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Research / Organic Growers

The fastest-growing RIAs in Mississippi.

11 wealth management firms in Mississippi grew their assets faster than the typical RIA nationally (1.34×) from the end of 2023 to the end of 2025. Here are the top 10, ranked by asset growth, advisory staff growth and net advisors gained.

#FirmAssets, end of 2023 → 2025GrowthAdvisory staffNet advisors, 12 moHow they grewMain custodianScore
1Bankplus Wealth Advisors
JACKSON
$150.5M → $263.8M1.75×
1.3× typical
12 → 14+2
Organic or recruited
Schwab84.2
2Langley Wealth Management, LLC
CORINTH
$255.8M → $370.6M1.45×
1.1× typical
2 → 4+1
Organic or recruited
Raymond James78.4
3Element Wealth, LLC
RIDGELAND
$549.8M → $743.7M1.35×
1.0× typical
3 → 9+1
Organic or recruited
Fidelity71.3
4Legacy Wealth Management, LLC
RIDGELAND
$304.9M → $458.6M1.5×
1.1× typical
1 → 30
Organic
Pershing65.9
5Mag Cap
RIDGELAND
$1.15B → $1.69B1.47×
1.1× typical
13 → 13+3
Organic or recruited
Raymond James64.1
6Resolute Wealth Strategies, LLC
JACKSON
$259.2M → $387.6M1.5×
1.1× typical
4 → 50
Organic
Fidelity58.8
7Hardy Reed, LLC
TUPELO
$1.87B → $2.89B1.55×
1.2× typical
11 → 120
Organic
Fidelity58.6
8Simplified Wealth Management
HATTIESBURG
$156.4M → $225.5M1.44×
1.1× typical
5 → 70
Organic
Schwab58.2
9Mascagni Wealth Management, Inc.
CLINTON
$313.4M → $424.5M1.35×
1.0× typical
3 → 4-1
Organic
Schwab46.9
10Financial Concepts
COLUMBUS
$760M → $1.09B1.43×
1.1× typical
3 → 30
Organic
Capital Bank and Trust Company41.3

Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.

How we ranked