City
Independent RIAs in Jackson, Mississippi
As of October 2, 2026, 9 independent wealth management RIAs with their main office in Jackson, Mississippi reported $1.5 billion in regulatory assets under management; the largest by assets was Resolute Wealth Strategies, LLC, with $387.6 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 9
- Regulatory assets under management
- $1.5 billion
- Average per firm
- $166.1 million
- SEC-registered, of those listed
- 5 of 9 (55.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Resolute Wealth Strategies, LLC | SEC | $387.6 million | 703 |
| 2 | Wealthview Capital, LLC | SEC | $319.5 million | 545 |
| 3 | McAllister Capital Management | SEC | $306.2 million | 210 |
| 4 | Optimum Financial Services, LLC | SEC | $300.2 million | 486 |
| 5 | Abridge Partners, LLC | SEC | $124.0 million | 319 |
| 6 | Dental Wealth Partners LLC | State | $26.8 million | 294 |
| 7 | Lefleur Financial | State | $23.2 million | 56 |
| 8 | Kelly Capital Group, LLC | State | $4.8 million | 29 |
| 9 | Russell Wealth Management, LLC | State | $2.4 million | 8 |
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.