SMITH SHELLNUT WILSON
Ridgeland, MS
AUM
$6.92B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
601-605-1776
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MS
27 advisers found
HARDY REED, LLC
Tupelo, MS
AUM
$2.89B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
662-823-4722
MAG CAP
Ridgeland, MS
AUM
$1.69B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; SEE SCHEDULE D - MISCELLANEOUS
601-368-3500
ELEMENT WEALTH, LLC
Ridgeland, MS
AUM
$743.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM
601-957-0323
MASCAGNI WEALTH MANAGEMENT, INC.
Clinton, MS
AUM
$424.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
601-952-8850
LANGLEY WEALTH MANAGEMENT, LLC
Corinth, MS
AUM
$370.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
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
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
769-216-3232
OPTIMUM FINANCIAL SERVICES, LLC
Jackson, MS
AUM
$300.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
601-981-5900
BANKPLUS WEALTH ADVISORS
Jackson, MS
AUM
$263.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM
601-607-4290
SIMPLIFIED WEALTH MANAGEMENT
Hattiesburg, MS
AUM
$225.5M
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
—
Fees
Percentage of AUM
601-336-4265
SOUND FINANCIAL STRATEGIES GROUP, LLC
Madison, MS
AUM
$217.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
601-856-3825
AUM
$179.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
901-230-5576
DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC
Ridgeland, MS
AUM
$157.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
601-898-8069
AUM
$141.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
662-550-4554
LEE-WAY FINANCIAL SERVICES, INC
Hattiesburg, MS
AUM
$132.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
9179524262
GAINSPOLETTI WEALTH PLANNERS
Cleveland, MS
AUM
$127.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
662-843-6090
COKER & PALMER
Jackson, MS
AUM
$126.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
601-354-0860
GUARANTY PRIVATE WEALTH
Ridgeland, MS
AUM
$81.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
601-605-7070
VECTOR MONEY MANAGEMENT INC
Ridgeland, MS
AUM
$73.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
601-981-1773
KELLY CAPITAL GROUP, LLC
Jackson, MS
AUM
$4.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
601-953-3076
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