Retirement Plan Advisors in DeSoto County, MS
The top-ranked retirement plan advisors serving DeSoto County, MS are Revolution Partners, LLC, Rpata, LLC and Duncan Williams Asset Management, LLC. We list 9 retirement plan advisors serving DeSoto County, MS. 9 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving DeSoto County, MS. 9 providers, 9 of the top 9 verified against federal or state records. Registry records checked on 2026-11-04.
Top 9 ranked retirement plan advisors for DeSoto County
- REVOLUTION PARTNERS, LLCServes this area from Memphis, TN (16 mi)
#2Rpata, LLC
RPATA, LLCServes this area from Memphis, TN (16 mi)#3Duncan Williams Asset Management, LLC
DUNCAN WILLIAMS ASSET MANAGEMENT, LLCServes this area from Memphis, TN (17 mi)#4Commerce Advisors, LLC
COMMERCE ADVISORS, LLCServes this area from Memphis, TN (17 mi)#5Kimery Wealth Management, LLC
KIMERY WEALTH MANAGEMENT, LLCServes this area from Memphis, TN (18 mi)#6Red Door Wealth Management, LLC
RED DOOR WEALTH MANAGEMENT, LLCServes this area from Memphis, TN (18 mi)#7Summit Asset Management LLC
SUMMIT ASSET MANAGEMENT LLCServes this area from Memphis, TN (18 mi)#8Fcg Investment Company
FCG INVESTMENT COMPANYServes this area from Germantown, TN (19 mi)#9B. Riley Wealth Advisors, Inc.
B. RILEY WEALTH ADVISORS, INC.Serves this area from Memphis, TN (19 mi)
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Frequently asked questions
How many retirement plan advisors serve DeSoto County?
We list 9 retirement plan advisors serving DeSoto County, MS: 0 based there and 9 serving it from nearby. 9 of the top 9 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve DeSoto County?
The top-ranked retirement plan advisors serving DeSoto County, MS are Revolution Partners, LLC, Rpata, LLC, Duncan Williams Asset Management, LLC, Commerce Advisors, LLC and Kimery Wealth Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving DeSoto County are verified against official records?
9 of the top 9 match an active official record: Revolution Partners, LLC (U.S. Securities and Exchange Commission), Rpata, LLC (U.S. Securities and Exchange Commission), Duncan Williams Asset Management, LLC (U.S. Securities and Exchange Commission), Commerce Advisors, LLC (U.S. Securities and Exchange Commission) and Kimery Wealth Management, LLC (U.S. Securities and Exchange Commission), and 4 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Hernando, Lynchburg, Bridgetown, Walls, Eudora, Lakeview