Best-in-State · rank 80 · Tuscaloosa, Alabama · listed firm: Warrior Investment Group | Raymond James
Identity & firm
- Firm — Warrior Investment Group (high)
- “Patrick Hargrove, CFP® is a Partner and Financial Advisor at Warrior Investment Group.” — firm_official
- Parent company — Raymond James Financial, Inc. (high)
- “Securities are offered through Raymond James Financial Services, Inc. (member FINRA/SIPC). Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.” — firm_official
- Firm type — hybrid_ria (high)
- “Warrior Investment Group is not a registered broker/dealer and is independent of Raymond James. Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and investment advisory services a” — firm_official
- Team name — Warrior Investment Group (high)
- “Warrior Investment Group, LLC located at 100 Towncenter Boulevard, Suite 201, Tuscaloosa, AL 35406.” — firm_official
- Team size — 6 (high)
- “Patrick Hargrove (Partner, Financial Advisor CFP®), Mitchell Loper (Partner, Financial Advisor MBA), John Cook (Emeritus Partner, Financial Advisor), Meghan North (Registered Client Service Associate CFP®, ABFP®), Jennif” — firm_official
- CRD — 5952853 (high)
- “Patrick Ryan Hargrove - Investment Adviser at RAYMOND JAMES” — sec_finra_regulatory
- Years experience — 15 (high)
- “Patrick commenced his financial services career in 2011 with Morgan Keegan. Following the 2013 merger with Raymond James, he transitioned to that firm and subsequently helped establish Warrior Investment Group in 2014.” — firm_official
- Designations — CFP, other:IIMC (high)
- “In 2019, Patrick completed his Certified Financial Planner® certification. In January of 2019, Patrick was selected to become a member of the Institute of Investment Management Consulting (IIMC) at Raymond James.” — 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) — 7.5 (high)
- “Typical Net Worth of Relationships: $5-10M” — forbes_shook
- Client niche — generalist (high)
- “Warrior Investment Group targets four primary niches: business owners, families/individuals, retirees, and non-profits.” — firm_official
- Custodians — not_applicable (high)
- “Warrior Investment Group is not a registered broker/dealer and is independent of Raymond James. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.” — firm_official
- Fee model — gap: not_found_after_search
Positioning & marketing
- Website url — https://www.warriorinvestmentgrp.com/ (high)
- “Warrior Investment Group - Tuscaloosa, AL website at http://warriorinvestmentgrp.com” — firm_official
- Value proposition (verbatim) — The pursuit of financial success begins with a plan. (high)
- “The pursuit of financial success begins with a plan.” — firm_official
- Differentiators — Goal-based comprehensive financial planning, Personalized wealth management for multigenerational families, Estate planning and legacy building focus, Risk management expertise, Disciplined investment approach (high)
- “Warrior Investment Group differentiates through three pillars: Structured Process (understanding client goals to design precise, personalized plans), Analytical Insights (applying expertise to manage risk and identify op” — firm_official
- “He specializes in managing wealth complexities including estate planning, financial planning, and risk management while serving multigenerational families on matters related to income generation and legacy building.” — firm_official
- Content marketing — occasional (medium)
- “Warrior Investment Group regularly shares weekly market updates featuring CIO Larry Adam's top takeaways for the week on LinkedIn.” — social_or_third_party_db
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/patrick-hargrove-cfp®-828b7263 (high)
- “Patrick Hargrove, CFP® - Partner, Warrior Investment Group LinkedIn profile” — social_or_third_party_db
- Social presence — linkedin_active (high)
- “Warrior Investment Group maintains an active LinkedIn presence with 376 followers, regularly sharing weekly market updates and awards recognition.” — 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 Top Next-Gen Wealth Advisor, 2023 (high)
- “Patrick was named by Forbes as a Best-in-State Top Next-Gen Wealth Advisor in 2023 and recognized as a Forbes Best-In-State Wealth Advisor in 2024, 2025, and 2026.” — firm_official
Visual brand
- Has distinct logo — yes (high)
- “The firm displays Warrior_RJFS_Logo_K in header and footer with a monochromatic black logo design distinct from the parent Raymond James corporate branding.” — firm_official
- Logo url — https://www.warriorinvestmentgrp.com/-/media/RJ/Advisor-Sites/Sites/w/a/warriorinvestmentgrp/Images/Group-Logos/Warrior_RJFS_Logo_K.png (high)
- “Logo asset URL: /-/media/RJ/Advisor-Sites/Sites/w/a/warriorinvestmentgrp/Images/Group-Logos/Warrior_RJFS_Logo_K.png” — firm_official
- Visual brand notes — Monochromatic black logo (Warrior_RJFS_Logo_K) with minimalist professional aesthetic. Black primary color, white background/contrast. Clean, sophisticated design reflecting Raymond James affiliation branding. (high)
- “The firm emphasizes professional, sophisticated aesthetic with primary color black and secondary white (background/contrast), minimal color palette.” — firm_official
