Mississippi · 27 firms
Institutional Advisors in Mississippi
Advisers managing assets for institutions, endowments, and corporations. Browse 27 advisers in Mississippi matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Institutional firms in Mississippi
SMITH SHELLNUT WILSON
Ridgeland, MS
AUM
$6.92B
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
601-605-1776
HARDY REED, LLC
Tupelo, MS
AUM
$2.89B
Team
12 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
662-823-4722
MAG CAP
Ridgeland, MS
AUM
$1.69B
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
601-362-5872
BARNES PETTEY FINANCIAL ADVISORS, LLC
Clarksdale, MS
AUM
$1.31B
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
662-627-2225
BALLEW ADVISORS INC
Jackson, MS
AUM
$1.30B
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; SEE SCHEDULE D - MISCELLANEOUS
601-368-3500
ELEMENT WEALTH, LLC
Ridgeland, MS
AUM
$743.7M
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
601-957-6006
ARGENT WEALTH, LLC
Ridgeland, MS
AUM
$487.3M
Team
6 advisors
Clients
0
Fees
Percentage of AUM
601-957-0323
MASCAGNI WEALTH MANAGEMENT, INC.
Clinton, MS
AUM
$424.5M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
601-925-8099
RESOLUTE WEALTH STRATEGIES, LLC
Jackson, MS
AUM
$387.6M
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
601-952-8850
LANGLEY WEALTH MANAGEMENT, LLC
Corinth, MS
AUM
$370.6M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(662) 872-3051
PEREGRINE INVESTMENT ADVISORS, LLC
Madison, MS
AUM
$368.4M
Team
4 advisors
Clients
—
Fees
Percentage of AUM
769-216-3232
OPTIMUM FINANCIAL SERVICES, LLC
Jackson, MS
AUM
$300.2M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
601-981-5900
BANKPLUS WEALTH ADVISORS
Jackson, MS
AUM
$263.8M
Team
14 advisors
Clients
—
Fees
Percentage of AUM
601-607-4290
SIMPLIFIED WEALTH MANAGEMENT
Hattiesburg, MS
AUM
$225.5M
Team
7 advisors
Clients
—
Fees
Percentage of AUM
601-336-4265
SOUND FINANCIAL STRATEGIES GROUP, LLC
Madison, MS
AUM
$217.7M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
601-856-3825
AUM
$179.6M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
901-230-5576
DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC
Ridgeland, MS
AUM
$157.1M
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
601-898-8069
AUM
$141.2M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
662-550-4554
LEE-WAY FINANCIAL SERVICES, INC
Hattiesburg, MS
AUM
$132.1M
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
9179524262
GAINSPOLETTI WEALTH PLANNERS
Cleveland, MS
AUM
$127.0M
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
662-843-6090
COKER & PALMER
Jackson, MS
AUM
$126.3M
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
601-354-0860
GUARANTY PRIVATE WEALTH
Ridgeland, MS
AUM
$81.4M
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
601-605-7070
VECTOR MONEY MANAGEMENT INC
Ridgeland, MS
AUM
$73.3M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
601-981-1773
KELLY CAPITAL GROUP, LLC
Jackson, MS
AUM
$4.8M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
601-953-3076
52 total advisers in Mississippi. Browse all Mississippi advisors