Browse all advisors in Mississippi

Every advisor below is licensed to work with clients in Mississippi. Narrow by specialty or by the type of advisor you want.

Browse by type

Filter these advisors by firm type, credential, fee structure, or the kinds of clients they work with.

Browse by specialty

Find Mississippi advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty
Advisors
Founder/Business Owner
1,407
Tax-loss harvesting
973
Wealth management
893
Retired
874
Executive
697
Retirement income strategy
601
Retirement plans for business owners (SEP, solo 401k)
560
General retirement planning
422
Income planning
351
College savings (529s, UTMA, etc.)
315
ESG / Sustainable investing
272
Active portfolio management
262
Approaching retirement
256
Business exit / sale strategy
211
Social Security optimization
206
Charitable giving & philanthropy
202
Retirement withdrawal strategies
202
Private / alternative investments
190
Annuities
171
Self-Employed
170
Cash flow / budgeting
165
Passive / index investing
163
General estate planning guidance
159
Options & derivatives strategies
154
HENRY (High Earners, Not Rich Yet)
149
Multi-generational wealth transfer
135
Business succession planning
129
Mid-Career Professionals
125
Concentrated stock management
121
Equity compensation tax strategy
110
Business ownership considerations
69
Divorce financial planning
46
Real estate investing
44
General tax planning
28
Attorney
26
Married/Couples/Partners
26
Women Professionals
19
Planning for children with special needs
14
Debt management
12
Established Professionals
12
Life insurance needs analysis
12
Tax strategies for small businesses
12
Long-term care insurance
11
Doctor or Medical Professional
10
Dentist
9
Retired
7
Young Professionals
7
Business sale tax planning
6
Financial Professional
6
Religious/faith focused
6
Charitable giving tax strategies
5
Family Business
5
Medicare planning
5
Educators, Teachers, and Academics
4
Young Families
4
Professional Athlete
3
Roth conversion strategy
3
Warmer team member

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

© 2026 Warmer Holdings Inc. ("Warmer")