Leavell Ranked Top Financial Advisory For Sixth Consecutive Year
Leavell Investment Management has announced its fifth consecutive CNBC Top 100 Financial Advisory Firm in the U.S. rankings: No. 29 in the U.S. and No. 1 in Alabama. The Mobile- and Birmingham-based company offers custom portfolios of small, mid- and large cap stocks; emerging, developed and international markets; taxable and tax-free bonds; and special situations. It has been in business for 45 years and has 36 employees who help manage assets worth approximately $2.9 billion. Its client base stretches over more than two dozen states. CNBC receives no compensation from placing financial advisory firms on its list, and an advisor’s appearance on it does not constitute an individual endorsement by CNBC of any firm. CNBC’s methodology for the ranking is detailed here.
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