Company lists · Data refreshed September 2026
Top 14 Investment firms based in Jackson, United States
RevenueBase identified 26 investment firms headquartered in Jackson, United States as of September 2026 and tracks 129 professional contacts across them, including 73 with verified work emails. New York is the largest hub.
This list covers investment firms headquartered in Jackson, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, how directly it supports the match, and when it was last checked. Data refreshed September 4, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 14 largest investment firms based in Jackson, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | Richmond Brothers, INCIndirect evidence | 21 | |||
“Looking for a refreshingly personal approach to retirement and financial planning?” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 2 | 14 | ||||
“At Greybull Stewardship, we recognize that small businesses are the backbone of the U.S.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 3 | Rivertree Financial PlanningIndirect evidence | 9 | |||
“At Rivertree Financial Planning, we are dedicated to assisting our clients in growing, protecting, and managing their finances through a comprehensive approach.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 4 | Paramount Wealth Management, INCIndirect evidence | 9 | |||
“Our team offers wealth management services providing clarity, insight and partnerships that our clients have relied on for over 40 years.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 5 | Coker And Palmer Investment Securities, INCIndirect evidence | 8 | |||
“Fixed Income Trading Institutional Retail Equity Trading Institutional Retail Private Placements Wealth Management Asset Allocation Managed Accounts Separately Managed Accounts…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 6 | Resolute Wealth StrategiesStrong evidence | 6 | |||
“Resolute Wealth Strategies, LLC, is an SEC Registered Investment Advisory firm formed, owned, and operated by three industry veterans to be the resource wealthy families and…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 7 | 5 | ||||
“Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 8 | Gary A. Taylor Investment CompanyIndirect evidence | 4 | |||
“Gary A.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 9 | The William Morris Group, P.AIndirect evidence | 4 | |||
Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 10 | 1 | ||||
“Established back in 1988, Ballew Wealth Management has steadily become a recognized presence throughout the southeastern wealth management landscape.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 11 | Pickett Bradford And AssocIndirect evidence | 1 | |||
“The Centerpoint Group is an independent financial firm providing comprehensive solutions for clients and their advisors in three areas: asset management, financial planning and…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 12 | Loomis Capital ManagementIndirect evidence | 1 | |||
“Loomis Capital Management excels in two core domains: Advisement and Management.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 13 | Rockhill AdvisorsIndirect evidence | 1 | |||
“Rockhill Advisors LLC is the Principal Owner of Rockhill Advisors LLC.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 | ||||
“Grupp Financial LLC assists families in discovering and achieving their purpose and goals through our unique client process, the LiFE ViewTM.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
Showing 14 of 26 investment firms based in Jackson, United States
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Investment firms based in Jackson, United States at a glance
As of Sep 4, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Jackson, over 26 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Jackson, United States whose own description of what they do matches “investment firms”. Matching reads each company's description, not its industry code or its name.
- What we exclude
- Companies whose own description does not clearly place them among investment firms, and records with no verified work email. Companies headquartered outside Jackson are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and an evidence rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 73 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 4, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
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Frequently asked
How many investment firms are there based in Jackson, United States?
RevenueBase identified 26 investment firms headquartered in Jackson, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Richmond Brothers, INC, headquartered in Jackson, tops this list with the largest team on record.
Which city has the most investment firms?
New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 73 verified decision-maker contacts tracked across these 26 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 4, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.