Coker & Palmer is a well-established local investment advisory firm based out of Jackson, MS. With 18 dedicated employees, they offer a range of financial services to meet their clients' needs. The firm takes pride in its team of experienced professionals, with 9 of them specializing in investment advisory services. Coker & Palmer manages a substantial amount of assets, averaging approximately $22,460,000 per investment advisor. Their compensation structure is flexible, encompassing various methods such as a percentage of assets under management, fixed fees, and commissions. Coker & Palmer has cultivated strong relationships with over 350 individual clients, expertly overseeing more than $136,752,000 in assets under management. While their focus primarily lies outside of 401K and individual accounts, they possess the capability to effectively manage employer funds. Notably, the firm exercises full discretion over all the assets they manage. In addition to their investment advisory services, Coker & Palmer also serves as an insurance broker or agent, offering comprehensive coverage options to safeguard their clients' financial interests. The firm operates across three offices, ensuring accessibility and convenience for their clientele. Loreli Ghee, Julie Carpenter, and Bobby Miles stand out as some of the longest-tenured advisors at Coker & Palmer, contributing their expertise and commitment to client success. With a strong presence in the Jackson, MS community, Coker & Palmer continues to deliver reliable and personalized financial solutions to individuals, families, and businesses alike.

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.

Sound Financial Strategies Group, LLC is a local investment advisory firm headquartered in Flowood, MS. With a team of 9 dedicated professionals, including 6 experienced investment advisors, they offer comprehensive financial strategies to a diverse clientele. As a collective, their investment advisors manage an average of approximately $57,160,000 in assets, which aligns with the industry average. Sound Financial Strategies Group, LLC prides itself on its compensation structure, which includes various types such as a percentage of assets under management and performance-based fees. This approach ensures that their advisors are motivated to deliver optimal results for their clients. With over 820 individual clients and assets under management totaling more than $214,779,000, the firm has established a strong presence in the industry. An impressive aspect of Sound Financial Strategies Group, LLC's portfolio is that over 80% of their assets under management are derived from employer 401Ks or individuals, highlighting their expertise in managing retirement plans. The firm possesses the necessary qualifications to effectively oversee 401K plans for employers and employees alike. Moreover, all the assets they manage are handled on a discretionary basis, ensuring efficient decision-making. In addition to their investment advisory services, Sound Financial Strategies Group, LLC also serves as a registered representative of a broker-dealer and operates as an insurance broker or agent. With two offices to better serve their clients, including in Flowood, MS, the firm has established a strong local presence. Notably, some of the longest-tenured advisors at the firm, such as Christine Cole, Chris Mcalpin, and Joel Holden, bring a wealth of experience and expertise to their clients' financial journeys.

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.

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.

Legacy Wealth Management, LLC is a small investment advisory firm based out of Ridgeland, MS, with a team of three dedicated professionals. With two experienced registered advisors at the helm, namely Forbes Watson and Maggie Traxler, the firm prides itself on providing top-tier investment advisory services to its clients. With over 20 individual clients, Legacy Wealth Management manages a substantial portfolio of assets under management, exceeding $273,081,000. The firm specializes in catering to high net worth individuals, leveraging its expertise to meet their unique financial goals and aspirations. As an average performer compared to industry standards, Legacy Wealth Management maintains an average of approximately $57,230,000 in assets under management per investment advisor. Their compensation structure is diverse, incorporating various types of fees such as a percentage of assets under management and hourly charges, ensuring a flexible approach that aligns with their clients' needs. One distinguishing feature of Legacy Wealth Management is that all the assets they manage are discretionary, meaning they have the authority to make investment decisions on behalf of their clients. This approach reflects their commitment to providing comprehensive and tailored investment solutions. With its headquarters located in Ridgeland, Legacy Wealth Management operates from a single office, focusing on delivering personalized services to their valued clientele. With a wealth of experience and a client-centered approach, Legacy Wealth Management, LLC aims to create a lasting legacy of financial success for their clients.

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.

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.

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.

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.

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.