How many financial advisors are in Mobile, Alabama?

Falists lists 13 registered investment advisers with a principal office or filing address in Mobile, Alabama, based on public SEC IAPD data.

How do financial advisors in Mobile charge fees?

Fee structures vary by firm. In Mobile, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Mobile?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Alabama · 13 advisers

Financial Advisors in Mobile, Alabama

Looking for a financial advisor in Mobile, Alabama? Falists indexes 13 SEC-registered and state-registered investment advisers in Mobile — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 9 firms list a website you can visit directly. Firms in this directory manage up to $3.40B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$3.40B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth13 Planning8 Trusts10 Retirement6 Institutional5

Top advisors in Mobile

Ranked by AUM · Fees, team & specialties at a glance

View all 13 →

LEAVELL INVESTMENT MANAGEMENT, INC.

Mobile, AL

AUM

$3.40B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

24 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

251-433-3709

Full profile Visit site →

WILLIAMS FINANCIAL GROUP

Mobile, AL

AUM

$354.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

251-473-2120

Full profile Visit site →

AULL & MONROE

Mobile, AL

AUM

$323.2M

Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly

Team

1 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

(251) 342-3339

Full profile Visit site →

WILKINS MILLER WEALTH MANAGEMENT, LLC

Mobile, AL

AUM

$257.5M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

251-410-6700

Full profile Visit site →

RETIREMENT ADVISORS, INC.

Mobile, AL

AUM

$159.6M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM

251-344-0707

Full profile Visit site →

MOBILE BAY WEALTH MANAGEMENT, LLC

Mobile, AL

AUM

$69.5M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

2 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

(251) 666-5000

Full profile Visit site →

Mobile, AL

AUM

$7.0M

Wealth Mgmt

Team

1 advisors

Clients

Fees

Percentage of AUM

251-689-1219

Full profileNo website

More cities in Alabama

Birmingham (82)Huntsville (15)Fairhope (6)Montgomery (6)Auburn (5)Hoover (5)Daphne (4)Dothan (4)Tuscaloosa (4)Vestavia Hills (4)Cullman (2)Homewood (2)

Common questions

How many financial advisors are in Mobile, Alabama?: 13 registered investment advisers are listed in our Mobile directory, sourced from public SEC filings.
What types of advisors are in Mobile?: 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 Mobile?: 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.