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 April 05, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Mississippi are as follows:
- Must be rated 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 | 13 | $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 Asset Management |
|
$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 |
|
$22.1 billion | 12,379 | 270 | $1.8 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 |
| DCS Investment Advisory Services |
|
$228.0 million | 230 | 3 | $991,159 |
| 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 | 48 | $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 |
| Mascagni Wealth Management |
|
$255.7 million | 601 | 3 | $425,472 |
| McAllister Capital Management |
|
$170.0 million | 168 | 3 | $1.0 million |
| Medley & Brown |
|
$746.8 million | 530 | 3 | $1.4 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 Partners |
|
$240.0 million | 223 | 2 | $1.1 million |
| Renaissance Advisors |
|
$77.5 million | 308 | 2 | $251,574 |
| RL2 Advisors |
|
$1.9 million | 15 | 2 | $126,666 |
| Simplified Wealth Management |
|
$121.0 million | 827 | 5 | $146,340 |
| Smith Moore & Co. |
|
$1.5 billion | 4,659 | 40 | $311,462 |
| Smith Shellnut Wilson |
|
$7.8 billion | 390 | 11 | $19.9 million |
| St. Germain Investment Management |
|
$2.3 billion | 5,243 | 13 | $435,700 |
| Strategic Wealth Advisors Group |
|
$6.3 billion | 24,608 | 131 | $254,275 |
| Stratos Wealth Partners |
|
$10.3 billion | 18,688 | 315 | $552,025 |
| Surgo Asset Management |
|
$2.6 million | 9 | 1 | $284,207 |
| 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
About the Editorial Team
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