Clients per advisor for Supported firms in Mississippi

In Mississippi, supported financial advisor firms tend to serve a notably higher number of clients per advisor compared to the national median. With 102 firms in this category, the state’s median client load per advisor is 78, well above the national median of 47. This suggests that advisors in Mississippi often manage larger client bases, which may indicate more structured, scalable service models rather than highly personalized approaches. For consumers, this means that while advisors here might offer efficient service with potentially lower fees, those seeking more individualized attention might need to look closely at how each firm structures client relationships.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Trutoro	Very High 960	960	1	9
ADG Wealth Management Group, LLC	Very High 555	555	1	4
Polaris Financial, LLC	Very High 426	852	2	2
Avant Capital, LLC	Very High 339	339	1	4
SavvyFi	Very High 307	307	1	15
Langley Wealth Management, LLC	Very High 304	1,216	4	9
Williams Financial Group	Very High 293	585	2	5
Brian Low Financial Group, LLC	Very High 291	874	3	8
Ironwood Investment Management, LLC	Very High 288	288	1	8
Servant Wealth Management LLC	Very High 277	277	1	4
Resolute Wealth Advisor, Inc.	Very High 265	796	3	4
TCM	Very High 248	495	2	5
Adirondack Financial Services Corp	Very High 199	596	3	16
Financial Concepts Unlimited, Inc.	Very High 191	191	1	3
Retirement Advisors, Inc.	Very High 185	185	1	3
Easley Investment Consultants, Inc.	Very High 179	357	2	3
Mascagni Wealth Management, Inc.	Very High 178	711	4	6
Renaissance Advisors	Very High 167	334	2	2
Blong Financial	Very High 157	314	2	2
Phillips Wealth Planners LLC	Very High 156	312	2	6
Evans Investment Advisors, L.L.C.	Very High 154	461	3	5
Canterbury Capital Wealth Management, LLC	Very High 153	305	2	7
AGP Franklin, LLC	Very High 152	456	3	7
Live Oak Wealth Management, LLC	Very High 150	450	3	3
Sound Financial Strategies Group, LLC	Very High 148	590	4	7
Eagle Capital Management, LLC	Very High 146	291	2	3
Finish Well RIA LLC	Very High 144	287	2	2
KG Capital Management, LLC	Very High 141	424	3	9
Regatta Research & Money Management L.L.C.	Very High 138	550	4	8
Advisifi LLC	Very High 133	133	1	6
Secure Planning, LLC	Very High 132	529	4	5
Schwan Financial Advisors, LLC	Very High 131	261	2	2
Brandon Financial Planning, Inc.	Very High 126	252	2	5
Open Source Investments, LLC	Very High 120	239	2	2
Dovetail Financial Group LLC	Very High 114	341	3	6
BCD Advisors	Very High 112	448	4	4
ICOM Advisors, LLC	Very High 106	423	4	4
ValueWealth Services, LLC	High 105	420	4	4
New Perspectives, Inc.	High 104	414	4	8
FamilyWealth Asset Management	High 103	413	4	4
Hayek Kallen Investment Management L.L.C.	High 100	200	2	3
Applewhite & Buys Financial Advisors	High 93	185	2	2
TJT Capital Group, LLC	High 91	181	2	4
Gainspoletti Wealth Planners	High 83	250	3	3
Investable	High 81	81	1	4
Inman Jager Wealth Management, LLC	High 80	239	3	5
Optimum Financial Services, LLC	High 79	236	3	4
IQVestment, LLC	High 78	235	3	5
Your Family Matters, LLP	High 78	78	1	3
Allred Harris Wealth Management.	High 78	312	4	6
Investable Wealth, LLC	High 72	143	2	2
NewSong Capital Management, Inc.	High 71	142	2	3
Olive Branch Capital, LLC	High 71	142	2	3
Cannon Capital Management, Inc.	High 70	211	3	8
McAllister Capital Management	High 70	210	3	3
Davenport Watts & Drake Investment Advisors, LLC	High 69	208	3	3
Banyan Capital Management, Inc.	High 69	137	2	3
Davis Private Wealth, LLC	High 65	129	2	3
Cairn Financial Group	Typical 63	189	3	4
Bellingrath Wealth Management, L.L.C.	Typical 62	186	3	6
Davis, Davis and Conover Wealth Management, LLC	Typical 62	186	3	3
Pelican Advisory LLC	Typical 61	184	3	4
Campbell Asset Management, LLC	Typical 56	168	3	4
Advisor.Investments	Typical 56	168	3	6
Kropog FInancial Group, LLC	Typical 55	221	4	7
FRAZEE Investment Consulting, Inc.	Typical 55	110	2	3
DCJ Global Wealth Management	Typical 54	108	2	3
Wealthview Capital, LLC	Typical 48	191	4	9
W Advisors LLC	Typical 48	95	2	3
Cardinal Wealth Advisory, LLC	Typical 47	94	2	3
Deane Retirement Strategies, Inc.	Typical 46	137	3	5
Aull & Monroe	Typical 45	180	4	5
Eaglestrong Financial	Typical 45	89	2	2
Commerce Advisors, LLC	Typical 44	133	3	6
William Howard & Co. Financial Advisors, Inc.	Typical 42	167	4	10
Davis & Wehrle, LLC	Typical 41	82	2	2
Abridge Partners, LLC	Low 39	116	3	5
Datalign	Low 38	38	1	20
Addicus Advisory, LLC	Low 36	142	4	23
Evergreen Wealth Advisors	Low 36	142	4	18
Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv)	Low 34	68	2	2
Sovereign Capital Vantage, Inc.	Low 34	68	2	2
Amazonite Investments LLC	Low 33	66	2	2
Peregrine Investment Advisors, LLC	Low 29	86	3	4
Vistica Wealth Advisors, LLC	Low 27	109	4	5
Meddent Solutions	Low 26	26	1	5
Astra Ventures	Low 25	50	2	2
Fairway Asset Management, LLC	Low 25	74	3	4
Revolution Partners, LLC	Very Low 19	76	4	6
Financial Strategies Wealth Management LLC	Very Low 19	37	2	2
Grantham Poole Advisors, LLC	Very Low 18	36	2	2
Guaranty Private Wealth	Very Low 18	35	2	4
Legacy Wealth Management, LLC	Very Low 17	68	4	4
Apricity Financial, LLC	Very Low 17	67	4	6
Inspired Financial Planners	Very Low 16	32	2	3
Innovation Partners LLC	Very Low 13	26	2	305
Carr Capital Management	Very Low 13	25	2	2
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Tabula Rasa Advisors, LLC	Very Low 11	21	2	2
Kelly Capital Group, LLC	Very Low 9	17	2	2
Jackson Money Management, Incorporated	Very Low 9	17	2	2
Harmon Financial Advisors, Inc.	Very Low 4	8	2	2
Zacks Intelligence LLC	Very Low 1	1	1	7

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Clients per advisor for Supported firms serving clients in Mississippi