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 Trusts & Estates advisors in MS
45 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
FINANCIAL CONCEPTS
Columbus, MS
AUM
$1.09B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
662-327-1480
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
LEGACY WEALTH MANAGEMENT, LLC
Ridgeland, MS
AUM
$455.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
601-499-1970
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
PHILLIPS WEALTH PLANNERS LLC
Starkville, MS
AUM
$340.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
601-981-4040
NEW PERSPECTIVES, INC.
Ridgeland, MS
AUM
$308.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
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
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
601-362-1000
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
ADDICUS ADVISORY, LLC
Tupelo, MS
AUM
$274.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
877-294-8658
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
INMAN JAGER WEALTH MANAGEMENT, LLC
Hattiesburg, MS
AUM
$225.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(601) 602-3571
EASLEY INVESTMENT CONSULTANTS, INC.
Ridgeland, MS
AUM
$223.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
601-992-4101
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
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