Alabama · 4 advisers
Financial Advisors in Dothan, Alabama
Looking for a financial advisor in Dothan, Alabama? Falists indexes 4 SEC-registered and state-registered investment advisers in Dothan — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $1.00B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
3
Largest AUM
$1.00B
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Dothan
Ranked by AUM · Fees, team & specialties at a glance
CAPSOUTH WEALTH MANAGEMENT
Dothan, AL
AUM
$1.00B
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
334.673.8600
MAGNOLIA WEALTH MANAGEMENT LLC
Dothan, AL
AUM
$183.3M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(334) 699-4036
LEGACY WEALTH MANAGEMENT GROUP, LLC
Dothan, AL
AUM
$1.6M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
334-792-6213
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Common questions
- How many financial advisors are in Dothan, Alabama?
- 4 registered investment advisers are listed in our Dothan directory, sourced from public SEC filings.
- What types of advisors are in Dothan?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Dothan?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.