No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.
But how to find a reputable financial advisor? You’re in the right place. Every month, investor.com gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in Mississippi in 2024.
Best Firms in Mississippi
Click any column header to sort the table, or click any firm to see a detailed review.
Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
Advance Capital Management | $4.0 billion | 7,015 | 28 | $573,554 | |
Advanced Asset Management Advisors | $722.3 million | 357 | 3 | $2.0 million | |
Assembly Wealth | $369.0 million | 255 | 6 | $1.4 million | |
Astor Investment Management | $261.4 million | 519 | 5 | $503,753 | |
Aull & Monroe | $329.7 million | 201 | 4 | $1.6 million | |
BCM Advisors | $578.1 million | 527 | 7 | $1.1 million | |
Brown Financial Advisory | $300.8 million | 230 | 5 | $1.3 million | |
Cahaba Wealth Management | $1.5 billion | 678 | 14 | $2.2 million | |
Capwealth Advisors | $1.4 billion | 834 | 1 | $1.6 million | |
Ciccarelli Advisory Services | $1.1 billion | 2,738 | 11 | $419,448 | |
Cincinnati Asset Management | $2.4 billion | 6,312 | 8 | $378,975 | |
Clark Capital Management Group | $25.9 billion | 30,934 | 24 | $838,262 | |
Clearstead; Hartland & Co.; Clearstead Advisory Solutions | $22.4 billion | 4,264 | 28 | $5.2 million | |
Coho Partners | $4.6 billion | 1,190 | 3 | $3.8 million | |
Commerce Advisors | $227.5 million | 126 | 2 | $1.8 million | |
Cookson Peirce Wealth Management | $1.9 billion | 920 | 17 | $2.1 million | |
Corda Investment Management | $1.6 billion | 1,315 | 22 | $1.2 million | |
Csenge Advisory Group | $2.8 billion | 5,630 | 76 | $488,978 | |
Cypress Capital | $401.0 million | 617 | 6 | $649,909 | |
Deane Retirement Strategies | $198.3 million | 136 | 4 | $1.5 million | |
Decker Wealth Management | $360.9 million | 290 | 7 | $1.2 million | |
EP Wealth Advisors | $22.3 billion | 13,185 | 195 | $1.7 million | |
Estabrook Capital Management | $863.7 million | 794 | 5 | $1.1 million | |
Evans Investment Advisors | $289.7 million | 462 | 3 | $627,094 | |
Family WMS | $585.4 million | 102 | 3 | $5.7 million | |
Familywealth Asset Management | $175.1 million | 412 | 4 | $424,887 | |
Financial Concepts | $760.0 million | 3,163 | 4 | $240,286 | |
Flexible Plan Investments | $1.4 billion | 11,773 | 6 | $120,660 | |
Freedom Investment Management | $2.0 billion | 9,859 | 17 | $204,068 | |
Frontier Asset Management | $5.7 billion | 3,671 | 14 | $1.6 million | |
Future Capital | $962.5 million | 12,768 | 2 | $75,386 | |
Geowealth Management | $12.3 billion | 49,816 | 20 | $247,576 | |
Godsey & Gibb Wealth Management | $1.3 billion | 799 | 9 | $1.6 million | |
Grimes & Company | $4.9 billion | 3,599 | 30 | $1.3 million | |
Guardian Investment Management | $304.2 million | 179 | 2 | $1.7 million | |
Hardy Reed | $1.9 billion | 348 | 11 | $5.4 million | |
Jackson Thornton Asset Management | $1.5 billion | 969 | 10 | $1.6 million | |
JAG Capital Management | $1.6 billion | 895 | 12 | $1.7 million | |
Mainstay Capital Management | $4.0 billion | 3,476 | 14 | $1.2 million | |
Matson Money | $19.6 billion | 30,605 | 9 | $641,967 | |
Meld Financial | $594.4 million | 1,001 | 11 | $593,819 | |
Merit Financial Advisors | $7.3 billion | 11,475 | 139 | $631,994 | |
Miller Tabak Asset Management | $1.3 billion | 1,104 | 1 | $1.2 million | |
Minneapolis Portfolio Management Group | $889.0 million | 1,879 | 3 | $473,102 | |
Mitchell, Mcleod, Pugh & Williams | $2.0 billion | 931 | 9 | $2.2 million | |
Money Management Services | $352.1 million | 498 | 4 | $707,121 | |
Nicholas Hoffman & Company | $6.7 billion | 386 | 11 | $17.3 million | |
Noesis Capital Management Corp | $539.9 million | 311 | 6 | $1.7 million | |
Optimum Financial Services | $257.5 million | 216 | 3 | $1.2 million | |
Optimum Investment Advisors | $287.6 million | 232 | 5 | $1.2 million | |
Parallel Advisors | $7.1 billion | 3,658 | 63 | $1.9 million | |
Patten and Patten | $1.9 billion | 709 | 4 | $2.7 million | |
RED Door Wealth Management | $1.8 billion | 693 | 8 | $2.6 million | |
Regatta Research & Money Management | $172.5 million | 454 | 6 | $380,022 | |
Richmond Capital Management | $5.6 billion | 175 | 13 | $31.9 million | |
Sage Advisory Services CO | $22.7 billion | 8,128 | 38 | $2.8 million | |
Shufro, Rose & Co | $2.0 billion | 1,269 | 9 | $1.6 million | |
Sigfig Wealth Management | $2.8 billion | 79,642 | 4 | $35,120 | |
Silverleafe Capital Partners | $403.4 million | 179 | 4 | $2.3 million | |
Slavic Mutual Funds Management Corp | $5.6 billion | 1,098 | 13 | $5.1 million | |
SMI Advisory Services | $815.0 million | 975 | 5 | $835,897 | |
Smith Anglin Financial | $1.6 billion | 1,254 | 16 | $1.3 million | |
Smith Shellnut Wilson | $7.2 billion | 395 | 12 | $18.3 million | |
Stack Financial Management | $1.8 billion | 860 | 10 | $2.1 million | |
Stadion Money Management | $2.3 billion | 50,984 | 15 | $45,756 | |
Summit Asset Management | $851.4 million | 513 | 6 | $1.7 million | |
Symmetry Partners | $5.9 billion | 11,453 | 15 | $513,352 | |
Tandem Investment Advisors | $3.2 billion | 9,811 | 9 | $330,206 | |
TD Capital Management | $971.0 million | 416 | 9 | $2.3 million | |
The Mather Group | $10.5 billion | 4,245 | 91 | $2.5 million | |
The Welch Group | $2.8 billion | 1,338 | 21 | $2.1 million | |
TOM Johnson Investment Management | $1.5 billion | 5,627 | 6 | $267,561 | |
Traynor Capital Management | $1.2 billion | 1,003 | 4 | $1.2 million | |
Values First Advisors | $190.1 million | 969 | 8 | $196,156 | |
Waters, Parkerson & Co | $2.5 billion | 831 | 6 | $3.0 million | |
Wealthharbor Capital Group | $292.6 million | 254 | 4 | $1.2 million | |
Wealthview Capital | $270.5 million | 195 | 3 | $1.4 million | |
William Howard & Co. Financial Advisors | $290.3 million | 175 | 4 | $1.7 million |
Find a financial advisor in Mississippi
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More Top Firms by State
Methodology
Every month investor.com’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Mississippi 2024.
Firm has:
- Jurisdiction in Mississippi
- SEC registration
- No reported conflicts of interest*
- No reported disciplinary history
- At least 10 years in business
- Total clients: 100+
- Total assets under management (AUM): $100 million+
*These are the conflicts of interest tracked by investor.com: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.
The “investor.com Star Rating Badge” is only available to RIA firms participating in investor.com’s paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded an “investor.com Star Rating Badge”. For more information on how investor.com rates and reviews RIA firms, please see the Algorithm page.