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Find the Best Financial Advisors in Mississippi

Mississippi State, located in the southeastern region of the United States, has a growing population of over 2.93 million people. With a cost of living that is 15% lower than the national average, it may be beneficial for Mississippi residents to seek the help of a qualified financial advisor to make the most of their earnings, choose suitable investments, and create an effective financial plan. WiserAdvisor's directory for the state of Mississippi includes a range of vetted financial professionals with expertise in wealth management, investment planning, financial planning, retirement planning, and more. Additionally, we recommend utilizing our free advisor match tool to connect you with up to 3 pre-screened financial advisors best suited for your financial goals.

Finding the Top Financial Advisor in Mississippi

Last Updated - November 21, 2023

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

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Top Financial Advisor Firms in Mississippi (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
SMITH SHELLNUT WILSON
661 Sunnybrook Road, Suite 130, Ridgeland, MS 39157
13 600 $6,154,922,489
A percentage of AUM, Fixed fees
TRUSTMARK INVESTMENT ADVISORS, INC.
1029 Highland Colony Parkway, Suite 2000, Ridgeland, MS 39157
11 1 $2,627,107,196
A percentage of AUM
SOUNDPATH INVESTMENT ADVISORS, LLC
795 Woodlands Parkway Suite 104, Ridgeland, MS 39157
3 533 $904,359,756
A percentage of AUM, Hourly charges
TRINITY CAPITAL INVESTORS
1675 Lakeland Drive, Ste 400, Jackson, MS 39216
2 25 $447,722,477
A percentage of AUM
PINNACLE WEALTH, LLC
101 Port Street, Suite 200, Madison, MS 39110
9 831 $405,070,534
A percentage of AUM
LEGACY WEALTH MANAGEMENT, LLC
300 Concourse Blvd, Suite 102, Ridgeland, MS 39157
1 136 $314,518,843
A percentage of AUM
MASCAGNI WEALTH MANAGEMENT, INC.
205 E. Main Street, Clinton, MS 39056
4 1549 $301,651,414
A percentage of AUM, Hourly charges, Fixed fees
SOUND FINANCIAL STRATEGIES GROUP, LLC
579 Lakeland East Drive, Flowood, MS 39232
11 1363 $264,108,938
A percentage of AUM
LANGLEY WEALTH MANAGEMENT, LLC
605 Foote Street, Corinth, MS 38834
6 1260 $221,357,662
A percentage of AUM
EASLEY INVESTMENT CONSULTANTS, INC.
420 Liberty Park Ct., Suite A, Flowood, MS 39232
5 794 $166,303,459
A percentage of AUM, Hourly charges
ADDICUS ADVISORY, LLC
333 W. Franklin Street, Tupelo, MS 38804
31 369 $146,778,952
A percentage of AUM, Fixed fees
AVL/WEALTHCARE, LLC
9490 Three Rivers Road, Gulfport, MS 39503
4 281 $122,088,640
A percentage of AUM, Hourly charges
DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC
234 W. School Street, Ridgeland, MS 39157
3 332 $119,674,576
A percentage of AUM, Fixed fees, Commision Based
RESOLUTE WEALTH STRATEGIES, LLC
4400 Old Canton Rd., Suite 210, Jackson, MS 39211
5 0 $0
A percentage of AUM, Fixed fees
PHILLIPS WEALTH PARTNERS LLC
104 West Lampkin Street, Starkville, MS 39759
7 0 $0
A percentage of AUM, Hourly charges, Fixed fees

    Frequently Asked Questions

    Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

    Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

    A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?

    A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

    While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

    Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

    A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.