AdvisorGrade

Financial advisers in Hattiesburg, MS

5 registered investment adviser firms in Hattiesburg managing $683M in assets, based on public SEC Form ADV filings.

Simplified Wealth Management

Hattiesburg, MS · Est. 2022

Local
Fee-only
AUM
$226M
Per adviser
$32M
Advisers
7

No reported disclosures

Inman Jager Wealth Management, LLC

Hattiesburg, MS · Est. 2024

Local
Fee-only
AUM
$225M
Per adviser
$75M
Advisers
3

No reported disclosures

Lee-Way Financial Services, INC

Hattiesburg, MS · Est. 2026

Local
Fee-only
AUM
$132M
Per adviser
$132M
Advisers
1

No reported disclosures

Newsong Capital Management, INC.

Hattiesburg, MS · Est. 2026

Local
Fee-based
AUM
$100M
Per adviser
$100M
Advisers
1

No reported disclosures

Trueline Wealth Group, LLC

Hattiesburg, MS · Est. 2026

Local
Fee-based
AUM
Per adviser
Advisers
3

No reported disclosures