Addicus Advisory, LLC is a renowned local investment advisory firm based out of Tupelo, MS. With over 160 individual clients and an impressive $131,561,000 in assets under management, they have established themselves as a trusted partner in the financial industry. The company operates from four well-equipped offices, offering comprehensive investment solutions and personalized financial guidance to their diverse clientele. While Addicus Advisory caters to a wide range of clients, both individual and corporate, they possess specialized expertise in managing employer funds. Although 401K and individual accounts make up less than 30% of their assets under management, the firm excels in discretionary management, overseeing a substantial 85% of the assets they handle. Addicus Advisory's compensation structure is designed to accommodate their clients' needs, offering various options including a percentage of assets under management and fixed fees. This flexible approach ensures that clients can choose the arrangement that best aligns with their financial goals and preferences. With a dedicated team of 31 employees, including seven experienced investment advisors, Addicus Advisory boasts an impressive average of approximately $18,790,000 in assets under management per advisor. The firm takes pride in their knowledgeable and committed staff, with some of the longest-serving advisors, such as Michael Berry, Stephen Miles, and Andrew Adams, contributing their expertise to the company's continued success. Addicus Advisory, LLC stands out as a reliable partner for individuals and businesses seeking comprehensive investment solutions and expert financial guidance in Tupelo, MS, and beyond.

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.

Phillips Wealth Planners LLC, a small investment advisory firm headquartered in Starkville, MS, is committed to providing comprehensive financial planning and investment management services. With one office, the firm employs a total of eight professionals, two of whom specialize in investment advisory services. They boast an average of $120,000,000 in assets under management per investment advisor, aligning with the industry standard. The firm's compensation structure is diverse, incorporating various methods such as a percentage of assets under management, fixed fees, and hourly charges. Over 80% of the assets they manage are from employer-sponsored 401(k) plans and individual accounts, showcasing their expertise in managing these types of investment vehicles. In fact, they are highly qualified to handle 401(k) plans for both employers and employees. A distinguishing feature of Phillips Wealth Planners LLC is that they exercise full discretion over all the assets they manage, ensuring flexibility and efficiency in their decision-making process. Their client base consists of over 210 individuals, with a remarkable $240,000,000 in assets under management. Among the firm's experienced registered advisors, Lauren Black and Lynn Phillips-Gaines have been with the company for an extended period, bringing valuable expertise to their clients. Phillips Wealth Planners LLC stands out as a trusted partner for individuals and businesses seeking personalized wealth management solutions. Their unwavering commitment to financial planning and extensive experience in the industry make them a reliable choice for those looking to secure their financial future.

Financial Concepts is a reputable investment advisory firm headquartered in Columbus, MS. With a single office, this small firm has made a significant impact in the financial industry. Led by a team of 11 dedicated professionals, Financial Concepts offers expert investment advisory services to a diverse clientele. Two of their highly skilled advisors specialize in providing investment guidance, ensuring that clients receive personalized and tailored solutions. With an average of $323,260,000 in assets under management per investment advisor, Financial Concepts surpasses the industry average, reflecting their exceptional performance and expertise. The firm's compensation structure includes various models, such as a percentage of assets under management and fixed fees, ensuring a fair and transparent approach to client relationships. Notably, Financial Concepts manages a substantial portion of employer 401Ks and individual assets, demonstrating their strong foothold and experience in this space. As a discretionary asset manager, Financial Concepts is entrusted with the full responsibility of overseeing all client investments. Their meticulous approach and extensive knowledge have earned them the trust of over 2,880 individual clients, who collectively have more than $646,525,000 in assets under management. Rhonda Ferguson and Scott Ferguson, two of the firm's longest-tenured registered advisors, bring invaluable experience and expertise to Financial Concepts. Their dedication, along with the rest of the team, ensures that clients receive comprehensive financial advice and guidance, empowering them to achieve their investment goals. Financial Concepts continues to excel in the financial advisory industry by providing exceptional service, maintaining strong client relationships, and delivering impressive results for their clients' portfolios.

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

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.

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.

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.

Ballew Advisors Inc, a local investment advisory firm headquartered in Jackson, MS, is dedicated to providing expert financial guidance and personalized investment solutions. With 11 talented professionals on their team, including 7 specialized investment advisors, Ballew Advisors Inc boasts a comprehensive suite of services designed to meet the unique needs of their clients. With an average of $119,960,000 in assets under management per investment advisor, Ballew Advisors Inc demonstrates a solid track record in effectively managing their clients' investments. Their compensation structure encompasses various models, such as a percentage of assets under management, ensuring alignment with their clients' financial goals. Ballew Advisors Inc stands out in the industry due to their extensive experience in managing employer 401Ks and individual portfolios, which constitute approximately half of their assets under management. The firm has earned a reputation for their expertise in this space, instilling confidence in their clients and facilitating long-term financial success. Impressively, 98% of the assets managed by Ballew Advisors Inc are discretionary, allowing them to implement strategies tailored to individual client circumstances while maximizing growth potential. Currently, the firm serves over 1,070 individual clients, effectively managing assets totaling over $839,696,000. Notably, Ballew Advisors Inc is strengthened by the knowledge and dedication of their longest-tenured advisors, including Clyde Mosley, Thomas Dale, and James Hurt. Their collective experience contributes to the firm's well-established reputation and ensures that clients receive the highest level of expertise and personalized service. Overall, Ballew Advisors Inc excels in delivering top-notch investment advisory services, combining industry expertise, a client-centric approach, and a proven track record of success.

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.