# Independent RIAs with the most accounts in Mississippi

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
Address: https://advisoriq.com/ria/rankings/most-accounts/mississippi/

## 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: not stated, 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: 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: 3303, base_value: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335025/

## 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

- [Independent RIAs with the most accounts, nationally](https://advisoriq.com/ria/rankings/most-accounts/)
- [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/most-accounts/mississippi/

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