# Largest independent RIAs by assets under management in Mississippi

As of October 2, 2026, Hardy Reed, LLC ranked #1 in Mississippi in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $2.9 billion.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/largest/mississippi/

## Facts

- ranking: Largest independent RIAs by assets under management
- how_it_is_computed: SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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.
- unit: usd
- scope: Mississippi
- firms_listed: 54
- rows: rank: 1, crd: 141024, firm: Hardy Reed, LLC, city: Tupelo, state: MS, value: 2890705950, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141024/; rank: 2, crd: 298398, firm: Mag Cap, city: Ridgeland, state: MS, value: 1691479335, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298398/; rank: 3, crd: 142944, firm: Barnes Pettey Financial Advisors, LLC, city: Clarksdale, state: MS, value: 1310474780, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142944/; rank: 4, crd: 157616, firm: Financial Concepts, city: Columbus, state: MS, value: 1088251596, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157616/; rank: 5, crd: 114968, firm: Element Wealth, LLC, city: Ridgeland, state: MS, value: 743663309, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114968/; rank: 6, crd: 311685, firm: Argent Wealth, LLC, city: Ridgeland, state: MS, value: 487289663, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311685/; rank: 7, crd: 304659, firm: Legacy Wealth Management, LLC, city: Ridgeland, state: MS, value: 458603206, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304659/; rank: 8, crd: 115046, firm: Mascagni Wealth Management, Inc., city: Clinton, state: MS, value: 424500000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115046/; rank: 9, crd: 318599, firm: Resolute Wealth Strategies, LLC, city: Jackson, state: MS, value: 387579769, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318599/; rank: 10, crd: 312823, firm: Langley Wealth Management, LLC, city: Corinth, state: MS, value: 370645602, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312823/; rank: 11, crd: 153081, firm: Peregrine Investment Advisors, LLC, city: Madison, state: MS, value: 368442604, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153081/; rank: 12, crd: 319226, firm: Phillips Wealth Planners LLC, city: Starkville, state: MS, value: 340794278, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319226/; rank: 13, crd: 149476, firm: Wealthview Capital, LLC, city: Jackson, state: MS, value: 319473403, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149476/; rank: 14, crd: 113925, firm: New Perspectives, Inc., city: Ridgeland, state: MS, value: 308681773, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113925/; rank: 15, crd: 115613, firm: McAllister Capital Management, city: Jackson, state: MS, value: 306161569, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115613/; rank: 16, crd: 105878, firm: Optimum Financial Services, LLC, city: Jackson, state: MS, value: 300193261, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105878/; rank: 17, crd: 297059, firm: Simplified Wealth Management, city: Hattiesburg, state: MS, value: 225538099, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297059/; rank: 18, crd: 329603, firm: Inman Jager Wealth Management, LLC, city: Hattiesburg, state: MS, value: 225002118, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329603/; rank: 19, crd: 307258, firm: Easley Investment Consultants, Inc., city: Ridgeland, state: MS, value: 223779390, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307258/; rank: 20, crd: 282244, firm: Addicus Advisory, LLC, city: Tupelo, state: MS, value: 221740527, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282244/; rank: 21, crd: 286261, firm: Sound Financial Strategies Group, LLC, city: Madison, state: MS, value: 217657061, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286261/; rank: 22, crd: 127506, firm: Davenport Watts & Drake Investment Advisors, LLC, city: Ridgeland, state: MS, value: 157076843, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127506/; rank: 23, crd: 175254, firm: Renaissance Advisors, city: Ridgeland, state: MS, value: 147482035, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175254/; rank: 24, crd: 149447, firm: Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv), city: Oxford, state: MS, value: 141208889, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149447/; rank: 25, crd: 302094, firm: Olive Branch Capital, LLC, city: Olive Branch, state: MS, value: 140247773, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302094/; rank: 26, crd: 113983, firm: Lee-Way Financial Services, Inc, city: Hattiesburg, state: MS, value: 132100000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113983/; rank: 27, crd: 333768, firm: Gainspoletti Wealth Planners, city: Cleveland, state: MS, value: 127000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333768/; rank: 28, crd: 145247, firm: Abridge Partners, LLC, city: Jackson, state: MS, value: 123997709, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145247/; rank: 29, crd: 175285, firm: Eversight Wealth LLC, city: Oxford, state: MS, value: 102975669, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175285/; rank: 30, crd: 339998, firm: Haire Wealth Management, Inc., city: Tupelo, state: MS, value: 101972292, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339998/; rank: 31, crd: 296877, firm: Newsong Capital Management, Inc., city: Hattiesburg, state: MS, value: 100405993, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296877/; rank: 32, crd: 112276, firm: Woodmont Advisory Group, Inc., city: Brandon, state: MS, value: 91866028, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112276/; rank: 33, crd: 116956, firm: Grantham Poole Advisors, LLC, city: Ridgeland, state: MS, value: 89576041, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116956/; rank: 34, crd: 116513, firm: Bergland Wealth Management, Inc., city: Ridgeland, state: MS, value: 87435967, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116513/; rank: 35, crd: 300106, firm: Elevated Retirement Financial Services, city: Madison, state: MS, value: 78454025, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300106/; rank: 36, crd: 305122, firm: Inspired Financial Planners, city: Gulfport, state: MS, value: 77490310, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305122/; rank: 37, crd: 108192, firm: Vector Money Management Inc, city: Ridgeland, state: MS, value: 73311187, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108192/; rank: 38, crd: 298552, firm: Stonehenge Private Client Group, LLC, city: Natchez, state: MS, value: 63576847, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298552/; rank: 39, crd: 127377, firm: W.A. Wimberly & Associates, Inc., city: Madison, state: MS, value: 31890038, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127377/; rank: 40, crd: 336688, firm: Dental Wealth Partners LLC, city: Jackson, state: MS, value: 26790503, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336688/; rank: 41, crd: 174156, firm: Lefleur Financial, city: Jackson, state: MS, value: 23173895, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174156/; rank: 42, crd: 317166, firm: Reiber Wealth, city: Canton, state: MS, value: 20861909, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317166/; rank: 43, crd: 115214, firm: Wealth Management, LLC, city: Clinton, state: MS, value: 19576817, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115214/; rank: 44, crd: 155345, firm: Harmon Financial Advisors, Inc., city: Flowood, state: MS, value: 16388917, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155345/; rank: 45, crd: 117051, firm: Pathway Planning Inc, city: Brookhaven, state: MS, value: 11607630, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117051/; rank: 46, crd: 288475, firm: Kelly Capital Group, LLC, city: Jackson, state: MS, value: 4846823, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288475/; rank: 47, crd: 171045, firm: Adaptive Wealth, LLC, city: Gulfport, state: MS, value: 3343824, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171045/; rank: 48, crd: 168987, firm: Russell Wealth Management, LLC, city: Jackson, state: MS, value: 2396929, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168987/; rank: 49, crd: 318351, firm: Aaim Financial, city: Ocean Springs, state: MS, value: 2080000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318351/; rank: 50, crd: 333967, firm: 19:21 Investing, city: Walnut, state: MS, value: 809972, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333967/; rank: 51, crd: 341169, firm: Caldric Capital, city: Seminary, state: MS, value: 793237, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341169/; rank: 52, crd: 335025, firm: Duncan Wealth Management, LLC, city: Madison, state: MS, value: 700941, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335025/; rank: 53, crd: 327565, firm: Collaborative Advice, city: Madison, state: MS, value: 655582, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327565/; rank: 54, crd: 316781, firm: Brick Street Financial, city: Clinton, state: MS, value: 358892, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316781/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [RIA market data for Mississippi](https://advisoriq.com/ria/states/mississippi/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/largest/mississippi/

License: https://advisoriq.com/license/