Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | LEAVELL INVESTMENT MANAGEMENT, INC. 210 Saint Joseph Street, Mobile, AL, 36602 | $2,136,355,120 | 2366 | 29 | A Percentage of AUM, Fixed Fees |
2 | AULL & MONROE 3605 Springhill Business Park, Suite A Mobile, AL, 36608 | $323,867,936 | 429 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | WILLIAMS FINANCIAL GROUP 2616-A Dauphin Street, Mobile, AL, 36606 | $252,212,040 | 1120 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | WILKINS MILLER WEALTH MANAGEMENT, LLC 41 West Interstate 65, Service Road North,, Suite 400 Mobile, AL, 36608 | $157,046,987 | 359 | 3 | A Percentage of AUM, Fixed Fees |
5 | N.D. PITMAN & COMPANY, INC. 3800 Airport Blvd, Suite 306 Mobile, AL, 36608 | $136,532,092 | 267 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
6 | RETIREMENT ADVISORS, INC. 1009 Downtowner Blvd, Mobile, AL, 36609 | $131,461,660 | 366 | 3 | A Percentage of AUM |
QualificationsFirm CRD# 107890
Assets Under Management $2,136,355,120
No. Of Clients2366
Clients Per Financial Advisor82
LEAVELL INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Mobile, Alabama. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2366 clients. The team consists of 29 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 104830
Assets Under Management $323,867,936
No. Of Clients429
Clients Per Financial Advisor107
AULL & MONROE is a financial advisory firm situated in Mobile, Alabama. With a nearly $324M assets under management, the firm specializes in crafting personalized retirement planning solutions for 429 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 310008
Assets Under Management $252,212,040
No. Of Clients1120
Clients Per Financial Advisor224
WILLIAMS FINANCIAL GROUP is a financial advisory firm situated in Mobile, Alabama. With a nearly $252M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1120 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 162222
Assets Under Management $157,046,987
No. Of Clients359
Clients Per Financial Advisor120
WILKINS MILLER WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Mobile, Alabama. With a nearly $157M assets under management, the firm specializes in crafting personalized retirement planning solutions for 359 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 121180
Assets Under Management $136,532,092
No. Of Clients267
Clients Per Financial Advisor134
N.D. PITMAN & COMPANY, INC. is a financial advisory firm situated in Mobile, Alabama. With a nearly $137M assets under management, the firm specializes in crafting personalized retirement planning solutions for 267 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 122122
Assets Under Management $131,461,660
No. Of Clients366
Clients Per Financial Advisor122
RETIREMENT ADVISORS, INC. is a financial advisory firm situated in Mobile, Alabama. With a nearly $131M assets under management, the firm specializes in crafting personalized retirement planning solutions for 366 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.