City
Wealth management firms in Ridgeland, Mississippi
As of October 2, 2026, 12 wealth management firms, including broker-dealer firms, with their main office in Ridgeland, Mississippi reported $4.5 billion in regulatory assets under management; the largest by assets was Mag Cap, with $1.7 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 12
- Regulatory assets under management
- $4.5 billion
- Average per firm
- $379.1 million
- SEC-registered, of those listed
- 8 of 12 (66.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Mag Cap | SEC | $1.7 billion | 4,324 |
| 2 | Element Wealth, LLC | SEC | $743.7 million | 1,759 |
| 3 | Argent Wealth, LLC | SEC | $487.3 million | 844 |
| 4 | Legacy Wealth Management, LLC | SEC | $458.6 million | 193 |
| 5 | New Perspectives, Inc. | SEC | $308.7 million | 1,145 |
| 6 | Easley Investment Consultants, Inc. | SEC | $223.8 million | 841 |
| 7 | Davenport Watts & Drake Investment Advisors, LLC | SEC | $157.1 million | 355 |
| 8 | Renaissance Advisors | SEC | $147.5 million | 343 |
| 9 | Grantham Poole Advisors, LLC | State | $89.6 million | 72 |
| 10 | Bergland Wealth Management, Inc. | State | $87.4 million | 205 |
| 11 | Guaranty Private Wealth 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. | State | $81.4 million | 72 |
| 12 | Vector Money Management Inc | State | $73.3 million | 55 |
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.