Adviser Record

Investment advisers in MS

34 SEC-registered firms · $24.76 billion in regulatory assets · 3 reporting a disciplinary disclosure.

Form ADV data as of 2026-11-01

Cities

Ridgeland (10)Jackson (7)Hattiesburg (5)

All firms

FirmCityAssetsDisclosures
Addicus Advisory, LLCTupelo$221.7 million0
Argent Wealth, LLCRidgeland$487.3 million0
Ballew Advisors IncJackson$1.30 billion0
Bankplus Wealth AdvisorsJackson$263.8 million0
Barnes Pettey Financial Advisors, LLCClarksdale$1.31 billion0
Davenport Watts & Drake Investment Advisors, LLCRidgeland$157.1 million0
Easley Investment Consultants, Inc.Ridgeland$223.8 million0
Element Wealth, LLCRidgeland$743.7 million1
Financial ConceptsColumbus$1.09 billion0
Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv)Oxford$141.2 million0
Gainspoletti Wealth PlannersCleveland$127.0 million0
Haire Wealth Management, Inc.Tupelo$102.0 million0
Hardy Reed, LLCTupelo$2.89 billion0
Inman Jager Wealth Management, LLCHattiesburg$225.0 million0
Langley Wealth Management, LLCCorinth$370.6 million0
Lee-way Financial Services, IncHattiesburg$132.1 million0
Legacy Wealth Management, LLCRidgeland$458.6 million0
Mag CapRidgeland$1.69 billion0
Mascagni Wealth Management, Inc.Clinton$424.5 million0
Mcallister Capital ManagementJackson$306.2 million0
New Perspectives, Inc.Ridgeland$308.7 million0
Newsong Capital Management, Inc.Hattiesburg$100.4 million0
Optimum Financial Services, LLCJackson$300.2 million0
Peregrine Investment Advisors, LLCMadison$368.4 million0
Phillips Wealth Planners LLCStarkville$340.8 million0
Renaissance AdvisorsRidgeland$147.5 million0
Resolute Wealth Strategies, LLCJackson$387.6 million0
Simplified Wealth ManagementHattiesburg$225.5 million2
Smith Shellnut WilsonRidgeland$6.92 billion0
Sound Financial Strategies Group, LLCMadison$217.7 million2
The Molpus Woodlands Group, LLCRidgeland$1.83 billion0
Trinity Capital InvestorsJackson$458.3 million0
Trueline Wealth Group, LLCHattiesburg$170.1 million0
Wealthview Capital, LLCJackson$319.5 million0