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Ranking, Mississippi

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Mississippi

As of October 2, 2026, Hardy Reed, LLC ranked #1 in Mississippi in AdvisorIQ's ranking of wealth firms with the biggest asset gains over one year, including broker-dealer firms, with $533.3 million.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Mississippi
Rank Firm City Increase
1 Hardy Reed, LLC Tupelo $533.3 million
2 Mag Cap Ridgeland $208.8 million
3 Financial Concepts Columbus $198.2 million
4 Barnes Pettey Financial Advisors, LLC Clarksdale $187.4 million
5 Element Wealth, LLC Ridgeland $101.7 million
6 Bankplus Wealth Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. Jackson $77.7 million
7 Langley Wealth Management, LLC Corinth $73.5 million
8 Resolute Wealth Strategies, LLC Jackson $71.5 million
9 Mascagni Wealth Management, Inc. Clinton $59.0 million
10 Phillips Wealth Planners LLC Starkville $54.2 million
11 Argent Wealth, LLC Ridgeland $48.0 million
12 Simplified Wealth Management Hattiesburg $46.0 million
13 McAllister Capital Management Jackson $45.3 million
14 Legacy Wealth Management, LLC Ridgeland $37.5 million
15 Inman Jager Wealth Management, LLC Hattiesburg $35.8 million
16 Sound Financial Strategies Group, LLC Madison $33.9 million
17 Wealthview Capital, LLC Jackson $32.7 million
18 Optimum Financial Services, LLC Jackson $30.9 million
19 Easley Investment Consultants, Inc. Ridgeland $25.5 million
20 Peregrine Investment Advisors, LLC Madison $24.8 million
21 Gainspoletti Wealth Planners Cleveland $22.0 million
22 Abridge Partners, LLC Jackson $21.2 million
23 New Perspectives, Inc. Ridgeland $20.0 million
24 Davenport Watts & Drake Investment Advisors, LLC Ridgeland $18.2 million
25 Olive Branch Capital, LLC Olive Branch $9.2 million

25 firms ranked. Figures are as firms reported them on Form ADV.

More rankings

Biggest asset gains by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.