Best Financial Advisor Firms Mississippi 2023

investor.com

Written by investor.com

December 22, 2022

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:

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 4.5/5 Stars $314.2 million 220 3 $1.4 million
Addicus Advisory 4.5/5 Stars $146.8 million 252 5 $582,456
Advisor Resource Council 4.5/5 Stars $2.7 billion 10,773 85 $251,932
Akin Investments 4.5/5 Stars $100,000 2 1 $50,000
Argent Retirement Plan Advisors 5/5 Stars $656.2 million 33 5 $19.9 million
Asset Dedication 5/5 Stars $2.0 billion 1,863 10 $1.1 million
AVL/Wealthcare 5/5 Stars $122.1 million 140 1 $872,061
Ballew Advisors 4.5/5 Stars $900.3 million 1,506 7 $597,814
Bankplus Wealth Advisors 4.5/5 Stars $117.4 million 300 12 $391,226
Barnes Pettey Financial Advisors 5/5 Stars $1.2 billion 2,311 10 $522,773
BCD Advisors 4.5/5 Stars $21.7 million 165 5 $131,515
BCU Wealth Advisors 4.5/5 Stars $401.2 million 730 12 $549,638
Beam Asset Management 5/5 Stars $505.8 million 1,114 19 $454,051
Bergland Wealth Management logoBergland Wealth Management 5/5 Stars $70.1 million 54 2 $1.3 million
BSG Advisers 4.5/5 Stars $60.5 million 205 4 $295,121
Buckingham Strategic Wealth 4.5/5 Stars $20.0 billion 11,922 229 $1.7 million
Centerpoint Advantage 4.5/5 Stars $52.1 million 53 4 $982,336
Client 1st Advisory Group 5/5 Stars $285.3 million 285 6 $1.0 million
Cornerstone Professional Advisor Services 4.5/5 Stars $94.3 million 509 4 $185,221
Csenge Advisory Group 5/5 Stars $2.4 billion 3,904 52 $602,438
Davis Private Wealth 4.5/5 Stars $116.0 million 107 2 $1.1 million
DCJ Global Wealth Management 4.5/5 Stars $49.8 million 155 1 $321,530
DCS Investment Advisory Services 5/5 Stars $187.8 million 274 3 $685,528
Delta Hedge Financial 4.5/5 Stars $4.0 million 24 1 $167,083
Easley Investment Consultants 4.5/5 Stars $166.3 million 349 3 $476,514
EFP Advisors 5/5 Stars $283.5 million 1,226 4 $231,265
Fenimore Asset Management 4.5/5 Stars $4.3 billion 599 11 $7.3 million
Financial Concepts 5/5 Stars $794.3 million 2,172 2 $365,718
Guaranty Private Wealth 4.5/5 Stars $22.4 million 50 2 $448,556
Hardy Reed 5/5 Stars $1.7 billion 311 10 $5.4 million
Harmon Financial Advisors 5/5 Stars $8.6 million 34 2 $253,410
Householder Group Estate & Retirement Specialists 4.5/5 Stars $2.1 billion 6,533 57 $325,772
Icom Advisors 5/5 Stars $67.0 million 107 3 $626,168
IFG Advisory 5/5 Stars $2.7 billion 5,334 80 $504,642
Ignite Planners 4.5/5 Stars $363.5 million 1,303 7 $278,979
Independent Advisor Alliance 4.5/5 Stars $9.8 billion 25,206 207 $390,000
Jager Wealth Management 4.5/5 Stars $9.8 million 29 1 $338,899
LEE-WAY Financial Services 4.5/5 Stars $77.6 million 93 3 $834,408
Lefleur Financial 4.5/5 Stars $7.6 million 26 1 $292,743
Legacy Wealth Management 4.5/5 Stars $314.5 million 57 1 $5.5 million
MAG CAP 4.5/5 Stars $1.1 billion 973 8 $1.2 million
Mascagni Wealth Management 4.5/5 Stars $301.7 million 583 3 $517,412
McAllister Capital Management 4.5/5 Stars $179.4 million 152 3 $1.2 million
Medley & Brown 5/5 Stars $904.4 million 529 3 $1.7 million
New Perspectives 4.5/5 Stars $189.9 million 376 2 $504,952
Newsong Capital Management 4.5/5 Stars $40.0 million 143 1 $279,781
Olive Branch Capital 4.5/5 Stars $98.8 million 180 2 $549,077
Optimum Financial Services 5/5 Stars $268.7 million 215 3 $1.2 million
Oxford Investment Advisors 4.5/5 Stars $72.6 million 55 2 $1.3 million
Peregrine Investment Advisors 5/5 Stars $352.3 million 79 3 $4.5 million
Phillips Wealth Partners 5/5 Stars $225.0 million 225 2 $1.0 million
Pinnacle Wealth 4.5/5 Stars $405.1 million 439 3 $922,711
Simplified Wealth Management 4.5/5 Stars $115.0 million 745 6 $154,414
Smith Moore & Co. 4.5/5 Stars $1.6 billion 4,129 35 $379,939
Smith Shellnut Wilson 4.5/5 Stars $6.2 billion 341 9 $18.0 million
Sovereign Capital Vantage 4.5/5 Stars $18.0 million 76 2 $236,842
St. Germain Investment Management 4.5/5 Stars $2.6 billion 5,171 24 $503,969
Strategic Wealth Advisors Group 4.5/5 Stars $6.6 billion 24,579 119 $269,193
Stratos Wealth Partners 4.5/5 Stars $11.0 billion 17,542 335 $629,494
Surgo Asset Management 4.5/5 Stars $2.6 million 9 1 $284,207
Trustmark Investment Advisors 5/5 Stars $2.6 billion 1 10 $2.6 billion
Vector Money Management 4.5/5 Stars $67.2 million 77 1 $872,207
Virtue Capital Management 4.5/5 Stars $1.1 billion 5,419 111 $197,733
Wealthview Capital 5/5 Stars $264.1 million 184 3 $1.4 million
WMG Financial Advisors 4.5/5 Stars $461.2 million 746 12 $618,275

More Top Firms by State

About the Editorial Team

investor.com
investor.com

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.


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