AdvisorRanked

Best Financial Advisors in Mississippi

34 SEC-registered advisory firms across 12 cities. Ranked by Trust Score using public regulatory data from Form ADV filings.

34
Registered Firms
12
Cities
0.95%
Median Fee
of assets/year
34
In Database
firms listed

Trust Score Distribution — Mississippi Advisors

Cities in Mississippi

5 cities

Top-Ranked Advisors in Mississippi

Page 1 of 2 · 34 firms

#1
92

THE MOLPUS WOODLANDS GROUP, LLC

RIDGELAND, MS · Since 2004

$1.8B AUM18 clientsFee: 0%
FiduciaryFee-Only
#2
91

BALLEW ADVISORS INC

JACKSON, MS · Since 1991

$1.3B AUM6 clientsFee: 0%
FiduciaryFee-Only
#3
89

ELEMENT WEALTH, LLC

RIDGELAND, MS · Since 2003

$744M AUM9 clientsFee: 0%
FiduciaryFee-Only
#4
89

FINANCIAL CONCEPTS

COLUMBUS, MS · Since 2011

$1.1B AUM3 clientsFee: 0%
FiduciaryFee-Only
#5
88

TRINITY CAPITAL INVESTORS

JACKSON, MS · Since 2000

$458M AUM2 clientsFee: 0%
FiduciaryFee-Only
#6
87

MASCAGNI WEALTH MANAGEMENT, INC.

CLINTON, MS · Since 2017

$425M AUM4 clientsFee: 0%
FiduciaryFee-Only
#7
86

NEW PERSPECTIVES, INC.

RIDGELAND, MS · Since 2018

$309M AUM4 clientsFee: 0%
FiduciaryFee-Only
#8
86

WEALTHVIEW CAPITAL, LLC

JACKSON, MS · Since 2014

$319M AUM4 clientsFee: 0%
FiduciaryFee-Only
#9
85

MCALLISTER CAPITAL MANAGEMENT

JACKSON, MS · Since 2019

$306M AUM3 clientsFee: 0%
FiduciaryFee-Only
#10
85

LEGACY WEALTH MANAGEMENT, LLC

RIDGELAND, MS · Since 2019

$455M AUM3 clientsFee: 0%
FiduciaryFee-Only
#11
85

EASLEY INVESTMENT CONSULTANTS, INC.

RIDGELAND, MS · Since 2020

$224M AUM2 clientsFee: 0%
FiduciaryFee-Only
#12
84

ADDICUS ADVISORY, LLC

TUPELO, MS · Since 2021

$275M AUM12 clientsFee: 0%
FiduciaryFee-Only
#13
84

PHILLIPS WEALTH PLANNERS LLC

STARKVILLE, MS · Since 2022

$341M AUM2 clientsFee: 0%
FiduciaryFee-Only
#14
83

DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC

RIDGELAND, MS · Since 2022

$157M AUM3 clientsFee: 0%
FiduciaryFee-Only
#15
83

RENAISSANCE ADVISORS

RIDGELAND, MS · Since 2025

$151M AUM2 clientsFee: 0%
FiduciaryFee-Only
#16
83

NEWSONG CAPITAL MANAGEMENT, INC.

HATTIESBURG, MS · Since 2026

$100M AUM1 clientsFee: 0%
FiduciaryFee-Only
#17
83

HAIRE WEALTH MANAGEMENT, INC.

TUPELO, MS · Since 2026

$102M AUM1 clientsFee: 0%
FiduciaryFee-Only
#18
82

LEE-WAY FINANCIAL SERVICES, INC

HATTIESBURG, MS · Since 2026

$132M AUM1 clientsFee: 0%
FiduciaryFee-Only
#19
82

FRUGE' CAPITAL ADVISORS, LLC (FORMERLY OXFORD INVESTMENT ADV)

OXFORD, MS · Since 2026

$141M AUM2 clientsFee: 0%
FiduciaryFee-Only
#20
81

SMITH SHELLNUT WILSON

RIDGELAND, MS · Since 1995

$6.9B AUM13 clientsFee: 0%
FiduciaryFee-Only
#21
81

HARDY REED, LLC

TUPELO, MS · Since 2006

$2.9B AUM12 clientsFee: 0%
FiduciaryFee-Only
#22
81

BARNES PETTEY FINANCIAL ADVISORS, LLC

CLARKSDALE, MS · Since 2007

$1.3B AUM8 clientsFee: 0%
FiduciaryFee-Only
#23
81

MAG CAP

RIDGELAND, MS · Since 2018

$1.7B AUM13 clientsFee: 0%
FiduciaryFee-Only
#24
78

OPTIMUM FINANCIAL SERVICES, LLC

JACKSON, MS · Since 1991

$300M AUM3 clientsFee: 0%
FiduciaryFee-Only
#25
78

PEREGRINE INVESTMENT ADVISORS, LLC

MADISON, MS · Since 2010

$368M AUM4 clientsFee: 0%
FiduciaryFee-Only

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 Trust 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.