Mississippi · 21 firms
Retirement Advisors in Mississippi
Firms serving pension plans, 401(k)s, and retirement accounts. Browse 21 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
Retirement Planning 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
FINANCIAL CONCEPTS
Columbus, MS
AUM
$1.09B
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
662-327-1480
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
RESOLUTE WEALTH STRATEGIES, LLC
Jackson, MS
AUM
$387.6M
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
601-952-8850
PHILLIPS WEALTH PLANNERS LLC
Starkville, MS
AUM
$340.8M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(662) 324-2889
WEALTHVIEW CAPITAL, LLC
Jackson, MS
AUM
$319.5M
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
601-981-4040
OPTIMUM FINANCIAL SERVICES, LLC
Jackson, MS
AUM
$300.2M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
601-981-5900
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
EASLEY INVESTMENT CONSULTANTS, INC.
Ridgeland, MS
AUM
$223.8M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
601-992-4101
RENAISSANCE ADVISORS
Ridgeland, MS
AUM
$150.9M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
601-714-1034
AUM
$141.2M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
662-550-4554
HAIRE WEALTH MANAGEMENT, INC.
Tupelo, MS
AUM
$102.0M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
662-844-3501
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
DENTAL WEALTH PARTNERS LLC
Jackson, MS
AUM
$26.8M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(601) 339-6077
TRUELINE WEALTH GROUP, LLC
Hattiesburg, MS
AUM
$0
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
601-255-5457
GRANTHAM POOLE ADVISORS, LLC
Ridgeland, MS
AUM
$89.6M
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
601-499-2400
52 total advisers in Mississippi. Browse all Mississippi advisors