# Independent RIAs with the most clients 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 clients, with 3,398.

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

## 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145247/; rank: 28, crd: 113983, firm: Lee-Way Financial Services, Inc, city: Hattiesburg, state: MS, value: 108, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113983/; rank: 29, crd: 300106, firm: Elevated Retirement Financial Services, city: Madison, state: MS, value: 105, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300106/; rank: 30, crd: 304659, firm: Legacy Wealth Management, LLC, city: Ridgeland, state: MS, value: 97, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304659/; rank: 31, crd: 153081, firm: Peregrine Investment Advisors, LLC, city: Madison, state: MS, value: 86, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153081/; rank: 32, crd: 149447, firm: Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv), city: Oxford, state: MS, value: 71, base_value: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305122/; rank: 39, crd: 317166, firm: Reiber Wealth, city: Canton, state: MS, value: 35, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317166/; rank: 41, crd: 174156, firm: Lefleur Financial, city: Jackson, state: MS, value: 32, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174156/; rank: 42, crd: 127377, firm: W.A. Wimberly & Associates, Inc., city: Madison, state: MS, value: 31, base_value: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: 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: 51, 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: 52, 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 clients, nationally](https://advisoriq.com/ria/rankings/most-clients/)
- [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-clients/mississippi/

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