Written by investor.com
We're thrilled to recognize the 2023 Top Financial Advisor Firms in Mississippi.
Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as 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 more than 500,000 data points from the SEC.
Our analysis contains data as of September 08, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Mississippi are as follows:
- Must be rated at least 4.5 stars by investor.com's Trust Algorithm.
- 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 |
|
$217.6 million | 177 | 3 | $1.2 million |
| Addicus Advisory |
|
$131.6 million | 221 | 4 | $595,298 |
| Advisor Resource Council |
|
$2.3 billion | 6,784 | 96 | $341,792 |
| Argent Retirement Plan Advisors |
|
$393.8 million | 15 | 4 | $26.3 million |
| Asset Dedication |
|
$2.1 billion | 1,863 | 10 | $1.1 million |
| Ballew Advisors |
|
$839.7 million | 1,206 | 7 | $696,265 |
| Bankplus Wealth Advisors |
|
$113.7 million | 338 | 14 | $336,415 |
| Barnes Pettey Financial Advisors |
|
$965.2 million | 2,361 | 10 | $408,809 |
| BCD Advisors |
|
$24.5 million | 249 | 5 | $98,244 |
| BCU Wealth Advisors |
|
$395.0 million | 790 | 13 | $500,002 |
| Beam Wealth Advisors |
|
$499.2 million | 1,346 | 18 | $370,906 |
| Bergland Wealth Management |
|
$65.9 million | 57 | 1 | $1.2 million |
| BSG Advisers |
|
$70.3 million | 215 | 5 | $327,162 |
| Buckingham Strategic Wealth |
|
$24.3 billion | 13,120 | 270 | $1.9 million |
| Centerpoint Advantage |
|
$48.2 million | 61 | 2 | $789,511 |
| Client 1st Advisory Group |
|
$292.1 million | 316 | 6 | $924,211 |
| Cornerstone Professional Advisor Services |
|
$75.7 million | 336 | 4 | $225,194 |
| Csenge Advisory Group |
|
$2.3 billion | 6,161 | 69 | $367,643 |
| Davis Private Wealth |
|
$100.1 million | 140 | 2 | $715,000 |
| DCJ Global Wealth Management |
|
$48.4 million | 113 | 1 | $428,579 |
| Delta Hedge Financial |
|
$7.7 million | 27 | 1 | $284,989 |
| Easley Investment Consultants |
|
$161.9 million | 529 | 3 | $305,982 |
| EFP Advisors |
|
$228.0 million | 584 | 3 | $390,434 |
| Financial Concepts |
|
$646.5 million | 3,012 | 2 | $214,649 |
| Guaranty Private Wealth |
|
$52.8 million | 35 | 3 | $1.5 million |
| Hardy Reed |
|
$1.4 billion | 347 | 10 | $4.2 million |
| Harmon Financial Advisors |
|
$11.8 million | 22 | 2 | $538,292 |
| Householder Group Estate & Retirement Specialists |
|
$1.1 billion | 6,426 | 44 | $168,253 |
| Icom Advisors |
|
$87.7 million | 431 | 4 | $203,382 |
| IFG Advisory |
|
$2.5 billion | 7,029 | 85 | $360,313 |
| Ignite Planners |
|
$686.3 million | 2,344 | 14 | $292,808 |
| Independent Advisor Alliance |
|
$10.1 billion | 29,648 | 227 | $340,518 |
| IP Financial Advisory Services |
|
$250.5 million | 1,401 | 92 | $178,785 |
| Jager Wealth Management |
|
$12.1 million | 25 | 1 | $484,385 |
| Langley Wealth Management |
|
$203.9 million | 858 | 2 | $237,631 |
| LEE-WAY Financial Services |
|
$60.8 million | 95 | 3 | $640,000 |
| Lefleur Financial |
|
$7.4 million | 28 | 1 | $265,696 |
| Legacy Wealth Management |
|
$273.1 million | 49 | 2 | $5.6 million |
| MAG CAP |
|
$884.2 million | 891 | 8 | $992,420 |
| Mariner Independent Advisor Network |
|
$6.3 billion | 24,608 | 131 | $254,275 |
| Mascagni Wealth Management |
|
$255.7 million | 601 | 3 | $425,472 |
| McAllister Capital Management |
|
$170.0 million | 168 | 3 | $1.0 million |
| New Perspectives |
|
$205.0 million | 380 | 3 | $539,518 |
| Newsong Capital Management |
|
$38.8 million | 114 | 2 | $340,414 |
| Olive Branch Capital |
|
$101.5 million | 138 | 2 | $735,765 |
| Optimum Financial Services |
|
$253.7 million | 218 | 3 | $1.2 million |
| Oxford Investment Advisors |
|
$91.0 million | 60 | 2 | $1.5 million |
| Park Place Capital Corporation |
|
$854.4 million | 221 | 5 | $3.9 million |
| Peregrine Investment Advisors |
|
$292.0 million | 87 | 3 | $3.4 million |
| Phillips Wealth Planners |
|
$240.0 million | 223 | 2 | $1.1 million |
| Renaissance Advisors |
|
$60.5 million | 187 | 2 | $323,476 |
| Resolute Wealth Strategies |
|
$228.0 million | 230 | 3 | $991,159 |
| RL2 Advisors |
|
$1.9 million | 15 | 2 | $126,666 |
| Russell Wealth Management |
|
$2.3 million | 10 | 1 | $226,305 |
| RWM Capital |
|
$107.0 million | 441 | 4 | $242,605 |
| Smith Moore & Co. |
|
$1.5 billion | 4,659 | 40 | $311,462 |
| Smith Shellnut Wilson |
|
$7.8 billion | 390 | 11 | $19.9 million |
| Soundpath Investment Advisors |
|
$746.8 million | 530 | 3 | $1.4 million |
| St. Germain Investment Management |
|
$2.3 billion | 5,243 | 13 | $435,700 |
| Vector Money Management |
|
$57.8 million | 61 | 1 | $947,913 |
| Virtue Capital Management |
|
$941.4 million | 7,973 | 107 | $118,072 |
| Wealthview Capital |
|
$251.0 million | 195 | 3 | $1.3 million |
| WMG Financial Advisors |
|
$464.4 million | 823 | 12 | $564,318 |
More Top Firms by State
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About the Editorial Team
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