Financial advisers in Memphis, TN
45 registered investment adviser firms in Memphis managing $62.4B in assets, based on public SEC Form ADV filings.
Gerber/Taylor Management LLC
Memphis, TN · Est. 1999
- AUM
- $11.4B
- Per adviser
- $601M
- Advisers
- 19
No reported disclosures
B. Riley Wealth Advisors, INC.
Memphis, TN · Est. 2005
- AUM
- $4.2B
- Per adviser
- $24M
- Advisers
- 172
Highland Capital Management, LLC
Memphis, TN · Est. 1972
- AUM
- $3.8B
- Per adviser
- $295M
- Advisers
- 13
No reported disclosures
Southeastern Asset Management INC.
Memphis, TN · Est. 1975
- AUM
- $3.7B
- Per adviser
- $265M
- Advisers
- 14
No reported disclosures
Calydon Capital, LLC
Memphis, TN · Est. 2016
- AUM
- $3.6B
- Per adviser
- $894M
- Advisers
- 4
No reported disclosures
Red Door Wealth Management, LLC
Memphis, TN · Est. 2014
- AUM
- $3.1B
- Per adviser
- $309M
- Advisers
- 10
No reported disclosures
Duncan Williams Asset Management, LLC
Memphis, TN · Est. 2015
- AUM
- $2.7B
- Per adviser
- $180M
- Advisers
- 15
No reported disclosures
Legacy Wealth Management, LLC
Memphis, TN · Est. 1982
- AUM
- $2.7B
- Per adviser
- $166M
- Advisers
- 16
No reported disclosures
Chickasaw Capital Management, LLC
Memphis, TN · Est. 2003
- AUM
- $2.5B
- Per adviser
- $255M
- Advisers
- 10
No reported disclosures
Waddell & Associates, LLC
Memphis, TN · Est. 2016
- AUM
- $2.4B
- Per adviser
- $264M
- Advisers
- 9
No reported disclosures
Sentry, LLC
Memphis, TN · Est. 2009
- AUM
- $2.3B
- Per adviser
- $777M
- Advisers
- 3
No reported disclosures
Newsouth Capital Management INC
Memphis, TN · Est. 1985
- AUM
- $2.2B
- Per adviser
- $279M
- Advisers
- 8
No reported disclosures
Nfc Investments, LLC
Memphis, TN · Est. 2004
- AUM
- $2.1B
- Per adviser
- $428M
- Advisers
- 5
No reported disclosures
Steel Grove Capital Advisors, LLC
Memphis, TN · Est. 2001
- AUM
- $1.6B
- Per adviser
- $234M
- Advisers
- 7
No reported disclosures
Delta Asset Management, LLC
Memphis, TN · Est. 2001
- AUM
- $1.5B
- Per adviser
- $255M
- Advisers
- 6
No reported disclosures
Reliant Investment Management, LLC
Memphis, TN · Est. 2001
- AUM
- $1.5B
- Per adviser
- $184M
- Advisers
- 8
No reported disclosures
Td Capital Management LLC
Memphis, TN · Est. 1996
- AUM
- $1.2B
- Per adviser
- $138M
- Advisers
- 9
No reported disclosures
Summit Asset Management LLC
Memphis, TN · Est. 1999
- AUM
- $1.1B
- Per adviser
- $180M
- Advisers
- 6
No reported disclosures
Invictus Fiduciary Services, LLC
Memphis, TN · Est. 2017
- AUM
- $1.0B
- Per adviser
- $505M
- Advisers
- 2
No reported disclosures
Kelman Lazarov INC
Memphis, TN · Est. 1993
- AUM
- $895M
- Per adviser
- $69M
- Advisers
- 13
No reported disclosures
Private Wealth Management, INC.
Memphis, TN · Est. 2002
- AUM
- $832M
- Per adviser
- $208M
- Advisers
- 4
No reported disclosures
Southernsun Asset Management LLC
Memphis, TN · Est. 2010
- AUM
- $749M
- Per adviser
- $50M
- Advisers
- 15
No reported disclosures
Kimery Wealth Management, LLC
Memphis, TN · Est. 2017
- AUM
- $555M
- Per adviser
- $93M
- Advisers
- 6
No reported disclosures
Envision Financial Planning, LLC
Memphis, TN · Est. 2022
- AUM
- $462M
- Per adviser
- $116M
- Advisers
- 4
No reported disclosures
Brandon Financial Planning, INC.
Memphis, TN · Est. 1982
- AUM
- $435M
- Per adviser
- $145M
- Advisers
- 3
No reported disclosures
William Howard & Co. Financial Advisors, INC.
Memphis, TN · Est. 1988
- AUM
- $342M
- Per adviser
- $86M
- Advisers
- 4
No reported disclosures
Commerce Advisors, LLC
Memphis, TN · Est. 2009
- AUM
- $338M
- Per adviser
- $84M
- Advisers
- 4
No reported disclosures
Wolf River Capital Management, LLC
Memphis, TN · Est. 2009
- AUM
- $329M
- Per adviser
- $47M
- Advisers
- 7
No reported disclosures
Cardinal Wealth Advisory, LLC
Memphis, TN · Est. 2022
- AUM
- $273M
- Per adviser
- $137M
- Advisers
- 2
No reported disclosures
Memphis Capital Management, LLC
Memphis, TN · Est. 2006
- AUM
- $269M
- Per adviser
- $134M
- Advisers
- 2
Mercury Investment Group
Memphis, TN · Est. 2021
- AUM
- $253M
- Per adviser
- $84M
- Advisers
- 3
No reported disclosures
Walnut Grove Capital Partners, LP
Memphis, TN · Est. 2022
- AUM
- $226M
- Per adviser
- $45M
- Advisers
- 5
No reported disclosures
1819 Partners
Memphis, TN · Est. 2023
- AUM
- $207M
- Per adviser
- $52M
- Advisers
- 4
No reported disclosures
Blong Financial
Memphis, TN · Est. 2022
- AUM
- $202M
- Per adviser
- $101M
- Advisers
- 2
Strategic Advisory Services
Memphis, TN · Est. 2022
- AUM
- $201M
- Per adviser
- $25M
- Advisers
- 8
No reported disclosures
Frazee Investment Consulting, INC.
Memphis, TN · Est. 2019
- AUM
- $196M
- Per adviser
- $98M
- Advisers
- 2
No reported disclosures
Preserver Partners
Memphis, TN · Est. 2015
- AUM
- $176M
- Per adviser
- $59M
- Advisers
- 3
No reported disclosures
Rbg Wealth Advisors LLC
Memphis, TN · Est. 2024
- AUM
- $155M
- Per adviser
- $39M
- Advisers
- 4
No reported disclosures
Additive Advisory Pbc
Memphis, TN · Est. 2016
- AUM
- $141M
- Per adviser
- $141M
- Advisers
- 1
No reported disclosures
Pope Asset Management, LLC
Memphis, TN · Est. 2001
- AUM
- $115M
- Per adviser
- $38M
- Advisers
- 3
No reported disclosures
Dorian Investment Advisory LLC
Memphis, TN · Est. 2026
- AUM
- $103M
- Per adviser
- $103M
- Advisers
- 1
No reported disclosures
B. Riley Wealth Private Shares
Memphis, TN · Est. 2021
- AUM
- $48M
- Per adviser
- $16M
- Advisers
- 3
No reported disclosures
Worthington Capital Management, LLC
Memphis, TN · Est. 2020
- AUM
- $41M
- Per adviser
- $14M
- Advisers
- 3
No reported disclosures
Dorian Eason Asset Management, LLC
Memphis, TN · Est. 2001
- AUM
- $27M
- Per adviser
- $27M
- Advisers
- 1
No reported disclosures
Greenwood Pine Partners
Memphis, TN · Est. 2021
- AUM
- $23M
- Per adviser
- $2M
- Advisers
- 14
No reported disclosures