City
Wealth management firms in Madison, Mississippi
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Madison, Mississippi reported $697.8 million in regulatory assets under management; the largest by assets was Peregrine Investment Advisors, LLC, with $368.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $697.8 million
- Average per firm
- $116.3 million
- SEC-registered, of those listed
- 2 of 6 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Peregrine Investment Advisors, LLC | SEC | $368.4 million | 206 |
| 2 | Sound Financial Strategies Group, LLC | SEC | $217.7 million | 923 |
| 3 | Elevated Retirement Financial Services | State | $78.5 million | 334 |
| 4 | W.A. Wimberly & Associates, Inc. | State | $31.9 million | 60 |
| 5 | Duncan Wealth Management, LLC | State | $700,941 | 1 |
| 6 | Collaborative Advice | State | $655,582 | 6 |
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.