Top RIA Firms in Mississippi (2026)
40 SEC-registered investment advisory firms headquartered in Mississippi — a combined $25.1B in assets under management, led by Smith Shellnut Wilson in Ridgeland. Ranked by regulatory AUM from SEC Form ADV filings, as of 2026-07-06.
Smith Shellnut Wilson
Ridgeland
AUM $6.9B · 880 accounts
Hardy Reed, LLC
Tupelo
AUM $2.9B · 997 accounts
The Molpus Woodlands Group, LLC
Ridgeland
AUM $1.8B · 9 accounts
Mag Cap
Ridgeland
AUM $1.7B · 4,324 accounts
Barnes Pettey Financial Advisors, LLC
Clarksdale
AUM $1.3B · 3,303 accounts
Ballew Advisors Inc
Jackson
AUM $1.3B · 1,815 accounts
Financial Concepts
Columbus
AUM $1.1B · 5,235 accounts
Element Wealth, LLC
Ridgeland
AUM $744M · 1,759 accounts
Argent Wealth, LLC
Ridgeland
AUM $487M · 844 accounts
Trinity Capital Investors
Jackson
AUM $458M · 37 accounts
Legacy Wealth Management, LLC
Ridgeland
AUM $455M · 69 accounts
Mascagni Wealth Management, Inc.
Clinton
AUM $425M · 1,948 accounts
Resolute Wealth Strategies, LLC
Jackson
AUM $388M · 703 accounts
Langley Wealth Management, LLC
Corinth
AUM $371M · 1,827 accounts
Peregrine Investment Advisors, LLC
Madison
AUM $368M · 206 accounts
Phillips Wealth Planners LLC
Starkville
AUM $341M · 2,986 accounts
Wealthview Capital, LLC
Jackson
AUM $319M · 545 accounts
New Perspectives, Inc.
Ridgeland
AUM $309M · 1,145 accounts
McAllister Capital Management
Jackson
AUM $306M · 210 accounts
Optimum Financial Services, LLC
Jackson
AUM $300M · 486 accounts
Addicus Advisory, LLC
Tupelo
AUM $275M · 181 accounts
Bankplus Wealth Advisors
Jackson
AUM $264M · 944 accounts
Simplified Wealth Management
Hattiesburg
AUM $226M · 1,642 accounts
Inman Jager Wealth Management, LLC
Hattiesburg
AUM $225M · 781 accounts
Easley Investment Consultants, Inc.
Ridgeland
AUM $224M · 841 accounts
Sound Financial Strategies Group, LLC
Madison
AUM $218M · 923 accounts
Davenport Watts & Drake Investment Advisors, LLC
Ridgeland
AUM $157M · 355 accounts
Renaissance Advisors
Ridgeland
AUM $151M · 334 accounts
Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv)
Oxford
AUM $141M · 128 accounts
Lee-Way Financial Services, Inc
Hattiesburg
AUM $132M · 215 accounts
Gainspoletti Wealth Planners
Cleveland
AUM $127M · 326 accounts
Coker & Palmer
Jackson
AUM $126M · 216 accounts
Newsong Capital Management, Inc.
Hattiesburg
AUM $100M · 216 accounts
Grantham Poole Advisors, LLC
Ridgeland
AUM $90M · 72 accounts
Bergland Wealth Management, Inc.
Ridgeland
AUM $87M · 205 accounts
Guaranty Private Wealth
Ridgeland
AUM $81M · 72 accounts
Vector Money Management Inc
Ridgeland
AUM $73M · 55 accounts
Hartman, William Denton
Batesville
AUM $29M · 5 accounts
Dental Wealth Partners LLC
Jackson
AUM $27M · 294 accounts
Lefleur Financial
Jackson
AUM $23M · 56 accounts
How many RIA firms are in this Mississippi directory?
This directory covers the 40 largest SEC-registered investment advisory firms headquartered in Mississippi, ranked by regulatory assets under management from SEC Form ADV filings.
What is the largest RIA firm in Mississippi?
By regulatory assets under management, the largest firm in this Mississippi directory is Smith Shellnut Wilson, headquartered in Ridgeland, with approximately $6.9B in AUM.
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