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Largest SEC-Registered Investment Advisors (RIAs) in Mississippi

Largest SEC-Registered Investment Advisors (RIAs) in Mississippi

As of July 2024, per latest ADV filings

1. SMITH SHELLNUT WILSON

Assets Under Management: $7,233,687,387

Client Accounts:  696

2. HARDY REED, LLC

Assets Under Management: $1,865,178,576

Client Accounts:  348

3. THE MOLPUS WOODLANDS GROUP, LLC

Assets Under Management: $1,341,890,722

Client Accounts:  6

4. MAG CAP

Assets Under Management: $1,148,400,486

Client Accounts:  3,008

5. BARNES PETTEY FINANCIAL ADVISORS, LLC

Assets Under Management: $1,087,865,356

Client Accounts:  2,816

6. BALLEW ADVISORS INC

Assets Under Management: $1,043,103,728

Client Accounts:  1,668

7. COKER & PALMER

Assets Under Management: $791,537,508

Client Accounts:  1,800

8. FINANCIAL CONCEPTS

Assets Under Management: $760,025,133

Client Accounts:  4,829

9. ELEMENT WEALTH, LLC

Assets Under Management: $549,792,235

Client Accounts:  1,209

10. TRINITY CAPITAL INVESTORS

Assets Under Management: $468,406,272

Client Accounts:  45

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