Best Financial Advisor Firms Mississippi 2024

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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.

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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 $3.6 billion 6,815 29 $523,833
Advanced Asset Management Advisors 5/5 Stars $684.7 million 359 3 $1.9 million
Astor Investment Management 5/5 Stars $324.8 million 706 5 $460,026
Aull & Monroe 5/5 Stars $323.9 million 189 4 $1.7 million
BCM Advisors 5/5 Stars $578.1 million 527 7 $1.1 million
Brown Financial Advisory 5/5 Stars $251.1 million 225 4 $1.1 million
Cahaba Wealth Management 5/5 Stars $1.1 billion 679 12 $1.7 million
Ciccarelli Advisory Services 5/5 Stars $1.1 billion 2,738 11 $419,448
Cincinnati Asset Management 5/5 Stars $2.3 billion 6,437 8 $361,202
Clark Capital Management Group 5/5 Stars $21.9 billion 27,604 24 $794,629
Coho Partners 5/5 Stars $6.2 billion 1,323 2 $4.7 million
Commerce Advisors 5/5 Stars $195.2 million 120 2 $1.6 million
Cookson Peirce Wealth Management 5/5 Stars $1.8 billion 2,207 16 $821,873
Corda Investment Management 5/5 Stars $1.6 billion 1,315 22 $1.2 million
Csenge Advisory Group 5/5 Stars $2.3 billion 6,161 69 $367,643
Dash Investments logoDash Investments 5/5 Stars $341.6 million 335 4 $1.0 million
Deane Retirement Strategies 5/5 Stars $188.6 million 135 5 $1.4 million
EP Wealth Advisors 5/5 Stars $17.1 billion 11,485 176 $1.5 million
Estabrook Capital Management 5/5 Stars $761.4 million 828 6 $919,525
Evans Investment Advisors 5/5 Stars $240.4 million 434 3 $553,972
Familywealth Asset Management 5/5 Stars $198.3 million 440 5 $450,611
Financial Concepts 5/5 Stars $646.5 million 3,012 2 $214,649
Flexible Plan Investments 5/5 Stars $1.6 billion 14,395 6 $108,661
Freedom Investment Management 5/5 Stars $1.4 billion 12,756 13 $112,275
Frontier Asset Management 5/5 Stars $5.9 billion 4,289 11 $1.4 million
Geowealth Management 5/5 Stars $7.5 billion 43,987 14 $171,555
Godsey & Gibb Wealth Management 5/5 Stars $1.2 billion 764 8 $1.5 million
Grimes & Company 5/5 Stars $4.2 billion 3,530 28 $1.2 million
Hardy Reed 5/5 Stars $1.4 billion 347 10 $4.2 million
Iron Capital Advisors 5/5 Stars $5.2 billion 171 2 $30.5 million
Jackson Thornton Asset Management 5/5 Stars $1.3 billion 953 10 $1.3 million
JAG Capital Management 5/5 Stars $1.7 billion 970 14 $1.7 million
Mainstay Capital Management 5/5 Stars $3.7 billion 3,557 14 $1.0 million
Matson Money 5/5 Stars $17.7 billion 30,322 10 $583,191
Meld Financial 5/5 Stars $512.3 million 870 11 $588,823
Merit Financial Advisors 5/5 Stars $5.5 billion 9,154 119 $603,295
Miller Tabak Asset Management 5/5 Stars $1.3 billion 1,070 2 $1.2 million
Minneapolis Portfolio Management Group 5/5 Stars $824.9 million 2,056 3 $401,226
Mitchell, Mcleod, Pugh & Williams 5/5 Stars $1.7 billion 858 9 $2.0 million
Money Management Services 5/5 Stars $352.1 million 498 4 $707,121
Namcoa 5/5 Stars $277.7 million 411 17 $675,593
Nicholas Hoffman & Company 5/5 Stars $5.5 billion 368 10 $14.9 million
Optimum Financial Services 5/5 Stars $253.7 million 218 3 $1.2 million
Optimum Investment Advisors 5/5 Stars $287.6 million 232 5 $1.2 million
Parallel Advisors 5/5 Stars $5.7 billion 3,525 43 $1.6 million
Patten and Patten 5/5 Stars $1.7 billion 699 4 $2.5 million
Pronvest 5/5 Stars $779.6 million 12,398 2 $62,883
Regatta Research & Money Management 5/5 Stars $153.3 million 1,413 4 $108,492
Richmond Capital Management 5/5 Stars $5.4 billion 199 13 $27.0 million
Sage Advisory Services CO 5/5 Stars $15.3 billion 4,888 38 $3.1 million
Shufro, Rose & Co 5/5 Stars $1.8 billion 1,344 9 $1.3 million
Sigfig Wealth Management 5/5 Stars $2.1 billion 60,484 5 $34,644
Silverleafe Capital Partners 5/5 Stars $311.2 million 169 4 $1.8 million
Slavic Mutual Funds Management Corp 5/5 Stars $4.1 billion 879 13 $4.7 million
SMI Advisory Services 5/5 Stars $730.0 million 900 4 $811,111
Smith Anglin Financial 5/5 Stars $1.2 billion 1,182 16 $1.1 million
Smith Shellnut Wilson 5/5 Stars $7.8 billion 390 11 $19.9 million
Stack Financial Management 5/5 Stars $1.7 billion 838 9 $2.0 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 $6.5 billion 12,118 20 $537,290
Tandem Investment Advisors 5/5 Stars $3.0 billion 9,078 7 $330,150
TD Capital Management 5/5 Stars $971.0 million 416 9 $2.3 million
The Welch Group 5/5 Stars $2.5 billion 1,241 20 $2.0 million
TOM Johnson Investment Management 5/5 Stars $1.5 billion 5,573 6 $272,640
Traynor Capital Management 5/5 Stars $823.1 million 965 4 $852,953
Values First Advisors 5/5 Stars $174.9 million 950 8 $184,118
Waters, Parkerson & Co 5/5 Stars $2.3 billion 825 6 $2.8 million
Wealthharbor Capital Group 5/5 Stars $252.4 million 210 4 $1.2 million
William Howard & Co. Financial Advisors 5/5 Stars $222.0 million 159 4 $1.4 million
Wrapmanager 5/5 Stars $340.1 million 268 6 $1.3 million
View More

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 investments, 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

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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