Top 5 financial advisor firms in Jackson

5 SEC-registered financial advisor firms are headquartered in Jackson, MS, with $1.58B in combined regulatory assets under management. The largest by assets are Resolute Wealth Strategies ($388M), Wealthview Capital ($319M) and McAllister Capital Management ($306M).

5
Financial advisor firms: $1.58B
Their combined AUM: $306M
Median firm AUM: 1,591
Clients of the top 5

The 5 largest by assets

1
Resolute Wealth Strategies
RIA
$388M
0.75% to 1.10% a year
2
Wealthview Capital
RIA
$319M
Up to 1.00% a year
3
McAllister Capital Management
RIA
$306M
Regulatory AUM
4
Optimum Financial Services
RIA
$300M
Regulatory AUM
5
Bankplus Wealth Management
RIA
$264M
Regulatory AUM

Profiles of the top 5

No. 1 · 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. 2 · RIA

Wealthview Capital

Wealthview Capital is an investment adviser based in Jackson, MS, registered with the SEC since 2014. 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 $319 million, as filed on 9 June 2026.

Wealthview Capital charges up to 1.00% a year for its Comprehensive Wealth Management.

Regulatory AUM: $319M
Clients: 193
Advisory staff: 4
Founded: 2009
Fee schedule: Up to 1.00% a year
Custodians: Pershing
Headquarters: 4500 I-55 North, Suite 263, Jackson, MS 39211
Phone: 601-981-4040
Website: wealthviewcapital.com

No. 3 · RIA

McAllister Capital Management

McAllister Capital Management is an investment adviser based in Jackson, MS, registered with the SEC since 2019. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $306 million, as filed on 12 January 2026.

Regulatory AUM: $306M
Clients: 210
Advisory staff: 3
Founded: 1995
Custodians: Charles Schwab
Headquarters: 1907 Dunbarton Drive, Suite E, Jackson, MS 39216
Phone: 601-362-1000
Website: mcallistercapital.com

No. 4 · RIA

Optimum Financial Services

Optimum Financial Services is an investment adviser based in Jackson, MS, registered with the SEC since 1991. 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 $300 million, as filed on 9 February 2026.

Regulatory AUM: $300M
Clients: 242
Advisory staff: 3
Founded: 1990
Custodians: Fidelity
Headquarters: 1817 Crane Ridge Drive, Suite 200, Jackson, MS 39216-4902
Phone: 601-981-5900
Website: ofspm.com

No. 5 · RIA

Bankplus Wealth Management

Bankplus Wealth Management is an investment adviser based in Jackson, MS, registered with the SEC since 2021. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $264 million, as filed on 30 September 2026.

Regulatory AUM: $264M
Clients: 645
Advisory staff: 14
Custodians: Charles Schwab
Headquarters: 1200 Eastover Drive, Suite 300, Jackson, MS 39211
Phone: 601-607-4290
Website: bankplus.net

Questions about financial advisors in Jackson

How many financial advisor firms are headquartered in Jackson?

5 SEC-registered financial advisor firms report their principal office in Jackson, MS, managing $1.58B in regulatory assets between them. The other 2 advisers headquartered in the city 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 Jackson?

Resolute Wealth Strategies, with $388M in regulatory assets under management on its latest Form ADV. The next largest are Wealthview Capital ($319M) and McAllister Capital Management ($306M).

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

How large is a typical financial advisor firm in Jackson?

The median firm manages $306M in regulatory assets. That is the midpoint of the 5 firms headquartered in Jackson.

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

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

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

Jackson has 5 financial advisor firms; see every adviser in the city →