Written by investor.com
We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Mississippi.
investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (RIAs) from across the country. The (up to) 100 best firms, with at least one office in Mississippi, were selected using our rigorous Trust Algorithm, which sorts through close to one million data points from the SEC.
Our analysis contains data as of December 22, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Mississippi are as followed:
- Must be Trusted by investor.com.
- Must have an office location in Mississippi.
We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| Abridge Partners |
|
$314.2 million | 220 | 3 | $1.4 million |
| Addicus Advisory |
|
$146.8 million | 252 | 5 | $582,456 |
| Advisor Resource Council |
|
$2.7 billion | 10,773 | 85 | $251,932 |
| Akin Investments |
|
$100,000 | 2 | 1 | $50,000 |
| Argent Retirement Plan Advisors |
|
$656.2 million | 33 | 5 | $19.9 million |
| Asset Dedication |
|
$2.0 billion | 1,863 | 10 | $1.1 million |
| AVL/Wealthcare |
|
$122.1 million | 140 | 1 | $872,061 |
| Ballew Advisors |
|
$900.3 million | 1,506 | 7 | $597,814 |
| Bankplus Wealth Advisors |
|
$117.4 million | 300 | 12 | $391,226 |
| Barnes Pettey Financial Advisors |
|
$1.2 billion | 2,311 | 10 | $522,773 |
| BCD Advisors |
|
$21.7 million | 165 | 5 | $131,515 |
| BCU Wealth Advisors |
|
$401.2 million | 730 | 12 | $549,638 |
| Beam Asset Management |
|
$505.8 million | 1,114 | 19 | $454,051 |
 Bergland Wealth Management
|
|
$70.1 million | 54 | 2 | $1.3 million |
| BSG Advisers |
|
$60.5 million | 205 | 4 | $295,121 |
| Buckingham Strategic Wealth |
|
$20.0 billion | 11,922 | 229 | $1.7 million |
| Centerpoint Advantage |
|
$52.1 million | 53 | 4 | $982,336 |
| Client 1st Advisory Group |
|
$285.3 million | 285 | 6 | $1.0 million |
| Cornerstone Professional Advisor Services |
|
$94.3 million | 509 | 4 | $185,221 |
| Csenge Advisory Group |
|
$2.4 billion | 3,904 | 52 | $602,438 |
| Davis Private Wealth |
|
$116.0 million | 107 | 2 | $1.1 million |
| DCJ Global Wealth Management |
|
$49.8 million | 155 | 1 | $321,530 |
| DCS Investment Advisory Services |
|
$187.8 million | 274 | 3 | $685,528 |
| Delta Hedge Financial |
|
$4.0 million | 24 | 1 | $167,083 |
| Easley Investment Consultants |
|
$166.3 million | 349 | 3 | $476,514 |
| EFP Advisors |
|
$283.5 million | 1,226 | 4 | $231,265 |
| Fenimore Asset Management |
|
$4.3 billion | 599 | 11 | $7.3 million |
| Financial Concepts |
|
$794.3 million | 2,172 | 2 | $365,718 |
| Guaranty Private Wealth |
|
$22.4 million | 50 | 2 | $448,556 |
| Hardy Reed |
|
$1.7 billion | 311 | 10 | $5.4 million |
| Harmon Financial Advisors |
|
$8.6 million | 34 | 2 | $253,410 |
| Householder Group Estate & Retirement Specialists |
|
$2.1 billion | 6,533 | 57 | $325,772 |
| Icom Advisors |
|
$67.0 million | 107 | 3 | $626,168 |
| IFG Advisory |
|
$2.7 billion | 5,334 | 80 | $504,642 |
| Ignite Planners |
|
$363.5 million | 1,303 | 7 | $278,979 |
| Independent Advisor Alliance |
|
$9.8 billion | 25,206 | 207 | $390,000 |
| Jager Wealth Management |
|
$9.8 million | 29 | 1 | $338,899 |
| LEE-WAY Financial Services |
|
$77.6 million | 93 | 3 | $834,408 |
| Lefleur Financial |
|
$7.6 million | 26 | 1 | $292,743 |
| Legacy Wealth Management |
|
$314.5 million | 57 | 1 | $5.5 million |
| MAG CAP |
|
$1.1 billion | 973 | 8 | $1.2 million |
| Mascagni Wealth Management |
|
$301.7 million | 583 | 3 | $517,412 |
| McAllister Capital Management |
|
$179.4 million | 152 | 3 | $1.2 million |
| Medley & Brown |
|
$904.4 million | 529 | 3 | $1.7 million |
| New Perspectives |
|
$189.9 million | 376 | 2 | $504,952 |
| Newsong Capital Management |
|
$40.0 million | 143 | 1 | $279,781 |
| Olive Branch Capital |
|
$98.8 million | 180 | 2 | $549,077 |
| Optimum Financial Services |
|
$268.7 million | 215 | 3 | $1.2 million |
| Oxford Investment Advisors |
|
$72.6 million | 55 | 2 | $1.3 million |
| Peregrine Investment Advisors |
|
$352.3 million | 79 | 3 | $4.5 million |
| Phillips Wealth Partners |
|
$225.0 million | 225 | 2 | $1.0 million |
| Pinnacle Wealth |
|
$405.1 million | 439 | 3 | $922,711 |
| Simplified Wealth Management |
|
$115.0 million | 745 | 6 | $154,414 |
| Smith Moore & Co. |
|
$1.6 billion | 4,129 | 35 | $379,939 |
| Smith Shellnut Wilson |
|
$6.2 billion | 341 | 9 | $18.0 million |
| Sovereign Capital Vantage |
|
$18.0 million | 76 | 2 | $236,842 |
| St. Germain Investment Management |
|
$2.6 billion | 5,171 | 24 | $503,969 |
| Strategic Wealth Advisors Group |
|
$6.6 billion | 24,579 | 119 | $269,193 |
| Stratos Wealth Partners |
|
$11.0 billion | 17,542 | 335 | $629,494 |
| Surgo Asset Management |
|
$2.6 million | 9 | 1 | $284,207 |
| Trustmark Investment Advisors |
|
$2.6 billion | 1 | 10 | $2.6 billion |
| Vector Money Management |
|
$67.2 million | 77 | 1 | $872,207 |
| Virtue Capital Management |
|
$1.1 billion | 5,419 | 111 | $197,733 |
| Wealthview Capital |
|
$264.1 million | 184 | 3 | $1.4 million |
| WMG Financial Advisors |
|
$461.2 million | 746 | 12 | $618,275 |
More Top Firms by State
About the Editorial Team
Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more.