Top Financial Advisors in Memphis, Tennessee
Finding the right financial advisor in Memphis is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Memphis, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Memphis, TN.
Find the Best Financial Advisor Firms in Memphis:
FIRST HORIZON ADVISORS, INC.
CRD#: 17117
Address: 165 Madison Avenue 3rd Floor, Memphis, TN 38117
Clients: 6,175
In Business for: 41 Years
Average Clients per Advisor: 36
AUM: $ 11.3B
Disclosures: 7
B. RILEY WEALTH MANAGEMENT
CRD#: 2543
Address: 40 South Main Suite 1800, Memphis, TN 38103
Clients: 8,434
In Business for: 34 Years
Average Clients per Advisor: 40
AUM: $ 4.1B
Disclosures: 23
LEGACY WEALTH MANAGEMENT INC
CRD#: 108619
Address: 1715 Aaron Brenner Dr. Suite 301, Memphis, TN 38120-1443
Clients: 829
Average Clients per Advisor: 48
AUM: $ 1.8B
RED DOOR WEALTH MANAGEMENT, LLC
CRD#: 153235
Address: 756 Ridge Lake Boulevard, Memphis, TN 38120
Clients: 385
Average Clients per Advisor: 48
AUM: $ 1.4B
RELIANT INVESTMENT MANAGEMENT, LLC
CRD#: 111220
Address: 1715 Aaron Brenner Drive Suite 504, Memphis, TN 38120-1446
Clients: 233
Average Clients per Advisor: 33
AUM: $ 1.4B
GREEN SQUARE CAPITAL ADVISORS, LLC
CRD#: 115231
Address: 6075 Poplar Avenue Suite 221, Memphis, TN 38119
Clients: 16
Average Clients per Advisor: 2
AUM: $ 1.2B
How We Chose the Top Financial Advisors in Memphis, Tennessee
To create this list of top financial advisor firms in Memphis, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Memphis has to offer.
Search Financial Advisors in Memphis, Tennessee
Anneliese Hill Watts
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
George Thomas Barzizza
Registered Affiliation(s):OSAIC FS, INC.
Jennifer L Davey
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Sandra Clay Mcdearman
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Christine W Taylor
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
George Ernest Hart
Registered Affiliation(s):LPL FINANCIAL LLC
Michael John Hennessey
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Mark Steven Scott
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Ryan C Henderson
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Ronald Allan Robinson
Registered Affiliation(s):LPL FINANCIAL LLC
John Christopher Zoccola
Registered Affiliation(s):B. RILEY WEALTH MANAGEMENT
Hubbard Fitzgerald Burgess
Registered Affiliation(s):PFS INVESTMENTS INC.
William Barker Howard
Registered Affiliation(s):WILLIAM HOWARD & CO FINANCIAL ADVISORS, INC.
Grant Merrill Boucek
Registered Affiliation(s):LPL FINANCIAL LLC
Susan Marie Fletcher
Registered Affiliation(s):LPL FINANCIAL LLC
Patrick John Danehy
Registered Affiliation(s):NEWSOUTH CAPITAL MANAGEMENT INC
Jeanice Ann Sawyer
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Adam Sowell
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Eric S Bubrig
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Albert Nicholas Goetze
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Andrew D Stolnicki
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Kevin Dale Kimery
Registered Affiliation(s):KIMERY WEALTH MANAGEMENT, LLC
John Walter Parker
Registered Affiliation(s):MORGAN STANLEY
Heather Diane Howard
Registered Affiliation(s):DUNCAN-WILLIAMS, INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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