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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

34 firms manage $25 billionMississippi

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 1710
    Smith Shellnut WilsonRidgeland, MS · 380 clientsAsset managerHybridB1capital Inc
    Fnbb Capital Markets 45%Fidelity 31%First Horizon Bank 24%
    $6.9B
  2. 2891
    Hardy Reed, LLCTupelo, MS · 395 clientsWealth manager
    Fidelity 86%
    $2.9B
  3. 3829
    The Molpus Woodlands Group, LLCRidgeland, MS · 9 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  4. 3988
    MAG CapRidgeland, MS · 1,566 clientsWealth managerHybrid
    Raymond James 100%
    $1.7B
  5. 4628
    Barnes Pettey Financial Advisors, LLCClarksdale, MS · 3,303 clientsWealth manager
    Raymond James 100%
    $1.3B
  6. 4650
    Ballew Advisors IncJackson, MS · 971 clientsAsset manager
    No custodian reported
    $1.3B
  7. 5112
    Financial ConceptsColumbus, MS · 2,537 clientsWealth manager
    Capital Bank and Trust 100%
    $1.1B
  8. 6354
    Element Wealth, LLCRidgeland, MS · 743 clientsWealth manager
    Fidelity 76%
    $744M
  9. 7938
    Argent Wealth, LLCRidgeland, MS · 470 clientsWealth manager
    Schwab 100%
    $487M
  10. 8181
    Legacy Wealth Management, LLCRidgeland, MS · 97 clientsWealth manager
    SEI 68%Schwab 32%
    $459M
  11. 8185
    Trinity Capital InvestorsJackson, MS · 37 clientsPrivate fund adviser
    Natioanl Banking Institution 97%
    $458M
  12. 8531
    Mascagni Wealth Management, Inc.Clinton, MS · 736 clientsWealth managerWrap sponsor
    Schwab 100%
    $425M
  13. 8947
    Resolute Wealth Strategies, LLCJackson, MS · 301 clientsWealth manager
    Fidelity 100%
    $388M
  14. 9155
    Langley Wealth Management, LLCCorinth, MS · 1,229 clientsWealth managerHybrid
    Raymond James 100%
    $371M
  15. 9185
    Peregrine Investment Advisors, LLCMadison, MS · 86 clientsWealth manager
    Schwab 100%
    $368M
  16. 9532
    Phillips Wealth Planners LLCStarkville, MS · 321 clientsWealth manager
    Raymond James 100%
    $341M
  17. 9853
    Wealthview Capital, LLCJackson, MS · 193 clientsWealth manager
    Pershing 100%
    $319M
  18. 10015
    New Perspectives, Inc.Ridgeland, MS · 423 clientsWealth manager
    Schwab 100%
    $309M
  19. 10055
    McAllister Capital ManagementJackson, MS · 210 clientsWealth manager
    Schwab 100%
    $306M
  20. 10162
    Optimum Financial Services, LLCJackson, MS · 242 clientsWealth manager
    Fidelity 100%
    $300M
  21. 10806
    Bankplus Wealth AdvisorsJackson, MS · 645 clientsWealth managerBank-affiliatedHybrid
    Schwab 100%
    $264M
  22. 11638
    Simplified Wealth ManagementHattiesburg, MS · 712 clientsWealth manager
    Schwab 100%
    $226M
  23. 11648
    Inman Jager Wealth Management, LLCHattiesburg, MS · 246 clientsWealth manager
    Raymond James 100%
    $225M
  24. 11681
    Easley Investment Consultants, Inc.Ridgeland, MS · 357 clientsWealth managerWrap sponsor
    Schwab 100%
    $224M
  25. 11721
    Addicus Advisory, LLCTupelo, MS · 133 clientsWealth manager
    LPL Financial 100%
    $222M
  26. 11829
    Sound Financial Strategies Group, LLCMadison, MS · 593 clientsWealth managerHybrid
    Raymond James 57%Schwab 43%
    $218M
  27. 13455
    Davenport Watts & Drake Investment Advisors, LLCRidgeland, MS · 214 clientsWealth manager
    No custodian reported
    $157M
  28. 13760
    Renaissance AdvisorsRidgeland, MS · 343 clientsWealth manager
    RBC 100%
    $147M
  29. 13973
    Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV)Oxford, MS · 71 clientsWealth manager
    Schwab 100%
    $141M
  30. 14289
    Lee-Way Financial Services, IncHattiesburg, MS · 108 clientsWealth manager
    Schwab 100%
    $132M
  31. 14469
    Gainspoletti Wealth PlannersCleveland, MS · 250 clientsWealth managerHybrid
    Schwab 100%
    $127M
  32. 15369
    Haire Wealth Management, Inc.Tupelo, MS · 164 clientsWealth managerHybrid
    No custodian reported
    $102M
  33. 15410
    Newsong Capital Management, Inc.Hattiesburg, MS · 142 clientsWealth manager
    Interactive Brokers 100%
    $100M
  34. 16922
    Trueline Wealth Group, LLCHattiesburg, MSAsset manager
    No custodian reported
    $0

RIAs by state