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Top RIA Firms in Mississippi
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Mississippi. This hub covers 31 matching firms with $24.4B in total reported AUM and median AUM of $340.8M.
Firms
31
Matching current profiles
Total AUM
$24.4B
Reported regulatory AUM
Median AUM
$340.8M
Across firms with AUM
Largest firm
$6.9B
Smith Shellnut Wilson
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Smith Shellnut Wilson CRD 106235 · Limited Liability Company | RIDGELAND, MS | $6.9B May 2026 | -$1.1B-13.7% | -$833.5M-10.7% | +$3.0B+77.0% | +$5.6B+419.3% | 0 employees+0.0% over 3Y | +231 accounts+35.6% over 3Y |
| 2. Hardy Reed, LLC CRD 141024 · Limited Liability Company | TUPELO, MS | $2.9B Apr 2026 | +$533.3M+22.6% | +$1.4B+99.5% | +$1.5B+103.0% | +$2.6B+953.0% | +3 employees+20.0% over 3Y | +650 accounts+187.3% over 3Y |
| 3. The Molpus Woodlands Group, LLC CRD 114575 · Limited Liability Company | RIDGELAND, MS | $1.8B Apr 2026 | +$270.1M+17.3% | +$539.4M+41.7% | +$731.4M+66.5% | +$1.4B+316.7% | 0 employees+0.0% over 3Y | +3 accounts+50.0% over 3Y |
| 4. Mag Cap CRD 298398 · Limited Liability Company | RIDGELAND, MS | $1.7B Mar 2026 | +$543.1M+47.3% | +$561.3M+49.7% | +$939.0M+124.8% | — | +5 employees+38.5% over 3Y | +1,845 accounts+74.4% over 3Y |
| 5. Barnes Pettey Financial Advisors, LLC CRD 142944 · Limited Liability Company | CLARKSDALE, MS | $1.3B Apr 2026 | +$187.4M+16.7% | +$345.3M+35.8% | +$238.7M+22.3% | +$646.1M+97.3% | -5 employees-27.8% over 3Y | +507 accounts+18.1% over 3Y |
| 6. Ballew Advisors INC CRD 110522 · Corporation | JACKSON, MS | $1.3B Mar 2026 | +$253.0M+24.3% | +$395.8M+44.0% | +$552.8M+74.4% | +$928.4M+252.5% | 0 employees+0.0% over 3Y | +309 accounts+20.5% over 3Y |
| 7. Financial Concepts CRD 157616 · Corporation | COLUMBUS, MS | $1.1B Feb 2026 | +$328.2M+43.2% | +$293.9M+37.0% | +$501.7M+85.5% | +$995.9M+1077.8% | +9 employees+90.0% over 3Y | +212 accounts+4.2% over 3Y |
| 8. Element Wealth, LLC CRD 114968 · Limited Liability Company | RIDGELAND, MS | $743.7M Mar 2026 | +$193.9M+35.3% | +$294.0M+65.4% | +$490.5M+193.8% | +$595.7M+402.5% | +4 employees+36.4% over 3Y | +878 accounts+99.7% over 3Y |
| 9. Argent Wealth, LLC CRD 311685 · Limited Liability Company | RIDGELAND, MS | $487.3M Mar 2026 | +$48.0M+10.9% | +$106.7M+28.0% | — | — | +2 employees+22.2% over 3Y | +115 accounts+15.8% over 3Y |
| 10. Trinity Capital Investors CRD 110798 · Corporation | JACKSON, MS | $458.3M Mar 2026 | -$10.1M-2.2% | +$10.6M+2.4% | -$41.9M-8.4% | +$38.8M+9.2% | 0 employees+0.0% over 3Y | +12 accounts+48.0% over 3Y |
| 11. Legacy Wealth Management, LLC CRD 304659 · Limited Liability Company | RIDGELAND, MS | $455.1M Feb 2026 | +$150.2M+49.3% | +$182.0M+66.6% | +$195.9M+75.6% | — | +1 employees+33.3% over 3Y | +19 accounts+38.0% over 3Y |
| 12. Mascagni Wealth Management, INC. CRD 115046 · Corporation | CLINTON, MS | $424.5M Mar 2026 | +$59.0M+16.1% | +$168.8M+66.0% | +$170.5M+67.1% | +$310.2M+271.3% | +2 employees+50.0% over 3Y | +333 accounts+20.6% over 3Y |
| 13. Resolute Wealth Strategies, LLC CRD 318599 · Limited Liability Company | JACKSON, MS | $387.6M Mar 2026 | +$71.5M+22.6% | +$199.7M+106.3% | — | — | +2 employees+40.0% over 3Y | +243 accounts+52.8% over 3Y |
| 14. Langley Wealth Management, LLC CRD 312823 · Limited Liability Company | CORINTH, MS | $370.6M Mar 2026 | +$73.5M+24.7% | +$149.3M+67.4% | — | — | +3 employees+50.0% over 3Y | +567 accounts+45.0% over 3Y |
| 15. Peregrine Investment Advisors, LLC CRD 153081 · Limited Liability Company | MADISON, MS | $368.4M Feb 2026 | +$24.8M+7.2% | +$16.1M+4.6% | +$60.7M+19.7% | +$228.3M+163.0% | 0 employees+0.0% over 3Y | -3 accounts-1.4% over 3Y |
| 16. Phillips Wealth Planners LLC CRD 319226 · Limited Liability Company | STARKVILLE, MS | $340.8M Mar 2026 | +$78.8M+30.1% | +$115.8M+51.5% | — | — | -1 employees-14.3% over 3Y | +1,389 accounts+87.0% over 3Y |
| 17. Wealthview Capital, LLC CRD 149476 · Limited Liability Company | JACKSON, MS | $319.5M Mar 2026 | +$32.7M+11.4% | +$68.5M+27.3% | +$65.7M+25.9% | +$237.6M+290.0% | +2 employees+28.6% over 3Y | +44 accounts+8.8% over 3Y |
| 18. New Perspectives, INC. CRD 113925 · Corporation | RIDGELAND, MS | $308.7M Mar 2026 | +$20.0M+6.9% | +$103.7M+50.6% | +$156.7M+103.1% | +$263.7M+586.0% | +3 employees+60.0% over 3Y | +45 accounts+4.1% over 3Y |
| 19. Mcallister Capital Management CRD 115613 · Corporation | JACKSON, MS | $306.2M Jan 2026 | +$89.9M+41.6% | +$136.1M+80.0% | +$166.2M+118.7% | +$249.1M+436.2% | 0 employees+0.0% over 3Y | +42 accounts+25.0% over 3Y |
| 20. Optimum Financial Services, LLC CRD 105878 · Limited Liability Company | JACKSON, MS | $300.2M Feb 2026 | +$30.9M+11.5% | +$31.5M+11.7% | +$73.7M+32.5% | +$191.0M+175.0% | 0 employees+0.0% over 3Y | -40 accounts-7.6% over 3Y |
| 21. Addicus Advisory, LLC CRD 282244 · Limited Liability Company | TUPELO, MS | $274.8M Dec 2025 | +$4.3M+1.6% | +$128.0M+87.2% | — | +$156.3M+131.9% | -8 employees-25.8% over 3Y | -188 accounts-50.9% over 3Y |
| 22. Bankplus Wealth Advisors CRD 152588 · Limited Liability Company | JACKSON, MS | $263.8M Apr 2026 | +$77.7M+41.7% | +$150.1M+132.0% | +$242.7M+1155.0% | +$157.6M+148.4% | +2 employees+11.8% over 3Y | +437 accounts+86.2% over 3Y |
| 23. Simplified Wealth Management CRD 297059 · Limited Liability Company | HATTIESBURG, MS | $225.5M Feb 2026 | +$46.0M+25.7% | +$110.5M+96.1% | — | +$110.5M+96.1% | +1 employees+12.5% over 3Y | +562 accounts+52.0% over 3Y |
| 24. Inman Jager Wealth Management, LLC CRD 329603 · Limited Liability Company | HATTIESBURG, MS | $225.0M Feb 2026 | +$35.8M+18.9% | — | — | — | +3 employees+150.0% over 1Y | +114 accounts+17.1% over 1Y |
| 25. Easley Investment Consultants, INC. CRD 307258 · Corporation | RIDGELAND, MS | $223.8M Jan 2026 | +$45.5M+25.6% | +$57.5M+34.6% | +$108.8M+94.6% | — | -2 employees-40.0% over 3Y | +47 accounts+5.9% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.