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SEC Form ADV, by state

The largest investment adviser firms in Mississippi

The current SEC Form ADV data lists 35 investment adviser firms headquartered in Mississippi, of which 4 (11.4%) answered yes to at least one disciplinary or legal question on Form ADV Item 11. Below are the 50 largest by regulatory assets under management, a gross size measure each firm reports itself. Size is not a quality score, and no public record reports any firm's investment returns.

FirmCityRegulatory AUMFee methodsItem 11 disclosure
SMITH SHELLNUT WILSONRIDGELAND$6.9B% of AUMfixednone reported
HARDY REED, LLCTUPELO$2.9B% of AUMhourlyfixednone reported
THE MOLPUS WOODLANDS GROUP, LLCRIDGELAND$1.8B% of AUMhourlyfixedperformanceothernone reported
MAG CAPRIDGELAND$1.7B% of AUMhourlyfixednone reported
BARNES PETTEY FINANCIAL ADVISORS, LLCCLARKSDALE$1.3B% of AUMhourlyfixedothernone reported
BALLEW ADVISORS INCJACKSON$1.3B% of AUMothernone reported
FINANCIAL CONCEPTSCOLUMBUS$1.1B% of AUMfixednone reported
ELEMENT WEALTH, LLCRIDGELAND$744M% of AUMfixedcommissionsyes, reported
ARGENT WEALTH, LLCRIDGELAND$487M% of AUMnone reported
TRINITY CAPITAL INVESTORSJACKSON$458M% of AUMnone reported
LEGACY WEALTH MANAGEMENT, LLCRIDGELAND$455M% of AUMnone reported
MASCAGNI WEALTH MANAGEMENT, INC.CLINTON$425M% of AUMhourlyfixednone reported
RESOLUTE WEALTH STRATEGIES, LLCJACKSON$388M% of AUMfixednone reported
LANGLEY WEALTH MANAGEMENT, LLCCORINTH$371M% of AUMhourlyfixednone reported
PEREGRINE INVESTMENT ADVISORS, LLCMADISON$368M% of AUMnone reported
PHILLIPS WEALTH PLANNERS LLCSTARKVILLE$341M% of AUMhourlyfixednone reported
WEALTHVIEW CAPITAL, LLCJACKSON$319M% of AUMfixednone reported
NEW PERSPECTIVES, INC.RIDGELAND$309M% of AUMhourlyfixednone reported
MCALLISTER CAPITAL MANAGEMENTJACKSON$306M% of AUMnone reported
OPTIMUM FINANCIAL SERVICES, LLCJACKSON$300M% of AUMhourlynone reported
BANKPLUS WEALTH ADVISORSJACKSON$264M% of AUMnone reported
SIMPLIFIED WEALTH MANAGEMENTHATTIESBURG$226M% of AUMyes, reported
INMAN JAGER WEALTH MANAGEMENT, LLCHATTIESBURG$225M% of AUMhourlynone reported
EASLEY INVESTMENT CONSULTANTS, INC.RIDGELAND$224M% of AUMhourlynone reported
ADDICUS ADVISORY, LLCTUPELO$222M% of AUMfixednone reported
SOUND FINANCIAL STRATEGIES GROUP, LLCMADISON$218M% of AUMfixedcommissionsyes, reported
DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLCRIDGELAND$157M% of AUMfixednone reported
RENAISSANCE ADVISORSRIDGELAND$151M% of AUMfixedperformancenone reported
FRUGE' CAPITAL ADVISORS, LLC (FORMERLY OXFORD INVESTMENT ADV)OXFORD$141M% of AUMhourlyfixedothernone reported
LEE-WAY FINANCIAL SERVICES, INCHATTIESBURG$132M% of AUMnone reported
GAINSPOLETTI WEALTH PLANNERSCLEVELAND$127M% of AUMfixednone reported
COKER & PALMERJACKSON$126M% of AUMfixedcommissionsyes, reported
HAIRE WEALTH MANAGEMENT, INC.TUPELO$102M% of AUMhourlyfixednone reported
NEWSONG CAPITAL MANAGEMENT, INC.HATTIESBURG$100M% of AUMfixedsubscriptionnone reported
TRUELINE WEALTH GROUP, LLCHATTIESBURG$0% of AUMhourlyfixednone reported

Source: SEC Form ADV monthly data, firms reporting a Mississippiheadquarters address. Fee-method chips are the compensation arrangements each firm checked on Item 5.E; the disclosure column is the firm's own answer to Item 11. Click through to any firm for the full record and a link to its SEC detail page.

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