SEC-registered investment advisers in Jackson
7 SEC-registered investment advisers are headquartered in Jackson, MS, with $3.33B in combined regulatory assets under management. 5 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 7
- Investment advisers
- $3.33B
- Combined regulatory AUM
- 5
- Financial advisor firms
All 7 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Ballew Advisors | OCIO / institutional wealth | $1.3B |
| Trinity Capital Investors | Private funds | $458M |
| Resolute Wealth Strategies | RIA | $388M |
| Wealthview Capital | RIA | $319M |
| McAllister Capital Management | RIA | $306M |
| Optimum Financial Services | RIA | $300M |
| Bankplus Wealth Management | RIA | $264M |
Ballew Advisors$1.3B
- Type
- OCIO / institutional wealth
- Type
- Private funds
- Type
- RIA
Wealthview Capital$319M
- Type
- RIA
- Type
- RIA
- Type
- RIA
- Type
- RIA
Jackson at a glance
Advisers headquartered here, by type
7
advisers
- Financial advisor firms (RIAs)$1.58B regulatory AUM5 (71%)
- Private fund managers$458M regulatory AUM1 (14%)
- Institutional managers$1.3B regulatory AUM1 (14%)
Other cities in Mississippi
- Ridgeland10
- Hattiesburg4
- Tupelo3
- Madison2
- Clarksdale1
- Cleveland1
- Clinton1
- Columbus1
- Corinth1
- Oxford1
- Starkville1