(Mobile, Ala.) — For three consecutive years, Alabama-headquartered Leavell Investment Management, Inc. has been included in the CNBC FA 100, a list of top-rated U.S. financial advisory firms. In 2021, Leavell Investment Management ranks 33rd and is the top-ranked advisory firm headquartered in Alabama.
Leavell Investment Management, a fiduciary investment management and wealth advisory firm with $2.2 Billion in assets under management (as of October 31, 2021), was named to the CNBC FA 100 for the third consecutive year. The CNBC FA 100 celebrates the financial advisory firms that top the list when it comes to offering comprehensive planning and financial services that help clients navigate through their complex financial life.
“Leavell Investment Management is honored to be recognized again by such an esteemed organization like CNBC, and it’s because every team member is responsible for our reputation and the relationships we build. Our clients are our top priority, and that is something each and every one of us is dedicated to every day,” said Andrew Grinstead, President and CEO of Leavell Investment Management.
About Leavell Investment Management
Founded in 1979, Mobile-based Leavell Investment Management, Inc. is an independent, employee-owned registered investment advisory firm dedicated to serving its clients by creating customized portfolios tailored to each client’s unique circumstances. The firm serves individuals and families; businesses; pension and profit-sharing plans; 401(K) plans; endowments and foundations. Visit www.leavellinvestments.com.
Today, Leavell Investments has twenty-nine employees who help manage $2.2 Billion in assets (as of October 31, 2021), with offices in Mobile and Birmingham. Their client base now stretches over more than two dozen states, which is a testament to the breadth of expertise and the valuable advice the Leavell team delivers.
About 2021 CNBC FA 100
The 2021 CNBC FA 100 is an independent ranking. CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for the CNBC FA 100 list. The analysis started with 38,302 registered investment advisors for 2021. And with the help of Accu- Point, the list was screened the list down to 749 registered investment advisors for 2021 Data points used by AccuPoint for the ranking included disclosures, number of years in the business, number of employees, number of investment advisors registered with the firm, ratio of investment advisors to total number of employees, total assets under management, percentage of discretionary assets under management, total accounts under management, number of states where the RIA is registered and country of domicile.
Neither the registered investment advisor nor their employees pay a fee for the listing. Third- party rankings and recognition from rating services or publications, such as the CNBC FA 100, are no guarantee of future investment success, and working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. The ranking may not reflect a client or prospective client’s experience with the registered in- vestment advisor. Past performance does not guarantee or indicate future results.
MOBILE: 210 St. Joseph Street – Mobile, AL 36602 | (251) 433-3709 Tel – (251) 433-3723 Fax
BIRMINGHAM: 2712 18th Place South – Birmingham, AL 35209 | (205) 879-1654 Tel – (205) 871-8708 Fax
