AdvisorGrade

Financial advisers in Mobile, AL

6 registered investment adviser firms in Mobile managing $4.7B in assets, based on public SEC Form ADV filings.

Leavell Investment Management, INC.

Mobile, AL · Est. 1979

RegionalInternational
Fee-based
AUM
$3.4B
Per adviser
$142M
Advisers
24

No reported disclosures

Williams Financial Group

Mobile, AL · Est. 2020

Local
Fee-based
AUM
$355M
Per adviser
$177M
Advisers
2

No reported disclosures

Aull & Monroe

Mobile, AL · Est. 1990

Local
Fee-based
AUM
$323M
Per adviser
$323M
Advisers
1

No reported disclosures

Wilkins Miller Wealth Management, LLC

Mobile, AL · Est. 2022

Local
Fee-based
AUM
$257M
Per adviser
$129M
Advisers
2

No reported disclosures

Frugal Financial Retirement Plan Services, LLC

Mobile, AL · Est. 2022

Local
Fee-only
AUM
$195M
Per adviser
$97M
Advisers
2

No reported disclosures

Retirement Advisors, INC.

Mobile, AL · Est. 2018

Local
Fee-only
AUM
$160M
Per adviser
$160M
Advisers
1

No reported disclosures