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.

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.

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.

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.

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.

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.

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.