{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Independent RIAs with the most accounts in Mississippi","lead":"As of October 2, 2026, Financial Concepts ranked #1 in Mississippi in AdvisorIQ's ranking of independent RIAs with the most accounts, with 5,235.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the most accounts","how_it_is_computed":"Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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":"count","scope":"Mississippi","firms_listed":54,"rows":[{"rank":1,"crd":157616,"firm":"Financial Concepts","city":"Columbus","state":"MS","value":5235,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/157616/"},{"rank":2,"crd":298398,"firm":"Mag Cap","city":"Ridgeland","state":"MS","value":4324,"base_value":null,"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":3303,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/142944/"},{"rank":4,"crd":319226,"firm":"Phillips Wealth Planners LLC","city":"Starkville","state":"MS","value":2986,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/319226/"},{"rank":5,"crd":115046,"firm":"Mascagni Wealth Management, Inc.","city":"Clinton","state":"MS","value":1948,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/115046/"},{"rank":6,"crd":312823,"firm":"Langley Wealth Management, LLC","city":"Corinth","state":"MS","value":1827,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/312823/"},{"rank":7,"crd":114968,"firm":"Element Wealth, LLC","city":"Ridgeland","state":"MS","value":1759,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/114968/"},{"rank":8,"crd":297059,"firm":"Simplified Wealth Management","city":"Hattiesburg","state":"MS","value":1642,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/297059/"},{"rank":9,"crd":113925,"firm":"New Perspectives, Inc.","city":"Ridgeland","state":"MS","value":1145,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/113925/"},{"rank":10,"crd":141024,"firm":"Hardy Reed, LLC","city":"Tupelo","state":"MS","value":997,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/141024/"},{"rank":11,"crd":286261,"firm":"Sound Financial Strategies Group, LLC","city":"Madison","state":"MS","value":923,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/286261/"},{"rank":12,"crd":311685,"firm":"Argent Wealth, LLC","city":"Ridgeland","state":"MS","value":844,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/311685/"},{"rank":13,"crd":307258,"firm":"Easley Investment Consultants, Inc.","city":"Ridgeland","state":"MS","value":841,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/307258/"},{"rank":14,"crd":329603,"firm":"Inman Jager Wealth Management, LLC","city":"Hattiesburg","state":"MS","value":781,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/329603/"},{"rank":15,"crd":318599,"firm":"Resolute Wealth Strategies, LLC","city":"Jackson","state":"MS","value":703,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/318599/"},{"rank":16,"crd":149476,"firm":"Wealthview Capital, LLC","city":"Jackson","state":"MS","value":545,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/149476/"},{"rank":17,"crd":105878,"firm":"Optimum Financial Services, LLC","city":"Jackson","state":"MS","value":486,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105878/"},{"rank":18,"crd":127506,"firm":"Davenport Watts & Drake Investment Advisors, LLC","city":"Ridgeland","state":"MS","value":355,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/127506/"},{"rank":19,"crd":175254,"firm":"Renaissance Advisors","city":"Ridgeland","state":"MS","value":343,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/175254/"},{"rank":20,"crd":300106,"firm":"Elevated Retirement Financial Services","city":"Madison","state":"MS","value":334,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/300106/"},{"rank":21,"crd":333768,"firm":"Gainspoletti Wealth Planners","city":"Cleveland","state":"MS","value":326,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/333768/"},{"rank":22,"crd":145247,"firm":"Abridge Partners, LLC","city":"Jackson","state":"MS","value":319,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145247/"},{"rank":23,"crd":302094,"firm":"Olive Branch Capital, LLC","city":"Olive Branch","state":"MS","value":305,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/302094/"},{"rank":24,"crd":112276,"firm":"Woodmont Advisory Group, Inc.","city":"Brandon","state":"MS","value":298,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/112276/"},{"rank":25,"crd":336688,"firm":"Dental Wealth Partners LLC","city":"Jackson","state":"MS","value":294,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/336688/"},{"rank":26,"crd":296877,"firm":"Newsong Capital Management, Inc.","city":"Hattiesburg","state":"MS","value":216,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/296877/"},{"rank":27,"crd":113983,"firm":"Lee-Way Financial Services, Inc","city":"Hattiesburg","state":"MS","value":215,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/113983/"},{"rank":28,"crd":115613,"firm":"McAllister Capital Management","city":"Jackson","state":"MS","value":210,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/115613/"},{"rank":29,"crd":153081,"firm":"Peregrine Investment Advisors, LLC","city":"Madison","state":"MS","value":206,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/153081/"},{"rank":30,"crd":116513,"firm":"Bergland Wealth Management, Inc.","city":"Ridgeland","state":"MS","value":205,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116513/"},{"rank":31,"crd":304659,"firm":"Legacy Wealth Management, LLC","city":"Ridgeland","state":"MS","value":193,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/304659/"},{"rank":32,"crd":339998,"firm":"Haire Wealth Management, Inc.","city":"Tupelo","state":"MS","value":164,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/339998/"},{"rank":33,"crd":305122,"firm":"Inspired Financial Planners","city":"Gulfport","state":"MS","value":157,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/305122/"},{"rank":34,"crd":282244,"firm":"Addicus Advisory, LLC","city":"Tupelo","state":"MS","value":133,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/282244/"},{"rank":35,"crd":149447,"firm":"Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv)","city":"Oxford","state":"MS","value":128,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/149447/"},{"rank":36,"crd":175285,"firm":"Eversight Wealth LLC","city":"Oxford","state":"MS","value":104,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/175285/"},{"rank":37,"crd":317166,"firm":"Reiber Wealth","city":"Canton","state":"MS","value":101,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/317166/"},{"rank":38,"crd":116956,"firm":"Grantham Poole Advisors, LLC","city":"Ridgeland","state":"MS","value":72,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116956/"},{"rank":39,"crd":127377,"firm":"W.A. Wimberly & Associates, Inc.","city":"Madison","state":"MS","value":60,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/127377/"},{"rank":40,"crd":174156,"firm":"Lefleur Financial","city":"Jackson","state":"MS","value":56,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/174156/"},{"rank":41,"crd":108192,"firm":"Vector Money Management Inc","city":"Ridgeland","state":"MS","value":55,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108192/"},{"rank":42,"crd":318351,"firm":"Aaim Financial","city":"Ocean Springs","state":"MS","value":45,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/318351/"},{"rank":43,"crd":115214,"firm":"Wealth Management, LLC","city":"Clinton","state":"MS","value":43,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/115214/"},{"rank":44,"crd":298552,"firm":"Stonehenge Private Client Group, LLC","city":"Natchez","state":"MS","value":37,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/298552/"},{"rank":45,"crd":288475,"firm":"Kelly Capital Group, LLC","city":"Jackson","state":"MS","value":29,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/288475/"},{"rank":46,"crd":117051,"firm":"Pathway Planning Inc","city":"Brookhaven","state":"MS","value":22,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/117051/"},{"rank":47,"crd":171045,"firm":"Adaptive Wealth, LLC","city":"Gulfport","state":"MS","value":17,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/171045/"},{"rank":48,"crd":155345,"firm":"Harmon Financial Advisors, Inc.","city":"Flowood","state":"MS","value":14,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/155345/"},{"rank":49,"crd":168987,"firm":"Russell Wealth Management, LLC","city":"Jackson","state":"MS","value":8,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/168987/"},{"rank":50,"crd":333967,"firm":"19:21 Investing","city":"Walnut","state":"MS","value":7,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/333967/"},{"rank":51,"crd":327565,"firm":"Collaborative Advice","city":"Madison","state":"MS","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/327565/"},{"rank":52,"crd":341169,"firm":"Caldric Capital","city":"Seminary","state":"MS","value":5,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/341169/"},{"rank":53,"crd":316781,"firm":"Brick Street Financial","city":"Clinton","state":"MS","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/316781/"},{"rank":54,"crd":335025,"firm":"Duncan Wealth Management, LLC","city":"Madison","state":"MS","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/335025/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Independent RIAs with the most accounts, nationally","url":"https://advisoriq.com/ria/rankings/most-accounts/"},{"title":"RIA market data for Mississippi","url":"https://advisoriq.com/ria/states/mississippi/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"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."],"url":"https://advisoriq.com/ria/rankings/most-accounts/mississippi/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-accounts/mississippi/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}