Data / Investment advisers / $100 million to $500 million in AUM / Mississippi
Investment advisers in Mississippi with $100 million to $500 million in AUM: 26 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
26 SEC registered investment advisers in Mississippi report between $100 million and $500 million in regulatory assets under management, $7 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Argent Wealth, LLC with $487 million.
The request: Every investment adviser in Mississippi with AUM in the range $100 million to $500 million, with phone and website. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 26Advisers
- 26SEC registered
- $7 billionTotal AUM
- 26Advisers over $100 million
- 1Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Argent Wealth, LLC | Ridgeland | $487.3 million | 844 | 11 | Not listed | (601) 957-0323 | myargentwealth.com | adviserinfo.sec.gov |
| Legacy Wealth Management, LLC | Ridgeland | $458.6 million | 193 | 4 | Not listed | (601) 499-1970 | mylegacy.ms | adviserinfo.sec.gov |
| Trinity Capital Investors | Jackson | $458.3 million | 37 | 2 | Not listed | (601) 956-3511 | adviserinfo.sec.gov | |
| Mascagni Wealth Management, Inc. | Clinton | $424.5 million | 1,948 | 6 | Not listed | (601) 925-8099 | adviserinfo.sec.gov | |
| Resolute Wealth Strategies, LLC | Jackson | $387.6 million | 703 | 7 | Not listed | (601) 952-8850 | theresoluteadvisor.com | adviserinfo.sec.gov |
| Langley Wealth Management, LLC | Corinth | $370.6 million | 1,827 | 9 | Not listed | (662) 872-3051 | adviserinfo.sec.gov | |
| Peregrine Investment Advisors, LLC | Madison | $368.4 million | 206 | 4 | Not listed | (769) 216-3232 | peregrineinvest.com | adviserinfo.sec.gov |
| Phillips Wealth Planners LLC | Starkville | $340.8 million | 2,986 | 6 | Not listed | (662) 324-2889 | phillipsfinancial.org | adviserinfo.sec.gov |
| Wealthview Capital, LLC | Jackson | $319.5 million | 545 | 9 | Not listed | (601) 981-4040 | adviserinfo.sec.gov | |
| New Perspectives, Inc. | Ridgeland | $308.7 million | 1,145 | 8 | Not listed | (601) 991-3158 | newper.com | adviserinfo.sec.gov |
| McAllister Capital Management | Jackson | $306.2 million | 210 | 3 | Not listed | (601) 362-1000 | mcallistercapital.com | adviserinfo.sec.gov |
| Optimum Financial Services, LLC | Jackson | $300.2 million | 486 | 4 | Not listed | (601) 981-5900 | adviserinfo.sec.gov | |
| Bankplus Wealth Advisors | Jackson | $263.8 million | 944 | 19 | Not listed | (601) 607-4290 | bankplus.net | adviserinfo.sec.gov |
| Simplified Wealth Management | Hattiesburg | $225.5 million | 1,642 | 9 | Not listed | (601) 336-4265 | myswm.com | adviserinfo.sec.gov |
| Inman Jager Wealth Management, LLC | Hattiesburg | $225 million | 781 | 5 | Not listed | (601) 602-3571 | inmanjagerwm.com | adviserinfo.sec.gov |
| Easley Investment Consultants, Inc. | Ridgeland | $223.8 million | 841 | 3 | Not listed | (601) 992-4101 | easleyinvest.co | adviserinfo.sec.gov |
| Addicus Advisory, LLC | Tupelo | $221.7 million | 133 | 35 | 41 | (877) 294-8658 | addicusadvisors.com | adviserinfo.sec.gov |
| Sound Financial Strategies Group, LLC | Madison | $217.7 million | 923 | 7 | Not listed | (601) 856-3825 | adviserinfo.sec.gov | |
| Trueline Wealth Group, LLC | Hattiesburg | $170.1 million | 341 | 3 | Not listed | (601) 255-5457 | truelinewealthgroup.com | adviserinfo.sec.gov |
| Davenport Watts & Drake Investment Advisors, LLC | Ridgeland | $157.1 million | 355 | 3 | Not listed | (601) 898-8069 | davenportwattsdrake.com | adviserinfo.sec.gov |
| Renaissance Advisors | Ridgeland | $147.5 million | 343 | 4 | Not listed | (601) 714-1034 | renadv.com | adviserinfo.sec.gov |
| Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv) | Oxford | $141.2 million | 128 | 2 | Not listed | (662) 550-4554 | frugecapital.com | adviserinfo.sec.gov |
| Lee-Way Financial Services, Inc | Hattiesburg | $132.1 million | 215 | 2 | Not listed | (917) 952-4262 | leewayfinancial.com | adviserinfo.sec.gov |
| Gainspoletti Wealth Planners | Cleveland | $127 million | 326 | 3 | Not listed | (662) 843-6090 | gainspoletti.com | adviserinfo.sec.gov |
| Haire Wealth Management, Inc. | Tupelo | $102 million | 164 | 2 | Not listed | (662) 844-3501 | adviserinfo.sec.gov | |
| Newsong Capital Management, Inc. | Hattiesburg | $100.4 million | 216 | 3 | Not listed | (601) 909-6117 | adviserinfo.sec.gov |
Also on SpecStream
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.