Williams Financial Group, a reputable investment advisory firm, is based in Mobile, AL, with two office locations. With a team of 5 professionals, including 3 dedicated investment advisors, they provide comprehensive financial services to a wide range of clients. The firm demonstrates a solid track record, averaging approximately $8,120,000 in assets under management per investment advisor. Their compensation structure is designed to align with their clients' best interests and includes a percentage of assets under management, ensuring a shared focus on achieving favorable investment outcomes. Williams Financial Group proudly serves a diverse client base, catering predominantly to high-net-worth individuals. Managing a substantial portfolio, they oversee the assets of over 480 individual clients, amounting to more than $252,212,000 in assets under management. While 401K and individual accounts represent a smaller portion of their managed assets, accounting for less than 30%, Williams Financial Group possesses the expertise and capabilities to effectively manage employer funds. Notably, 98% of the assets they handle are discretionary, demonstrating their expertise in making strategic investment decisions on behalf of their clients. Billy Williams and Matt Williams are two of the longest-tenured registered advisors at the firm, contributing their extensive experience and knowledge to the team. Their dedication to providing exceptional financial guidance further strengthens Williams Financial Group's reputation in the industry. With a commitment to personalized service and a focus on achieving clients' financial goals, Williams Financial Group stands out as a trusted partner for individuals seeking reliable and effective investment advisory services.

Safe Harbor Fiduciary, LLC, a small investment advisory firm based out of Pensacola, FL, caters to a diverse clientele with over 270 individual clients and assets under management totaling more than $106,183,000. With three strategically located offices, Safe Harbor Fiduciary is well-positioned to serve its clients' needs effectively. The firm has established a solid reputation in managing employer 401Ks and individual assets, constituting roughly 50% of their portfolio. Their extensive experience in this space allows them to provide exceptional guidance and support to clients seeking to secure their financial future. Safe Harbor Fiduciary operates under a discretionary management structure, enabling them to make investment decisions on behalf of their clients without constant consultation. Their compensation structure is flexible, incorporating various methods such as a percentage of assets under management and fixed fees to align with clients' unique needs. Comprising a total of four employees, Safe Harbor Fiduciary dedicates two professionals to provide comprehensive investment advisory services. On average, each investment advisor oversees approximately $53,090,000 in assets under management, in line with industry standards. Scott McCaghren and Howard Marshall, two highly experienced registered advisors, have been instrumental in establishing Safe Harbor Fiduciary's credibility and are recognized as the firm's longest-tenured professionals. Their expertise, combined with the firm's commitment to personalized service and sound financial strategies, make Safe Harbor Fiduciary a trusted partner for clients seeking reliable investment management and advisory solutions in the Pensacola area.

AULL & MONROE: Empowering Wealth through Expert Advisory Services AULL & MONROE is a distinguished investment advisory firm headquartered in Mobile, AL. With a reputation for excellence and a commitment to client success, they provide comprehensive financial solutions tailored to the unique needs of high net worth individuals and organizations. With a team of four highly skilled professionals, including two dedicated investment advisors, AULL & MONROE offers personalized strategies to help clients navigate the complexities of the financial markets. Boasting an impressive average of $161,930,000 in assets under management per investment advisor, they consistently outperform industry standards. AULL & MONROE's compensation structure is designed to align their interests with those of their clients. They offer various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring transparency and accountability in their services. While AULL & MONROE primarily manages discretionary assets, they also possess the expertise to handle employer funds. Though 401K and individual accounts represent a minority of their assets under management, their capabilities extend to effectively managing these types of investments. With over 100 individual clients and a remarkable $323,868,000 in assets under management, AULL & MONROE has earned the trust and loyalty of their discerning clientele. Their team of seasoned advisors, including William Monroe, Jamie Thuss, and James Aull, boasts extensive experience and expertise, fostering long-term relationships built on trust and mutual success. AULL & MONROE's dedication to empowering wealth, comprehensive advisory services, and outstanding track record make them a trusted partner for individuals and organizations seeking financial prosperity.

Saltmarsh Financial Advisors, L.L.C., headquartered in Pensacola, FL, is a prominent local investment advisory firm. With two offices, they have established a strong presence in the region. The firm consists of six highly skilled professionals, all dedicated to providing exceptional investment advisory services to their clients. The team at Saltmarsh Financial Advisors possesses extensive expertise and experience in managing investment portfolios. Each investment advisor handles an average of approximately $13,920,000 in assets under management, reflecting their ability to effectively navigate the financial markets. Saltmarsh Financial Advisors serves a diverse client base, catering to over 170 individual clients. Their clients entrust them with a substantial total of $247,414,000 in assets under management. Notably, a significant portion of these assets, nearly half, is sourced from employer 401Ks and individuals. This demonstrates the firm's strong track record in managing retirement plans and personal investments. All of the assets managed by Saltmarsh Financial Advisors are discretionary, indicating that clients have full confidence in their investment decisions. The firm's compensation structure is multifaceted, encompassing various types such as a percentage of assets under management, hourly charges, and commissions. Saltmarsh Financial Advisors prides itself on its team of dedicated and experienced professionals. Notable individuals among their longest-tenured advisors include Charles Stennett, Christina Doss, and George Peaden. Their extensive knowledge and commitment to client success contribute to the firm's excellent reputation and continued growth in the industry.

Brown Financial Advisory is a small investment advisory firm based out of Fairhope, AL. With one office, the firm employs a total of six individuals, four of whom provide investment advisory services. Their average assets under management per investment advisor amount to approximately $62,760,000, which aligns with the industry average. In terms of compensation, Brown Financial Advisory employs a diverse structure that includes a percentage of assets under management, hourly charges, and fixed fees. While less than 30% of their assets under management are comprised of 401K and individual accounts, the firm possesses the capability to manage employer funds. Notably, 99% of the assets they oversee are under their discretionary management. The firm primarily serves high-net-worth individuals, managing a significant amount of their assets. Brown Financial Advisory boasts a client base of over 120 individuals, with a remarkable $251,053,000 in assets under management. Notable among the firm's experienced advisors are Harvey Hutchinson, Joshua Lancaster, and Daniel Mcleod, who have all demonstrated long-standing dedication and expertise. Combining industry-standard practices, a client-centric approach, and a team of seasoned advisors, Brown Financial Advisory provides tailored investment advisory services to their clientele. With a focus on growing and preserving their clients' wealth, the firm is committed to delivering comprehensive financial strategies and personalized solutions to help clients achieve their financial goals.

Retirement Advisors, Inc. is a respected investment advisory firm based out of Mobile, AL. With a singular office, they have established themselves as a prominent player in the industry. With three dedicated employees, one of whom specializes in investment advisory services, they provide personalized and comprehensive financial guidance to their clients. Setting themselves apart from their peers, Retirement Advisors, Inc. boasts an impressive average of approximately $131,460,000 in assets under management per investment advisor, significantly exceeding the industry average. This remarkable figure attests to their expertise in managing wealth effectively. Their compensation structure is diverse and includes various types, such as a percentage of assets under management. Notably, around half of their assets under management are derived from employer 401Ks or individuals, illustrating their extensive experience and proficiency in this specific area. Retirement Advisors, Inc. primarily operates on a discretionary basis, with a substantial 99% of the assets they manage falling under this category. This discretionary approach allows them to make informed investment decisions on behalf of their clients, ensuring a proactive and strategic approach to wealth management. With a clientele of over 130 individuals, Retirement Advisors, Inc. oversees a considerable sum of more than $131,462,000 in assets under management. Stephen Haidt, one of the firm's most seasoned registered advisors, has been a valued member since 2005, lending his expertise and experience to the team. Through their commitment to providing exceptional service, extensive industry knowledge, and their long-standing presence in the market, Retirement Advisors, Inc. has solidified its position as a trusted partner for individuals seeking reliable and effective retirement planning and investment strategies.

Aptus Capital Advisors, LLC is a reputable investment advisory firm based in Fairhope, AL. With 21 dedicated employees, 16 of whom specialize in providing expert investment advice, Aptus Capital Advisors is well-equipped to assist their clients in navigating the complexities of the financial markets. The firm boasts an impressive average of approximately $154,950,000 in assets under management per investment advisor, a figure that surpasses the industry average, highlighting their ability to handle substantial portfolios effectively. Aptus Capital Advisors offers a diverse compensation structure that includes a percentage of assets under management as well as performance-based fees, ensuring alignment of interests with their clients. With over $4,249,213,000 in assets under management, Aptus Capital Advisors has cultivated a large client base of over 8,120 individual clients. Notably, approximately half of their assets under management are derived from employer 401Ks or individuals, underscoring their extensive experience and proficiency in this particular segment of the market. Aptus Capital Advisors prides itself on its local roots, serving the Fairhope community and beyond. Operating from 9 office locations, the firm ensures convenient access for their clients throughout the area. The company benefits from the expertise of several longstanding advisors, including Beckham Wyrick, John Goldsberry, and John Gardner, who bring a wealth of experience and knowledge to the table. In summary, Aptus Capital Advisors, LLC is a distinguished investment advisory firm based in Fairhope, AL, with a team of seasoned professionals and a proven track record of successfully managing significant assets for a diverse clientele.

FSA Investment Group, LLC, a prominent local investment advisory firm headquartered in Pensacola, FL, serves a diverse clientele of over 40 individual clients. With assets under management totaling an impressive $508,546,000, FSA Investment Group excels at providing personalized financial solutions to meet their clients' unique needs. The firm's commitment to excellence is reflected in their four strategically located offices, ensuring convenient accessibility for their clients. In addition to their investment advisory services, FSA Investment Group also operates as an insurance broker or agent, offering comprehensive solutions to safeguard their clients' financial well-being. FSA Investment Group's compensation structure is designed to align with their clients' success, incorporating various methods such as a percentage of assets under management and fixed fees. This approach ensures transparency and fosters a strong sense of trust between the firm and their valued clients. With a team of nine dedicated professionals, eight of whom specialize in investment advisory services, FSA Investment Group provides expert guidance and support. Each investment advisor manages an average of approximately $63,570,000 in assets under management, which stands in line with the industry average, demonstrating their competence and experience. At FSA Investment Group, continuity and experience are valued. The firm boasts a number of long-tenured advisors, including esteemed professionals such as Daniel Kopack, Nancy Lowrey, and Johnathan Hosman. Their wealth of knowledge and expertise further contributes to the firm's stellar reputation. In summary, FSA Investment Group, LLC is a trusted investment advisory firm based in Pensacola, FL, catering to a diverse range of clients. With their comprehensive services, experienced team, and substantial assets under management, they are well-equipped to help clients achieve their financial goals.

Wilkins Miller Wealth Management, LLC, based out of Mobile, AL, is a small investment advisory firm with a strong focus on providing personalized financial solutions to their clients. With over 110 individual clients, they currently manage an impressive $157,047,000 in assets. The firm operates from two offices, ensuring accessibility and convenience for their clientele. Although 401K and individual accounts constitute less than 30% of their assets under management, Wilkins Miller Wealth Management possesses the expertise and capability to efficiently manage employer funds. They pride themselves on the fact that all the assets they manage are discretionary, allowing them to make strategic investment decisions on behalf of their clients. Catering primarily to high net worth individuals, the firm's compensation structure offers various options, including a percentage of assets under management and fixed fees. With a total of three employees, two of whom provide investment advisory services, Wilkins Miller Wealth Management maintains a client-focused approach by ensuring a low advisor-to-client ratio. Notably, Greg Bowen and Frank Smith are recognized as the firm's longest tenured registered advisors. Their extensive experience and expertise contribute significantly to the quality of services provided by the company. On average, each investment advisor manages approximately $78,520,000 in assets, which aligns with the industry standard. Wilkins Miller Wealth Management, LLC remains committed to offering comprehensive financial planning, investment management, and advisory services to their valued clients, helping them achieve their long-term financial goals with confidence and peace of mind.

Leavell Investment Management, Inc., headquartered in Mobile, AL, is a reputable local investment advisory firm serving clients since its establishment. With a team of 29 dedicated professionals, including 20 experienced investment advisors, they offer a range of investment advisory services. The firm's advisors possess extensive expertise and strive to deliver personalized investment strategies tailored to meet their clients' financial goals. Leavell Investment Management, Inc. manages an impressive portfolio of assets, totaling over $2,136,355,000, with an average of $56,940,000 per investment advisor. While their compensation structure encompasses various types, such as a percentage of assets under management and hourly charges, their fees remain competitive within the industry. Boasting over 1,880 individual clients, Leavell Investment Management, Inc. maintains a diverse clientele. While the majority of their assets under management come from non-401K and individual accounts, the firm possesses the necessary expertise to manage employer funds as well. An impressive 87% of the assets they manage are under discretionary management, reflecting the trust and confidence their clients place in their expertise. With a local presence and five offices, Leavell Investment Management, Inc. is deeply rooted in the community and has built strong relationships with their clients. The firm takes pride in its experienced team, including notable advisors like Michael Teel, Timothy Healey, and Thomas Leavell, who have been with the company for many years. Their dedication and commitment to their clients have contributed to the firm's long-standing success and reputation. Overall, Leavell Investment Management, Inc. stands as a trusted and reliable choice for individuals and organizations seeking professional investment advisory services in the Mobile, AL area and beyond.