Top 10 financial advisor firms in Mississippi

29 SEC-registered financial advisor firms are headquartered in Mississippi, with $14.1B in combined regulatory assets under management. The largest by assets are Hardy Reed ($2.89B), Magnolia Capital Advisors ($1.69B) and Barnes Pettey Financial Advisors ($1.31B).

29
Financial advisor firms: $14.1B
Their combined AUM: $306M
Median firm AUM: 11,377
Clients of the top 10

The 10 largest by assets

1
Hardy Reed
RIA
$2.89B
Up to 1.50% a year
2
Magnolia Capital Advisors
RIA
$1.69B
Up to 2.00% a year
3
Barnes Pettey Financial Advisors
RIA
$1.31B
0.65% to 1.25%
4
Giraffes
RIA
$1.09B
0.50% to 1.00% a year
5
Element Wealth
RIA
$744M
0.50% to 1.00% a year
6
Argent Wealth
RIA
$487M
Regulatory AUM
7
Legacy Wealth Management
RIA
$459M
0.60% to 1.00%
8
Mascagni Wealth Management
RIA
$425M
1.00% to 1.75% a year
9
Resolute Wealth Strategies
RIA
$388M
0.75% to 1.10% a year
10
Langley Wealth Management
RIA
$371M
0.50% to 1.50% a year

Profiles of the top 10

No. 1 · RIA

Hardy Reed

Hardy Reed is an investment adviser based in Tupelo, MS, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Its regulatory assets under management total $2.89 billion, as filed on 4 September 2026.

Hardy Reed charges up to 1.50% a year for its Investment Advisory Services.

Regulatory AUM: $2.89B
Clients: 395
Advisory staff: 12
Fee schedule: Up to 1.50% a year
Custodians: Fidelity, Adp Broker-Dealer
Headquarters: 101 S. Front Street, Tupelo, MS 38804
Phone: 662-823-4722
Website: hardyreed.com

No. 2 · RIA

Magnolia Capital Advisors

Magnolia Capital Advisors is an investment adviser based in Ridgeland, MS, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include pension and profit-sharing plans, high-net-worth individuals, and individual clients. Its regulatory assets under management total $1.69 billion, as filed on 9 March 2026.

Magnolia Capital Advisors charges up to 2.00% a year for its Percentage of assets under management.

Regulatory AUM: $1.69B
Clients: 1,566
Advisory staff: 13
Fee schedule: Up to 2.00% a year
Custodians: Raymond James
Headquarters: 1076 Highland Colony Parkway, Suite 291, Ridgeland, MS 39157
Phone: 601-362-5872
Website: milestoneig.com

No. 3 · RIA

Barnes Pettey Financial Advisors

Barnes Pettey Financial Advisors is an investment adviser based in Clarksdale, MS, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and other clients. Its regulatory assets under management total $1.31 billion, as filed on 20 August 2026.

Barnes Pettey Financial Advisors charges 0.65%–1.25% for its Investment Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $1.31B
Clients: 3,303
Advisory staff: 8
Fee schedule: 0.65% to 1.25%
Custodians: Raymond James, Raymond James
Headquarters: 252 Sunflower Avenue, Clarksdale, MS 38614
Phone: 662-627-2225
Website: barnespettey.com

No. 4 · RIA

Giraffes

Giraffes is an investment adviser based in Columbus, MS, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.09 billion, as filed on 8 June 2026.

Giraffes charges 0.50%–1.00% a year for its Investment Supervisory Services.

Regulatory AUM: $1.09B
Clients: 2,537
Advisory staff: 3
Fee schedule: 0.50% to 1.00% a year
Minimum account: $25,000
Custodians: Capital Bank and Trust
Headquarters: 2980 North Frontage Road, Columbus, MS 39701
Phone: 662-327-1480
Website: fincon.net

No. 5 · RIA

Element Wealth

Element Wealth is an investment adviser based in Ridgeland, MS, registered with the SEC since 2003. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $744 million, as filed on 23 March 2026.

Element Wealth charges 0.50%–1.00% a year for its Investment management services.

Regulatory AUM: $744M
Clients: 743
Advisory staff: 9
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab, Raymond James, Fidelity
Headquarters: 800 Woodlands Pky, Suite 201, Ridgeland, MS 39157
Phone: 601-957-6006
Website: myelementwealth.com

No. 6 · RIA

Argent Wealth

Argent Wealth is an investment adviser based in Ridgeland, MS, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $487 million, as filed on 30 March 2026.

Regulatory AUM: $487M
Clients: 470
Advisory staff: 6
Founded: 2020
Custodians: Charles Schwab
Headquarters: 1020 Highland Colony Parkway, Suite 603, Ridgeland, MS 39157
Phone: 601-957-0323
Website: myargentwealth.com

No. 7 · RIA

Legacy Wealth Management

Legacy Wealth Management is an investment adviser based in Ridgeland, MS, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $459 million, as filed on 15 July 2026.

Legacy Wealth Management charges 0.60%–1.00% for its Portfolio Management. The brochure does not state whether the rate is annual.

Regulatory AUM: $459M
Clients: 97
Advisory staff: 3
Founded: 2018
Fee schedule: 0.60% to 1.00%
Custodians: Pershing, Charles Schwab, SEI Private Trust
Headquarters: 300 Concourse BLVD, Suite 102, Ridgeland, MS 39157
Phone: 601-499-1970
Website: mylegacy.ms

No. 8 · RIA

Mascagni Wealth Management

Mascagni Wealth Management is an investment adviser based in Clinton, MS, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $425 million, as filed on 13 August 2026.

Mascagni Wealth Management charges 1.00%–1.75% a year for its Wrap Fee Program.

Regulatory AUM: $425M
Clients: 736
Advisory staff: 4
Fee schedule: 1.00% to 1.75% a year
Custodians: Charles Schwab
Headquarters: 205 E. Main Street, Clinton, MS 39056
Phone: 601-925-8099
Website: mascagniwealth.com

No. 9 · RIA

Resolute Wealth Strategies

Resolute Wealth Strategies is an investment adviser based in Jackson, MS, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $388 million, as filed on 20 March 2026.

Resolute Wealth Strategies charges 0.75%–1.10% a year for its Investment Management Services.

Regulatory AUM: $388M
Clients: 301
Advisory staff: 5
Fee schedule: 0.75% to 1.10% a year
Custodians: Fidelity
Headquarters: 4400 Old Canton RD., Suite 210, Jackson, MS 39211
Phone: 601-952-8850
Website: theresoluteadvisor.com

No. 10 · RIA

Langley Wealth Management

Langley Wealth Management is an investment adviser based in Corinth, MS, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $371 million, as filed on 26 August 2026.

Langley Wealth Management charges 0.50%–1.50% a year for its Wealth Management Services.

Regulatory AUM: $371M
Clients: 1,229
Advisory staff: 4
Fee schedule: 0.50% to 1.50% a year
Custodians: Raymond James
Headquarters: 605 Foote Street, Corinth, MS 38834
Phone: 662-872-3051
Website: langleywealthmanagement.com

Questions about financial advisors in Mississippi

How many financial advisor firms are headquartered in Mississippi?

29 SEC-registered financial advisor firms report their principal office in Mississippi, managing $14.1B in regulatory assets between them. The other 4 advisers headquartered in the state are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Mississippi?

Hardy Reed, with $2.89B in regulatory assets under management on its latest Form ADV. The next largest are Magnolia Capital Advisors ($1.69B) and Barnes Pettey Financial Advisors ($1.31B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Mississippi?

The median firm manages $306M in regulatory assets. That is the midpoint of the 29 firms headquartered in Mississippi.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Mississippi charge?

Of the 10 largest firms, 9 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Mississippi?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the state and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters state.

Source: Niva directory methodology

Mississippi has 29 financial advisor firms; see every adviser in the state →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Mississippi

Top financial advisor firms by city in Mississippi