Mississippi · 52 advisers
Financial Advisors in Mississippi
Falists is the most comprehensive public directory of financial advisors in Mississippi — 52 SEC-registered and state-registered firms with names, websites, fees, team size, and assets under management. Filter by specialty to find wealth managers, trust advisors, retirement planners, and more.
Total advisers
52
With website
46
Largest AUM
$6.92B
Financial planning
37
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Mississippi
Ranked by AUM and profile completeness · Data from SEC IAPD
SMITH SHELLNUT WILSON
Ridgeland, MS
AUM
$6.92B
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
601-605-1776
HARDY REED, LLC
Tupelo, MS
AUM
$2.89B
Team
12 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
662-823-4722
THE MOLPUS WOODLANDS GROUP, LLC
Ridgeland, MS
AUM
$1.83B
Team
18 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +3 more
601-948-8733
MAG CAP
Ridgeland, MS
AUM
$1.69B
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
601-362-5872
BARNES PETTEY FINANCIAL ADVISORS, LLC
Clarksdale, MS
AUM
$1.31B
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
662-627-2225
BALLEW ADVISORS INC
Jackson, MS
AUM
$1.30B
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; SEE SCHEDULE D - MISCELLANEOUS
601-368-3500
FINANCIAL CONCEPTS
Columbus, MS
AUM
$1.09B
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
662-327-1480
ELEMENT WEALTH, LLC
Ridgeland, MS
AUM
$743.7M
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
601-957-6006
ARGENT WEALTH, LLC
Ridgeland, MS
AUM
$487.3M
Team
6 advisors
Clients
0
Fees
Percentage of AUM
601-957-0323
LEGACY WEALTH MANAGEMENT, LLC
Ridgeland, MS
AUM
$455.1M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
601-499-1970
MASCAGNI WEALTH MANAGEMENT, INC.
Clinton, MS
AUM
$424.5M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
601-925-8099
RESOLUTE WEALTH STRATEGIES, LLC
Jackson, MS
AUM
$387.6M
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
601-952-8850
LANGLEY WEALTH MANAGEMENT, LLC
Corinth, MS
AUM
$370.6M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(662) 872-3051
PEREGRINE INVESTMENT ADVISORS, LLC
Madison, MS
AUM
$368.4M
Team
4 advisors
Clients
—
Fees
Percentage of AUM
769-216-3232
PHILLIPS WEALTH PLANNERS LLC
Starkville, MS
AUM
$340.8M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(662) 324-2889
WEALTHVIEW CAPITAL, LLC
Jackson, MS
AUM
$319.5M
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
601-981-4040
NEW PERSPECTIVES, INC.
Ridgeland, MS
AUM
$308.7M
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
601-991-3158
MCALLISTER CAPITAL MANAGEMENT
Jackson, MS
AUM
$306.2M
Team
3 advisors
Clients
—
Fees
Percentage of AUM
601-362-1000
OPTIMUM FINANCIAL SERVICES, LLC
Jackson, MS
AUM
$300.2M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
601-981-5900
ADDICUS ADVISORY, LLC
Tupelo, MS
AUM
$274.8M
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
877-294-8658
BANKPLUS WEALTH ADVISORS
Jackson, MS
AUM
$263.8M
Team
14 advisors
Clients
—
Fees
Percentage of AUM
601-607-4290
SIMPLIFIED WEALTH MANAGEMENT
Hattiesburg, MS
AUM
$225.5M
Team
7 advisors
Clients
—
Fees
Percentage of AUM
601-336-4265
INMAN JAGER WEALTH MANAGEMENT, LLC
Hattiesburg, MS
AUM
$225.0M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(601) 602-3571
EASLEY INVESTMENT CONSULTANTS, INC.
Ridgeland, MS
AUM
$223.8M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
601-992-4101
Cities in Mississippi
Browse financial advisors by city across Mississippi
The Mississippi advisor database on Falists
Every listing is sourced from the SEC Investment Adviser Public Disclosure database. We surface what matters — firm name, website, fees, team size, specialties, and assets under management — so you can compare and choose with confidence.