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
Christopher Conway Schatzman
Registered Affiliation(s):MORGAN STANLEY
Elliott Randolph Marks
Registered Affiliation(s):EDWARD JONES
Kellie Byrd Thompson
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
William Earl Monroe
Registered Affiliation(s):AULL & MONROE
Claudia Lamie Twilley
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
William March Moore JR.
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Chad Donald Dolan
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Marci Michelle Watters
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Wesley T Coody
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Christopher Stephen Collins
Registered Affiliation(s):PRUCO SECURITIES, LLC.
Thomas Mikell Leland
Registered Affiliation(s):SOUTHEAST ASSET ADVISORS, LLC
Jennifer Dismukes
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Rebekah M Brown
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Johanne Trenard Carroll
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Marilyn Lynn Strickland
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
David R Chilelli
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Paul Robert Hicks
Registered Affiliation(s):PNC INVESTMENTS
Christopher Matthew Tracy
Registered Affiliation(s):INFINEX INVESTMENTS, INC.
Patrick George Rehm
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Joshua Wyatt Lancaster
Registered Affiliation(s):BROWN FINANCIAL ADVISORY
Thomas Joseph Barko
Registered Affiliation(s):SA STONE INVESTMENT ADVISORS INC.
Brian Weber Chew
Registered Affiliation(s):HORNOR, TOWNSEND & KENT, LLC
Amanda Elaine Montz
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Calvin Chatfield Nettles
Registered Affiliation(s):L&L FINANCIAL SERVICES, LLP
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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