RIA firms in Mississippi
1,266 RIA firms are registered or notice filed in Mississippi: 67 state registered and 1,199 federally registered. 49 are headquartered here.
Another 5 state registered advisers with no address on file are registered only in Mississippi. One exempt reporting adviser also files in Mississippi and is not counted as an RIA firm. #47 of 52 by RIA firms headquartered.
The largest RIA firms headquartered in Mississippi, by adviser headcount.
| Firm | Advisers | Reported AUM | Registration | City |
|---|---|---|---|---|
| Mag Cap | 16 | $1.7B | Federally registered | Ridgeland |
| Bankplus Wealth Advisors | 14 | $264M | Federally registered | Jackson |
| Hardy Reed, LLC | 13 | $2.9B | Federally registered | Tupelo |
| Element Wealth, LLC | 13 | $744M | Federally registered | Ridgeland |
| Smith Shellnut Wilson | 12 | $6.9B | Federally registered | Ridgeland |
| Barnes Pettey Financial Advisors, LLC | 8 | $1.3B | Federally registered | Clarksdale |
| Ballew Advisors Inc | 8 | $1.3B | Federally registered | Jackson |
| Simplified Wealth Management | 7 | $226M | Federally registered | Hattiesburg |
| Argent Wealth, LLC | 6 | $487M | Federally registered | Ridgeland |
| Resolute Wealth Strategies, LLC | 6 | $388M | Federally registered | Jackson |
Most advisers based in Mississippi
Advisers registered and working in Mississippi, by firm, wherever the firm is headquartered.
Reported AUM
Of the RIA firms headquartered in Mississippi that report assets. Advisers each report the assets they manage, so assets one firm sub-advises for another are counted by both.
- Total reported
- $25.2B
- Firms reporting
- 47
- Median, federally registered
- $314M
- Median, state registered
- $23.2M
One firm reports 27% of Mississippi's reported AUM.
How they charge
Share of the 49 firms headquartered here that report their fees.
Who they serve
Share of the 46 firms headquartered here that report their client types.
Cities
RIA firms headquartered in each city.
Every firm, every rep, one record.
A registration lookup shows one firm or one person at a time. Accupoint connects them: each firm with its filings, its offices, its executives and every rep and adviser who works there, each of them on their own record across insurance, Broker Dealer and advisory data.
Size, registrations and practice
Reported AUM, accounts and employees where filed, registrations by state, fee structure, client types and services.
Executives and every rep
Executive officers and the reps and advisers at each firm, with their licenses, registrations and employment history.
Headquarters and branches
Where each firm is based and, for Broker Dealers, every branch office with the reps who work there.
Search, CRM, Claude and ChatGPT
Search and export firms and their people, push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Mississippi RIA firms, answered.
How many RIA firms are registered in Mississippi?
1,266 RIA firms are registered or notice filed in Mississippi: 67 state registered and 1,199 federally registered. 49 are headquartered there.
Which RIA firms in Mississippi have the most advisers?
Mag Cap (16 advisers), Bankplus Wealth Advisors (14 advisers) and Hardy Reed, LLC (13 advisers).
How much do RIA firms in Mississippi manage?
The 47 RIA firms headquartered in Mississippi that report assets report $25.2B in total. The median is $314M for federally registered firms and $23.2M for state registered firms.
What is the difference between state and federally registered RIA firms?
Smaller advisers register with the states where they work. Larger advisers register federally and notice file in the states where they have clients, so both appear here.
Can I send these firms to my CRM or ask about them from Claude or ChatGPT?
Yes, on a plan that includes them. Push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Is Accupoint a government agency?
No. Accupoint is an independent data company, not a government agency and not a consumer reporting agency.
Registered or notice filed in Mississippi counts state registered firms and federally registered firms that notice file in the state; exempt reporting advisers are not counted as RIA firms. Headquartered means the firm's main office address. Reported AUM is as each firm reports it. Each firm is counted once.
Accupoint is an independent data company, not a government agency. Accupoint is not a consumer reporting agency.
Search Mississippi RIA firms on Accupoint.
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