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AdvisorIQ

Ranking, Mississippi

Fastest-growing wealth firms over one year, 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 one year, including broker-dealer firms, with 41.7%, from a base of $186.1 million.

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

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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 41.7% $186.1 million
2 Simplified Wealth Management Hattiesburg 25.7% $179.5 million
3 Langley Wealth Management, LLC Corinth 24.7% $297.1 million
4 Hardy Reed, LLC Tupelo 22.6% $2.4 billion
5 Resolute Wealth Strategies, LLC Jackson 22.6% $316.1 million
6 Financial Concepts Columbus 22.3% $890.0 million
7 Gainspoletti Wealth Planners Cleveland 21.0% $105.0 million
8 Abridge Partners, LLC Jackson 20.6% $102.8 million
9 Phillips Wealth Planners LLC Starkville 18.9% $286.6 million
10 Inman Jager Wealth Management, LLC Hattiesburg 18.9% $189.3 million
11 Sound Financial Strategies Group, LLC Madison 18.5% $183.7 million
12 McAllister Capital Management Jackson 17.4% $260.8 million
13 Barnes Pettey Financial Advisors, LLC Clarksdale 16.7% $1.1 billion
14 Mascagni Wealth Management, Inc. Clinton 16.1% $365.5 million
15 Element Wealth, LLC Ridgeland 15.8% $641.9 million
16 Mag Cap Ridgeland 14.1% $1.5 billion
17 Davenport Watts & Drake Investment Advisors, LLC Ridgeland 13.1% $138.8 million
18 Easley Investment Consultants, Inc. Ridgeland 12.9% $198.3 million
19 Optimum Financial Services, LLC Jackson 11.5% $269.3 million
20 Wealthview Capital, LLC Jackson 11.4% $286.8 million
21 Argent Wealth, LLC Ridgeland 10.9% $439.3 million
22 Legacy Wealth Management, LLC Ridgeland 8.9% $421.1 million
23 Peregrine Investment Advisors, LLC Madison 7.2% $343.6 million
24 Olive Branch Capital, LLC Olive Branch 7.0% $131.0 million
25 New Perspectives, Inc. Ridgeland 6.9% $288.6 million
26 Renaissance Advisors Ridgeland -0.1% $147.6 million
27 Addicus Advisory, LLC Tupelo -15.6% $262.7 million
28 Woodmont Advisory Group, Inc. Brandon -26.8% $125.4 million

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

More rankings

Fastest growing 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.