SEC-registered financial advisors in Mississippi
This page lists 32 advisory firms with a main office in Mississippi that are registered with the SEC and report individual clients. It is not every advisor in Mississippi. Firms registered with Mississippi's securities regulator instead of the SEC, and some SEC-registered firms, are not shown. The firms are listed A to Z. It is a list, not a ranking and not a recommendation. Registration does not mean the SEC approves or recommends a firm, and it does not imply a certain level of skill or training.
Firms registered with the SEC in the last 12 months
City pages in Mississippi
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Showing 24 of 32
- Addicus Advisory, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Argent Wealth, LLC$100M to $500MSEC recordPercentage of assets
- Ballew Advisors Inc$1B or moreSEC recordPercentage of assetsOther
- Bankplus Wealth Advisors$100M to $500MSEC recordPercentage of assets
- Barnes Pettey Financial Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Coker & Palmer$100M to $500MSEC recordPercentage of assetsFixed or flat feeCommissions
- Davenport Watts & Drake Investment Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Easley Investment Consultants, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Element Wealth, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feeCommissions
- Financial Concepts$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv)$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Gainspoletti Wealth Planners$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Haire Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Hardy Reed, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Inman Jager Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Langley Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Lee-Way Financial Services, Inc$100M to $500MSEC recordPercentage of assets
- Legacy Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Mag Cap$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Mascagni Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- McAllister Capital Management$100M to $500MSEC recordPercentage of assets
- New Perspectives, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Newsong Capital Management, Inc.$100M to $500MSEC recordPercentage of assetsNewsletter subscriptionsFixed or flat fee
- Optimum Financial Services, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Peregrine Investment Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Phillips Wealth Planners LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Renaissance Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Resolute Wealth Strategies, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Simplified Wealth Management$100M to $500MSEC recordPercentage of assets
- Smith Shellnut Wilson$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Sound Financial Strategies Group, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeCommissions
- Wealthview Capital, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.