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.
Cities in Mississippi
Top-Ranked Advisors in Mississippi
Page 1 of 2 · 34 firms
THE MOLPUS WOODLANDS GROUP, LLC
RIDGELAND, MS · Since 2004
BALLEW ADVISORS INC
JACKSON, MS · Since 1991
ELEMENT WEALTH, LLC
RIDGELAND, MS · Since 2003
FINANCIAL CONCEPTS
COLUMBUS, MS · Since 2011
TRINITY CAPITAL INVESTORS
JACKSON, MS · Since 2000
MASCAGNI WEALTH MANAGEMENT, INC.
CLINTON, MS · Since 2017
NEW PERSPECTIVES, INC.
RIDGELAND, MS · Since 2018
WEALTHVIEW CAPITAL, LLC
JACKSON, MS · Since 2014
MCALLISTER CAPITAL MANAGEMENT
JACKSON, MS · Since 2019
LEGACY WEALTH MANAGEMENT, LLC
RIDGELAND, MS · Since 2019
EASLEY INVESTMENT CONSULTANTS, INC.
RIDGELAND, MS · Since 2020
ADDICUS ADVISORY, LLC
TUPELO, MS · Since 2021
PHILLIPS WEALTH PLANNERS LLC
STARKVILLE, MS · Since 2022
DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC
RIDGELAND, MS · Since 2022
RENAISSANCE ADVISORS
RIDGELAND, MS · Since 2025
NEWSONG CAPITAL MANAGEMENT, INC.
HATTIESBURG, MS · Since 2026
HAIRE WEALTH MANAGEMENT, INC.
TUPELO, MS · Since 2026
LEE-WAY FINANCIAL SERVICES, INC
HATTIESBURG, MS · Since 2026
FRUGE' CAPITAL ADVISORS, LLC (FORMERLY OXFORD INVESTMENT ADV)
OXFORD, MS · Since 2026
SMITH SHELLNUT WILSON
RIDGELAND, MS · Since 1995
HARDY REED, LLC
TUPELO, MS · Since 2006
BARNES PETTEY FINANCIAL ADVISORS, LLC
CLARKSDALE, MS · Since 2007
MAG CAP
RIDGELAND, MS · Since 2018
OPTIMUM FINANCIAL SERVICES, LLC
JACKSON, MS · Since 1991
PEREGRINE INVESTMENT ADVISORS, LLC
MADISON, MS · Since 2010
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.