National Retirement Planning Experts

National Coverage
Local Professionals

Find Best Financial Advisors in Mobile, Alabama

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Mobile is a tedious task to do. give you extensive options to compare best advisors in Mobile & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Mobile?

Looking for a qualified financial advisor in Mobile? We can help you by narrowing down your options & listing the best financial advisors in Mobile as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Mobile near you with the list of certified and vetted Mobile financial advisors.

List of Qualified Financial Advisors in Mobile, Alabama


Terry Nager

Southern Capital Services, Inc. Registered Investment Advisor

29000 US Hwy 98

Daphne, AL 36526



Robert W Scullen

Brookstone Capital Management LLC

2760 Semoran Circle

Pensacola, FL 32503


Top Financial Advisor Firms in Alabama (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
Leavell Investment Management, Inc.
210 Saint Joseph Street, Mobile, AL 36602
107890 $2,323,901,829 2156 A percentage of AUM
Fixed fees
Aull & Monroe
3605 Springhill Business Park Suite A, Mobile, AL 36608
104830 $342,759,666 425 A percentage of AUM
Fixed fees
Williams Financial Group
2566 Dauphin Street, Mobile, AL 36606
310008 $255,129,369 1116 A percentage of AUM
Fixed fees
Sandifer Wealth Management, Inc.
3615 Old Shell Road, Mobile, AL 36608
166948 $221,295,133 566 A percentage of AUM
Hourly charges
N.D. Pitman & Company, Inc.
3800 Airport Blvd, Suite 306 Mobile, AL 36608
121180 $160,061,999 262 A percentage of AUM
Fixed fees
Retirement Advisors, Inc.
1009 Downtowner Blvd, Mobile, AL 36609
122122 $154,683,139 352 A percentage of AUM
Hourly charges

Additional Financial Advisors in Alabama

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Bruce G Coldsmith
Inquire with Bruce
3514 Montlimar Plaza Dr, Mobile, AL 36609 251-344-5551
Brent Daughdrill
Inquire with Brent
11 N Water St, Suite 16290 Mobile, AL 36602 251-470-2312
Hanley & Associates
Inquire with Hanley
4332 Boulevard Park S, Ste D Mobile, AL 36609 251-345-0601
Coldsmith, Ryder & Associates
Inquire with Coldsmith,
3514 Montlimar Plaza Dr, Mobile, AL 36609 251-344-5551
Steve Hanley
Inquire with Steve
4332 Boulevard Park S, Ste D Mobile, AL 36609 251-345-0601
Jennifer Ryder
Inquire with Jennifer
3514 Montlimar Plaza Dr, Mobile, AL 36609 251-344-5551
Debra Haley
Inquire with Debra
4332 Boulevard Park S, Ste D Mobile, AL 36609 251-219-6087
SA Stone Wealth Management Inc.
Inquire with SA
3775B Professional Pkwy, Mobile, AL 36609 251-344-7116
Steve C Setterstrom
Inquire with Steve
11 N Water St, Suite 16290 Mobile, AL 36602 251-470-1090
Christopher C. Schatzman
Inquire with Christopher
11 N Water St, Suite 16290 Mobile, AL 36602 251-470-1099

Select other cities around Alabama to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

Get Matched With Advisors