City
Wealth management firms in Jackson, Mississippi
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Jackson, Mississippi reported $1.8 billion in regulatory assets under management; the largest by assets was Resolute Wealth Strategies, LLC, with $387.6 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $1.8 billion
- Average per firm
- $175.8 million
- SEC-registered, of those listed
- 6 of 10 (60.0%)
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 | Bankplus Wealth Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $263.8 million | 944 |
| 6 | Abridge Partners, LLC | SEC | $124.0 million | 319 |
| 7 | Dental Wealth Partners LLC | State | $26.8 million | 294 |
| 8 | Lefleur Financial | State | $23.2 million | 56 |
| 9 | Kelly Capital Group, LLC | State | $4.8 million | 29 |
| 10 | Russell Wealth Management, LLC | State | $2.4 million | 8 |
Wealth management firms 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.