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AdvisorIQ

Ranking, Mississippi

Fastest-growing wealth firms over three years, including broker-dealer firms in Mississippi

As of October 2, 2026, Bankplus Wealth Advisors ranked #1 in Mississippi in AdvisorIQ's ranking of fastest-growing wealth firms over three years, including broker-dealer firms, with 32.4%, from a base of $113.7 million.

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

SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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.

Rank Firm City Growth Starting value
1 Bankplus Wealth Advisors Broker-dealer affiliated Jackson 32.4% $113.7 million
2 Hardy Reed, LLC Tupelo 25.9% $1.4 billion
3 Mag Cap Ridgeland 24.1% $884.2 million
4 Simplified Wealth Management Hattiesburg 23.1% $121.0 million
5 Langley Wealth Management, LLC Corinth 22.0% $203.9 million
6 McAllister Capital Management Jackson 21.7% $170.0 million
7 Resolute Wealth Strategies, LLC Jackson 19.4% $228.0 million
8 Addicus Advisory, LLC Tupelo 19.0% $131.6 million
9 Financial Concepts Columbus 19.0% $646.5 million
10 Legacy Wealth Management, LLC Ridgeland 18.9% $273.1 million
11 Mascagni Wealth Management, Inc. Clinton 18.4% $255.7 million
12 Element Wealth, LLC Ridgeland 18.3% $449.6 million
13 Davenport Watts & Drake Investment Advisors, LLC Ridgeland 14.9% $103.6 million
14 New Perspectives, Inc. Ridgeland 14.6% $205.0 million
15 Phillips Wealth Planners LLC Starkville 12.4% $240.0 million
16 Easley Investment Consultants, Inc. Ridgeland 11.4% $161.9 million
17 Olive Branch Capital, LLC Olive Branch 11.4% $101.5 million
18 Barnes Pettey Financial Advisors, LLC Clarksdale 10.7% $965.2 million
19 Argent Wealth, LLC Ridgeland 8.6% $380.6 million
20 Wealthview Capital, LLC Jackson 8.4% $251.0 million
21 Peregrine Investment Advisors, LLC Madison 8.1% $292.0 million
22 Optimum Financial Services, LLC Jackson 5.8% $253.7 million
23 Sound Financial Strategies Group, LLC Madison 0.4% $214.8 million
24 Abridge Partners, LLC Jackson -17.1% $217.6 million
25 Woodmont Advisory Group, Inc. Brandon -19.0% $172.6 million

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

More rankings

Fastest growing, 3 years 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.