Fiduciary advisors in Ridgeland, MS

10 registered advisers

Ridgeland is the commercial center of the Jackson metro, serving as Mississippi's primary advisory market, and 10 SEC-registered fiduciary firms serve local investors. Roughly 70% of registered fiduciary firms here are fee-only, totaling 7 practices. Firm-level details on fees, client counts, and SEC filings appear in the listings that follow.

ARGENT WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ridgeland, MississippiCRD #311685
Typical Fee--
AUM$439M
Minimum--
Clients787

DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC

Clean RecordAlso Compensated via Product Sales
Ridgeland, MississippiCRD #127506
Typical Fee--
AUM$139M
Minimum--
Clients352

EASLEY INVESTMENT CONSULTANTS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ridgeland, MississippiCRD #307258
Typical Fee--
AUM$224M
Minimum--
Clients841

ELEMENT WEALTH, LLC

Also Compensated via Product Sales
Ridgeland, MississippiCRD #114968
Typical Fee--
AUM$642M
Minimum--
Clients1,572

LEGACY WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ridgeland, MississippiCRD #304659
Typical Fee--
AUM$455M
Minimum--
Clients69

MAG CAP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ridgeland, MississippiCRD #298398
Typical Fee--
AUM$1.5B
Minimum--
Clients3,743

NEW PERSPECTIVES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ridgeland, MississippiCRD #113925
Typical Fee--
AUM$289M
Minimum--
Clients1,091

RENAISSANCE ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ridgeland, MississippiCRD #175254
Typical Fee--
AUM$148M
Minimum--
Clients391

SMITH SHELLNUT WILSON

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ridgeland, MississippiCRD #106235
Typical Fee--
AUM$8.0B
Minimum--
Clients824

THE MOLPUS WOODLANDS GROUP, LLC

Clean RecordAlso Compensated via Insurance
Ridgeland, MississippiCRD #114575
Typical Fee--
AUM$1.6B
Minimum--
Clients8
Fiduciary Advisors in Ridgeland, Mississippi | FiduciaryListings