Mississippi · 3 advisers
Financial Advisors in Madison, Mississippi
Looking for a financial advisor in Madison, Mississippi? Falists indexes 3 SEC-registered and state-registered investment advisers in Madison — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $368.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$368.4M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Madison
Ranked by AUM · Fees, team & specialties at a glance
PEREGRINE INVESTMENT ADVISORS, LLC
Madison, MS
AUM
$368.4M
Team
4 advisors
Clients
—
Fees
Percentage of AUM
769-216-3232
SOUND FINANCIAL STRATEGIES GROUP, LLC
Madison, MS
AUM
$217.7M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
601-856-3825
FHZ WEALTH MANAGEMENT, LLC
Madison, MS
AUM
—
Team
1 advisors
Clients
0
Fees
SUB-ADVISORY FEE
(601) 427-9778
More cities in Mississippi
Common questions
- How many financial advisors are in Madison, Mississippi?
- 3 registered investment advisers are listed in our Madison directory, sourced from public SEC filings.
- What types of advisors are in Madison?
- 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 Madison?
- 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.