September 29, 2023
Leavell Named Top Financial Advisory For Fifth Consecutive Year
Leavell Investment Management has announced its fifth consecutive CNBC Top 100 Financial Advisory Firm in the U.S. ranking: No. 4 (up from No. 7) in the U.S. and No. 1 in Alabama. The Mobile- and Birmingham-based company offers custom portfolios of small, mid- and large cap; emerging, developed and international markets; taxable and tax-free bonds; and special situations. It has been in business for 44 years and has approximately 2,400 accounts under investment worth approximately $2.4 billion. CEO Andrew Grinstead was interviewed on CNBC to discuss this ranking and more. CNBC does not charge any type of fee to advisors to be listed in this annual ranking. Its methodology for the ranking is detailed here.
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