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AdvisorIQ

Ranking, Mississippi

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

As of October 2, 2026, Argent Wealth, LLC ranked #1 in Mississippi in AdvisorIQ's ranking of fastest-growing wealth firms over five years, including broker-dealer firms, with 29.4%, from a base of $134.3 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 five years between the SEC snapshots of October 4, 2021 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 Argent Wealth, LLC Ridgeland 29.4% $134.3 million
2 Bankplus Wealth Advisors Broker-dealer affiliated Jackson 21.2% $100.7 million
3 Element Wealth, LLC Ridgeland 18.5% $318.7 million
4 Hardy Reed, LLC Tupelo 15.2% $1.4 billion
5 McAllister Capital Management Jackson 14.9% $152.8 million
6 Addicus Advisory, LLC Tupelo 13.4% $118.5 million
7 Langley Wealth Management, LLC Corinth 12.2% $208.6 million
8 Legacy Wealth Management, LLC Ridgeland 12.1% $259.2 million
9 New Perspectives, Inc. Ridgeland 12.0% $175.0 million
10 Mascagni Wealth Management, Inc. Clinton 10.8% $254.0 million
11 Mag Cap Ridgeland 10.2% $1.0 billion
12 Financial Concepts Columbus 10.0% $675.2 million
13 Easley Investment Consultants, Inc. Ridgeland 8.9% $145.9 million
14 Wealthview Capital, LLC Jackson 4.7% $253.7 million
15 Barnes Pettey Financial Advisors, LLC Clarksdale 4.1% $1.1 billion
16 Peregrine Investment Advisors, LLC Madison 3.7% $307.7 million
17 Optimum Financial Services, LLC Jackson 3.0% $258.8 million
18 Sound Financial Strategies Group, LLC Madison -3.3% $257.1 million
19 Woodmont Advisory Group, Inc. Brandon -12.1% $175.0 million
20 Abridge Partners, LLC Jackson -12.5% $241.6 million

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

More rankings

Fastest growing, 5 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.