AUM per client for Supported firms serving clients in Mississippi

Supported firms active in Mississippi 52 firms

Very Low $160K-$370K

Low $370K-$620K

Typical $620K-$950K

High $950K-$1.5M

Very High $1.5M-$3.6M

5th 20th 40th 60th 80th 95th

Median: $760K

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
Brick Street Financial	—	$360K	—	—
Haire Wealth Management, Inc.	—	—	—	—
Harmon Financial Advisors, Inc.	High $1.1M	$8.7M	8	0%
Jackson Money Management, Incorporated	Very High $2.5M	$43M	17	71%
Kelly Capital Group, LLC	Very Low $210K	$3.6M	17	0%
Guaranty Private Wealth	Very High $1.9M	$66M	35	63%
Carr Capital Management	Very High $3.5M	$89M	25	36%
Inspired Financial Planners	Very High $2.2M	$71M	32	41%
Apricity Financial, LLC	High $1.4M	$94M	67	49%
Legacy Wealth Management, LLC	Very High $6.5M	$440M	68	59%
Grantham Poole Advisors, LLC	Very High $2.5M	$90M	36	72%
Financial Strategies Wealth Management LLC	Low $610K	$23M	37	0%
Revolution Partners, LLC	High $950K	$72M	76	9%
Fairway Asset Management, LLC	Typical $930K	$69M	74	15%
Astra Ventures	Very High $2.4M	$120M	50	80%
Meddent Solutions	High $1.1M	$28M	26	100%
Vistica Wealth Advisors, LLC	Very High $2M	$220M	109	61%
Peregrine Investment Advisors, LLC	Very High $3.8M	$330M	86	57%
Amazonite Investments LLC	Very Low $95K	$6.3M	66	0%
Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv)	Very High $1.9M	$130M	68	41%
Sovereign Capital Vantage, Inc.	Low $390K	$27M	68	10%
Addicus Advisory, LLC	High $1M	$140M	142	100%
Your Family Matters, LLP	Very Low $290K	$11M	38	0%
Abridge Partners, LLC	High $1.1M	$120M	116	100%
Davis & Wehrle, LLC	Low $480K	$40M	82	11%
Eaglestrong Financial	Typical $890K	$79M	89	34%
DCJ Global Wealth Management	Low $470K	$51M	108	23%
Advisor.Investments	High $1.2M	$200M	168	47%
Pelican Advisory LLC	Low $460K	$85M	184	21%
Bellingrath Wealth Management, L.L.C.	Typical $760K	$140M	186	38%
Cairn Financial Group	Low $380K	$72M	189	11%
Davenport Watts & Drake Investment Advisors, LLC	Typical $750K	$160M	208	13%
McAllister Capital Management	Very High $1.5M	$310M	210	44%
Olive Branch Capital, LLC	High $990K	$140M	142	28%
Optimum Financial Services, LLC	High $1.2M	$290M	236	18%
Inman Jager Wealth Management, LLC	Typical $860K	$210M	239	26%
Gainspoletti Wealth Planners	Low $450K	$110M	250	18%
Applewhite & Buys Financial Advisors	Typical $830K	$150M	185	30%
New Perspectives, Inc.	Typical $730K	$300M	414	22%
ICOM Advisors, LLC	Very Low $360K	$150M	423	19%
BCD Advisors	Very Low $120K	$52M	448	8%
Open Source Investments, LLC	Low $550K	$130M	239	0%
Schwan Financial Advisors, LLC	Very Low $0	$0	261	98%
Secure Planning, LLC	Very Low $350K	$190M	529	4%
Finish Well RIA LLC	Very Low $340K	$99M	287	8%
Sound Financial Strategies Group, LLC	Very Low $220K	$130M	590	5%
Live Oak Wealth Management, LLC	Very Low $130K	$57M	450	22%
Phillips Wealth Planners LLC	High $1.1M	$330M	312	37%
Blong Financial	Typical $640K	$200M	314	17%
Renaissance Advisors	Low $410K	$140M	334	7%
Mascagni Wealth Management, Inc.	Low $580K	$410M	711	16%
Easley Investment Consultants, Inc.	Typical $630K	$220M	357	15%
Servant Wealth Management LLC	Very Low $170K	$48M	277	3%
Langley Wealth Management, LLC	Very Low $290K	$360M	1,216	7%

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support