RIA Intelligence

Investment Advisers in Mississippi

60 registered firms

Sort by: AUM Name Employees Last Updated
OPTIMUM FINANCIAL SERVICES, LLC
CRD #105878 JACKSON, MS
SEC
AUM
$269.3M
Employees
4
MCALLISTER CAPITAL MANAGEMENT CORPORATION
CRD #115613 JACKSON, MS
SEC
AUM
$260.8M
Employees
3
COKER & PALMER, INC.
CRD #29163 JACKSON, MS
SEC Disclosures
AUM
$244.1M
Employees
13
HORNE WEALTH ADVISORS, LLC
CRD #151067 RIDGELAND, MS
SEC
AUM
$234.4M
Employees
6
INSTITUTIONAL SERVICES GROUP, LLC
CRD #144650 JACKSON, MS
SEC
AUM
$204M
Employees
2
EASLEY INVESTMENT CONSULTANTS, INC.
CRD #307258 RIDGELAND, MS
SEC
AUM
$198.3M
Employees
5
INMAN JAGER WEALTH MANAGEMENT, LLC
CRD #329603 HATTIESBURG, MS
SEC
AUM
$189.3M
Employees
2
BANKPLUS WEALTH MANAGEMENT, LLC
CRD #152588 JACKSON, MS
SEC
AUM
$186.1M
Employees
19
FFR ADVISORY, INC.
CRD #139812 JACKSON, MS
SEC
AUM
$185.2M
Employees
--
SOUND FINANCIAL STRATEGIES GROUP, LLC
CRD #286261 MADISON, MS
SEC Disclosures
AUM
$183.7M
Employees
8
SIMPLIFIED WEALTH MANAGEMENT, LLC
CRD #297059 HATTIESBURG, MS
SEC
AUM
$179.5M
Employees
7
ABRIDGE PARTNERS, LLC
CRD #145599 MADISON, MS
SEC
AUM
$178.9M
Employees
4
EXECUTIVE FINANCIAL PLANNING, INCORPORATED
CRD #111783 JACKSON, MS
SEC
AUM
$176M
Employees
--
ET GEORGE INVESTMENT MANAGEMENT, LLC
CRD #167296 STARKVILLE, MS
SEC
AUM
$165M
Employees
3
MEDLEY & CO
CRD #105134 RIDGELAND, MS
SEC
AUM
$160.1M
Employees
10
RENAISSANCE HOLDINGS, LLC
CRD #175254 RIDGELAND, MS
SEC
AUM
$147.6M
Employees
2
DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC
CRD #127506 RIDGELAND, MS
SEC
AUM
$138.8M
Employees
3
GAINSPOLETTI WEALTH PLANNERS ADVISORY LLC
CRD #333768 CLEVELAND, MS
SEC
AUM
$105M
Employees
3
VECTOR MONEY MANAGEMENT INC
CRD #108192 RIDGELAND, MS
SEC Disclosures
AUM
$90.8M
Employees
1
KEYSTONE CAPITAL MANAGEMENT, INC.
CRD #104524 GULFPORT, MS
SEC
AUM
$79.8M
Employees
--
ALLIANCE CONSULTING, LLC
CRD #144574 RIDGELAND, MS
SEC
AUM
$61M
Employees
5
HOWARD AND MCINNES INC
CRD #104824 JACKSON, MS
SEC
AUM
$29.7M
Employees
5
WOMACK ASSET MANAGEMENT INC
CRD #109559 JACKSON, MS
SEC
AUM
$27.4M
Employees
5
THE CORNERSTONE GROUP, LLC
CRD #109249 OCEAN SPRINGS, MS
SEC
AUM
$26.8M
Employees
5
BEYOND CAPITAL FINANCIAL MANAGEMENT GROUP, INC.
CRD #149808 MERIDIAN, MS
SEC
AUM
$22M
Employees
1