Tennessee · 65 advisers
Financial Advisors in Memphis, Tennessee
Looking for a financial advisor in Memphis, Tennessee? Falists indexes 65 SEC-registered and state-registered investment advisers in Memphis — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 55 firms list a website you can visit directly. Firms in this directory manage up to $11.42B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
65
With website
55
Largest AUM
$11.42B
Financial planning
32
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Memphis
Ranked by AUM · Fees, team & specialties at a glance
GERBER/TAYLOR MANAGEMENT LLC
Memphis, TN
AUM
$11.42B
Team
19 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
901-526-9750
B. RILEY WEALTH ADVISORS, INC.
Memphis, TN
AUM
$4.21B
Team
172 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
901-251-1330
HIGHLAND CAPITAL MANAGEMENT, LLC
Memphis, TN
AUM
$3.83B
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
901-761-9500
SOUTHEASTERN ASSET MANAGEMENT INC.
Memphis, TN
AUM
$3.70B
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
901-761-2474
CALYDON CAPITAL, LLC
Memphis, TN
AUM
$3.58B
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
844-678-6900
RED DOOR WEALTH MANAGEMENT, LLC
Memphis, TN
AUM
$3.09B
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
901-681-0018
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC
Memphis, TN
AUM
$2.69B
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(901) 435-4250
LEGACY WEALTH MANAGEMENT, LLC
Memphis, TN
AUM
$2.66B
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
901-758-9006
CHICKASAW CAPITAL MANAGEMENT, LLC
Memphis, TN
AUM
$2.55B
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Commissions +1 more
901-537-1866
WADDELL & ASSOCIATES, LLC
Memphis, TN
AUM
$2.38B
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
901-767-9187
SENTRY, LLC
Memphis, TN
AUM
$2.33B
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
901-820-0515
NEWSOUTH CAPITAL MANAGEMENT INC
Memphis, TN
AUM
$2.21B
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
901-761-5561
NFC INVESTMENTS, LLC
Memphis, TN
AUM
$2.14B
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
901-767-5576
STEEL GROVE CAPITAL ADVISORS, LLC
Memphis, TN
AUM
$1.64B
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
901-498-6300
DELTA ASSET MANAGEMENT, LLC
Memphis, TN
AUM
$1.53B
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM
901-767-4791
RELIANT INVESTMENT MANAGEMENT, LLC
Memphis, TN
AUM
$1.47B
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
901-843-0600
TD CAPITAL MANAGEMENT LLC
Memphis, TN
AUM
$1.24B
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
901-681-0021
SUMMIT ASSET MANAGEMENT LLC
Memphis, TN
AUM
$1.08B
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
901-729-8100
INVICTUS FIDUCIARY SERVICES, LLC
Memphis, TN
AUM
$1.01B
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(901) 260-1444
KELMAN LAZAROV INC
Memphis, TN
AUM
$894.6M
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
901-685-8284
SOUTHERNSUN ASSET MANAGEMENT LLC
Memphis, TN
AUM
$749.4M
Team
15 advisors
Clients
—
Fees
Percentage of AUM
901-341-2700
KIMERY WEALTH MANAGEMENT, LLC
Memphis, TN
AUM
$555.0M
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(901) 291-5500
ENVISION FINANCIAL PLANNING, LLC
Memphis, TN
AUM
$462.5M
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
901-422-7526
BRANDON FINANCIAL PLANNING, INC.
Memphis, TN
AUM
$434.9M
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
901-324-6600
More cities in Tennessee
Common questions
- How many financial advisors are in Memphis, Tennessee?
- 65 registered investment advisers are listed in our Memphis directory, sourced from public SEC filings.
- What types of advisors are in Memphis?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Memphis?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.