IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers

Ranking, Mississippi

Independent RIAs with the fastest client growth over one year in Mississippi

As of October 2, 2026, Langley Wealth Management, LLC ranked #1 in Mississippi in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 56.0%, from a base of 788.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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.

Independent RIAs with the fastest client growth over one year in Mississippi
Rank Firm City Growth Starting value
1 Langley Wealth Management, LLC Corinth 56.0% 788
2 Phillips Wealth Planners LLC Starkville 42.7% 225
3 Barnes Pettey Financial Advisors, LLC Clarksdale 40.9% 2,412
4 Gainspoletti Wealth Planners Cleveland 36.6% 183
5 Addicus Advisory, LLC Tupelo 17.5% 212
6 Inman Jager Wealth Management, LLC Hattiesburg 13.4% 217
7 Element Wealth, LLC Ridgeland 9.4% 679
8 McAllister Capital Management Jackson 8.8% 193
9 Argent Wealth, LLC Ridgeland 8.5% 433
10 Hardy Reed, LLC Tupelo 8.0% 376
11 Mascagni Wealth Management, Inc. Clinton 6.2% 693
12 Olive Branch Capital, LLC Olive Branch 5.1% 136
13 Resolute Wealth Strategies, LLC Jackson 4.9% 287
14 Simplified Wealth Management Hattiesburg 4.6% 681
15 Optimum Financial Services, LLC Jackson 4.3% 232
16 Wealthview Capital, LLC Jackson 1.6% 190
17 Davenport Watts & Drake Investment Advisors, LLC Ridgeland 0.9% 218
18 Woodmont Advisory Group, Inc. Brandon -0.3% 299
19 Easley Investment Consultants, Inc. Ridgeland -2.5% 366
20 Abridge Partners, LLC Jackson -3.3% 120
21 New Perspectives, Inc. Ridgeland -10.6% 473
22 Renaissance Advisors Ridgeland -12.3% 391
23 Sound Financial Strategies Group, LLC Madison -18.0% 723
24 Financial Concepts Columbus -21.0% 3,212
25 Mag Cap Ridgeland -57.6% 3,690

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

More rankings

Client growth 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.