Best Financial Advisor Firms Mississippi 2025

Written by AdvisorSearch.org

February 05, 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
Absolute Capital Management		$400.6 million	1,433	3	$279,557
ADG Wealth Management Group		$279.1 million	573	4	$487,126
Advance Capital Management		$4.0 billion	7,015	30	$573,554
Advanced Asset Management Advisors		$722.3 million	357	3	$2.0 million
Aull & Monroe		$329.7 million	201	4	$1.6 million
BCM Advisors		$666.2 million	493	7	$1.4 million
Brown Financial Advisory		$300.8 million	230	5	$1.3 million
Cahaba Wealth Management		$1.5 billion	678	14	$2.2 million
Capwealth Advisors		$1.4 billion	834	1	$1.6 million
Ciccarelli Advisory Services		$1.4 billion	2,092	11	$678,041
Cincinnati Asset Management		$2.4 billion	6,312	8	$378,975
Clark Capital Management Group		$25.9 billion	30,934	24	$838,262
Clearstead; Hartland & Co.; Clearstead Advisory Solutions		$22.4 billion	4,264	28	$5.2 million
Commerce Advisors		$227.5 million	126	2	$1.8 million
Cookson Peirce Wealth Management		$1.9 billion	920	17	$2.1 million
Corda Investment Management		$1.7 billion	1,332	27	$1.3 million
Csenge Advisory Group		$2.8 billion	5,630	76	$488,978
Cypress Capital		$413.5 million	696	8	$594,123
Deane Retirement Strategies		$198.3 million	136	4	$1.5 million
Decker Wealth Management		$360.9 million	290	7	$1.2 million
EP Wealth Advisors		$22.3 billion	13,185	195	$1.7 million
Estabrook Capital Management		$863.7 million	794	5	$1.1 million
Evans Investment Advisors		$289.7 million	462	3	$627,094
Familywealth Asset Management		$175.1 million	412	4	$424,887
Financial Concepts		$890.0 million	3,212	4	$277,091
Flexible Plan Investments		$1.4 billion	11,773	6	$120,660
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		$1.3 billion	799	9	$1.6 million
Grimes & Company		$4.9 billion	3,599	30	$1.3 million
Guardian Investment Management		$304.2 million	179	2	$1.7 million
Hardy Reed		$1.9 billion	348	11	$5.4 million
Jackson Thornton Wealth Management		$1.5 billion	969	10	$1.6 million
JAG Capital Management		$1.6 billion	895	12	$1.7 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		$594.4 million	1,001	11	$593,819
Merit Financial Advisors		$7.3 billion	11,475	139	$631,994
Miller Tabak Asset Management		$1.4 billion	1,099	1	$1.2 million
Minneapolis Portfolio Management Group		$889.0 million	1,879	3	$473,102
Mitchell, Mcleod, Pugh & Williams		$2.0 billion	931	9	$2.2 million
Money Management Services		$389.2 million	504	4	$772,272
Nicholas Hoffman & Company		$6.7 billion	386	11	$17.3 million
Optimum Financial Services		$269.3 million	232	3	$1.2 million
Optimum Investment Advisors		$287.6 million	232	5	$1.2 million
Parallel Advisors		$7.1 billion	3,658	63	$1.9 million
Patten and Patten		$1.9 billion	709	4	$2.7 million
RED Door Wealth Management		$1.8 billion	693	8	$2.6 million
Regatta Research & Money Management		$172.5 million	454	6	$380,022
Richmond Capital Management		$5.6 billion	175	13	$31.9 million
RPG Investment Advisory		$858.5 million	899	2	$954,942
Sage Advisory Services CO		$22.7 billion	8,128	38	$2.8 million
Seven Springs Wealth Group		$765.1 million	218	6	$3.5 million
Shufro, Rose & Co		$2.0 billion	1,269	9	$1.6 million
Sigfig Wealth Management		$2.8 billion	79,642	4	$35,120
Silverleafe Capital Partners		$403.4 million	179	4	$2.3 million
Slavic Mutual Funds Management Corp		$5.6 billion	1,098	13	$5.1 million
SMI Advisory Services		$840.0 million	995	5	$844,221
Smith Anglin Financial		$1.6 billion	1,254	16	$1.3 million
Smith Shellnut Wilson		$7.2 billion	395	12	$18.3 million
Stack Financial Management		$1.8 billion	860	10	$2.1 million
Stadion Money Management		$2.3 billion	50,984	15	$45,756
Summit Asset Management		$851.4 million	513	6	$1.7 million
Symmetry Partners		$5.9 billion	11,453	15	$513,352
Tandem Investment Advisors		$3.2 billion	9,811	9	$330,206
TD Capital Management		$1.1 billion	429	9	$2.5 million
The Mather Group		$10.5 billion	4,245	91	$2.5 million
The Welch Group		$3.2 billion	1,366	24	$2.4 million
TOM Johnson Investment Management		$1.5 billion	5,627	6	$267,561
Traynor Capital Management		$1.2 billion	1,003	4	$1.2 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		$292.6 million	254	4	$1.2 million
Wealthview Capital		$270.5 million	195	3	$1.4 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.