Best Financial Advisor Firms Mississippi 2026

Written by AdvisorSearch.org

May 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
1834 Investment Advisors Co		$2.2 billion	542	19	$4.1 million
ABG Consultants		$697.4 million	1,885	3	$369,953
Absolute Capital Management		$554.0 million	1,838	3	$301,389
ADG Wealth Management Group		$336.3 million	569	3	$591,102
Advanced Asset Management Advisors		$651.3 million	309	4	$2.1 million
Apella Wealth		$9.8 billion	8,000	93	$1.2 million
Aull & Monroe		$323.2 million	190	2	$1.7 million
BCM Advisors		$775.7 million	486	7	$1.6 million
Brown Financial Advisory		$468.2 million	288	6	$1.6 million
Cahaba Wealth Management		$1.6 billion	854	14	$1.9 million
Ciccarelli Advisory Services		$1.6 billion	3,553	11	$446,472
Cincinnati Asset Management		$2.5 billion	6,033	8	$419,616
Clark Capital Management Group		$30.6 billion	33,985	23	$899,052
Clearstead; Clearstead Advisory Solutions		$33.9 billion	4,819	34	$7.0 million
Commerce Advisors		$337.9 million	143	3	$2.4 million
Cookson Peirce Wealth Management		$2.6 billion	1,648	18	$1.6 million
Corda Investment Management		$2.0 billion	1,363	28	$1.5 million
CPC Advisors		$1.7 billion	981	17	$1.7 million
Csenge Advisory Group		$3.2 billion	7,199	67	$440,300
Deane Retirement Strategies		$250.7 million	137	3	$1.8 million
Decker Wealth Management		$566.2 million	326	7	$1.7 million
Duncan Williams Asset Management		$2.7 billion	2,238	15	$1.2 million
EP Wealth Advisors		$35.6 billion	14,834	214	$2.4 million
Estabrook Capital Management		$933.3 million	767	5	$1.2 million
Evans Investment Advisors		$390.7 million	508	3	$769,162
Familywealth Asset Management		$180.9 million	424	4	$426,557
Financial Concepts		$1.1 billion	2,537	4	$428,952
Flexible Plan Investments		$1.5 billion	10,885	5	$141,145
Frontier Asset Management		$5.5 billion	3,240	11	$1.7 million
Future Capital		$2.0 billion	15,521	2	$129,876
Geowealth Management		$17.6 billion	51,018	20	$344,477
Godsey & Gibb Wealth Management		$1.6 billion	831	13	$1.9 million
Guideline Investments		$16.5 billion	87,973	2	$187,499
Hardy Reed		$2.9 billion	395	12	$7.3 million
Hogan Investment Counsel		$107.2 million	207	1	$518,080
Human Interest Advisors		$8.1 billion	831,446	2	$9,747
Jackson Thornton Wealth Management		$2.0 billion	988	9	$2.0 million
JAG Capital Management		$1.9 billion	1,068	13	$1.8 million
Mainstay Capital Management		$4.8 billion	3,381	16	$1.4 million
Managed Asset Portfolios		$1.3 billion	1,663	19	$761,529
Matson Money		$20.6 billion	30,142	8	$682,467
Meld Financial		$776.4 million	1,130	10	$687,079
Miller Tabak Asset Management		$1.2 billion	936	2	$1.3 million
Minneapolis Portfolio Management Group		$1.1 billion	1,830	3	$601,838
Mitchell, Mcleod, Pugh & Williams		$2.7 billion	1,046	9	$2.5 million
Money Management Services		$442.7 million	522	5	$848,086
Nicholas Hoffman & Company		$8.3 billion	409	14	$20.2 million
Optimum Financial Services		$300.2 million	242	3	$1.2 million
Parallel Advisors		$10.3 billion	4,240	74	$2.4 million
Patten and Patten		$2.2 billion	879	3	$2.5 million
Phillips and Company Advisors		$2.7 billion	1,273	13	$2.1 million
Plancorp		$8.4 billion	1,569	43	$5.4 million
RED Door Wealth Management		$3.1 billion	955	10	$3.2 million
Regatta Research & Money Management		$211.5 million	554	6	$381,727
Richmond Capital Management		$5.9 billion	166	8	$35.7 million
RPG Investment Advisory		$1.0 billion	953	2	$1.1 million
Sage Advisory Services CO		$28.4 billion	14,363	40	$2.0 million
Sagewood Asset Management		$2.7 billion	257	3	$10.4 million
Saratoga Research & Investment Management		$2.5 billion	2,740	15	$915,807
Shufro, Rose & Co		$2.5 billion	1,331	9	$1.9 million
Sigfig Wealth Management		$3.6 billion	106,361	4	$33,666
Silverleafe Capital Partners		$449.2 million	179	6	$2.5 million
Slavic Mutual Funds Management Corp		$5.0 billion	655	10	$7.6 million
SMI Advisory Services		$949.0 million	1,083	5	$876,269
Smith Shellnut Wilson		$6.9 billion	380	12	$18.2 million
Stack Financial Management		$2.0 billion	833	9	$2.4 million
Stadion Money Management		$2.7 billion	49,626	13	$54,178
Summit Asset Management		$1.1 billion	532	6	$2.0 million
Symmetry Partners		$4.7 billion	8,909	17	$530,996
Tandem Investment Advisors		$3.5 billion	10,432	10	$330,798
TD Capital Management		$1.2 billion	451	9	$2.8 million
The Mather Group		$13.4 billion	4,773	97	$2.8 million
The Welch Group		$3.7 billion	1,450	27	$2.5 million
TJT Capital Group		$294.1 million	194	2	$1.5 million
TOM Johnson Investment Management		$1.6 billion	5,631	6	$289,928
Traynor Capital Management		$2.4 billion	1,590	6	$1.5 million
Values First Advisors		$215.4 million	967	7	$222,771
Waters, Parkerson & Co		$2.7 billion	801	6	$3.4 million
Wealthharbor Capital Group		$334.7 million	252	6	$1.3 million
Wealthview Capital		$319.5 million	193	4	$1.7 million
Woodmont Investment Counsel		$2.0 billion	468	11	$4.3 million
ZWJ Investment Counsel		$4.2 billion	1,058	12	$4.0 million

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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.