Find Top Financial Advisors in Mobile, Alabama

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Mobile, Alabama
Last Updated - 30-Nov-2022

Mobile has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 42 non-vetted advisors in your local area. These financial advisors in Mobile, Alabama have an average of 34 years of experience.

NOTE: The list of financial advisors in Mobile, Alabama mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Mobile, Alabama.

Qualified Financial Advisors in Mobile, Alabama
Financial Advisor Experience AUM Minimum Assets Fee Structure
Terry Nager
29000 US Hwy 98,
Daphne, AL 36526
34 Not Specified $100,000 Fee-Only

Information on Qualified Financial Advisors in Mobile

Qualifications CRD# 344567
Firm CRD# 105582

Compensation/Fee Fee-Only

Office Location 29000 US Hwy 98,
Phone Number 251-626-1140

Terry is the longest serving Certified Financial Planner (CFP®) in the Mobile, Alabama area, earning that designation in 1980. He founded Southern Capital Services, Inc. in 1982. In 1990 he gave up his brokerage licenses to become a fee-only adviser and he has specialized in portfolio management ever since.

About Southern Capital Services, Inc. Registered Investment Advisor

When we take on a client we feel that his/her best interests must be placed above all else and that he/she should be given the personal attention and the highest standard of excellence in service that we can give. This commitment is extended to every client regardless of whether it is our largest or smallest account. We strive to provide our clients with the quality money management that we would seek for ourselves based upon integrity and competence as well as service.

Top Financial Advisor Firms in Mobile, Alabama (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
210 Saint Joseph Street,
Mobile, AL 36602
$2,323,901,829 2156 A percentage of AUM
Fixed fees
3605 Springhill Business Park Suite A,
Mobile, AL 36608
$342,759,666 425 A percentage of AUM
Hourly charges
Fixed fees
2566 Dauphin Street,
Mobile, AL 36606
$255,129,369 1116 A percentage of AUM
Hourly charges
Fixed fees
3615 Old Shell Road,
Mobile, AL 36608
$221,295,133 566 A percentage of AUM
Hourly charges
3800 Airport Blvd , Suite 306,
Mobile, AL 36608
$160,061,999 262 A percentage of AUM
Hourly charges
Fixed fees
1009 Downtowner Blvd,
Mobile, AL 36609
$154,683,139 352 A percentage of AUM
41 West Interstate 65, Service Road North, , Suite 400,
Mobile, AL 36608
$140,305,482 342 A percentage of AUM
Fixed fees

    List of Additional Advisors in Mobile, 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
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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