whiting
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
James Ross Hollon
Registered Affiliation(s):MCBRYAR ADVISORY SERVICES, INC.
John Swift Lyle
Registered Affiliation(s):JEFFREY MATTHEWS WEALTH MANAGEMENT, 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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
