Rialytix insights

Top RIA Firms in Mobile, Alabama

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Mobile, Alabama. This hub covers 6 matching firms with $4.7B in total reported AUM and median AUM of $290.3M.

Firms

Matching current profiles

Total AUM

$4.7B

Reported regulatory AUM

Median AUM

$290.3M

Across firms with AUM

Largest firm

$3.4B

Leavell Investment Management, INC.

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Leavell Investment Management, INC. CRD 107890 · Corporation	MOBILE, AL	$3.4B May 2026	+$437.6M+14.7%	+$1.3B+59.4%	+$1.5B+80.3%	+$2.4B+232.3%	+7 employees+24.1% over 3Y	+657 accounts+27.8% over 3Y
2. Williams Financial Group CRD 310008 · Limited Liability Company	MOBILE, AL	$354.8M Mar 2026	+$62.1M+21.2%	+$102.6M+40.7%	+$158.5M+80.7%	—	0 employees+0.0% over 3Y	-762 accounts-68.0% over 3Y
3. Aull & Monroe CRD 104830 · Corporation	MOBILE, AL	$323.2M Mar 2026	-$6.5M-2.0%	-$697.3K-0.2%	+$42.8M+15.3%	+$114.9M+55.2%	+1 employees+25.0% over 3Y	-12 accounts-2.8% over 3Y
4. Wilkins Miller Wealth Management, LLC CRD 162222 · Limited Liability Company	MOBILE, AL	$257.5M Mar 2026	+$37.4M+17.0%	+$100.4M+64.0%	—	+$117.2M+83.5%	0 employees+0.0% over 3Y	+119 accounts+33.1% over 3Y
5. Frugal Financial Retirement Plan Services, LLC CRD 168390 · Limited Liability Company	MOBILE, AL	$194.9M Mar 2026	+$24.1M+14.1%	+$92.8M+91.0%	+$193.3M+12225.1%	—	+2 employees+100.0% over 3Y	-20 accounts-13.5% over 3Y
6. Retirement Advisors, INC. CRD 122122 · Corporation	MOBILE, AL	$159.6M Mar 2026	+$11.0M+7.4%	+$28.1M+21.4%	+$18.9M+13.4%	+$100.8M+171.3%	0 employees+0.0% over 3Y	+38 accounts+10.4% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.