# Independent RIAs with the most CFP professionals in Mississippi

As of October 2, 2026, Barnes Pettey Financial Advisors, LLC ranked #1 in Mississippi in AdvisorIQ's ranking of independent RIAs with the most CFP professionals, with 3.

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

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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: 28
- rows: rank: 1, crd: 142944, firm: Barnes Pettey Financial Advisors, LLC, city: Clarksdale, state: MS, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142944/; rank: 2, crd: 114968, firm: Element Wealth, LLC, city: Ridgeland, state: MS, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114968/; rank: 2, crd: 115046, firm: Mascagni Wealth Management, Inc., city: Clinton, state: MS, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115046/; rank: 2, crd: 141024, firm: Hardy Reed, LLC, city: Tupelo, state: MS, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141024/; rank: 2, crd: 175254, firm: Renaissance Advisors, city: Ridgeland, state: MS, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175254/; rank: 2, crd: 286261, firm: Sound Financial Strategies Group, LLC, city: Madison, state: MS, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286261/; rank: 2, crd: 298398, firm: Mag Cap, city: Ridgeland, state: MS, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298398/; rank: 2, crd: 305122, firm: Inspired Financial Planners, city: Gulfport, state: MS, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305122/; rank: 2, crd: 307258, firm: Easley Investment Consultants, Inc., city: Ridgeland, state: MS, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307258/; rank: 2, crd: 312823, firm: Langley Wealth Management, LLC, city: Corinth, state: MS, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312823/; rank: 2, crd: 319226, firm: Phillips Wealth Planners LLC, city: Starkville, state: MS, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319226/; rank: 2, crd: 329603, firm: Inman Jager Wealth Management, LLC, city: Hattiesburg, state: MS, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329603/; rank: 2, crd: 333768, firm: Gainspoletti Wealth Planners, city: Cleveland, state: MS, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333768/; rank: 14, crd: 116513, firm: Bergland Wealth Management, Inc., city: Ridgeland, state: MS, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116513/; rank: 14, crd: 116956, firm: Grantham Poole Advisors, LLC, city: Ridgeland, state: MS, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116956/; rank: 14, crd: 155345, firm: Harmon Financial Advisors, Inc., city: Flowood, state: MS, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155345/; rank: 14, crd: 171045, firm: Adaptive Wealth, LLC, city: Gulfport, state: MS, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171045/; rank: 14, crd: 174156, firm: Lefleur Financial, city: Jackson, state: MS, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174156/; rank: 14, crd: 282244, firm: Addicus Advisory, LLC, city: Tupelo, state: MS, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282244/; rank: 14, crd: 288475, firm: Kelly Capital Group, LLC, city: Jackson, state: MS, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288475/; rank: 14, crd: 300106, firm: Elevated Retirement Financial Services, city: Madison, state: MS, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300106/; rank: 14, crd: 304659, firm: Legacy Wealth Management, LLC, city: Ridgeland, state: MS, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304659/; rank: 14, crd: 316781, firm: Brick Street Financial, city: Clinton, state: MS, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316781/; rank: 14, crd: 317166, firm: Reiber Wealth, city: Canton, state: MS, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317166/; rank: 14, crd: 318599, firm: Resolute Wealth Strategies, LLC, city: Jackson, state: MS, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318599/; rank: 14, crd: 327565, firm: Collaborative Advice, city: Madison, state: MS, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327565/; rank: 14, crd: 339998, firm: Haire Wealth Management, Inc., city: Tupelo, state: MS, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339998/; rank: 14, crd: 342570, firm: Trueline Wealth Group, LLC, city: Hattiesburg, state: MS, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342570/

## 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 CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [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-cfp-professionals/mississippi/

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