City
Independent RIAs in Hattiesburg, Mississippi
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Hattiesburg, Mississippi reported $683.0 million in regulatory assets under management; the largest by assets was Simplified Wealth Management, with $225.5 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $683.0 million
- Average per firm
- $136.6 million
- SEC-registered, of those listed
- 5 of 5 (100.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Simplified Wealth Management | SEC | $225.5 million | 1,642 |
| 2 | Inman Jager Wealth Management, LLC | SEC | $225.0 million | 781 |
| 3 | Lee-Way Financial Services, Inc | SEC | $132.1 million | 215 |
| 4 | Newsong Capital Management, Inc. | SEC | $100.4 million | 216 |
| 5 | Trueline Wealth Group, LLC | SEC | $0 | 0 |
Independent RIAs in Mississippi, including every city.
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.