RIA Intelligence

Investment Advisers in Mississippi

60 registered firms

Sort by: AUM Name Employees Last Updated
SOUND FINANCIAL STRATEGIES GROUP, LLC
CRD #286261 MADISON, MS
SEC Disclosures
AUM
$183.7M
Employees
8
FFR ADVISORY, INC.
CRD #139812 JACKSON, MS
SEC
AUM
$185.2M
Employees
--
BANKPLUS WEALTH MANAGEMENT, LLC
CRD #152588 JACKSON, MS
SEC
AUM
$186.1M
Employees
19
INMAN JAGER WEALTH MANAGEMENT, LLC
CRD #329603 HATTIESBURG, MS
SEC
AUM
$189.3M
Employees
2
EASLEY INVESTMENT CONSULTANTS, INC.
CRD #307258 RIDGELAND, MS
SEC
AUM
$198.3M
Employees
5
INSTITUTIONAL SERVICES GROUP, LLC
CRD #144650 JACKSON, MS
SEC
AUM
$204M
Employees
2
HORNE WEALTH ADVISORS, LLC
CRD #151067 RIDGELAND, MS
SEC
AUM
$234.4M
Employees
6
COKER & PALMER, INC.
CRD #29163 JACKSON, MS
SEC Disclosures
AUM
$244.1M
Employees
13
MCALLISTER CAPITAL MANAGEMENT CORPORATION
CRD #115613 JACKSON, MS
SEC
AUM
$260.8M
Employees
3
OPTIMUM FINANCIAL SERVICES, LLC
CRD #105878 JACKSON, MS
SEC
AUM
$269.3M
Employees
4
ADDICUS ADVISORY, LLC
CRD #282244 TUPELO, MS
SEC Private Funds
AUM
$274.8M
Employees
23
EFP ADVISORS INC.
CRD #161249 JACKSON, MS
SEC
AUM
$282.8M
Employees
4
PHILLIPS WEALTH PLANNERS LLC
CRD #319226 STARKVILLE, MS
SEC
AUM
$286.6M
Employees
7
WEALTHVIEW CAPITAL, LLC
CRD #149476 JACKSON, MS
SEC
AUM
$286.8M
Employees
6
NEW PERSPECTIVES, INC.
CRD #113925 RIDGELAND, MS
SEC
AUM
$288.6M
Employees
5
LANGLEY WEALTH MANAGEMENT, LLC
CRD #312823 CORINTH, MS
SEC
AUM
$297.1M
Employees
8
RESOLUTE WEALTH STRATEGIES, LLC
CRD #318599 JACKSON, MS
SEC
AUM
$316.1M
Employees
5
PEREGRINE INVESTMENT ADVISORS, LLC
CRD #153081 MADISON, MS
SEC
AUM
$343.6M
Employees
4
MASCAGNI WEALTH MANAGEMENT, INC.
CRD #115046 CLINTON, MS
SEC
AUM
$365.5M
Employees
6
LEGACY WEALTH MANAGEMENT, LLC
CRD #304659 RIDGELAND, MS
SEC
AUM
$421.1M
Employees
4
ARGENT WEALTH, LLC
CRD #311685 RIDGELAND, MS
SEC
AUM
$439.3M
Employees
10
BARNES PETTEY FINANCIAL ADVISORS
CRD #106587 CLARKSDALE, MS
SEC
AUM
$445M
Employees
10
TRINITY CAPITAL INVESTORS
CRD #110798 JACKSON, MS
SEC
AUM
$472M
Employees
2
CCG ASSET MANAGEMENT, LLC
CRD #166361 JACKSON, MS
SEC Disclosures
AUM
$577.2M
Employees
3
ELEMENT WEALTH, LLC
CRD #114968 RIDGELAND, MS
SEC
AUM
$641.9M
Employees
14