# Financial advisors in Jackson, MS > AdvisorCensus lists 35 investment advisory firms with a principal office in the Jackson metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV. Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ms/jackson ## At a glance - Investment advisory firms: 35 - Registration: SEC-registered investment adviser: 21, State-registered investment adviser: 14 - How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 15 (43%); Percentage of assets 34 (97%); Hourly charges 11 (31%); Fixed fees 17 (49%); Commissions 2 (6%); Performance-based fees 2 (6%); Other 3 (9%) - Regulatory assets under management (Item 5.F): Under $25 million 7 (20%); $25 million to $100 million 7 (20%); $100 million to $500 million 16 (46%); $500 million to $1 billion 1 (3%); $1 billion to $5 billion 3 (9%); Over $5 billion 1 (3%) - Years registered: Under 5 years 6 (17%); 5 to 9 years 13 (37%); 10 to 19 years 7 (20%); 20 years or more 9 (26%) ## Firms (page 1 of 1, 1 to 35 of 35, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [Argent Wealth, LLC](https://advisorcensus.com/firm/argent-wealth-llc-ridgeland-ms-311685) ([md](https://advisorcensus.com/firm/argent-wealth-llc-ridgeland-ms-311685.md)) | 311685 | Ridgeland, MS | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets | | [Ballew Advisors Inc](https://advisorcensus.com/firm/ballew-advisors-inc-jackson-ms-110522) ([md](https://advisorcensus.com/firm/ballew-advisors-inc-jackson-ms-110522.md)) | 110522 | Jackson, MS | SEC-registered investment adviser | $1 billion to $5 billion | 35 | % of assets, Other | | [Bankplus Wealth Advisors](https://advisorcensus.com/firm/bankplus-wealth-advisors-jackson-ms-152588) ([md](https://advisorcensus.com/firm/bankplus-wealth-advisors-jackson-ms-152588.md)) | 152588 | Jackson, MS | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets | | [Bergland Wealth Management, Inc.](https://advisorcensus.com/firm/bergland-wealth-management-inc-ridgeland-ms-116513) ([md](https://advisorcensus.com/firm/bergland-wealth-management-inc-ridgeland-ms-116513.md)) | 116513 | Ridgeland, MS | State-registered investment adviser | $25 million to $100 million | 34 | % of assets, Fixed fee | | [Brick Street Financial](https://advisorcensus.com/firm/brick-street-financial-clinton-ms-316781) ([md](https://advisorcensus.com/firm/brick-street-financial-clinton-ms-316781.md)) | 316781 | Clinton, MS | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly | | [Davenport Watts & Drake Investment Advisors, LLC](https://advisorcensus.com/firm/davenport-watts-and-drake-investment-advisors-llc-ridgeland-ms-127506) ([md](https://advisorcensus.com/firm/davenport-watts-and-drake-investment-advisors-llc-ridgeland-ms-127506.md)) | 127506 | Ridgeland, MS | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee | | [Dental Wealth Partners LLC](https://advisorcensus.com/firm/dental-wealth-partners-llc-jackson-ms-336688) ([md](https://advisorcensus.com/firm/dental-wealth-partners-llc-jackson-ms-336688.md)) | 336688 | Jackson, MS | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly, Fixed fee, Other | | [Easley Investment Consultants, Inc.](https://advisorcensus.com/firm/easley-investment-consultants-inc-ridgeland-ms-307258) ([md](https://advisorcensus.com/firm/easley-investment-consultants-inc-ridgeland-ms-307258.md)) | 307258 | Ridgeland, MS | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly | | [Element Wealth, LLC](https://advisorcensus.com/firm/element-wealth-llc-ridgeland-ms-114968) ([md](https://advisorcensus.com/firm/element-wealth-llc-ridgeland-ms-114968.md)) | 114968 | Ridgeland, MS | SEC-registered investment adviser | $500 million to $1 billion | 23 | % of assets, Fixed fee, Commissions | | [Elevated Retirement Financial Services](https://advisorcensus.com/firm/elevated-retirement-financial-services-madison-ms-300106) ([md](https://advisorcensus.com/firm/elevated-retirement-financial-services-madison-ms-300106.md)) | 300106 | Madison, MS | State-registered investment adviser | $25 million to $100 million | 7 | % of assets | | [Eversight Wealth LLC](https://advisorcensus.com/firm/eversight-wealth-llc-ridgeland-ms-175285) ([md](https://advisorcensus.com/firm/eversight-wealth-llc-ridgeland-ms-175285.md)) | 175285 | Ridgeland, MS | State-registered investment adviser | $100 million to $500 million | 11 | Fixed fee | | [Grantham Poole Advisors, LLC](https://advisorcensus.com/firm/grantham-poole-advisors-llc-ridgeland-ms-116956) ([md](https://advisorcensus.com/firm/grantham-poole-advisors-llc-ridgeland-ms-116956.md)) | 116956 | Ridgeland, MS | State-registered investment adviser | $25 million to $100 million | 25 | % of assets, Hourly, Fixed fee | | [Guaranty Private Wealth](https://advisorcensus.com/firm/guaranty-private-wealth-ridgeland-ms-306385) ([md](https://advisorcensus.com/firm/guaranty-private-wealth-ridgeland-ms-306385.md)) | 306385 | Ridgeland, MS | State-registered investment adviser | $25 million to $100 million | 6 | % of assets | | [Harmon Financial Advisors, Inc.](https://advisorcensus.com/firm/harmon-financial-advisors-inc-flowood-ms-155345) ([md](https://advisorcensus.com/firm/harmon-financial-advisors-inc-flowood-ms-155345.md)) | 155345 | Flowood, MS | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly, Fixed fee | | [Kelly Capital Group, LLC](https://advisorcensus.com/firm/kelly-capital-group-llc-jackson-ms-288475) ([md](https://advisorcensus.com/firm/kelly-capital-group-llc-jackson-ms-288475.md)) | 288475 | Jackson, MS | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee | | [Lefleur Financial](https://advisorcensus.com/firm/lefleur-financial-jackson-ms-174156) ([md](https://advisorcensus.com/firm/lefleur-financial-jackson-ms-174156.md)) | 174156 | Jackson, MS | State-registered investment adviser | Under $25 million | 11 | % of assets | | [Legacy Wealth Management, LLC](https://advisorcensus.com/firm/legacy-wealth-management-llc-ridgeland-ms-304659) ([md](https://advisorcensus.com/firm/legacy-wealth-management-llc-ridgeland-ms-304659.md)) | 304659 | Ridgeland, MS | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets | | [MAG Cap](https://advisorcensus.com/firm/mag-cap-ridgeland-ms-298398) ([md](https://advisorcensus.com/firm/mag-cap-ridgeland-ms-298398.md)) | 298398 | Ridgeland, MS | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Hourly, Fixed fee | | [Mascagni Wealth Management, Inc.](https://advisorcensus.com/firm/mascagni-wealth-management-inc-clinton-ms-115046) ([md](https://advisorcensus.com/firm/mascagni-wealth-management-inc-clinton-ms-115046.md)) | 115046 | Clinton, MS | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee | | [McAllister Capital Management](https://advisorcensus.com/firm/mcallister-capital-management-jackson-ms-115613) ([md](https://advisorcensus.com/firm/mcallister-capital-management-jackson-ms-115613.md)) | 115613 | Jackson, MS | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets | | [New Perspectives, Inc.](https://advisorcensus.com/firm/new-perspectives-inc-ridgeland-ms-113925) ([md](https://advisorcensus.com/firm/new-perspectives-inc-ridgeland-ms-113925.md)) | 113925 | Ridgeland, MS | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee | | [Optimum Financial Services, LLC](https://advisorcensus.com/firm/optimum-financial-services-llc-jackson-ms-105878) ([md](https://advisorcensus.com/firm/optimum-financial-services-llc-jackson-ms-105878.md)) | 105878 | Jackson, MS | SEC-registered investment adviser | $100 million to $500 million | 35 | % of assets, Hourly | | [Peregrine Investment Advisors, LLC](https://advisorcensus.com/firm/peregrine-investment-advisors-llc-madison-ms-153081) ([md](https://advisorcensus.com/firm/peregrine-investment-advisors-llc-madison-ms-153081.md)) | 153081 | Madison, MS | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets | | [Reiber Wealth](https://advisorcensus.com/firm/reiber-wealth-madison-ms-317166) ([md](https://advisorcensus.com/firm/reiber-wealth-madison-ms-317166.md)) | 317166 | Madison, MS | State-registered investment adviser | Under $25 million | 4 | % of assets | | [Renaissance Advisors](https://advisorcensus.com/firm/renaissance-advisors-ridgeland-ms-175254) ([md](https://advisorcensus.com/firm/renaissance-advisors-ridgeland-ms-175254.md)) | 175254 | Ridgeland, MS | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee, Performance fee | | [Resolute Wealth Strategies, LLC](https://advisorcensus.com/firm/resolute-wealth-strategies-llc-jackson-ms-318599) ([md](https://advisorcensus.com/firm/resolute-wealth-strategies-llc-jackson-ms-318599.md)) | 318599 | Jackson, MS | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee | | [Russell Wealth Management, LLC](https://advisorcensus.com/firm/russell-wealth-management-llc-jackson-ms-168987) ([md](https://advisorcensus.com/firm/russell-wealth-management-llc-jackson-ms-168987.md)) | 168987 | Jackson, MS | State-registered investment adviser | Under $25 million | 12 | % of assets | | [Smith Shellnut Wilson](https://advisorcensus.com/firm/smith-shellnut-wilson-ridgeland-ms-106235) ([md](https://advisorcensus.com/firm/smith-shellnut-wilson-ridgeland-ms-106235.md)) | 106235 | Ridgeland, MS | SEC-registered investment adviser | Over $5 billion | 31 | % of assets, Fixed fee | | [Sound Financial Strategies Group, LLC](https://advisorcensus.com/firm/sound-financial-strategies-group-llc-madison-ms-286261) ([md](https://advisorcensus.com/firm/sound-financial-strategies-group-llc-madison-ms-286261.md)) | 286261 | Madison, MS | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Fixed fee, Commissions | | [The Molpus Woodlands Group, LLC](https://advisorcensus.com/firm/the-molpus-woodlands-group-llc-ridgeland-ms-114575) ([md](https://advisorcensus.com/firm/the-molpus-woodlands-group-llc-ridgeland-ms-114575.md)) | 114575 | Ridgeland, MS | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Hourly, Fixed fee, Performance fee, Other | | [Trinity Capital Investors](https://advisorcensus.com/firm/trinity-capital-investors-jackson-ms-110798) ([md](https://advisorcensus.com/firm/trinity-capital-investors-jackson-ms-110798.md)) | 110798 | Jackson, MS | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets | | [Vector Money Management Inc](https://advisorcensus.com/firm/vector-money-management-inc-ridgeland-ms-108192) ([md](https://advisorcensus.com/firm/vector-money-management-inc-ridgeland-ms-108192.md)) | 108192 | Ridgeland, MS | State-registered investment adviser | $25 million to $100 million | 13 | % of assets | | [Wealth Management, LLC](https://advisorcensus.com/firm/wealth-management-llc-clinton-ms-115214) ([md](https://advisorcensus.com/firm/wealth-management-llc-clinton-ms-115214.md)) | 115214 | Clinton, MS | State-registered investment adviser | Under $25 million | 23 | % of assets | | [Wealthview Capital, LLC](https://advisorcensus.com/firm/wealthview-capital-llc-jackson-ms-149476) ([md](https://advisorcensus.com/firm/wealthview-capital-llc-jackson-ms-149476.md)) | 149476 | Jackson, MS | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Fixed fee | | [Woodmont Advisory Group, Inc.](https://advisorcensus.com/firm/woodmont-advisory-group-inc-brandon-ms-112276) ([md](https://advisorcensus.com/firm/woodmont-advisory-group-inc-brandon-ms-112276.md)) | 112276 | Brandon, MS | SEC-registered investment adviser | $25 million to $100 million | 8 | % of assets | ## Questions people ask **How many financial advisory firms are there in Jackson, MS?** AdvisorCensus lists 35 investment advisory firms with a principal office in the Jackson metro area, from Form ADV filings as of October 2026: 21 SEC-registered, 14 state-registered, and 0 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV. **How many fee-only financial advisors are in Jackson, MS?** 15 of the 35 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed. **How many financial advisors in Jackson, MS offer financial planning?** 25 of the 35 firms in Jackson, MS that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports. **Are the financial advisors in Jackson, MS fiduciaries?** Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 15 firms that meet AdvisorCensus's fee-only test report none of those sales ties. **How do I check whether a financial advisor has disciplinary disclosures?** Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck. **Does AdvisorCensus rate, verify, or recommend these firms?** No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content. **What does regulatory assets under management mean?** Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality. ## Related pages - [Financial advisors in Mississippi](https://advisorcensus.com/advisors/ms) (https://advisorcensus.com/advisors/ms.md) - [Financial advisors in Jackson, MS](https://advisorcensus.com/advisors/ms/jackson) (https://advisorcensus.com/advisors/ms/jackson.md) - [Fee-only financial advisors in Jackson, MS](https://advisorcensus.com/advisors/ms/jackson/fee-only) (https://advisorcensus.com/advisors/ms/jackson/fee-only.md) - [Flat-fee financial advisors in Jackson, MS](https://advisorcensus.com/advisors/ms/jackson/flat-fee) (https://advisorcensus.com/advisors/ms/jackson/flat-fee.md) - [Hourly financial advisors in Jackson, MS](https://advisorcensus.com/advisors/ms/jackson/hourly) (https://advisorcensus.com/advisors/ms/jackson/hourly.md) - [Financial advisors for faith-based investing in Jackson, MS](https://advisorcensus.com/advisors/ms/jackson/faith-based-investing) (https://advisorcensus.com/advisors/ms/jackson/faith-based-investing.md) - [Financial advisors in Ridgeland, MS](https://advisorcensus.com/advisors/ms/jackson/ridgeland) (https://advisorcensus.com/advisors/ms/jackson/ridgeland.md) - [Financial advisors in Hattiesburg](https://advisorcensus.com/advisors/ms/hattiesburg) (https://advisorcensus.com/advisors/ms/hattiesburg.md) - [Financial advisors in Gulfport](https://advisorcensus.com/advisors/ms/gulfport) (https://advisorcensus.com/advisors/ms/gulfport.md) Every firm in this list as CSV: https://advisorcensus.com/advisors/ms/jackson.csv Cite as: AdvisorCensus. Financial advisors in Jackson, MS: 35 firms from Form ADV filings as of October 2026.