Best Financial Advisors in Mississippi
34 SEC-registered advisory firms across 12 cities. Ranked by Red Flag Score using public regulatory data from Form ADV filings.
Cities in Mississippi
Top-Ranked Firms in Mississippi
BALLEW ADVISORS INC
JACKSON, MS · Since 1991
TRINITY CAPITAL INVESTORS
JACKSON, MS · Since 2000
NEW PERSPECTIVES, INC.
RIDGELAND, MS · Since 2018
LEE-WAY FINANCIAL SERVICES, INC
HATTIESBURG, MS · Since 2026
THE MOLPUS WOODLANDS GROUP, LLC
RIDGELAND, MS · Since 2004
ELEMENT WEALTH, LLC
RIDGELAND, MS · Since 2003
MASCAGNI WEALTH MANAGEMENT, INC.
CLINTON, MS · Since 2017
MCALLISTER CAPITAL MANAGEMENT
JACKSON, MS · Since 2019
DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC
RIDGELAND, MS · Since 2022
FRUGE' CAPITAL ADVISORS, LLC (FORMERLY OXFORD INVESTMENT ADV)
OXFORD, MS · Since 2026
WEALTHVIEW CAPITAL, LLC
JACKSON, MS · Since 2014
FINANCIAL CONCEPTS
COLUMBUS, MS · Since 2011
RENAISSANCE ADVISORS
RIDGELAND, MS · Since 2025
ADDICUS ADVISORY, LLC
TUPELO, MS · Since 2021
NEWSONG CAPITAL MANAGEMENT, INC.
HATTIESBURG, MS · Since 2026
LEGACY WEALTH MANAGEMENT, LLC
RIDGELAND, MS · Since 2019
EASLEY INVESTMENT CONSULTANTS, INC.
RIDGELAND, MS · Since 2020
PHILLIPS WEALTH PLANNERS LLC
STARKVILLE, MS · Since 2022
HAIRE WEALTH MANAGEMENT, INC.
TUPELO, MS · Since 2026
SOUND FINANCIAL STRATEGIES GROUP, LLC
MADISON, MS · Since 2017
COKER & PALMER
JACKSON, MS · Since 2013
OPTIMUM FINANCIAL SERVICES, LLC
JACKSON, MS · Since 1991
SMITH SHELLNUT WILSON
RIDGELAND, MS · Since 1995
HARDY REED, LLC
TUPELO, MS · Since 2006
BARNES PETTEY FINANCIAL ADVISORS, LLC
CLARKSDALE, MS · Since 2007
BANKPLUS WEALTH ADVISORS
JACKSON, MS · Since 2021
PEREGRINE INVESTMENT ADVISORS, LLC
MADISON, MS · Since 2010
MAG CAP
RIDGELAND, MS · Since 2018
ARGENT WEALTH, LLC
RIDGELAND, MS · Since 2021
RESOLUTE WEALTH STRATEGIES, LLC
JACKSON, MS · Since 2022
INMAN JAGER WEALTH MANAGEMENT, LLC
HATTIESBURG, MS · Since 2024
LANGLEY WEALTH MANAGEMENT, LLC
CORINTH, MS · Since 2021
GAINSPOLETTI WEALTH PLANNERS
CLEVELAND, MS · Since 2025
SIMPLIFIED WEALTH MANAGEMENT
HATTIESBURG, MS · Since 2022
About Financial Advisors in Mississippi
How many financial advisors are registered in Mississippi?
There are 34 SEC-registered investment advisory firms in Mississippi, spread across 12 cities. This includes firms managing $100 million or more in client assets.
What is the average financial advisor fee in Mississippi?
The median advisory fee in Mississippi is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.
How are advisors ranked on this page?
Advisors are ranked by our Red Flag Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.
Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.