Ranking, Mississippi

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Mississippi

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

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

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.

Wealth firms with the fastest client growth over one year, including broker-dealer firms 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	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	29.0%	500
6	Addicus Advisory, LLC	Tupelo	17.5%	212
7	Inman Jager Wealth Management, LLC	Hattiesburg	13.4%	217
8	Element Wealth, LLC	Ridgeland	9.4%	679
9	McAllister Capital Management	Jackson	8.8%	193
10	Argent Wealth, LLC	Ridgeland	8.5%	433
11	Hardy Reed, LLC	Tupelo	8.0%	376
12	Mascagni Wealth Management, Inc.	Clinton	6.2%	693
13	Olive Branch Capital, LLC	Olive Branch	5.1%	136
14	Resolute Wealth Strategies, LLC	Jackson	4.9%	287
15	Simplified Wealth Management	Hattiesburg	4.6%	681
16	Optimum Financial Services, LLC	Jackson	4.3%	232
17	Wealthview Capital, LLC	Jackson	1.6%	190
18	Davenport Watts & Drake Investment Advisors, LLC	Ridgeland	0.9%	218
19	Woodmont Advisory Group, Inc.	Brandon	-0.3%	299
20	Easley Investment Consultants, Inc.	Ridgeland	-2.5%	366
21	Abridge Partners, LLC	Jackson	-3.3%	120
22	New Perspectives, Inc.	Ridgeland	-10.6%	473
23	Renaissance Advisors	Ridgeland	-12.3%	391
24	Sound Financial Strategies Group, LLC	Madison	-18.0%	723
25	Financial Concepts	Columbus	-21.0%	3,212
26	Mag Cap	Ridgeland	-57.6%	3,690

26 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.