Best-in-State · rank 81 · Tuscaloosa, Alabama · listed firm: Warrior Investment Group | Raymond James
Identity & firm
- Firm — Warrior Investment Group (high)
- “Mitchell Loper, MBA - Partner | Financial Advisor, RJFS - Warrior Investment Group, LLC” — social_or_third_party_db
- Parent company — Raymond James Financial Services, Inc. (high)
- “Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Warrior Investment Group. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.” — firm_official
- Firm type — hybrid_ria (medium)
- “Warrior Investment Group is separately owned and operated and not independently registered as a broker-dealer or investment adviser. Investment advisory services offered through Raymond James Financial Services Advisors,” — firm_official
- Team name — Warrior Investment Group (high)
- “Warrior Investment Group - Tuscaloosa, AL” — firm_official
- Team size — 6 (high)
- “Patrick Hargrove, Partner, Financial Advisor; Mitchell Loper, Partner, Financial Advisor; John Cook, Emeritus Partner, Financial Advisor; Meghan North, Registered Client Service Associate; Jennifer Woelfel, Branch Associ” — firm_official
- CRD — gap: not_found_after_search
- Years experience — 20 (high)
- “Mitchell brings over 20 years of financial advising expertise, focusing on enhancing and preserving client investments through long-term strategies.” — firm_official
- Designations — CFP, MBA (high)
- “Mitchell Loper, MBA - Partner | Financial Advisor, RJFS - Warrior Investment Group, LLC” — social_or_third_party_db
- “MBA from The University of Alabama; Business Administration degree from Birmingham-Southern College” — firm_official
Book of business
- Team AUM ($M) — 500 (high)
- “Team Assets (Custodied): $500M” — forbes_shook
- Account minimum ($M) — 0.2 (high)
- “Minimum account size for new business: $200K” — forbes_shook
- Typical client net worth ($M) — 5 (high)
- “Typical Net Worth of Relationships: $500K-10M” — forbes_shook
- Client niche — business owners, families, retirees, non-profits (high)
- “Warrior Investment Group serves four primary client categories: Business Owners, Families and Individuals, Retirees, Non-Profits” — firm_official
- Custodians — Raymond James Financial Services, Inc. (high)
- “Securities offered through Raymond James Financial Services, Inc.; Investment advisory services offered through Raymond James Financial Services Advisors, Inc.” — firm_official
- Fee model — not_public (high)
- “Fee model not disclosed on Warrior Investment Group website” — firm_official
Positioning & marketing
- Website url — https://www.warriorinvestmentgrp.com/ (high)
- “Warrior Investment Group - Tuscaloosa, AL” — firm_official
- Value proposition (verbatim) — An elevated advisory experience with customized investment strategies tailored to individual client needs. (high)
- “An elevated advisory experience with customized investment strategies tailored to individual client needs.” — firm_official
- Differentiators — Comprehensive financial planning beyond investments, Structured process to understand client goals, Analytical capabilities for managing market risk, Personalized guidance with specialized knowledge, Business planning and corporate retirement expertise (high)
- “Structured Process: Emphasis on understanding client goals before designing customized plans. Analytical Capabilities: Focus on managing market risk, identifying opportunities, and building balanced portfolios. Personali” — firm_official
- Content marketing — none (medium)
- “No blog, insights, newsletter, or market commentary section identified on Warrior Investment Group website” — firm_official
- Has podcast — no (medium)
- “No podcast identified on Warrior Investment Group website or associated digital properties” — firm_official
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/mitchellloper/ (high)
- “Mitchell Loper, MBA - Partner | Financial Advisor, RJFS - Warrior Investment Group, LLC | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (medium)
- “Mitchell Loper maintains an active LinkedIn profile as Partner at Warrior Investment Group” — social_or_third_party_db
- Press awards — Forbes Best-In-State Wealth Advisor 2024, Forbes Best-In-State Wealth Advisor 2025, Forbes Best-In-State Wealth Advisor 2026, Forbes Best-In-State Top Next-Gen Wealth Advisor 2023, Forbes Best-In-State Wealth Management Teams 2026 (high)
- “Forbes Best-In-State Wealth Advisor (2024, 2025, 2026); Forbes Best-In-State Top Next-Gen Wealth Advisor (2023); Forbes Best-In-State Wealth Management Teams (2026)” — firm_official
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search