Investment adviser firms in Mississippi
Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.
35 firms · Source months shown: August 2026
- ADDICUS ADVISORY, LLCCRD 282244 · TUPELO, MS$221,740,527.00Regulatory AUM · August 2026
- ARGENT WEALTH, LLCCRD 311685 · RIDGELAND, MS$487,289,663.00Regulatory AUM · August 2026
- BALLEW ADVISORS INCCRD 110522 · JACKSON, MS$1,296,126,408.00Regulatory AUM · August 2026
- BANKPLUS WEALTH MANAGEMENT, LLCCRD 152588 · JACKSON, MS$263,759,468.00Regulatory AUM · August 2026
- BARNES PETTEY FINANCIAL ADVISORS, LLCCRD 142944 · CLARKSDALE, MS$1,310,474,780.00Regulatory AUM · August 2026
- COKER & PALMER, INC.CRD 29163 · JACKSON, MS$126,323,487.00Regulatory AUM · August 2026
- DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLCCRD 127506 · RIDGELAND, MS$157,076,843.00Regulatory AUM · August 2026
- EASLEY INVESTMENT CONSULTANTS, INC.CRD 307258 · RIDGELAND, MS$223,779,390.00Regulatory AUM · August 2026
- ELEMENT WEALTH, LLCCRD 114968 · RIDGELAND, MS$743,663,309.00Regulatory AUM · August 2026
- FRUGE' CAPITAL ADVISORS, LLCCRD 149447 · OXFORD, MS$141,208,889.00Regulatory AUM · August 2026
- GAINSPOLETTI WEALTH PLANNERS ADVISORY LLCCRD 333768 · CLEVELAND, MS$127,000,000.00Regulatory AUM · August 2026
- GIRAFFES, INC.CRD 157616 · COLUMBUS, MS$1,088,251,596.00Regulatory AUM · August 2026
- HAIRE WEALTH MANAGEMENT, INC.CRD 339998 · TUPELO, MS$101,972,292.00Regulatory AUM · August 2026
- HARDY REED, LLCCRD 141024 · TUPELO, MS$2,890,705,950.00Regulatory AUM · August 2026
- INMAN JAGER WEALTH MANAGEMENT, LLCCRD 329603 · HATTIESBURG, MS$225,002,118.00Regulatory AUM · August 2026
- LANGLEY WEALTH MANAGEMENT, LLCCRD 312823 · CORINTH, MS$370,645,602.00Regulatory AUM · August 2026
- LEE-WAY FINANCIAL SERVICES, INCCRD 113983 · HATTIESBURG, MS$132,100,000.00Regulatory AUM · August 2026
- LEGACY WEALTH MANAGEMENT, LLCCRD 304659 · RIDGELAND, MS$458,603,206.00Regulatory AUM · August 2026
- MAGNOLIA CAPITAL ADVISORS LLCCRD 298398 · RIDGELAND, MS$1,691,479,335.00Regulatory AUM · August 2026
- MASCAGNI WEALTH MANAGEMENT, INC.CRD 115046 · CLINTON, MS$424,500,000.00Regulatory AUM · August 2026
- MCALLISTER CAPITAL MANAGEMENT CORPORATIONCRD 115613 · JACKSON, MS$306,161,569.00Regulatory AUM · August 2026
- NEW PERSPECTIVES, INC.CRD 113925 · RIDGELAND, MS$308,681,773.00Regulatory AUM · August 2026
- NEWSONG CAPITAL MANAGEMENT, INC.CRD 296877 · HATTIESBURG, MS$100,405,993.00Regulatory AUM · August 2026
- OPTIMUM FINANCIAL SERVICES, LLCCRD 105878 · JACKSON, MS$300,193,261.00Regulatory AUM · August 2026
- PEREGRINE INVESTMENT ADVISORS, LLCCRD 153081 · MADISON, MS$368,442,604.00Regulatory AUM · August 2026
- PHILLIPS WEALTH PLANNERS LLCCRD 319226 · STARKVILLE, MS$340,794,278.00Regulatory AUM · August 2026
- RENAISSANCE HOLDINGS, LLCCRD 175254 · RIDGELAND, MS$147,482,035.00Regulatory AUM · August 2026
- RESOLUTE WEALTH STRATEGIES, LLCCRD 318599 · JACKSON, MS$387,579,769.00Regulatory AUM · August 2026
- SIMPLIFIED WEALTH MANAGEMENT, LLCCRD 297059 · HATTIESBURG, MS$225,538,099.00Regulatory AUM · August 2026
- SMITH SHELLNUT WILSON LLCCRD 106235 · RIDGELAND, MS$6,924,984,046.00Regulatory AUM · August 2026
- SOUND FINANCIAL STRATEGIES GROUP, LLCCRD 286261 · MADISON, MS$217,657,061.00Regulatory AUM · August 2026
- THE MOLPUS WOODLANDS GROUP, LLCCRD 114575 · RIDGELAND, MS$1,831,611,517.00Regulatory AUM · August 2026
- TRINITY CAPITAL INVESTORSCRD 110798 · JACKSON, MS$458,282,132.00Regulatory AUM · August 2026
- TRUELINE WEALTH GROUP, LLCCRD 342570 · HATTIESBURG, MSNot availableRegulatory AUM · August 2026
- WEALTHVIEW CAPITAL, LLCCRD 149476 · JACKSON, MS$319,473,403.00Regulatory AUM · August 2026