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Top 3 financial advisor firms in Tupelo

3 SEC-registered financial advisor firms are headquartered in Tupelo, MS, with $3.21B in combined regulatory assets under management. The largest by assets are Hardy Reed ($2.89B), Addicus Advisory ($222M) and Haire Wealth Management ($102M).

3
Financial advisor firms
$3.21B
Their combined AUM
$222M
Median firm AUM
692
Clients of the top 3

The 3 largest by assets

  1. 1
    Hardy Reed

    RIA

    $2.89B

  2. 2
    Addicus Advisory

    RIA

    $222M

  3. 3
    Haire Wealth Management

    RIA

    $102M

Profiles of the top 3

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

Addicus Advisory

Addicus Advisory is an investment adviser based in Tupelo, MS, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and pooled investment vehicles. Its regulatory assets under management total $222 million, as filed on 30 June 2026.

Addicus Advisory charges 0.75%–1.45% a year for its Portfolio Management Services.

Regulatory AUM
$222M
Clients
133
Advisory staff
21
Fee schedule
0.75% to 1.45% a year
Custodians
LPL Financial
Headquarters
333 W. Franklin Street, Tupelo, MS 38804
Phone
877-294-8658

No. 3 · RIA

Haire Wealth Management

Haire Wealth Management is an investment adviser based in Tupelo, 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 $102 million, as filed on 18 May 2026.

Regulatory AUM
$102M
Clients
164
Advisory staff
1
Headquarters
103 Court Street, Tupelo, MS 38804
Phone
662-844-3501

Questions about financial advisors in Tupelo

How many financial advisor firms are headquartered in Tupelo?

3 SEC-registered financial advisor firms report their principal office in Tupelo, MS, managing $3.21B 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 Tupelo?

Hardy Reed, with $2.89B in regulatory assets under management on its latest Form ADV. The next largest are Addicus Advisory ($222M) and Haire Wealth Management ($102M).

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

How large is a typical financial advisor firm in Tupelo?

The median firm manages $222M in regulatory assets. That is the midpoint of the 3 firms headquartered in Tupelo.

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

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

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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