Best Financial Advisor Firms Mississippi 2024

Written by investor.com

February 08, 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		$3.6 billion	6,815	29	$523,833
Advanced Asset Management Advisors		$684.7 million	359	3	$1.9 million
Astor Investment Management		$324.8 million	706	5	$460,026
Aull & Monroe		$323.9 million	189	4	$1.7 million
BCM Advisors		$578.1 million	527	7	$1.1 million
Brown Financial Advisory		$251.1 million	225	4	$1.1 million
Cahaba Wealth Management		$1.1 billion	679	12	$1.7 million
Ciccarelli Advisory Services		$1.1 billion	2,738	11	$419,448
Cincinnati Asset Management		$2.3 billion	6,437	8	$361,202
Clark Capital Management Group		$21.9 billion	27,604	24	$794,629
Coho Partners		$6.2 billion	1,323	2	$4.7 million
Commerce Advisors		$195.2 million	120	2	$1.6 million
Cookson Peirce Wealth Management		$1.8 billion	2,207	16	$821,873
Corda Investment Management		$1.6 billion	1,315	22	$1.2 million
Csenge Advisory Group		$2.3 billion	6,161	69	$367,643
Dash Investments		$341.6 million	335	4	$1.0 million
Deane Retirement Strategies		$188.6 million	135	5	$1.4 million
EP Wealth Advisors		$17.1 billion	11,485	176	$1.5 million
Estabrook Capital Management		$761.4 million	828	6	$919,525
Evans Investment Advisors		$240.4 million	434	3	$553,972
Family WMS		$585.4 million	102	3	$5.7 million
Familywealth Asset Management		$198.3 million	440	5	$450,611
Financial Concepts		$646.5 million	3,012	2	$214,649
Flexible Plan Investments		$1.6 billion	14,395	6	$108,661
Freedom Investment Management		$1.4 billion	12,756	13	$112,275
Frontier Asset Management		$5.9 billion	4,289	11	$1.4 million
Geowealth Management		$7.5 billion	43,987	14	$171,555
Godsey & Gibb Wealth Management		$1.2 billion	764	8	$1.5 million
Grimes & Company		$4.2 billion	3,530	28	$1.2 million
Hardy Reed		$1.4 billion	347	10	$4.2 million
Iron Capital Advisors		$5.2 billion	171	2	$30.5 million
Jackson Thornton Asset Management		$1.3 billion	953	10	$1.3 million
JAG Capital Management		$1.7 billion	970	14	$1.7 million
Mainstay Capital Management		$3.7 billion	3,557	14	$1.0 million
Matson Money		$17.7 billion	30,322	10	$583,191
Meld Financial		$512.3 million	870	11	$588,823
Merit Financial Advisors		$5.5 billion	9,154	119	$603,295
Miller Tabak Asset Management		$1.3 billion	1,070	2	$1.2 million
Minneapolis Portfolio Management Group		$824.9 million	2,056	3	$401,226
Mitchell, Mcleod, Pugh & Williams		$1.7 billion	858	9	$2.0 million
Money Management Services		$352.1 million	498	4	$707,121
Nicholas Hoffman & Company		$5.5 billion	368	10	$14.9 million
Optimum Financial Services		$253.7 million	218	3	$1.2 million
Optimum Investment Advisors		$287.6 million	232	5	$1.2 million
Parallel Advisors		$5.7 billion	3,525	43	$1.6 million
Patten and Patten		$1.7 billion	699	4	$2.5 million
Pronvest		$779.6 million	12,398	2	$62,883
Regatta Research & Money Management		$153.3 million	1,413	4	$108,492
Richmond Capital Management		$5.4 billion	199	13	$27.0 million
Sage Advisory Services CO		$15.3 billion	4,888	38	$3.1 million
Shufro, Rose & Co		$1.8 billion	1,344	9	$1.3 million
Sigfig Wealth Management		$2.1 billion	60,484	5	$34,644
Silverleafe Capital Partners		$311.2 million	169	4	$1.8 million
Slavic Mutual Funds Management Corp		$4.1 billion	879	13	$4.7 million
SMI Advisory Services		$730.0 million	900	4	$811,111
Smith Anglin Financial		$1.2 billion	1,182	16	$1.1 million
Smith Shellnut Wilson		$7.8 billion	390	11	$19.9 million
Stack Financial Management		$1.7 billion	838	9	$2.0 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		$6.5 billion	12,118	20	$537,290
Tandem Investment Advisors		$3.2 billion	9,844	8	$325,758
TD Capital Management		$971.0 million	416	9	$2.3 million
The Welch Group		$2.8 billion	1,338	21	$2.1 million
TOM Johnson Investment Management		$1.5 billion	5,573	6	$272,640
Traynor Capital Management		$823.1 million	965	4	$852,953
Values First Advisors		$174.9 million	950	8	$184,118
Waters, Parkerson & Co		$2.3 billion	825	6	$2.8 million
Wealthharbor Capital Group		$252.4 million	210	4	$1.2 million
William Howard & Co. Financial Advisors		$222.0 million	159	4	$1.4 million
Wrapmanager		$340.1 million	268	6	$1.3 million

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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.

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.