Best Financial Advisors in Mobile, AL

16 firms listed · all 16 in Mobile · 11 rated 4.5+ · 1 shows a license

Data verified October 21, 2026

C2 Wealth Strategies

C2 Wealth Strategies

5.0 3 reviews
“His expertise in planning, investments, and insurance is clear, and he communicates with the kind of clarity and professionalism that builds real trust.”
LicensedSince 2011Prices online
2607 Dauphin St suite a
i
Peters Financial

Peters Financial

5.0 15 reviews
“My initial investment has more than doubled since I initially invested with Peters Financial.”
Since 2017
153 W I-65 Service Rd N
i
The Callahan Group

The Callahan Group

5.0 4 reviews
“I have been going here for several years and they are always so nice and help me to feel very good about my returns and future advice.”
Since 2009
1100 Hillcrest Rd Ste B
i
Williams Financial Group

Williams Financial Group

5.0 7 reviews
“I rolled two older 401K's over to Billy and his team about 4 years ago and have been very pleased not only with the performance of the portfolio, but also the timeliness of Billy's insights into current market conditions”
Since 2012
2616A Dauphin St
i
Gandy Financial Group

Gandy Financial Group

Since 1951
820 S University Blvd Bldg 4, Suite A
i
Coastal Life & Retirement

Coastal Life & Retirement

5.0 1 review
Since 2006
3662 Dauphin St Suite A1
i

The 16 firms listed for Mobile, AL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Mobile, AL

All 16 firms we list here are in Mobile itself. We have 17 firms in Mobile on file; this page shows the highest-rated 16. 12 of the firms on this page have a rating, from 3.7 to 5.0 across 57 reviews; 11 are rated 4.5 or higher. 1 shows a license on its website. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 2003. We have a website on file for all 16 of the firms on this page; 14 publish a contact page; 9 list a public email and 1 takes bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Passmore Planning Professionals

Passmore Planning Professionals

5.0 1 review
“Andrew & Scott handle all the paper work & expedited the process with almost daily contact with me & suggestions.”
Since 2010
3662 Dauphin St
i
Tru Wealth Management

Tru Wealth Management

Since 2019
107 St Francis St Suite 3320
i
Solberger & Smith

Solberger & Smith

5.0 3 reviews
40+ years
3929 Airport Blvd Service Rd # 1-101
i
Mobile Bay Financial Solutions

Mobile Bay Financial Solutions

5.0 1 review
“They truly want to help you reach your financial goals.”
Since 1925
22 Mobile St N
i
Mitchell McLeod Pugh & Williams

Mitchell McLeod Pugh & Williams

5.0 1 review
Since 2003
2610 Dauphin St
i
Blake White & Farnell

Blake White & Farnell

3.7 2 reviews
“He handles our personal, business and investment real estate returns each year.”
Since 1985
501 Boulevard Park W
i
Middle Bay Wealth Management of Raymond James

Middle Bay Wealth Management of Raymond James

Since 2022Prices online
21 W I-65 Service Rd N
i
Avizo Group

Avizo Group

Since 1966
3662 Dauphin St # C
i
Level Four Financial

Level Four Financial

Since 2020
11 N Water St
i
Downtown

Downtown

25+ years
St 203, 169 Dauphin St
i

Why these companies made our list

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