Rialytix insights

Top RIA Firms in Jackson, Mississippi

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Jackson, Mississippi. This hub covers 8 matching firms with $3.5B in total reported AUM and median AUM of $312.8M.

Firms

Matching current profiles

Total AUM

$3.5B

Reported regulatory AUM

Median AUM

$312.8M

Across firms with AUM

Largest firm

$1.3B

Ballew Advisors INC

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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. 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
2. 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
3. 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
4. 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
5. 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
6. 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
7. 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
8. Coker & Palmer CRD 29163 · Corporation	JACKSON, MS	$126.3M Mar 2026	-$117.7M-48.2%	-$10.4M-7.6%	-$46.9M-27.1%	+$16.3M+14.8%	-10 employees-55.6% over 3Y	-211 accounts-49.4% 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.