Registered investment advisers in Mississippi
35 firms in Mississippi representing $24.7B in assets under management, sourced from public SEC Form ADV filings.
Cities
Smith Shellnut Wilson
Ridgeland, MS · Est. 1995
- AUM
- $6.9B
- Per adviser
- $495M
- Advisers
- 14
No reported disclosures
Hardy Reed, LLC
Tupelo, MS · Est. 2006
- AUM
- $2.9B
- Per adviser
- $241M
- Advisers
- 12
No reported disclosures
The Molpus Woodlands Group, LLC
Ridgeland, MS · Est. 2004
- AUM
- $1.8B
- Per adviser
- $102M
- Advisers
- 18
No reported disclosures
Mag Cap
Ridgeland, MS · Est. 2018
- AUM
- $1.7B
- Per adviser
- $130M
- Advisers
- 13
No reported disclosures
Barnes Pettey Financial Advisors, LLC
Clarksdale, MS · Est. 2007
- AUM
- $1.3B
- Per adviser
- $164M
- Advisers
- 8
No reported disclosures
Ballew Advisors INC
Jackson, MS · Est. 1991
- AUM
- $1.3B
- Per adviser
- $216M
- Advisers
- 6
No reported disclosures
Financial Concepts
Columbus, MS · Est. 2011
- AUM
- $1.1B
- Per adviser
- $363M
- Advisers
- 3
No reported disclosures
Element Wealth, LLC
Ridgeland, MS · Est. 2003
- AUM
- $744M
- Per adviser
- $83M
- Advisers
- 9
No reported disclosures
Argent Wealth, LLC
Ridgeland, MS · Est. 2021
- AUM
- $487M
- Per adviser
- $81M
- Advisers
- 6
No reported disclosures
Trinity Capital Investors
Jackson, MS · Est. 2000
- AUM
- $458M
- Per adviser
- $229M
- Advisers
- 2
No reported disclosures
Legacy Wealth Management, LLC
Ridgeland, MS · Est. 2019
- AUM
- $455M
- Per adviser
- $152M
- Advisers
- 3
No reported disclosures
Mascagni Wealth Management, INC.
Clinton, MS · Est. 2017
- AUM
- $425M
- Per adviser
- $106M
- Advisers
- 4
No reported disclosures
Resolute Wealth Strategies, LLC
Jackson, MS · Est. 2022
- AUM
- $388M
- Per adviser
- $78M
- Advisers
- 5
No reported disclosures
Langley Wealth Management, LLC
Corinth, MS · Est. 2021
- AUM
- $371M
- Per adviser
- $93M
- Advisers
- 4
No reported disclosures
Peregrine Investment Advisors, LLC
Madison, MS · Est. 2010
- AUM
- $368M
- Per adviser
- $92M
- Advisers
- 4
No reported disclosures
Phillips Wealth Planners LLC
Starkville, MS · Est. 2022
- AUM
- $341M
- Per adviser
- $170M
- Advisers
- 2
No reported disclosures
Wealthview Capital, LLC
Jackson, MS · Est. 2014
- AUM
- $319M
- Per adviser
- $80M
- Advisers
- 4
No reported disclosures
New Perspectives, INC.
Ridgeland, MS · Est. 2018
- AUM
- $309M
- Per adviser
- $77M
- Advisers
- 4
No reported disclosures
Mcallister Capital Management
Jackson, MS · Est. 2019
- AUM
- $306M
- Per adviser
- $102M
- Advisers
- 3
No reported disclosures
Optimum Financial Services, LLC
Jackson, MS · Est. 1991
- AUM
- $300M
- Per adviser
- $100M
- Advisers
- 3
No reported disclosures
Bankplus Wealth Advisors
Jackson, MS · Est. 2021
- AUM
- $264M
- Per adviser
- $19M
- Advisers
- 14
No reported disclosures
Simplified Wealth Management
Hattiesburg, MS · Est. 2022
- AUM
- $226M
- Per adviser
- $32M
- Advisers
- 7
No reported disclosures
Inman Jager Wealth Management, LLC
Hattiesburg, MS · Est. 2024
- AUM
- $225M
- Per adviser
- $75M
- Advisers
- 3
No reported disclosures
Easley Investment Consultants, INC.
Ridgeland, MS · Est. 2020
- AUM
- $224M
- Per adviser
- $112M
- Advisers
- 2
No reported disclosures
Addicus Advisory, LLC
Tupelo, MS · Est. 2021
- AUM
- $222M
- Per adviser
- $11M
- Advisers
- 21
No reported disclosures
Sound Financial Strategies Group, LLC
Madison, MS · Est. 2017
- AUM
- $218M
- Per adviser
- $54M
- Advisers
- 4
Davenport Watts & Drake Investment Advisors, LLC
Ridgeland, MS · Est. 2022
- AUM
- $157M
- Per adviser
- $52M
- Advisers
- 3
No reported disclosures
Renaissance Advisors
Ridgeland, MS · Est. 2025
- AUM
- $151M
- Per adviser
- $75M
- Advisers
- 2
No reported disclosures
Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv)
Oxford, MS · Est. 2026
- AUM
- $141M
- Per adviser
- $71M
- Advisers
- 2
No reported disclosures
Lee-Way Financial Services, INC
Hattiesburg, MS · Est. 2026
- AUM
- $132M
- Per adviser
- $132M
- Advisers
- 1
No reported disclosures
Gainspoletti Wealth Planners
Cleveland, MS · Est. 2025
- AUM
- $127M
- Per adviser
- $42M
- Advisers
- 3
No reported disclosures
Coker & Palmer
Jackson, MS · Est. 2013
- AUM
- $126M
- Per adviser
- $18M
- Advisers
- 7
Haire Wealth Management, INC.
Tupelo, MS · Est. 2026
- AUM
- $102M
- Per adviser
- $102M
- Advisers
- 1
No reported disclosures
Newsong Capital Management, INC.
Hattiesburg, MS · Est. 2026
- AUM
- $100M
- Per adviser
- $100M
- Advisers
- 1
No reported disclosures
Trueline Wealth Group, LLC
Hattiesburg, MS · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 3
No reported disclosures