Data / Investment advisers / Serving individuals / Mississippi
Investment advisers in Mississippi serving individuals: 31 firms
31 SEC registered investment advisers with a main office in Mississippi report individuals among their clients in Form ADV item 5.D, and together they attribute $3.5 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Ballew Advisors Inc.
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.
- 31Advisers
- $3.5 billionAUM from this client type
- 31Advisers over $100 million
- November 2, 2026File date
Advisers in Mississippi serving 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 |
|---|
| Ballew Advisors Inc | Jackson | 818 | $482.5 million | $1.30 billion | adviserinfo.sec.gov |
| Financial Concepts | Columbus | 2,208 | $439.2 million | $1.09 billion | adviserinfo.sec.gov |
| Mag Cap | Ridgeland | 1,201 | $412.6 million | $1.69 billion | adviserinfo.sec.gov |
| Barnes Pettey Financial Advisors, LLC | Clarksdale | 2,079 | $321.7 million | $1.31 billion | adviserinfo.sec.gov |
| Element Wealth, LLC | Ridgeland | 530 | $184.7 million | $743.7 million | adviserinfo.sec.gov |
| Langley Wealth Management, LLC | Corinth | 1,130 | $169.9 million | $370.6 million | adviserinfo.sec.gov |
| Mascagni Wealth Management, Inc. | Clinton | 598 | $153.2 million | $424.5 million | adviserinfo.sec.gov |
| Bankplus Wealth Advisors | Jackson | 582 | $125.7 million | $263.8 million | adviserinfo.sec.gov |
| McAllister Capital Management | Jackson | 118 | $125.5 million | $306.2 million | adviserinfo.sec.gov |
| Sound Financial Strategies Group, LLC | Madison | 560 | $101.6 million | $217.7 million | adviserinfo.sec.gov |
| New Perspectives, Inc. | Ridgeland | 323 | $95.4 million | $308.7 million | adviserinfo.sec.gov |
| Easley Investment Consultants, Inc. | Ridgeland | 302 | $86.5 million | $223.8 million | adviserinfo.sec.gov |
| Smith Shellnut Wilson | Ridgeland | 175 | $86.4 million | $6.92 billion | adviserinfo.sec.gov |
| Simplified Wealth Management | Hattiesburg | 616 | $73.6 million | $225.5 million | adviserinfo.sec.gov |
| Argent Wealth, LLC | Ridgeland | 311 | $73.1 million | $487.3 million | adviserinfo.sec.gov |
| Phillips Wealth Planners LLC | Starkville | 198 | $69.2 million | $340.8 million | adviserinfo.sec.gov |
| Inman Jager Wealth Management, LLC | Hattiesburg | 177 | $68.4 million | $225 million | adviserinfo.sec.gov |
| Hardy Reed, LLC | Tupelo | 148 | $61.5 million | $2.89 billion | adviserinfo.sec.gov |
| Renaissance Advisors | Ridgeland | 310 | $57.9 million | $147.5 million | adviserinfo.sec.gov |
| Trueline Wealth Group, LLC | Hattiesburg | 117 | $56 million | $170.1 million | adviserinfo.sec.gov |
| Optimum Financial Services, LLC | Jackson | 194 | $43 million | $300.2 million | adviserinfo.sec.gov |
| Davenport Watts & Drake Investment Advisors, LLC | Ridgeland | 182 | $38.3 million | $157.1 million | adviserinfo.sec.gov |
| Resolute Wealth Strategies, LLC | Jackson | 144 | $38.2 million | $387.6 million | adviserinfo.sec.gov |
| Wealthview Capital, LLC | Jackson | 113 | $38 million | $319.5 million | adviserinfo.sec.gov |
| Gainspoletti Wealth Planners | Cleveland | 205 | $34.6 million | $127 million | adviserinfo.sec.gov |
| Newsong Capital Management, Inc. | Hattiesburg | 102 | $32.1 million | $100.4 million | adviserinfo.sec.gov |
| Lee-Way Financial Services, Inc | Hattiesburg | 57 | $17.5 million | $132.1 million | adviserinfo.sec.gov |
| Legacy Wealth Management, LLC | Ridgeland | 56 | $16.3 million | $458.6 million | adviserinfo.sec.gov |
| Peregrine Investment Advisors, LLC | Madison | 37 | $12.3 million | $368.4 million | adviserinfo.sec.gov |
| Haire Wealth Management, Inc. | Tupelo | 62 | $12.2 million | $102 million | adviserinfo.sec.gov |
| Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv) | Oxford | 40 | $10.4 million | $141.2 million | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.