IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers

Ranking, Mississippi

Independent RIAs with the most advisory staff in Mississippi

As of October 2, 2026, Addicus Advisory, LLC ranked #1 in Mississippi in AdvisorIQ's ranking of independent RIAs with the most advisory staff, with 21.

Include wirehouses and broker-dealer firms

Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), 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.

Independent RIAs with the most advisory staff in Mississippi
Rank Firm City Most advisory staff
1 Addicus Advisory, LLC Tupelo 21
2 Mag Cap Ridgeland 13
3 Hardy Reed, LLC Tupelo 12
4 Element Wealth, LLC Ridgeland 9
5 Barnes Pettey Financial Advisors, LLC Clarksdale 8
6 Simplified Wealth Management Hattiesburg 7
7 Argent Wealth, LLC Ridgeland 6
8 Resolute Wealth Strategies, LLC Jackson 5
9 New Perspectives, Inc. Ridgeland 4
9 Mascagni Wealth Management, Inc. Clinton 4
9 Wealthview Capital, LLC Jackson 4
9 Peregrine Investment Advisors, LLC Madison 4
9 Sound Financial Strategies Group, LLC Madison 4
9 Langley Wealth Management, LLC Corinth 4
15 Optimum Financial Services, LLC Jackson 3
15 McAllister Capital Management Jackson 3
15 Davenport Watts & Drake Investment Advisors, LLC Ridgeland 3
15 Financial Concepts Columbus 3
15 Legacy Wealth Management, LLC Ridgeland 3
15 Inman Jager Wealth Management, LLC Hattiesburg 3
15 Gainspoletti Wealth Planners Cleveland 3
15 Trueline Wealth Group, LLC Hattiesburg 3
23 Woodmont Advisory Group, Inc. Brandon 2
23 Grantham Poole Advisors, LLC Ridgeland 2
23 Pathway Planning Inc Brookhaven 2
23 Abridge Partners, LLC Jackson 2
23 Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv) Oxford 2
23 Harmon Financial Advisors, Inc. Flowood 2
23 Renaissance Advisors Ridgeland 2
23 Kelly Capital Group, LLC Jackson 2
23 Olive Branch Capital, LLC Olive Branch 2
23 Inspired Financial Planners Gulfport 2
23 Easley Investment Consultants, Inc. Ridgeland 2
23 Phillips Wealth Planners LLC Starkville 2
35 Vector Money Management Inc Ridgeland 1
35 Lee-Way Financial Services, Inc Hattiesburg 1
35 Wealth Management, LLC Clinton 1
35 Bergland Wealth Management, Inc. Ridgeland 1
35 W.A. Wimberly & Associates, Inc. Madison 1
35 Russell Wealth Management, LLC Jackson 1
35 Adaptive Wealth, LLC Gulfport 1
35 Lefleur Financial Jackson 1
35 Eversight Wealth LLC Oxford 1
35 Newsong Capital Management, Inc. Hattiesburg 1
35 Stonehenge Private Client Group, LLC Natchez 1
35 Elevated Retirement Financial Services Madison 1
35 Brick Street Financial Clinton 1
35 Reiber Wealth Canton 1
35 Aaim Financial Ocean Springs 1
35 Collaborative Advice Madison 1
35 19:21 Investing Walnut 1
35 Duncan Wealth Management, LLC Madison 1
35 Dental Wealth Partners LLC Jackson 1
35 Pers Pro Vancleave 1
35 Voyage Wealth Management, LLC D'Iberville 1
35 Haire Wealth Management, Inc. Tupelo 1
35 Caldric Capital Seminary 1
35 Prism Wealth Partners, LLC Waveland 1

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

More rankings

Most advisory staff 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.