Best Financial Advisor Firms Mississippi 2024

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Written by investor.com

July 29, 2024

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
5/5 Stars $4.0 billion 7,015 28 $573,554
Advanced Asset Management Advisors
5/5 Stars $722.3 million 357 3 $2.0 million
Assembly Wealth
5/5 Stars $369.0 million 255 6 $1.4 million
Astor Investment Management
5/5 Stars $261.4 million 519 5 $503,753
Aull & Monroe
5/5 Stars $329.7 million 201 4 $1.6 million
BCM Advisors
5/5 Stars $578.1 million 527 7 $1.1 million
Brown Financial Advisory
5/5 Stars $300.8 million 230 5 $1.3 million
Cahaba Wealth Management
5/5 Stars $1.5 billion 678 14 $2.2 million
Capwealth Advisors
5/5 Stars $1.4 billion 834 1 $1.6 million
Ciccarelli Advisory Services
5/5 Stars $1.1 billion 2,738 11 $419,448
Cincinnati Asset Management
5/5 Stars $2.4 billion 6,312 8 $378,975
Clark Capital Management Group
5/5 Stars $25.9 billion 30,934 24 $838,262
Clearstead; Hartland & Co.; Clearstead Advisory Solutions
5/5 Stars $22.4 billion 4,264 28 $5.2 million
Coho Partners
5/5 Stars $4.6 billion 1,190 3 $3.8 million
Commerce Advisors
5/5 Stars $227.5 million 126 2 $1.8 million
Cookson Peirce Wealth Management
5/5 Stars $1.9 billion 920 17 $2.1 million
Corda Investment Management
5/5 Stars $1.6 billion 1,315 22 $1.2 million
Csenge Advisory Group
5/5 Stars $2.8 billion 5,630 76 $488,978
Cypress Capital
5/5 Stars $401.0 million 617 6 $649,909
Deane Retirement Strategies
5/5 Stars $198.3 million 136 4 $1.5 million
Decker Wealth Management
5/5 Stars $360.9 million 290 7 $1.2 million
EP Wealth Advisors
5/5 Stars $22.3 billion 13,185 195 $1.7 million
Estabrook Capital Management
5/5 Stars $863.7 million 794 5 $1.1 million
Evans Investment Advisors
5/5 Stars $289.7 million 462 3 $627,094
Family WMS
5/5 Stars $585.4 million 102 3 $5.7 million
Familywealth Asset Management
5/5 Stars $175.1 million 412 4 $424,887
Financial Concepts
5/5 Stars $760.0 million 3,163 4 $240,286
Flexible Plan Investments
5/5 Stars $1.4 billion 11,773 6 $120,660
Freedom Investment Management
5/5 Stars $2.0 billion 9,859 17 $204,068
Frontier Asset Management
5/5 Stars $5.7 billion 3,671 14 $1.6 million
Future Capital
5/5 Stars $962.5 million 12,768 2 $75,386
Geowealth Management
5/5 Stars $12.3 billion 49,816 20 $247,576
Godsey & Gibb Wealth Management
5/5 Stars $1.3 billion 799 9 $1.6 million
Grimes & Company
5/5 Stars $4.9 billion 3,599 30 $1.3 million
Guardian Investment Management
5/5 Stars $304.2 million 179 2 $1.7 million
Hardy Reed
5/5 Stars $1.9 billion 348 11 $5.4 million
Jackson Thornton Asset Management
5/5 Stars $1.5 billion 969 10 $1.6 million
JAG Capital Management
5/5 Stars $1.6 billion 895 12 $1.7 million
Mainstay Capital Management
5/5 Stars $4.0 billion 3,476 14 $1.2 million
Matson Money
5/5 Stars $19.6 billion 30,605 9 $641,967
Meld Financial
5/5 Stars $594.4 million 1,001 11 $593,819
Merit Financial Advisors
5/5 Stars $7.3 billion 11,475 139 $631,994
Miller Tabak Asset Management
5/5 Stars $1.3 billion 1,104 1 $1.2 million
Minneapolis Portfolio Management Group
5/5 Stars $889.0 million 1,879 3 $473,102
Mitchell, Mcleod, Pugh & Williams
5/5 Stars $2.0 billion 931 9 $2.2 million
Money Management Services
5/5 Stars $352.1 million 498 4 $707,121
Nicholas Hoffman & Company
5/5 Stars $6.7 billion 386 11 $17.3 million
Noesis Capital Management Corp
5/5 Stars $539.9 million 311 6 $1.7 million
Optimum Financial Services
5/5 Stars $257.5 million 216 3 $1.2 million
Optimum Investment Advisors
5/5 Stars $287.6 million 232 5 $1.2 million
Parallel Advisors
5/5 Stars $7.1 billion 3,658 63 $1.9 million
Patten and Patten
5/5 Stars $1.9 billion 709 4 $2.7 million
RED Door Wealth Management
5/5 Stars $1.8 billion 693 8 $2.6 million
Regatta Research & Money Management
5/5 Stars $172.5 million 454 6 $380,022
Richmond Capital Management
5/5 Stars $5.6 billion 175 13 $31.9 million
Sage Advisory Services CO
5/5 Stars $22.7 billion 8,128 38 $2.8 million
Shufro, Rose & Co
5/5 Stars $2.0 billion 1,269 9 $1.6 million
Sigfig Wealth Management
5/5 Stars $2.8 billion 79,642 4 $35,120
Silverleafe Capital Partners
5/5 Stars $403.4 million 179 4 $2.3 million
Slavic Mutual Funds Management Corp
5/5 Stars $5.6 billion 1,098 13 $5.1 million
SMI Advisory Services
5/5 Stars $815.0 million 975 5 $835,897
Smith Anglin Financial
5/5 Stars $1.6 billion 1,254 16 $1.3 million
Smith Shellnut Wilson
5/5 Stars $7.2 billion 395 12 $18.3 million
Stack Financial Management
5/5 Stars $1.8 billion 860 10 $2.1 million
Stadion Money Management
5/5 Stars $2.3 billion 50,984 15 $45,756
Summit Asset Management
5/5 Stars $851.4 million 513 6 $1.7 million
Symmetry Partners
5/5 Stars $5.9 billion 11,453 15 $513,352
Tandem Investment Advisors
5/5 Stars $3.2 billion 9,811 9 $330,206
TD Capital Management
5/5 Stars $971.0 million 416 9 $2.3 million
The Mather Group
5/5 Stars $10.5 billion 4,245 91 $2.5 million
The Welch Group
5/5 Stars $2.8 billion 1,338 21 $2.1 million
TOM Johnson Investment Management
5/5 Stars $1.5 billion 5,627 6 $267,561
Traynor Capital Management
5/5 Stars $1.2 billion 1,003 4 $1.2 million
Values First Advisors
5/5 Stars $190.1 million 969 8 $196,156
Waters, Parkerson & Co
5/5 Stars $2.5 billion 831 6 $3.0 million
Wealthharbor Capital Group
5/5 Stars $292.6 million 254 4 $1.2 million
Wealthview Capital
5/5 Stars $270.5 million 195 3 $1.4 million
William Howard & Co. Financial Advisors
5/5 Stars $290.3 million 175 4 $1.7 million
View More

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.

About the Editorial Team

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, investing, retirement planning, and more.

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