Adviser Record

Investment advisers in Mobile, AL

7 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in AL

FirmAssetsEmployeesDisclosures
Leavell Investment Management, Inc.$3.40 billion360
Mitchell, Mcleod, Pugh & Williams, Inc.$2.66 billion170
Williams Financial Group$354.8 million50
Aull & Monroe$323.2 million50
Wilkins Miller Wealth Management, LLC$257.5 million30
Frugal Financial Retirement Plan Services, LLC$194.9 million42
Retirement Advisors, Inc.$159.6 million30