Research Report · 2026-06-30
Largest Registered Investment Advisers in Mississippi
Mississippi SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
34
Total AUM
$24.72B
Median AUM
$314.1M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | SMITH SHELLNUT WILSON LLC | RIDGELAND | 106235 | $6.92B | 16 | 2026-06-30 | → |
| 2 | HARDY REED, LLC | TUPELO | 141024 | $2.89B | 18 | 2026-04-30 | → |
| 3 | THE MOLPUS WOODLANDS GROUP, LLC | RIDGELAND | 114575 | $1.83B | 112 | 2026-04-30 | → |
| 4 | MAGNOLIA CAPITAL ADVISORS LLC | RIDGELAND | 298398 | $1.69B | 18 | 2026-03-31 | → |
| 5 | BARNES PETTEY FINANCIAL ADVISORS, LLC | CLARKSDALE | 142944 | $1.31B | 13 | 2026-04-30 | → |
| 6 | BALLEW ADVISORS INC | JACKSON | 110522 | $1.30B | 11 | 2026-03-31 | → |
| 7 | GIRAFFES, INC. | COLUMBUS | 157616 | $1.09B | 19 | 2026-06-30 | → |
| 8 | ELEMENT WEALTH, LLC | RIDGELAND | 114968 | $743.7M | 15 | 2026-03-31 | → |
| 9 | ARGENT WEALTH, LLC | RIDGELAND | 311685 | $487.3M | 11 | 2026-03-31 | → |
| 10 | TRINITY CAPITAL INVESTORS | JACKSON | 110798 | $458.3M | 2 | 2026-03-31 | → |
| 11 | LEGACY WEALTH MANAGEMENT, LLC | RIDGELAND | 304659 | $455.1M | 4 | 2026-02-28 | → |
| 12 | MASCAGNI WEALTH MANAGEMENT, INC. | CLINTON | 115046 | $424.5M | 6 | 2026-03-31 | → |
| 13 | RESOLUTE WEALTH STRATEGIES, LLC | JACKSON | 318599 | $387.6M | 7 | 2026-03-31 | → |
| 14 | LANGLEY WEALTH MANAGEMENT, LLC | CORINTH | 312823 | $370.6M | 9 | 2026-03-31 | → |
| 15 | PEREGRINE INVESTMENT ADVISORS, LLC | MADISON | 153081 | $368.4M | 4 | 2026-02-28 | → |
| 16 | PHILLIPS WEALTH PLANNERS LLC | STARKVILLE | 319226 | $340.8M | 6 | 2026-03-31 | → |
| 17 | WEALTHVIEW CAPITAL, LLC | JACKSON | 149476 | $319.5M | 9 | 2026-06-30 | → |
| 18 | NEW PERSPECTIVES, INC. | RIDGELAND | 113925 | $308.7M | 8 | 2026-03-31 | → |
| 19 | MCALLISTER CAPITAL MANAGEMENT CORPORATION | JACKSON | 115613 | $306.2M | 3 | 2026-01-31 | → |
| 20 | OPTIMUM FINANCIAL SERVICES, LLC | JACKSON | 105878 | $300.2M | 4 | 2026-02-28 | → |
| 21 | BANKPLUS WEALTH MANAGEMENT, LLC | JACKSON | 152588 | $263.8M | 19 | 2026-04-30 | → |
| 22 | SIMPLIFIED WEALTH MANAGEMENT, LLC | HATTIESBURG | 297059 | $225.5M | 9 | 2026-02-28 | → |
| 23 | INMAN JAGER WEALTH MANAGEMENT, LLC | HATTIESBURG | 329603 | $225.0M | 5 | 2026-02-28 | → |
| 24 | EASLEY INVESTMENT CONSULTANTS, INC. | RIDGELAND | 307258 | $223.8M | 3 | 2026-01-31 | → |
| 25 | ADDICUS ADVISORY, LLC | TUPELO | 282244 | $221.7M | 35 | 2026-06-30 | → |
| 26 | SOUND FINANCIAL STRATEGIES GROUP, LLC | MADISON | 286261 | $217.7M | 7 | 2026-03-31 | → |
| 27 | DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC | RIDGELAND | 127506 | $157.1M | 3 | 2026-04-30 | → |
| 28 | RENAISSANCE HOLDINGS, LLC | RIDGELAND | 175254 | $150.9M | 2 | 2026-03-31 | → |
| 29 | FRUGE' CAPITAL ADVISORS, LLC | OXFORD | 149447 | $141.2M | 2 | 2026-05-31 | → |
| 30 | LEE-WAY FINANCIAL SERVICES, INC | HATTIESBURG | 113983 | $132.1M | 2 | 2026-03-31 | → |
| 31 | GAINSPOLETTI WEALTH PLANNERS ADVISORY LLC | CLEVELAND | 333768 | $127.0M | 3 | 2026-04-30 | → |
| 32 | COKER & PALMER, INC. | JACKSON | 29163 | $126.3M | 8 | 2026-03-31 | → |
| 33 | HAIRE WEALTH MANAGEMENT, INC. | TUPELO | 339998 | $102.0M | 2 | 2026-05-31 | → |
| 34 | NEWSONG CAPITAL MANAGEMENT, INC. | HATTIESBURG | 296877 | $100.4M | 3 | 2026-03-31 | → |
Related Lists
Sleeve34 firms · 2026-06-30