Financial advisors in Mississippi

7 SEC-registered advisory firms based in Mississippi, ranked by assets under management. Compare fees and fiduciary status, or get matched with your best fit in about 2 minutes.

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Top cities in Mississippi

Ridgeland (3)Tupelo (1)Clarksdale (1)Columbus (1)Jackson (1)

Mississippi advisory firms by assets

Smith Shellnut Wilson logo
Smith Shellnut Wilson

Ridgeland, MS · CRD #106235

$6.9B AUM·931 accounts·Fee-based

Mag Cap

Ridgeland, MS · CRD #298398

$1.7B AUM·4.8k accounts·Fee-based

Hardy Reed, LLC logo
Hardy Reed, LLC

Tupelo, MS · CRD #141024

$2.9B AUM·1.0k accounts·Fee-based

Barnes Pettey Financial Advisors, LLC logo
Barnes Pettey Financial Advisors, LLC

Clarksdale, MS · CRD #142944

$1.3B AUM·3.6k accounts·Fee-based

Financial Concepts

Columbus, MS · CRD #157616

$1.1B AUM·5.2k accounts·Fee-based

Ballew Advisors INC logo
Ballew Advisors INC

Jackson, MS · CRD #110522

$1.3B AUM·1.8k accounts·Fee-only

Element Wealth, LLC logo
Element Wealth, LLC

Ridgeland, MS · CRD #114968

$744M AUM·2.1k accounts·Fee-based

Firms compiled from public SEC Form ADV filings and ranked by reported regulatory AUM. AdvisoryReviews is an independent comparison service, not affiliated with or endorsed by any firm listed. Verify current details at adviserinfo.sec.gov.

Choosing an advisor in Mississippi

How many financial advisors are in Mississippi?

AdvisoryReviews lists 7 SEC-registered advisory firms based in Mississippi, compiled from public Form ADV filings. The largest by assets appear first. Use the free match tool to narrow them to the ones that fit your situation.

How do I verify a financial advisor in Mississippi?

Every firm here links to its official record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov). Check registration status, Form ADV, and any disclosures there before engaging anyone.

What does a financial advisor cost in Mississippi?

Fees vary by firm and model. Fee-only firms charge you directly (a percentage of assets, a flat fee, or hourly); fee-based firms may also earn commissions. Each firm profile shows its disclosed fee arrangements. The industry all-in average is around 1.25%.

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