RIAs in Mississippi

RIA	People	AUM
Smith Shellnut Wilson	—	$6.92Bas of Sep 2026
Hardy Reed, LLC	Richard HillMargaret JustusJohn Hardy+10 more	$2.89Bas of Sep 2026
The Molpus Woodlands Group, LLC	—	$1.83Bas of Jul 2026
Mag Cap	Edward HartleyCourtney WoodWilliam Trusty+13 more	$1.69Bas of Mar 2026
Barnes Pettey Financial Advisors, LLC	Gerald SmithRichard DevoeAndrew Yee+5 more	$1.31Bas of Aug 2026
Ballew Advisors Inc	Karl Byrd	$1.3Bas of Mar 2026
Financial Concepts	Scott FergusonKristen KunzFelice Olmos+1 more	$1.09Bas of Jun 2026
Element Wealth, LLC	David MorseDanny WilliamsBarry Smith+10 more	$743.7Mas of Mar 2026
Argent Wealth, LLC	Martin PalomoMatthew DavisCristopher Dockery+3 more	$487.3Mas of Mar 2026
Legacy Wealth Management, LLC	Forbes WatsonWilfred HendersonMaggie Hartness+1 more	$458.6Mas of Jul 2026
Trinity Capital Investors	—	$458.3Mas of Mar 2026
Mascagni Wealth Management, Inc.	Julius MascagniMatthew BrownCollin Mascagni	$424.5Mas of Aug 2026
Resolute Wealth Strategies, LLC	Charles AlleyPhillip BurnettMichael Puckett+3 more	$387.6Mas of Mar 2026
Langley Wealth Management, LLC	Zeb TaylorAaron HightBrian Langley+1 more	$370.6Mas of Aug 2026
Peregrine Investment Advisors, LLC	Kevin AnthonyJohn KnoxKevin Anthony	$368.4Mas of Feb 2026
Phillips Wealth Planners LLC	Lynn Phillips-GainesLauren Black	$340.8Mas of Mar 2026
Wealthview Capital, LLC	Samuel TaylorLawrence TuskeyTyson Rutland+1 more	$319.5Mas of Jun 2026
New Perspectives, Inc.	Nancy AndersonJoshua TaffMeredith Delaune+1 more	$308.7Mas of Aug 2026
Mcallister Capital Management	Lyle McAllisterSheldon FordLyle McAllister	$306.2Mas of Jan 2026
Optimum Financial Services, LLC	John GarrardWilliam GarrardJohn Garrard III	$300.2Mas of Feb 2026
Bankplus Wealth Advisors	James ClarkRandall MonaghanTony Edwards+13 more	$263.8Mas of Sep 2026
Simplified Wealth Management	Mark CreelJames CarpenterKevin McCormick+4 more	$225.5Mas of Feb 2026
Inman Jager Wealth Management, LLC	Christopher InmanJason JagerHenry McCall	$225Mas of Feb 2026
Easley Investment Consultants, Inc.	Carl EasleyKelly Adams	$223.8Mas of Jan 2026
Addicus Advisory, LLC	Ryan KellySamuel Webb	$221.7Mas of Jun 2026
Sound Financial Strategies Group, LLC	Joel HoldenLaura HerringtonJerry Grantham+2 more	$217.7Mas of Mar 2026
Davenport Watts & Drake Investment Advisors, LLC	Tom DavenportHenry DrakeEllen Hazlewood	$157.1Mas of Apr 2026
Renaissance Advisors	Blake HeadleyJason Brown	$147.5Mas of Jul 2026
Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv)	Don FrugeDon Fruge	$141.2Mas of May 2026
Lee-Way Financial Services, Inc	Chad Edmonson	$132.1Mas of Mar 2026
Gainspoletti Wealth Planners	James GainspolettiBrandyn SkeenGary Gainspoletti	$127Mas of Apr 2026
Coker & Palmer	James Coker	$126.3Mas of Mar 2026
Haire Wealth Management, Inc.	Robin Haire	$102Mas of May 2026
Newsong Capital Management, Inc.	Lance Williams	$100.4Mas of Mar 2026
Grantham Poole Advisors, LLC	Michael DennyMichael Langdon	$89.6Mas of Oct 2026
Bergland Wealth Management, Inc.	Tiffany Bergland	$87.4Mas of Feb 2026
Guaranty Private Wealth	Robert SuttonWilliam SmithGentry Martin	$81.4Mas of Apr 2026
Vector Money Management Inc	Ashby Foote	$73.3Mas of Jun 2026
Hartman, William Denton	—	$29.2Mas of Mar 2026
Dental Wealth Partners LLC	Ian McGinnis	$26.8Mas of Sep 2026
Lefleur Financial	Joshua Norris	$23.2Mas of Jan 2026
Wealth Management, LLC	Huiming Sun	$19.6Mas of Mar 2026
Harmon Financial Advisors, Inc.	William HarmonMitchell Brown	$16.4Mas of Jan 2026
Pathway Planning Inc	Michael LandCarl Aycock	$11.6Mas of Apr 2026
Kelly Capital Group, LLC	Stephanie KellyEthan Kelly	$4.8Mas of Mar 2026
Russell Wealth Management, LLC	Glover Russell	$2.4Mas of Jun 2026
Brick Street Financial	Ronald Morton	$359Kas of Mar 2026
Prism Wealth Partners, LLC	Cory Easterling	$0as of Jul 2026
Trueline Wealth Group, LLC	Bradley BondurantMarc MaddoxErin Willcutt	$0as of Jun 2026

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