Best Financial Advisor Firms Mississippi 2025

Written by AdvisorSearch.org

March 07, 2025

No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.

But how to find a reputable financial advisor? You’re in the right place. Every month, AdvisorSearch.org gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in Mississippi in 2024.

Best Firms in Mississippi

Click any column header to sort the table, or click any firm to see a detailed review.

Company	Overall	Assets Under Management	Total Clients	Total Advisors	Average Client Balance
ABG Consultants		$576.3 million	2,898	3	$198,872
Absolute Capital Management		$434.0 million	1,563	3	$277,661
ADG Wealth Management Group		$309.6 million	596	4	$519,543
Advance Capital Management		$4.5 billion	6,882	31	$654,525
Advanced Asset Management Advisors		$740.0 million	336	4	$2.2 million
Aull & Monroe		$329.1 million	200	2	$1.6 million
BCM Advisors		$666.2 million	493	7	$1.4 million
Brown Financial Advisory		$344.0 million	241	6	$1.4 million
Cahaba Wealth Management		$1.6 billion	854	14	$1.9 million
Ciccarelli Advisory Services		$1.4 billion	2,092	11	$678,041
Cincinnati Asset Management		$2.4 billion	6,163	8	$392,865
Clark Capital Management Group		$30.6 billion	33,985	23	$899,052
Clearstead; Hartland & Co.; Clearstead Advisory Solutions		$24.3 billion	4,635	34	$5.2 million
Commerce Advisors		$236.6 million	133	3	$1.8 million
Cookson Peirce Wealth Management		$2.3 billion	1,241	8	$1.9 million
Corda Investment Management		$1.7 billion	1,332	27	$1.3 million
Csenge Advisory Group		$2.9 billion	6,312	76	$456,699
Cypress Capital		$413.5 million	696	8	$594,123
Deane Retirement Strategies		$216.3 million	137	4	$1.6 million
Decker Wealth Management		$411.6 million	304	7	$1.4 million
EP Wealth Advisors		$22.3 billion	13,185	195	$1.7 million
Estabrook Capital Management		$873.4 million	771	5	$1.1 million
Evans Investment Advisors		$326.5 million	488	3	$669,050
Familywealth Asset Management		$175.1 million	412	4	$424,887
Financial Concepts		$890.0 million	3,212	4	$277,091
Flexible Plan Investments		$1.5 billion	10,885	5	$141,145
Freedom Investment Management		$2.0 billion	9,859	17	$204,068
Frontier Asset Management		$5.3 billion	3,525	13	$1.5 million
Future Capital		$962.5 million	12,768	2	$75,386
Geowealth Management		$12.3 billion	49,816	20	$247,576
Godsey & Gibb Wealth Management		$1.4 billion	807	13	$1.7 million
Hardy Reed		$2.4 billion	365	13	$6.5 million
Jackson Thornton Wealth Management		$1.7 billion	982	9	$1.7 million
JAG Capital Management		$1.7 billion	964	12	$1.8 million
Mainstay Capital Management		$4.2 billion	3,441	15	$1.2 million
Matson Money		$19.6 billion	30,605	9	$641,967
Meld Financial		$689.6 million	1,058	11	$651,769
Miller Tabak Asset Management		$1.4 billion	1,099	1	$1.2 million
Minneapolis Portfolio Management Group		$900.6 million	1,782	3	$505,396
Mitchell, Mcleod, Pugh & Williams		$2.3 billion	965	10	$2.3 million
Money Management Services		$389.2 million	504	4	$772,272
Nicholas Hoffman & Company		$7.2 billion	394	12	$18.2 million
Optimum Financial Services		$269.3 million	232	3	$1.2 million
Optimum Investment Advisors		$321.8 million	213	5	$1.5 million
Parallel Advisors		$8.7 billion	3,868	65	$2.3 million
Patten and Patten		$2.1 billion	865	4	$2.4 million
RED Door Wealth Management		$2.5 billion	836	9	$3.0 million
Regatta Research & Money Management		$188.5 million	464	6	$406,191
Richmond Capital Management		$6.1 billion	175	8	$35.1 million
RPG Investment Advisory		$858.5 million	899	2	$954,942
Sage Advisory Services CO		$25.0 billion	12,206	40	$2.0 million
Shufro, Rose & Co		$2.2 billion	1,338	9	$1.6 million
Sigfig Wealth Management		$3.0 billion	87,480	4	$33,981
Silverleafe Capital Partners		$435.8 million	179	6	$2.4 million
Slavic Mutual Funds Management Corp		$4.5 billion	737	13	$6.1 million
SMI Advisory Services		$840.0 million	995	5	$844,221
Smith Anglin Financial		$2.0 billion	1,400	16	$1.4 million
Smith Shellnut Wilson		$8.0 billion	384	12	$20.9 million
Stack Financial Management		$1.9 billion	851	10	$2.2 million
Stadion Money Management		$2.5 billion	47,926	14	$51,502
Summit Asset Management		$938.9 million	523	6	$1.8 million
Symmetry Partners		$5.7 billion	10,451	11	$547,194
Tandem Investment Advisors		$3.4 billion	10,162	10	$330,549
TD Capital Management		$1.1 billion	429	9	$2.5 million
The Mather Group		$11.7 billion	4,260	103	$2.7 million
The Welch Group		$3.2 billion	1,366	24	$2.4 million
TOM Johnson Investment Management		$1.6 billion	5,871	6	$277,444
Traynor Capital Management		$1.8 billion	985	6	$1.9 million
Values First Advisors		$202.0 million	1,006	8	$200,752
Waters, Parkerson & Co		$2.5 billion	831	6	$3.0 million
Wealthharbor Capital Group		$300.5 million	268	4	$1.1 million
Wealthview Capital		$286.8 million	190	2	$1.5 million

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Find a financial advisor in Mississippi

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Methodology

Every month AdvisorSearch.org’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Mississippi 2024.

Firm has:

• Jurisdiction in Mississippi
• SEC registration
• No reported conflicts of interest*
• No reported disciplinary history
• At least 10 years in business
• Total clients: 100+
• Total assets under management (AUM): $100 million+

*These are the conflicts of interest tracked by AdvisorSearch.org: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.

About the Editorial Team

AdvisorSearch.org is your trustworthy guide to the world of financial advisors. Founded in 2018 as an unbiased resource, it empowers consumers to research and compare financial advisory firms with confidence.