{"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 clients in Mississippi","lead":"As of October 2, 2026, Barnes Pettey Financial Advisors, LLC ranked #1 in Mississippi in AdvisorIQ's ranking of independent RIAs with the most clients, with 3,398.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the most clients","how_it_is_computed":"Firms ranked by number of clients: the clients counted by type in Form ADV Item 5.D(a) to (n) plus clients for whom the firm has no RAUM (Item 5.C(1)), as reported in the latest filing in the data of October 2, 2026. Counts are approximate as firms report them; a client type marked \"fewer than 5 clients\" without a number adds nothing. 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":52,"rows":[{"rank":1,"crd":142944,"firm":"Barnes Pettey Financial Advisors, LLC","city":"Clarksdale","state":"MS","value":3398,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/142944/"},{"rank":2,"crd":157616,"firm":"Financial Concepts","city":"Columbus","state":"MS","value":2537,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/157616/"},{"rank":3,"crd":298398,"firm":"Mag Cap","city":"Ridgeland","state":"MS","value":1566,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/298398/"},{"rank":4,"crd":312823,"firm":"Langley Wealth Management, LLC","city":"Corinth","state":"MS","value":1229,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/312823/"},{"rank":5,"crd":114968,"firm":"Element Wealth, LLC","city":"Ridgeland","state":"MS","value":743,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/114968/"},{"rank":6,"crd":115046,"firm":"Mascagni Wealth Management, Inc.","city":"Clinton","state":"MS","value":736,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/115046/"},{"rank":7,"crd":297059,"firm":"Simplified Wealth Management","city":"Hattiesburg","state":"MS","value":712,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/297059/"},{"rank":8,"crd":286261,"firm":"Sound Financial Strategies Group, LLC","city":"Madison","state":"MS","value":593,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/286261/"},{"rank":9,"crd":311685,"firm":"Argent Wealth, LLC","city":"Ridgeland","state":"MS","value":470,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/311685/"},{"rank":10,"crd":113925,"firm":"New Perspectives, Inc.","city":"Ridgeland","state":"MS","value":423,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/113925/"},{"rank":11,"crd":141024,"firm":"Hardy Reed, LLC","city":"Tupelo","state":"MS","value":406,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/141024/"},{"rank":12,"crd":307258,"firm":"Easley Investment Consultants, Inc.","city":"Ridgeland","state":"MS","value":357,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/307258/"},{"rank":13,"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":14,"crd":319226,"firm":"Phillips Wealth Planners LLC","city":"Starkville","state":"MS","value":321,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/319226/"},{"rank":15,"crd":318599,"firm":"Resolute Wealth Strategies, LLC","city":"Jackson","state":"MS","value":301,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/318599/"},{"rank":16,"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":17,"crd":333768,"firm":"Gainspoletti Wealth Planners","city":"Cleveland","state":"MS","value":250,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/333768/"},{"rank":18,"crd":282244,"firm":"Addicus Advisory, LLC","city":"Tupelo","state":"MS","value":249,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/282244/"},{"rank":19,"crd":329603,"firm":"Inman Jager Wealth Management, LLC","city":"Hattiesburg","state":"MS","value":246,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/329603/"},{"rank":20,"crd":105878,"firm":"Optimum Financial Services, LLC","city":"Jackson","state":"MS","value":242,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105878/"},{"rank":21,"crd":127506,"firm":"Davenport Watts & Drake Investment Advisors, LLC","city":"Ridgeland","state":"MS","value":220,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/127506/"},{"rank":22,"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":23,"crd":149476,"firm":"Wealthview Capital, LLC","city":"Jackson","state":"MS","value":193,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/149476/"},{"rank":24,"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":25,"crd":302094,"firm":"Olive Branch Capital, LLC","city":"Olive Branch","state":"MS","value":143,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/302094/"},{"rank":26,"crd":296877,"firm":"Newsong Capital Management, Inc.","city":"Hattiesburg","state":"MS","value":142,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/296877/"},{"rank":27,"crd":145247,"firm":"Abridge Partners, LLC","city":"Jackson","state":"MS","value":116,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145247/"},{"rank":28,"crd":113983,"firm":"Lee-Way Financial Services, 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Adv)","city":"Oxford","state":"MS","value":71,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/149447/"},{"rank":33,"crd":336688,"firm":"Dental Wealth Partners LLC","city":"Jackson","state":"MS","value":68,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/336688/"},{"rank":34,"crd":116513,"firm":"Bergland Wealth Management, Inc.","city":"Ridgeland","state":"MS","value":61,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116513/"},{"rank":34,"crd":116956,"firm":"Grantham Poole Advisors, LLC","city":"Ridgeland","state":"MS","value":61,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116956/"},{"rank":36,"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":37,"crd":175285,"firm":"Eversight Wealth LLC","city":"Oxford","state":"MS","value":42,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/175285/"},{"rank":38,"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":39,"crd":305122,"firm":"Inspired Financial Planners","city":"Gulfport","state":"MS","value":35,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/305122/"},{"rank":39,"crd":317166,"firm":"Reiber 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Wimberly & Associates, Inc.","city":"Madison","state":"MS","value":31,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/127377/"},{"rank":43,"crd":318351,"firm":"Aaim Financial","city":"Ocean Springs","state":"MS","value":26,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/318351/"},{"rank":44,"crd":327565,"firm":"Collaborative Advice","city":"Madison","state":"MS","value":25,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/327565/"},{"rank":45,"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":46,"crd":288475,"firm":"Kelly Capital Group, LLC","city":"Jackson","state":"MS","value":19,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/288475/"},{"rank":47,"crd":115214,"firm":"Wealth Management, LLC","city":"Clinton","state":"MS","value":15,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/115214/"},{"rank":48,"crd":171045,"firm":"Adaptive Wealth, LLC","city":"Gulfport","state":"MS","value":9,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/171045/"},{"rank":49,"crd":155345,"firm":"Harmon Financial Advisors, Inc.","city":"Flowood","state":"MS","value":8,"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":51,"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":52,"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 clients, nationally","url":"https://advisoriq.com/ria/rankings/most-clients/"},{"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-clients/mississippi/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-clients/mississippi/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}