Top 10 advisors in Memphis
We’ve curated a list of the best financial advisors in Memphis, take a look at it below
Find an advisor in Memphis| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $8,724,694,686 | 41 advisors | ||
| 2 | $8,541,711,931 | 224 advisors | ||
| 3 | $5,528,722,195 | 503 advisors | ||
| 4 | $3,190,396,398 | 250 advisors | ||
| 5 | $3,100,659,199 | 20 advisors | ||
| 6 | $2,343,810,534 | 11 advisors | ||
| 7 | $1,905,619,299 | 9 advisors | ||
| 8 | $1,684,164,086 | 23 advisors | ||
| 9 | $1,612,215,750 | 13 advisors | ||
| 10 | $1,411,880,464 | 10 advisors |
How we came up with this list
To generate our top financial advisors list in Memphis, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Memphis. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Gerber/taylor Management LLC
Assets under management
$8,724,694,686
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
2. First Horizon Advisors, Inc
Assets under management
$8,541,711,931
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
3. B. Riley Wealth Advisors, Inc.
Assets under management
$5,528,722,195
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
4. B Riley Wealth Management
Assets under management
$3,190,396,398
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
5. Highland Capital Management, LLC
Assets under management
$3,100,659,199
Fee structure
A percentage of assets under your management
Performance-based fees
SUBSCRIPTION FEES
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
401k Investment Management, Provision Of Trading Signals
6. Newsouth Capital Management Inc
Assets under management
$2,343,810,534
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
7. Nfc Investments, LLC
Assets under management
$1,905,619,299
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
8. Legacy Wealth Management Inc
Assets under management
$1,684,164,086
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Educational Seminars/workshops
9. Principal Street Partners, LLC
Assets under management
$1,612,215,750
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Investment Models To Other Investment Advisers
- Not sure which one to choose?Use our smart matching tool
10. Reliant Investment Management, LLC
Assets under management
$1,411,880,464
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Non-discretionary Investment Adviser To Retirement Plans
Your first meeting is free.