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Registered Investment Advisors
Firm Name City State Country Assets ($M) 
Abridge Partners, LLC Madison MS US 189.4 
Argent Family Wealth Service Oxford MS US 15.7 
Avl/wealthcare, LLC Gulfport MS US 123.4 
Ballew Advisors Inc Jackson MS US 505.4 
Barfield Wealth Management Oxford MS US 33.1 
Barnes Pettey Financial Advisors, LLC Clarksdale MS US 919.8 
Bergland Wealth Management, Inc. Ridgeland MS US 39.2 
Beyond Capital Financial Management Group, Inc. Meridian MS US 22.0 
Ccg Asset Management, LLC Jackson MS US 475.6 
Centerpoint Advantage, LLC Jackson MS US 27.2 
Chatham Investment Counsel, LLC Jackson MS US 15.0 
Coker & Palmer Jackson MS US 150.8 
Davenport Watts & Drake Investment Advisors, LLC Ridgeland MS US 54.4 
Efp Advisors Jackson MS US 141.6 
Et George Investment Management, LLC Starkville MS US 115.7 
Financial Concepts Columbus MS US 185.9 
Financial Management Solutions, LLC Ocean Springs MS US 0.0 
Grantham Poole Advisors Ridgeland MS US 30.0 
Hardy Reed, LLC Tupelo MS US 642.2 
Harmon Financial Advisors, Inc. Brandon MS US 6.7 
Horne Wealth Advisors, LLC Ridgeland MS US 196.3 
Howell & Romines Financial Service, LLC Byram MS US 0.0 
Kudzu Growth Ridgeland MS US 6.3 
Lee-way Financial Service, Inc Hattiesburg MS US 22.6 
Lefleur Financial Jackson MS US 0.2 
Legacy Financial Advisors, LLC Hattiesburg MS US 9.7 
Mascagni Wealth Management, Inc. Clinton MS US 200.1 
May Financial Group, LLC Vicksburg MS US 0.0 
Mcallister Capital Management Jackson MS US 83.5 
Medley & Brown Ridgeland MS US 632.7 
Mississippi Investment Management Company Jackson MS US 125.7 
Movement Capital Jackson MS US 4.0 
New Perspectives, Inc. Ridgeland MS US 82.0 
Optimum Financial Service, LLC Jackson MS US 154.1 
Oxford Investment Advisors, LLC Oxford MS US 54.7 
Pathway Planning Inc Brookhaven MS US 6.6 
Peregrine Investment Advisors, LLC Madison MS US 226.2 
Renaissance Advisors Ridgeland MS US 29.0 
Security Credit Service, LLC Oxford MS US 96.2 
Smith Shellnut Wilson Madison MS US 1972.3 
Sound Financial Strategies Group, Inc. Flowood MS US 45.9 
Strategic Wealth Management Group, LLC Flowood MS US 6.2 
Surgo Asset Management, LLC Jackson MS US 0.0 
The Molpus Woodlands Group, LLC Jackson MS US 1097.5 
Thompson Wealth Advisors, LLC Jackson MS US 0.4 
Trinity Capital Investors Jackson MS US 434.0 
Trustmark Investment Advisors, Inc. Jackson MS US 1621.9 
Varner Cpa, Pa Cleveland MS US 1.9 
Vector Money Management Inc Ridgeland MS US 60.6 
W.a. Wimberly & Associates, Inc. Jackson MS US 10.3 
Wealth Management, LLC Jackson MS US 20.7 
Wealthview Capital, LLC Jackson MS US 138.0 
Womack Asset Management Jackson MS US 0.0 
Woodmont Advisory Group, Inc. Brandon MS US 70.7 
Woodridge Capital Portfolio Management, LLC Ridgeland MS US 125.1 
A Registered Investment Advisor manages assets, makes portfolio composition and individual security selection decisions for a fee, often a percentage of assets invested.

The SEC regulates investment advisors that have over $100 million in assets under management. Investment advisors that do not meet this threshold are generally regulated by the state securities agency in the state where they have their principal place of business. This website provides information about both SEC- and state-registered investment advisor firms.

Investment advisors file Form ADV to register with the SEC or the states. Form ADV contains information about an investment advisor and its business operations.
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