Data / Investment advisers / Serving high net worth individuals / Mississippi
Investment advisers in Mississippi serving high net worth individuals: 32 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
32 SEC registered investment advisers with a main office in Mississippi report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $8.8 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Hardy Reed, LLC.
The request: Every investment adviser in Mississippi that serves high net worth individuals, with AUM, 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.
- 32Advisers
- $8.8 billionAUM from this client type
- 32Advisers over $100 million
- November 2, 2026File date
Advisers in Mississippi serving high net worth individuals
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.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| Hardy Reed, LLC | Tupelo | 203 | $1.57 billion | $2.89 billion | adviserinfo.sec.gov |
| Barnes Pettey Financial Advisors, LLC | Clarksdale | 945 | $666.7 million | $1.31 billion | adviserinfo.sec.gov |
| Financial Concepts | Columbus | 310 | $612.4 million | $1.09 billion | adviserinfo.sec.gov |
| Mag Cap | Ridgeland | 236 | $517.2 million | $1.69 billion | adviserinfo.sec.gov |
| Legacy Wealth Management, LLC | Ridgeland | 40 | $431 million | $458.6 million | adviserinfo.sec.gov |
| Smith Shellnut Wilson | Ridgeland | 66 | $386.5 million | $6.92 billion | adviserinfo.sec.gov |
| Argent Wealth, LLC | Ridgeland | 139 | $384.2 million | $487.3 million | adviserinfo.sec.gov |
| Element Wealth, LLC | Ridgeland | 122 | $347.1 million | $743.7 million | adviserinfo.sec.gov |
| Resolute Wealth Strategies, LLC | Jackson | 135 | $319 million | $387.6 million | adviserinfo.sec.gov |
| Peregrine Investment Advisors, LLC | Madison | 49 | $317.2 million | $368.4 million | adviserinfo.sec.gov |
| Wealthview Capital, LLC | Jackson | 78 | $281 million | $319.5 million | adviserinfo.sec.gov |
| Phillips Wealth Planners LLC | Starkville | 114 | $259.5 million | $340.8 million | adviserinfo.sec.gov |
| Mascagni Wealth Management, Inc. | Clinton | 113 | $256.6 million | $424.5 million | adviserinfo.sec.gov |
| Optimum Financial Services, LLC | Jackson | 42 | $242.4 million | $300.2 million | adviserinfo.sec.gov |
| New Perspectives, Inc. | Ridgeland | 91 | $205.8 million | $308.7 million | adviserinfo.sec.gov |
| Langley Wealth Management, LLC | Corinth | 86 | $187.9 million | $370.6 million | adviserinfo.sec.gov |
| McAllister Capital Management | Jackson | 92 | $180.6 million | $306.2 million | adviserinfo.sec.gov |
| Ballew Advisors Inc | Jackson | 35 | $147.6 million | $1.30 billion | adviserinfo.sec.gov |
| Simplified Wealth Management | Hattiesburg | 91 | $146 million | $225.5 million | adviserinfo.sec.gov |
| Inman Jager Wealth Management, LLC | Hattiesburg | 62 | $137.9 million | $225 million | adviserinfo.sec.gov |
| Easley Investment Consultants, Inc. | Ridgeland | 55 | $137.2 million | $223.8 million | adviserinfo.sec.gov |
| Bankplus Wealth Advisors | Jackson | 51 | $131.9 million | $263.8 million | adviserinfo.sec.gov |
| Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv) | Oxford | 28 | $121 million | $141.2 million | adviserinfo.sec.gov |
| Davenport Watts & Drake Investment Advisors, LLC | Ridgeland | 26 | $118.1 million | $157.1 million | adviserinfo.sec.gov |
| Addicus Advisory, LLC | Tupelo | 91 | $115.4 million | $221.7 million | adviserinfo.sec.gov |
| Trueline Wealth Group, LLC | Hattiesburg | 38 | $112.9 million | $170.1 million | adviserinfo.sec.gov |
| Lee-Way Financial Services, Inc | Hattiesburg | 46 | $108.5 million | $132.1 million | adviserinfo.sec.gov |
| Haire Wealth Management, Inc. | Tupelo | 102 | $89.8 million | $102 million | adviserinfo.sec.gov |
| Renaissance Advisors | Ridgeland | 24 | $87.1 million | $147.5 million | adviserinfo.sec.gov |
| Gainspoletti Wealth Planners | Cleveland | 45 | $78 million | $127 million | adviserinfo.sec.gov |
| Newsong Capital Management, Inc. | Hattiesburg | 40 | $68.3 million | $100.4 million | adviserinfo.sec.gov |
| Sound Financial Strategies Group, LLC | Madison | 30 | $30.6 million | $217.7 million | 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.