Financial advisers in Mobile, AL
7 registered investment adviser firms in Mobile managing $7.4B in assets, based on public SEC Form ADV filings.
Leavell Investment Management, INC.
Mobile, AL · Est. 1979
RegionalInternational
- AUM
- $3.4B
- Per adviser
- $142M
- Advisers
- 24
No reported disclosures
Mitchell, Mcleod, Pugh & Williams, INC.
Mobile, AL · Est. 2006
RegionalInternational
- AUM
- $2.7B
- Per adviser
- $295M
- Advisers
- 9
No reported disclosures
Williams Financial Group
Mobile, AL · Est. 2020
Local
- AUM
- $355M
- Per adviser
- $177M
- Advisers
- 2
No reported disclosures
Aull & Monroe
Mobile, AL · Est. 1990
Local
- AUM
- $323M
- Per adviser
- $323M
- Advisers
- 1
No reported disclosures
Wilkins Miller Wealth Management, LLC
Mobile, AL · Est. 2022
Local
- AUM
- $257M
- Per adviser
- $129M
- Advisers
- 2
No reported disclosures
Frugal Financial Retirement Plan Services, LLC
Mobile, AL · Est. 2022
Local
- AUM
- $195M
- Per adviser
- $97M
- Advisers
- 2
No reported disclosures
Retirement Advisors, INC.
Mobile, AL · Est. 2018
Local
- AUM
- $160M
- Per adviser
- $160M
- Advisers
- 1
No reported disclosures