Best Financial Advisors in Mobile, AL

24 firms listed · 16 in Mobile · 18 rated 4.5+ · 2 show a license

Data verified October 21, 2026

C2 Wealth Strategies

C2 Wealth Strategies

(2)
“Thank you Wes for all the personalized help you have provided over the years and thank you in advance for the future help as the market and my needs change.”
Licensed
Transparent Fees & Pricing
In Business Since 2011
2607 Dauphin St suite a, Mobile, AL
i
Peters Financial

Peters Financial

(16)
  • Educational
  • Team
  • Meeting
“Both Pete and Lee make our visit comfortable while explaining our investments page by page, and ready to answer any questions that we may have during the meeting.”
In Business Since 2017
153 W I-65 Service Rd N, Mobile, AL
i
The Callahan Group

The Callahan Group

(3)
“Just such good people, definitely recommend them to all of our Family & Friends.”
In Business Since 2009
1111 Hillcrest Rd #260, Mobile, AL
i
Williams Financial Group

Williams Financial Group

(6)
  • 401k
“If you want someone in your corner helping you find investment solutions, then you'll make the right choice partnering with Williams Financial Group and Billy Williams!”
In Business Since 2012
2616A Dauphin St, Mobile, AL
i
Alexander Financial Group

Alexander Financial Group

(1)
“He has taken care of my life insurance and retirement planning.”
Licensed
In Business Since 2019
1110 Montlimar Dr Suite 1010, Mobile, AL
i
Blake White & Farnell

Blake White & Farnell

(1)
“He has provided us with timely and accurate review of our business as well as processing all of our tax returns.”
Accepts All Major Credit Cards
In Business Since 2009
501 Boulevard Park W, Mobile, AL
i

The 24 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

Of the 24 firms we list here, 16 are in Mobile itself and 8 come from Fairhope (5, 17 mi) and Daphne (3, 14 mi). 18 of the firms on this page have a rating, from 4.5 to 5.0 across 79 reviews. The services the firms on this page list most often on their websites are financial planning (2), our associates (2), our firm (2), our location (2) and succession planning (2). 2 show a license on their websites and 1 has a BBB rating of A or A+. Domain records put 14 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 24 of the firms on this page; 21 publish a contact page; 16 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Mobile listed here?

16 of the 24 firms are located in Mobile. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

Coastal Life & Retirement

Coastal Life & Retirement

(1)
“Enjoyed the seminar Very informative.”
In Business Since 2006
3662 Dauphin St Suite A1, Mobile, AL
i
Tru Wealth Management

Tru Wealth Management

In Business Since 2019
107 St Francis St Suite 3320, Mobile, AL
i
Solberger & Smith

Solberger & Smith

(2)
“Best cpa in town....”
In Business Since 2002
3929 Airport Blvd # 1-101, Mobile, AL
i
Mobile Bay Financial Solutions

Mobile Bay Financial Solutions

(1)
“They truly want to help you reach your financial goals.”
In Business Since 1925
22 Mobile St N, Mobile, AL
i
Gandy Financial Group

Gandy Financial Group

Accepts All Major Credit Cards
In Business Since 1951
820 S University Blvd Building 4, Suite A, Mobile, AL
i
Middle Bay Wealth Management of Raymond James

Middle Bay Wealth Management of Raymond James

Transparent Fees & Pricing
In Business Since 2022
21 W I-65 Service Rd N, Mobile, AL
i
Avizo Group

Avizo Group

Accepts All Major Credit Cards
In Business Since 1966
3600 Springhill Business Pk Suite 201, Mobile, AL
i
Level Four Financial

Level Four Financial

In Business Since 2020
11 N Water St, Mobile, AL
i
Downtown

Downtown

25+ Years Experience
St 203, 169 Dauphin St, Mobile, AL
i
Mitchell McLeod Pugh & Williams

Mitchell McLeod Pugh & Williams

In Business Since 2003
2610 Dauphin St, Mobile, AL
i
Brown Financial Advisory

Brown Financial Advisory

(1)
“They will give you the best information that you need for your finances!”
BBB Rating: A+
In Business Since 1987
Fairhope, AL · 17 mi from Mobile
i
Advantage Wealth Management

Advantage Wealth Management

(7)
“He has helped my business not just in financial planning but in business consulting as well.”
Accepts All Major Credit Cards
In Business Since 2013
Daphne, AL · 14 mi from Mobile
i
Henry Wealth Management

Henry Wealth Management

(4)
“I feel very safe and comfortable knowing my finances are in great hands.”
In Business Since 2017
Fairhope, AL · 17 mi from Mobile
i
Barranco & Associates

Barranco & Associates

(3)
“Both Johnny and Natasha not only possess tremendous knowledge in the areas of business, accounting and tax implications but they really listen and are very helpful with all questions, even the dumb ones.”
In Business Since 2018
Fairhope, AL · 17 mi from Mobile
i
Gulf Coast Financial Advisors

Gulf Coast Financial Advisors

(5)
“Josh Null and I worked together in the past and he's what I strongly believe to be “One of the good ones””
In Business Since 2018
Fairhope, AL · 17 mi from Mobile
i
Gantt Financial Advisors

Gantt Financial Advisors

In Business Since 2013
Daphne, AL · 14 mi from Mobile
i
Aptus Capital Advisors

Aptus Capital Advisors

(1)
“Excellent communication.”
In Business Since 2013
Fairhope, AL · 17 mi from Mobile
i
Southern Capital Services

Southern Capital Services

Accepts All Major Credit Cards
In Business Since 1985
Daphne, AL · 14 mi from Mobile
i

Retirement Planning and Investment Management Services in Mobile, AL Cost Estimates

Minimum cost
$1213
Maximum cost
$10309
National Average
$3639
Avg Per Hour Rates
$364
$2426
$6670
Average price range is based on 339 cost profiles
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Average Cost $3639
Minimum cost $1213
Maximum cost $10309
Avg Per Hour Rates $364

Average range $2426 to $6670 is based on 339 cost profiles.

Why these companies made our list

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