AdvisorGrade

Financial advisers in Dothan, AL

2 registered investment adviser firms in Dothan managing $1.2B in assets, based on public SEC Form ADV filings.

Capsouth Wealth Management

Dothan, AL · Est. 2004

Regional
Fee-based
AUM
$1.0B
Per adviser
$77M
Advisers
13

No reported disclosures

Magnolia Wealth Management LLC

Dothan, AL · Est. 2021

Local
Fee-only
AUM
$183M
Per adviser
$92M
Advisers
2

No reported disclosures