Clients per advisor for Independent firms in Mississippi

In Mississippi, independent financial advisors tend to serve a notably higher number of clients per advisor compared to the typical independent firm nationwide. With a median of 45 clients per advisor—well above the national median of 26—Mississippi advisors appear to manage larger client loads, suggesting a balance between personalized service and operational efficiency. This higher client count may indicate that many advisors in the state have moved beyond the early stages of building their practice or have adopted scalable models to accommodate more clients. For consumers, this means advisors in Mississippi might offer a blend of relationship-driven service with broader accessibility.

Firm	Client/advisor ratio	Clients	Advisors	Staff
FHZ Wealth Management, LLC	Very Low 1	1	1	1
Cavanaugh Wealth Management LLC	Very Low 5	5	1	1
19:21 Investing	Very Low 7	7	1	1
Paladin Wealth Management	Very Low 8	8	1	1
Russell Wealth Management, LLC	Very Low 8	8	1	1
Wealth Management, LLC	Low 15	15	1	1
Shareks Stock Portfolios	Low 17	17	1	1
Pathway Planning Inc	Typical 23	23	1	2
AAIM Financial	Typical 25	25	1	1
Delta Hedge Financial	Typical 29	29	1	1
W.A. Wimberly & Associates, Inc.	Typical 30	30	1	2
Collaborative Advice	Typical 30	30	1	1
Lefleur Financial	Typical 32	32	1	1
Stonehenge Private Client Group, LLC	Typical 33	33	1	1
Reiber Wealth	Typical 35	35	1	1
Eversight Wealth LLC	High 37	37	1	1
Sego Wealth Management, LLC	High 43	43	1	1
Blue Rock Capital	High 45	45	1	1
Vector Money Management Inc	High 54	54	1	2
Dogwood Financial Planning	High 57	57	1	1
Bergland Wealth Management, Inc.	High 59	59	1	1
Kessler Planning Group	High 66	66	1	1
Dental Wealth Partners LLC	Very High 68	68	1	1
First Security Financial Wealth Manager, Inc.	Very High 74	74	1	1
Graf Financial, L.L.C.	Very High 75	75	1	1
3 Rd Street Capital Management L.L.C.	Very High 78	78	1	2
Center Hill Wealth, LLC	Very High 84	84	1	1
Bullseye Investment Group	Very High 89	89	1	1
Xponify, Inc.	Very High 93	93	1	1
Elevated Retirement Financial Services	Very High 98	98	1	1
Lee-Way Financial Services, Inc	Very High 103	103	1	2
Sutton Financial Group	Very High 149	149	1	1
Hogan Investment Counsel, LLC	Very High 207	207	1	2
The Pilot's Advisor, LLC	Very High 530	530	1	1
LendingRobot	Very High 609	609	1	2

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Clients per advisor for Independent firms serving clients in Mississippi