City
Wealth management firms in Mobile, Alabama
As of October 2, 2026, 13 wealth management firms, including broker-dealer firms, 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.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 13
- Regulatory assets under management
- $7.3 billion
- Average per firm
- $562.2 million
- SEC-registered, of those listed
- 6 of 13 (46.2%)
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 | Wealth Management Consultants, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $23.3 million | 40 |
| 10 | Medora Value Equity, LLC | State | $20.0 million | 29 |
| 11 | Kairos Asset Advisory, LLC | State | $18.6 million | 53 |
| 12 | L&L Financial Services, LLP | State | $9.5 million | 31 |
| 13 | Brigham Jr, William H | State | $7.0 million | 15 |
Wealth management firms 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.