Top 4 financial advisor firms in Hattiesburg

4 SEC-registered financial advisor firms are headquartered in Hattiesburg, MS, with $683M in combined regulatory assets under management. The largest by assets are Simplified Wealth Management ($226M), Inman Jager Wealth Management ($225M) and Lee-Way Financial Services ($132M).

4
Financial advisor firms: $683M
Their combined AUM: $179M
Median firm AUM: 1,208
Clients of the top 4

The 4 largest by assets

1
Simplified Wealth Management
RIA
$226M
0.50% to 2.00% a year
2
Inman Jager Wealth Management
RIA
$225M
Regulatory AUM
3
Lee-Way Financial Services
RIA
$132M
Regulatory AUM
4
NewSong Capital Management
RIA
$100M
Up to 1.50% a year

Profiles of the top 4

No. 1 · RIA

Simplified Wealth Management

Simplified Wealth Management is an investment adviser based in Hattiesburg, MS, registered with the SEC since 2022. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $226 million, as filed on 16 February 2026.

Simplified Wealth Management charges 0.50%–2.00% a year for its Asset Management.

Regulatory AUM: $226M
Clients: 712
Advisory staff: 7
Fee schedule: 0.50% to 2.00% a year
Custodians: Charles Schwab
Headquarters: 14 Orleans Drive, Hattiesburg, MS 39402
Phone: 601-336-4265
Website: mysimplifiedwealth.com

No. 2 · RIA

Inman Jager Wealth Management

Inman Jager Wealth Management is an investment adviser based in Hattiesburg, MS, registered with the SEC since 2024. 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 $225 million, as filed on 27 February 2026.

Regulatory AUM: $225M
Clients: 246
Advisory staff: 3
Founded: 2014
Custodians: Raymond James
Headquarters: 140 Mayfair Road, Suite 1000, Hattiesburg, MS 39402
Phone: 601-602-3571
Website: inmanjagerwm.com

No. 3 · RIA

Lee-Way Financial Services

Lee-Way Financial Services is an investment adviser based in Hattiesburg, MS, registered with the SEC since 2026. 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 $132 million, as filed on 5 March 2026.

Regulatory AUM: $132M
Clients: 108
Advisory staff: 1
Custodians: Charles Schwab
Headquarters: 1711 South 28th Avenue, Hattiesburg, MS 39402
Phone: 917-952-4262
Website: leewayfinancial.com

No. 4 · RIA

NewSong Capital Management

NewSong Capital Management is an investment adviser based in Hattiesburg, MS, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $100 million, as filed on 13 March 2026.

NewSong Capital Management charges up to 1.50% a year for its Investment Management Fees.

Regulatory AUM: $100M
Clients: 142
Advisory staff: 1
Fee schedule: Up to 1.50% a year
Custodians: Interactive Brokers
Headquarters: 10 Bellegrass BLVD, Hattiesburg, MS 39402
Phone: 601-909-6117
Website: newsongcapital.com

Questions about financial advisors in Hattiesburg

How many financial advisor firms are headquartered in Hattiesburg?

4 SEC-registered financial advisor firms report their principal office in Hattiesburg, MS, managing $683M in regulatory assets between them.

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

What is the largest financial advisor firm in Hattiesburg?

Simplified Wealth Management, with $226M in regulatory assets under management on its latest Form ADV. The next largest are Inman Jager Wealth Management ($225M) and Lee-Way Financial Services ($132M).

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

How large is a typical financial advisor firm in Hattiesburg?

The median firm manages $179M in regulatory assets. That is the midpoint of the 4 firms headquartered in Hattiesburg.

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

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

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 city 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 city.

Source: Niva directory methodology

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