Investment adviser firms in MEMPHIS, Tennessee
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
46 firms · Source months shown: August 2026
- 1819 PARTNERS, LLCCRD 326601 · MEMPHIS, TN$207,090,430.00Regulatory AUM · August 2026
- ADDITIVE ADVISORY PBCCRD 283979 · MEMPHIS, TN$140,930,286.00Regulatory AUM · August 2026
- B. RILEY WEALTH ADVISORS, INC.CRD 115927 · MEMPHIS, TN$4,211,631,082.00Regulatory AUM · August 2026
- B. RILEY WEALTH PRIVATE SHARES, LLCCRD 315851 · MEMPHIS, TN$47,639,513.00Regulatory AUM · August 2026
- BLONG FINANCIAL, LLCCRD 164746 · MEMPHIS, TN$201,963,902.00Regulatory AUM · August 2026
- BRANDON FINANCIAL PLANNING, INC.CRD 110267 · MEMPHIS, TN$434,931,410.00Regulatory AUM · August 2026
- CALYDON CAPITAL, LLCCRD 285485 · MEMPHIS, TN$3,576,202,004.00Regulatory AUM · August 2026
- CARDINAL WEALTH ADVISORY, LLCCRD 136659 · MEMPHIS, TN$273,224,667.00Regulatory AUM · August 2026
- CHICKASAW CAPITAL MANAGEMENT, LLCCRD 127398 · MEMPHIS, TN$2,545,885,165.00Regulatory AUM · August 2026
- COMMERCE ADVISORS, LLCCRD 151439 · MEMPHIS, TN$337,851,115.00Regulatory AUM · August 2026
- DELTA ASSET MANAGEMENT, LLCCRD 113688 · MEMPHIS, TN$1,528,043,700.00Regulatory AUM · August 2026
- DORIAN EASON ASSET MANAGEMENT, LLCCRD 113724 · MEMPHIS, TN$27,133,847.00Regulatory AUM · August 2026
- DORIAN INVESTMENT ADVISORY LLCCRD 339280 · MEMPHIS, TN$102,628,570.00Regulatory AUM · August 2026
- DUNCAN WILLIAMS ASSET MANAGEMENT, LLCCRD 174809 · MEMPHIS, TN$2,694,432,925.00Regulatory AUM · August 2026
- ENVISION FINANCIAL PLANNING, LLCCRD 321790 · MEMPHIS, TN$462,462,965.00Regulatory AUM · August 2026
- FRAZEE INVESTMENT CONSULTING, INC.CRD 123662 · MEMPHIS, TN$195,541,442.00Regulatory AUM · August 2026
- GERBER/TAYLOR MANAGEMENT LLCCRD 109319 · MEMPHIS, TN$11,419,729,032.00Regulatory AUM · August 2026
- GHE, LLCCRD 125245 · MEMPHIS, TN$252,605,307.00Regulatory AUM · August 2026
- GREENWOOD PINE PARTNERS, LLCCRD 314679 · MEMPHIS, TN$22,865,632.00Regulatory AUM · August 2026
- HIGHLAND CAPITAL MANAGEMENT, LLCCRD 104842 · MEMPHIS, TN$3,880,641,890.00Regulatory AUM · August 2026
- INVICTUS FIDUCIARY SERVICES, LLCCRD 286117 · MEMPHIS, TN$1,010,776,132.00Regulatory AUM · August 2026
- KELMAN LAZAROV INCCRD 107727 · MEMPHIS, TN$894,604,455.00Regulatory AUM · August 2026
- KIMERY WEALTH MANAGEMENT, LLCCRD 288229 · MEMPHIS, TN$555,000,000.00Regulatory AUM · August 2026
- LEGACY WEALTH MANAGEMENT INCCRD 108619 · MEMPHIS, TN$2,657,303,544.00Regulatory AUM · August 2026
- MEMPHIS CAPITAL MANAGEMENT, LLCCRD 134522 · MEMPHIS, TN$268,585,723.00Regulatory AUM · August 2026
- NEWSOUTH CAPITAL MANAGEMENT INCCRD 110676 · MEMPHIS, TN$2,233,319,046.00Regulatory AUM · August 2026
- NFC INVESTMENTS, LLCCRD 132844 · MEMPHIS, TN$2,137,518,402.00Regulatory AUM · August 2026
- POPE ASSET MANAGEMENT, LLCCRD 113584 · MEMPHIS, TN$114,763,857.00Regulatory AUM · August 2026
- PRESERVER PARTNERS LLCCRD 152356 · MEMPHIS, TN$175,729,180.00Regulatory AUM · August 2026
- PRIVATE WEALTH MANAGEMENT, INC.CRD 120823 · MEMPHIS, TN$832,495,124.00Regulatory AUM · August 2026
- RBG WEALTH ADVISORS LLCCRD 319486 · MEMPHIS, TN$154,758,579.00Regulatory AUM · August 2026
- RED DOOR WEALTH MANAGEMENT, LLCCRD 153235 · MEMPHIS, TN$3,085,696,189.00Regulatory AUM · August 2026
- RELIANT INVESTMENT MANAGEMENT, LLCCRD 111220 · MEMPHIS, TN$1,471,512,409.00Regulatory AUM · August 2026
- RIDGELINE CAPITAL MANAGEMENT, LLCCRD 330668 · MEMPHIS, TN$228,307,588.00Regulatory AUM · August 2026
- SENTRY, LLCCRD 150593 · MEMPHIS, TN$2,329,646,715.00Regulatory AUM · August 2026
- SOUTHEASTERN ASSET MANAGEMENT INC.CRD 105276 · MEMPHIS, TN$3,703,724,946.00Regulatory AUM · August 2026
- SOUTHERNSUN ASSET MANAGEMENT LLCCRD 154572 · MEMPHIS, TN$749,369,235.00Regulatory AUM · August 2026
- STEEL GROVE CAPITAL ADVISORS, LLCCRD 115231 · MEMPHIS, TN$1,639,538,829.00Regulatory AUM · August 2026
- STRATEGIC ADVISORY SERVICES, LLCCRD 287984 · MEMPHIS, TN$201,174,393.00Regulatory AUM · August 2026
- SUMMIT ASSET MANAGEMENT LLCCRD 109606 · MEMPHIS, TN$1,079,755,571.00Regulatory AUM · August 2026
- TD CAPITAL MANAGEMENT LLCCRD 106125 · MEMPHIS, TN$1,244,462,434.00Regulatory AUM · August 2026
- WADDELL & ASSOCIATES, LLCCRD 283723 · MEMPHIS, TN$2,376,441,118.00Regulatory AUM · August 2026
- WALNUT GROVE CAPITAL PARTNERS, LPCRD 300721 · MEMPHIS, TN$226,309,406.00Regulatory AUM · August 2026
- WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC.CRD 105959 · MEMPHIS, TN$342,051,314.00Regulatory AUM · August 2026
- WOLF RIVER CAPITAL MANAGEMENT, LLCCRD 149038 · MEMPHIS, TN$328,657,040.00Regulatory AUM · August 2026
- WORTHINGTON CAPITAL MANAGEMENT, LLCCRD 305391 · MEMPHIS, TN$41,201,880.00Regulatory AUM · August 2026