Cope Corrales is a well-established investment advisory firm based in Washington, DC, with three offices. With a clientele of over 540 individuals, they expertly manage assets totaling more than $140,851,000. Cope Corrales specializes in advising both employer 401K plans and individual investors, showcasing their extensive experience in this domain. Operating under a discretionary management approach, Cope Corrales assumes full responsibility for making investment decisions on behalf of their clients. Their compensation structure offers various options, including a percentage of assets under management and fixed fees, ensuring a flexible and customized approach to client needs. With a team of six professionals, all providing investment advisory services, Cope Corrales ensures a high level of personalized attention and expertise. On average, each investment advisor manages approximately $23,480,000 in assets, emphasizing their ability to handle substantial portfolios. The firm takes pride in its longest-tenured advisors, including Karla Fitzgerald, Luis Corrales, and Joseph Cope, who have proven their commitment and expertise over the years. Cope Corrales is dedicated to providing comprehensive financial solutions to their clients, offering a wide range of services. Their depth of knowledge and commitment to excellence make them a trusted partner for individuals seeking personalized and strategic investment guidance. With a strong presence in the Washington, DC area and a solid track record, Cope Corrales is poised to assist clients in achieving their financial goals with professionalism and integrity

LANGLEY WEALTH MANAGEMENT, LLC, a reputable investment advisory firm based in Corinth, Mississippi, is dedicated to providing comprehensive financial services to a wide range of clients. With over 780 individual clients and an impressive $203,887,000 in assets under management, LANGLEY WEALTH MANAGEMENT, LLC delivers personalized solutions tailored to their clients' unique needs. Operating from a single office, LANGLEY WEALTH MANAGEMENT, LLC has established itself as a trusted advisor in the financial industry. With extensive experience in managing employer 401Ks and individual accounts, the firm demonstrates their proficiency in handling retirement plans and offering financial guidance to individuals. As a discretionary asset manager, LANGLEY WEALTH MANAGEMENT, LLC assumes full responsibility for 99% of the assets they manage, allowing them to make informed investment decisions on behalf of their clients. Their compensation structure includes various types, such as a percentage of assets under management, ensuring transparency and aligning their interests with those of their clients. With a team of six dedicated professionals, two of whom specialize in investment advisory services, LANGLEY WEALTH MANAGEMENT, LLC provides personalized attention and expertise to their clients. They average approximately $101,940,000 in assets under management per investment advisor, indicating a strong focus on delivering tailored strategies and maintaining a high level of client satisfaction. Brian Langley and Zeb Taylor, as two of the longest-tenured registered advisors at LANGLEY WEALTH MANAGEMENT, LLC, exemplify the firm's commitment to expertise and long-term client relationships. Their experience and dedication contribute to the firm's success in delivering exceptional financial guidance and helping clients achieve their financial goals. LANGLEY WEALTH MANAGEMENT, LLC also extends their services as a registered representative of a broker-dealer and insurance broker or agent, providing a comprehensive suite of solutions to meet their clients' diverse needs.

Resolute Wealth Strategies, LLC is a small investment advisory firm based out of Jackson, MS. With one office, the company has established itself as a reliable financial partner in the region. Among its five employees, three specialize in providing top-notch investment advisory services. Resolute Wealth Strategies manages an average of approximately $75,990,000 in assets under management per investment advisor, which aligns with the industry average. The firm employs a diversified compensation structure, including a percentage of assets under management and fixed fees. While less than 30% of their assets under management are attributed to 401K and individual accounts, Resolute Wealth Strategies possesses the expertise to effectively manage employer funds. Notably, all of the assets they manage are discretionary, ensuring flexibility in decision-making. The firm primarily caters to high-net-worth individuals, exemplified by their extensive client base of over 100 individuals, with a total of $227,967,000 in assets under management. Resolute Wealth Strategies boasts a team of experienced advisors, with notable long-serving professionals such as Phillip Burnett, Charles Alley, and Michael Puckett. Resolute Wealth Strategies, LLC is committed to delivering personalized financial strategies and exceptional service to its clients. With its knowledgeable advisors and prudent investment approach, the company continues to build a reputation as a trusted partner in helping clients achieve their wealth management goals.

Woodmont Advisory Group, Inc., a small investment advisory firm based out of Brandon, MS, serves over 350 individual clients and manages a substantial $172,598,000 in assets. With their sole office located in Brandon, the firm possesses the expertise to manage employer funds, although less than 30% of their assets under management come from 401K and individual accounts. Their distinguishing feature lies in the fact that 100% of the assets they handle are discretionary. Catering primarily to high-net-worth individuals, Woodmont Advisory Group, Inc. prides itself on its strong client base and personalized service. Their compensation structure encompasses various types, including a percentage of assets under management. The firm employs a total of two individuals, both of whom specialize in providing investment advisory services. With an average of approximately $86,300,000 in assets under management per investment advisor, Woodmont Advisory Group, Inc. falls in line with the industry average. Notably, the firm boasts the expertise of Thomas Billups and Henry Stephenson, two of the longest-tenured registered advisors on their team. Woodmont Advisory Group, Inc. strives to offer comprehensive investment advisory services to their clients, leveraging their extensive knowledge and experience in the financial industry. Through their personalized approach and commitment to delivering quality results, they aim to assist their clients in achieving their financial goals and securing their financial future.

Element Wealth, LLC, based out of Ridgeland, MS, is a leading investment advisory firm serving a diverse clientele. With over 280 individual clients and an impressive $449,639,000 in assets under management, they have established themselves as a trusted partner in wealth management. As a small firm with a single office, Element Wealth, LLC delivers personalized and tailored financial solutions to meet the unique needs of their clients. Their expertise extends beyond investment advisory services, as they also serve as an insurance broker or agent, providing comprehensive coverage options to safeguard their clients' financial interests. Element Wealth, LLC has garnered significant experience in managing employer 401Ks and individual assets, which account for nearly half of their assets under management. Their skill and proficiency in this space are evident, with 79% of the assets they manage falling under their discretionary control. The compensation structure at Element Wealth, LLC offers flexibility and choice. They employ various methods, including a percentage of assets under management, fixed fees, and commissions, ensuring alignment with their clients' objectives. With a total of 11 employees, including three dedicated investment advisors, Element Wealth, LLC maintains a low advisor-to-client ratio, prioritizing individual attention and fostering strong client relationships. Their investment advisors boast an impressive average of approximately $149,880,000 in assets under management per advisor, surpassing industry standards. The firm's success can be attributed, in part, to the expertise and dedication of its longest tenured advisors, including Danny Williams, Barry Smith, and Jeremy Yancey. With their collective experience and commitment to excellence, Element Wealth, LLC continues to deliver exceptional financial services to their valued clients.

Mascagni Wealth Management, Inc. is a small investment advisory firm based out of Clinton, MS, with one office. With a team of four employees, three of whom provide investment advisory services, Mascagni Wealth Management is committed to helping clients achieve their financial goals. With an average of $85,240,000 in assets under management per investment advisor, the firm maintains an industry-average position. Mascagni Wealth Management adopts a flexible compensation structure that includes a percentage of assets under management, fixed fees, and hourly charges. Notably, approximately half of their assets under management come from employer 401Ks and individuals, showcasing their extensive experience in this area. All assets managed by the firm are done so on a discretionary basis, allowing clients to trust in their expertise and decision-making. In addition to their investment advisory services, Mascagni Wealth Management also serves as an insurance broker or agent, expanding their range of offerings to provide comprehensive financial solutions. With over 500 individual clients and an impressive $255,709,000 in assets under management, the firm has built a strong reputation in the industry. Mascagni Wealth Management boasts a team of experienced advisors, including Matthew Brown, Collin Mascagni, and Julius Mascagni, who have been with the firm for an extended period. Their dedication to client satisfaction and their commitment to sound financial strategies make Mascagni Wealth Management a trusted partner for individuals and businesses seeking personalized wealth management services.

MCALLISTER CAPITAL MANAGEMENT: A Trusted Investment Advisory Firm in Jackson, MS Mcallister Capital Management, a reputable investment advisory firm based out of Jackson, MS, has been providing tailored financial solutions to a diverse clientele since its establishment. With over 90 individual clients and an impressive $170,049,000 in assets under management, Mcallister Capital Management has earned a solid reputation for its expertise in managing high net worth individuals' portfolios. Despite their focus on high net worth clients, Mcallister Capital Management also possesses the capability to effectively manage employer funds, ensuring a comprehensive suite of investment services. The firm's assets under management are entirely discretionary, allowing their skilled advisors to make informed decisions in the best interest of their clients. Comprising a team of three experienced professionals, all exclusively dedicated to delivering exceptional investment advisory services, Mcallister Capital Management emphasizes personalized attention and client satisfaction. With an average of $56,680,000 in assets under management per investment advisor, their team's performance aligns with industry standards. Sheldon Ford and Lyle Mcallister, two of the firm's longest tenured registered advisors, contribute their extensive knowledge and expertise to ensure sound investment strategies for clients. Mcallister Capital Management offers a compensation structure that includes a percentage of assets under management, ensuring alignment with client interests and fostering a commitment to their financial success. As a small investment advisory firm, Mcallister Capital Management remains dedicated to building long-term relationships with their clients and delivering exceptional results in the ever-changing financial landscape. With a solid track record and a commitment to excellence, Mcallister Capital Management stands out as a trusted partner for individuals seeking expert guidance in managing their wealth.

Davenport Watts & Drake Investment Advisors, LLC is a highly regarded investment advisory firm based in Ridgeland, MS. With a team of three dedicated professionals, they specialize in providing comprehensive investment advisory services to their esteemed clients. Their exceptional track record is reflected in their impressive average assets under management per investment advisor, which stands at approximately $143,610,000, well above the industry average. The firm's compensation structure is flexible and designed to meet the diverse needs of their clients. They offer various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring transparency and alignment with client objectives. With over 190 individual clients, Davenport Watts & Drake Investment Advisors, LLC manages a substantial portfolio valued at over $103,589,000. They have built a solid reputation for effectively managing the assets of high net worth individuals, with a significant portion of their managed assets originating from employer 401Ks and individual investments. Notably, Davenport Watts & Drake Investment Advisors, LLC boasts extensive experience in the employer 401K space, exemplifying their expertise and deep understanding of this area. All of the assets they manage are under discretionary authority, providing clients with the confidence and peace of mind that their investments are in capable hands. In addition to their investment advisory services, Davenport Watts & Drake Investment Advisors, LLC also offers insurance brokerage services. With their office located in Ridgeland, MS, the firm serves a diverse clientele, and two of the longest tenured registered advisors, Henry Drake and Tom Davenport, bring their wealth of knowledge and experience to every client interaction.

Soundpath Investment Advisors, LLC is a small investment advisory firm based out of Ridgeland, MS. With a total of three dedicated employees, the firm provides comprehensive investment advisory services to a diverse clientele. They have a strong track record in managing assets, with an average of approximately $63,440,000 in assets under management per investment advisor, which aligns with the industry average. Soundpath Investment Advisors, LLC adopts a flexible compensation structure, offering various types including a percentage of assets under management, hourly charges, and fixed fees. Their client base consists of over 330 individual clients, with a significant total of $746,837,000 in assets under management. While 401K and individual accounts account for less than 30% of their assets, the firm possesses the expertise to effectively manage employer funds. All the assets managed by Soundpath Investment Advisors, LLC are discretionary, showcasing their commitment to providing personalized and tailored investment strategies. With their primary office located in Ridgeland, the firm serves clients locally and beyond. Notably, Soundpath Investment Advisors, LLC boasts a team of experienced advisors, some of whom have been with the firm for an extended period. Among the longest tenured advisors are Douglas Muenzenmay, Edward Carlisle, and Julius Ridgway. Their collective expertise and dedication contribute to the firm's success in delivering quality investment advisory services to their valued clients.

Hardy Reed, LLC is a highly regarded local investment advisory firm, established in Tupelo, MS. With a strong presence in the industry, Hardy Reed operates from two offices and boasts a total of 15 skilled professionals, 10 of whom specialize in providing comprehensive investment advisory services. Renowned for their expertise and commitment, the firm has earned a stellar reputation. With an impressive average of $144,880,000 in assets under management per investment advisor, Hardy Reed surpasses the industry average, reflecting their exceptional ability to generate and maintain substantial wealth for their clients. Their compensation structure is flexible and diverse, encompassing various models such as a percentage of assets under management, hourly charges, and fixed fees. Notably, a remarkable 92% of the assets they manage are under discretionary management, highlighting the trust and confidence clients place in their expertise. Hardy Reed, LLC caters to a diverse range of clientele, proudly serving over 170 individual clients with assets under management totaling over $1,448,803,000. The firm's success can be attributed in part to the expertise and dedication of its longest tenured advisors, including Kenneth Mathis, Richard Hill, and George Reed, who have been instrumental in guiding clients toward their financial goals. Through their unwavering commitment to excellence, extensive knowledge of the industry, and personalized approach to wealth management, Hardy Reed, LLC continues to empower individuals and families to make informed investment decisions, secure their financial future, and achieve long-term success.

Barnes Pettey Financial Advisors, LLC is a reputable investment advisory firm operating out of Clarksdale, Mississippi. With a strong local presence, they have established seven offices across the region. The firm boasts a dedicated team of 18 professionals, with 10 specifically focused on providing top-notch investment advisory services. As a well-established player in the industry, Barnes Pettey Financial Advisors, LLC manages an impressive average of approximately $96,520,000 in assets under management per investment advisor, aligning closely with the industry standard. Their compensation structure is flexible, offering clients a range of options such as a percentage of assets under management, hourly charges, and fixed fees. While they handle less than 30% of their assets under management in 401K and individual accounts, Barnes Pettey Financial Advisors, LLC demonstrates the capacity to effectively manage employer funds. Notably, an impressive 92% of the assets they manage are under their discretion, showcasing their expertise in making informed investment decisions. The firm takes pride in serving a diverse clientele, with over 1,520 individual clients entrusting them with their financial well-being. In total, Barnes Pettey Financial Advisors, LLC manages a substantial portfolio, amounting to over $965,199,000 in assets under management. Gerald Smith, Andrew Yee, and Richard Devoe are among the firm's longest-tenured advisors, exemplifying the depth of experience and stability at Barnes Pettey Financial Advisors, LLC. Their commitment to delivering personalized and expert financial advice has solidified their position as a trusted partner for individuals seeking comprehensive investment guidance in the Clarksdale area and beyond.

Bankplus Wealth Advisors, based out of Jackson, MS, is a local investment advisory firm dedicated to helping individuals and businesses navigate the complex world of wealth management. With a team of 17 highly skilled professionals, including 11 experienced investment advisors, they offer comprehensive financial solutions tailored to their clients' unique needs. With an impressive average of approximately $291,130,000 in assets under management per investment advisor, Bankplus Wealth Advisors stands out as a leader in the industry. Their compensation structure is diverse, encompassing various methods such as a percentage of assets under management and fixed fees, ensuring transparency and aligning their interests with their clients' financial goals. Bankplus Wealth Advisors prides itself on its extensive experience in managing assets, particularly in the realm of employer 401Ks and individual portfolios. Over 310 individual clients have entrusted them with their financial future, resulting in an impressive $113,708,000 in assets under management. Notably, all of the assets they manage are discretionary, providing clients with peace of mind and the confidence that their investments are in capable hands. With a single office in Jackson, MS, Bankplus Wealth Advisors offers personalized service and attention to detail. Their team includes some of the most tenured advisors in the firm, such as Andrew Hoeniges, James Clark, and Julia Ott, who bring a wealth of knowledge and expertise to each client engagement. Bankplus Wealth Advisors is committed to providing exceptional financial guidance, striving to build lasting relationships with their clients by delivering tailored solutions and helping them achieve their long-term financial objectives.