Mississippi · 3 advisers
Financial Advisors in Clinton, Mississippi
Looking for a financial advisor in Clinton, Mississippi? Falists indexes 3 SEC-registered and state-registered investment advisers in Clinton — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 1 firms list a website you can visit directly. Firms in this directory manage up to $424.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
1
Largest AUM
$424.5M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Clinton
Ranked by AUM · Fees, team & specialties at a glance
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
WEALTH MANAGEMENT, LLC
Clinton, MS
AUM
$19.6M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
601-307-5315
BRICK STREET FINANCIAL
Clinton, MS
AUM
$359K
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
601-925-9797
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Common questions
- How many financial advisors are in Clinton, Mississippi?
- 3 registered investment advisers are listed in our Clinton directory, sourced from public SEC filings.
- What types of advisors are in Clinton?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Clinton?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.