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Data / Investment advisers / Serving corporations and other businesses / Mississippi

Investment advisers in Mississippi serving corporations and other businesses: 22 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

22 SEC registered investment advisers with a main office in Mississippi report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $464 million of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Mag Cap.

The request: Every investment adviser in Mississippi that serves corporations and other businesses, with AUM, phone and website. $10 of work on sign-up, no card.

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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.

  • 22Advisers
  • $464 millionAUM from this client type
  • 22Advisers over $100 million
  • November 2, 2026File date

Advisers in Mississippi serving corporations and other businesses

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityClients of this typeAUM from this typeTotal AUMSource
Mag CapRidgeland40$105.5 million$1.69 billionadviserinfo.sec.gov
Smith Shellnut WilsonRidgeland26$86.6 million$6.92 billionadviserinfo.sec.gov
Sound Financial Strategies Group, LLCMadison3$85.5 million$217.7 millionadviserinfo.sec.gov
Ballew Advisors IncJackson19$36 million$1.30 billionadviserinfo.sec.gov
Barnes Pettey Financial Advisors, LLCClarksdale53$31 million$1.31 billionadviserinfo.sec.gov
Peregrine Investment Advisors, LLCMadisonFewer than 5$26.6 million$368.4 millionadviserinfo.sec.gov
Hardy Reed, LLCTupelo3$22.2 million$2.89 billionadviserinfo.sec.gov
Argent Wealth, LLCRidgeland13$18.9 million$487.3 millionadviserinfo.sec.gov
Gainspoletti Wealth PlannersClevelandFewer than 5$13 million$127 millionadviserinfo.sec.gov
Langley Wealth Management, LLCCorinth12$10.1 million$370.6 millionadviserinfo.sec.gov
Optimum Financial Services, LLCJacksonFewer than 5$5.5 million$300.2 millionadviserinfo.sec.gov
Bankplus Wealth AdvisorsJackson9$4.4 million$263.8 millionadviserinfo.sec.gov
Resolute Wealth Strategies, LLCJackson9$3.8 million$387.6 millionadviserinfo.sec.gov
Mascagni Wealth Management, Inc.Clinton19$3.6 million$424.5 millionadviserinfo.sec.gov
Element Wealth, LLCRidgeland3$3.3 million$743.7 millionadviserinfo.sec.gov
Renaissance AdvisorsRidgeland9$2.5 million$147.5 millionadviserinfo.sec.gov
Inman Jager Wealth Management, LLCHattiesburgFewer than 5$2.4 million$225 millionadviserinfo.sec.gov
Simplified Wealth ManagementHattiesburg5$2.1 million$225.5 millionadviserinfo.sec.gov
Davenport Watts & Drake Investment Advisors, LLCRidgeland6$663,998$157.1 millionadviserinfo.sec.gov
Trinity Capital InvestorsJackson1$247,812$458.3 millionadviserinfo.sec.gov
Lee-Way Financial Services, IncHattiesburg1$200,000$132.1 millionadviserinfo.sec.gov
Trueline Wealth Group, LLCHattiesburgFewer than 5$42,800$170.1 millionadviserinfo.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.