Mississippi · 5 advisers
Financial Advisors in Hattiesburg, Mississippi
Looking for a financial advisor in Hattiesburg, Mississippi? Falists indexes 5 SEC-registered and state-registered investment advisers in Hattiesburg — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $225.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
5
With website
5
Largest AUM
$225.5M
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Hattiesburg
Ranked by AUM · Fees, team & specialties at a glance
SIMPLIFIED WEALTH MANAGEMENT
Hattiesburg, MS
AUM
$225.5M
Team
7 advisors
Clients
—
Fees
Percentage of AUM
601-336-4265
INMAN JAGER WEALTH MANAGEMENT, LLC
Hattiesburg, MS
AUM
$225.0M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(601) 602-3571
LEE-WAY FINANCIAL SERVICES, INC
Hattiesburg, MS
AUM
$132.1M
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
9179524262
NEWSONG CAPITAL MANAGEMENT, INC.
Hattiesburg, MS
AUM
$100.4M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
601-909-6117
TRUELINE WEALTH GROUP, LLC
Hattiesburg, MS
AUM
$0
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
601-255-5457
More cities in Mississippi
Common questions
- How many financial advisors are in Hattiesburg, Mississippi?
- 5 registered investment advisers are listed in our Hattiesburg directory, sourced from public SEC filings.
- What types of advisors are in Hattiesburg?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Hattiesburg?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.