City
Independent RIAs in Mobile, Alabama
As of October 2, 2026, 12 independent wealth management RIAs with their main office in Mobile, Alabama reported $7.3 billion in regulatory assets under management; the largest by assets was Leavell Investment Management, Inc., with $3.4 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 12
- Regulatory assets under management
- $7.3 billion
- Average per firm
- $607.1 million
- SEC-registered, of those listed
- 6 of 12 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Leavell Investment Management, Inc. | SEC | $3.4 billion | 3,023 |
| 2 | Mitchell, McLeod, Pugh & Williams, Inc. | SEC | $2.7 billion | 2,420 |
| 3 | Williams Financial Group | SEC | $354.8 million | 358 |
| 4 | Aull & Monroe | SEC | $323.2 million | 417 |
| 5 | Wilkins Miller Wealth Management, LLC | SEC | $257.5 million | 478 |
| 6 | Retirement Advisors, Inc. | SEC | $159.6 million | 404 |
| 7 | Celia Mann Baehr, CFP | State | $44.8 million | 80 |
| 8 | Lucia Wealth Management, LLC | State | $28.5 million | 6 |
| 9 | Medora Value Equity, LLC | State | $20.0 million | 29 |
| 10 | Kairos Asset Advisory, LLC | State | $18.6 million | 53 |
| 11 | L&L Financial Services, LLP | State | $9.5 million | 31 |
| 12 | Brigham Jr, William H | State | $7.0 million | 15 |
Independent RIAs in Alabama, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.