# Davenport Watts & Drake Investment Advisors, LLC
Source: https://planprovider.pro/provider/davenport-watts-and-drake-investment-advisors-llc

> From its Ridgeland office in the Jackson metro area, Davenport Watts & Drake Investment Advisors, LLC works as a fee-only registered investment advisor (…

Retirement Plan Advisor

Ridgeland, MS

## About Davenport Watts & Drake Investment Advisors, LLC

<p>From its Ridgeland office in the Jackson metro area, Davenport Watts &amp; Drake Investment Advisors, LLC works as a fee-only registered investment advisor (RIA) for individuals, families, and business owners.</p>

<p>The firm focuses on asset management, retirement plan services, and financial planning. Its investment approach centers on asset allocation and diversification, with an emphasis on long-term decision-making and reducing income taxes where possible.</p>

<p>Davenport Watts &amp; Drake works with custodians that include Fidelity Investments, John Hancock, and Empower. The firm reported $0.7B in assets under management (AUM) in 2026.</p>

<p>What sets the practice apart is its fee-only structure paired with a tax-aware, long-term portfolio process that it applies across both personal planning and retirement plan work.</p>

<ul>
<li>Fee-only RIA advisory services</li>
<li>Portfolio management built around allocation and diversification</li>
<li>Retirement plan guidance for business clients (see <a href="/plan-advisors">plan advisors</a>)</li>
<li>Financial planning for individuals and families</li>
<li>Coordination with Fidelity, John Hancock, and Empower</li>
</ul>

Website: [https://www.davenportwattsdrake.com/](https://www.davenportwattsdrake.com/)

## Office Locations

- Ridgeland, MS (Headquarters)

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $746.8M

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- [Element Wealth, LLC](https://planprovider.pro/provider/element-wealth-llc) - Ridgeland, MS

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