Top 8 financial advisor firms in Ridgeland

8 SEC-registered financial advisor firms are headquartered in Ridgeland, MS, with $4.22B in combined regulatory assets under management. The largest by assets are Magnolia Capital Advisors ($1.69B), Element Wealth ($744M) and Argent Wealth ($487M).

8
Financial advisor firms: $4.22B
Their combined AUM: $384M
Median firm AUM: 4,213
Clients of the top 8

The 8 largest by assets

1
Magnolia Capital Advisors
RIA
$1.69B
Up to 2.00% a year
2
Element Wealth
RIA
$744M
0.50% to 1.00% a year
3
Argent Wealth
RIA
$487M
Regulatory AUM
4
Legacy Wealth Management
RIA
$459M
0.60% to 1.00%
5
New Perspectives
RIA
$309M
0.25% to 1.00% a year
6
Easley Investment Consultants
RIA
$224M
Regulatory AUM
7
Davenport Watts & Drake Investment Advisors
RIA
$157M
0.75% to 1.00% a year
8
Renaissance Holdings
RIA
$147M
Regulatory AUM

Profiles of the top 8

No. 1 · 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. 2 · 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. 3 · 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. 4 · 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. 5 · RIA

New Perspectives

New Perspectives is an investment adviser based in Ridgeland, MS, registered with the SEC since 2018. 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 $309 million, as filed on 4 August 2026.

New Perspectives charges 0.25%–1.00% a year for its Portfolio management for individuals and/or small businesses.

Regulatory AUM: $309M
Clients: 423
Advisory staff: 4
Founded: 1993
Fee schedule: 0.25% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 303 Highland Park Cove, Suite B, Ridgeland, MS 39157
Phone: 601-991-3158
Website: newper.com

No. 6 · RIA

Easley Investment Consultants

Easley Investment Consultants is an investment adviser based in Ridgeland, MS, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $224 million, as filed on 30 January 2026.

Regulatory AUM: $224M
Clients: 357
Advisory staff: 2
Custodians: Charles Schwab
Headquarters: 1050 Northpark Drive, Suite D, Ridgeland, MS 39157
Phone: 601-992-4101
Website: easleyinvest.co

No. 7 · RIA

Davenport Watts & Drake Investment Advisors

Davenport Watts & Drake Investment Advisors is an investment adviser based in Ridgeland, MS, registered with the SEC since 2022. 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 $157 million, as filed on 16 April 2026.

Davenport Watts & Drake Investment Advisors charges 0.75%–1.00% a year for its Investment Advisor Services.

Regulatory AUM: $157M
Clients: 214
Advisory staff: 3
Fee schedule: 0.75% to 1.00% a year
Minimum account: $50,000
Headquarters: 234 W. School Street, Ridgeland, MS 39157
Phone: 601-898-8069
Website: davenportwattsdrake.com

No. 8 · RIA

Renaissance Holdings

Renaissance Holdings is an investment adviser based in Ridgeland, MS, registered with the SEC since 2025. 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 $147 million, as filed on 30 July 2026.

Regulatory AUM: $147M
Clients: 343
Advisory staff: 2
Custodians: RBC Capital Markets
Headquarters: 602 Steed Road Suite 110, Ridgeland, MS 39157
Phone: 601-714-1034
Website: renadv.com

Questions about financial advisors in Ridgeland

How many financial advisor firms are headquartered in Ridgeland?

8 SEC-registered financial advisor firms report their principal office in Ridgeland, MS, managing $4.22B 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 Ridgeland?

Magnolia Capital Advisors, with $1.69B in regulatory assets under management on its latest Form ADV. The next largest are Element Wealth ($744M) and Argent Wealth ($487M).

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

How large is a typical financial advisor firm in Ridgeland?

The median firm manages $384M in regulatory assets. That is the midpoint of the 8 firms headquartered in Ridgeland.

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

How much do financial advisors in Ridgeland charge?

Of the 8 largest firms, 5 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 Ridgeland?

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

Ridgeland has 8 financial advisor firms; see every adviser in the city →

The 8 largest by assets

Profiles of the top 8

Questions about financial advisors in Ridgeland

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