AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
AdvisorCheck > By State > Tennessee > Memphis

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

BD
RIA

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

Find an Advisor

B. RILEY WEALTH MANAGEMENT

CRD#: 2543

BD
RIA

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

RIA

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

RIA

Address: 756 Ridge Lake Boulevard, Memphis, TN 38120

Clients: 385

Average Clients per Advisor: 48

AUM: $ 1.4B

RELIANT INVESTMENT MANAGEMENT, LLC

CRD#: 111220

RIA

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

RIA

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


Name or CRD#
Location:
Firm name (optional)
RW

Robert Mark Thomas Walker

IAR
RR
CRD#: 4353466
Location:
Memphis, TN 38119

Registered Affiliation(s):CHICKASAW CAPITAL MANAGEMENT, LLC

Disclosures:
Experience:
25 years registered
MB

Mark Gerald Billions

IAR
RR
CRD#: 4602845
Location:
Memphis, TN 38119

Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED

Disclosures:
Experience:
22 years registered
JF

John Mark Fisher

John M Fisher
IAR
RR
CRD#: 4603753
Location:
Memphis, TN 38119

Registered Affiliation(s):PARK AVENUE SECURITIES LLC

Disclosures:
Experience:
23 years registered
DR

Dora Anderson Richmond

Dora A Richmond
RR
CRD#: 1443073
Location:
Memphis, TN 38115

Registered Affiliation(s):PFS INVESTMENTS INC.

Disclosures:
Experience:
40 years registered
ZV

Zackary Brian Vaughn

IAR
RR
CRD#: 4269854
Location:
Germantown, TN 38138

Registered Affiliation(s):BENJAMIN F. EDWARDS & COMPANY, INC.

Disclosures:
Experience:
26 years registered
JH

Jason Nathaniel Herrington

Jason N Herrington
IAR
RR
CRD#: 4393329
Location:
Germantown, TN 38138

Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC

Disclosures:
Experience:
25 years registered
JF

Jerome Jerome Franklin

Malcolm Jerome Franklin
IAR
RR
CRD#: 4410777
Location:
Germantown, TN 38138

Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Disclosures:
Experience:
25 years registered
RL

Robert Alan Longfield

Robert Alan Longfield
IAR
CRD#: 2099575
Location:
Memphis, TN 38137

Registered Affiliation(s):CBIZ INVESTMENT ADVISORY SERVICES, LLC

Disclosures:
Experience:
35 years registered
MP

Michael Edward Perdzock

IAR
CRD#: 2099576
Location:
Memphis, TN 38137

Registered Affiliation(s):CBIZ INVESTMENT ADVISORY SERVICES, LLC

Disclosures:
Experience:
35 years registered
BJ

Brian L Jones

IAR
CRD#: 2153188
Location:
Memphis, TN 38137

Registered Affiliation(s):CBIZ INVESTMENT ADVISORY SERVICES, LLC

Disclosures:
Experience:
35 years registered
DS

David Austin Skinner

RR
CRD#: 1558442
Location:
Collierville, TN 38017

Registered Affiliation(s):CALTON & ASSOCIATES, INC.

Disclosures:
Experience:
40 years registered
CI

Christina Hancock Inmon

Christina Louise Hancock, Christa H Inmon
IAR
RR
CRD#: 4268786
Location:
Collierville, TN 38017

Registered Affiliation(s):OSAIC WEALTH, INC.

Disclosures:
Experience:
25 years registered
AB

Anne Johnson Borst

Anne Johnson Edmiston, Anne Elizabeth Johnson
IAR
RR
CRD#: 4422984
Location:
Collierville, TN 38017

Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK

Disclosures:
Experience:
25 years registered
TB

Teresa Ann Burns

Teresa Ann Reagh, Teresa Ann Thomas
IAR
RR
CRD#: 4376236
Location:
Hernando, MS 38632

Registered Affiliation(s):FIRST HORIZON ADVISORS, INC.

Disclosures:
Experience:
25 years registered
Carol Lee Royer

Carol Lee Royer

Carol Lee Collins, Carol Lee Royer
IAR
CRD#: 4520002
CFA: Chartered Financial AnalystCFP®: Certified Financial Planner
Location:
Memphis, TN 38117

Registered Affiliation(s):WADDELL & ASSOCIATES, LLC

Disclosures:
Experience:
23 years registered
Nancy Lynn Knous

Nancy Lynn Knous

IAR
RR
CRD#: 1449921
CFP®: Certified Financial Planner
Location:
Memphis, TN 38120

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
40 years registered
JG

Jeffrey Kent Gardner

IAR
RR
CRD#: 4832725
CFA: Chartered Financial Analyst
Location:
Memphis, TN 38120

Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.

Disclosures:
Experience:
22 years registered
GJ

Gregory Scott Jordan

Scott Jordan
IAR
RR
CRD#: 4721846
CFP®: Certified Financial Planner
Location:
Germantown, TN 38138

Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC

Disclosures:
Experience:
23 years registered
CE

Charles Emerson II

Chas Emerson
IAR
RR
CRD#: 4783508
CFP®: Certified Financial Planner
Location:
Brentwood, TN 37027

Registered Affiliation(s):MML INVESTORS SERVICES, LLC

Disclosures:
Experience:
22 years registered
PL

Paul Benjamin Landess

Ben Landess
RR
CRD#: 1401869
Location:
Memphis, TN 38117

Registered Affiliation(s):FHN FINANCIAL SECURITIES CORP.

Disclosures:
Experience:
36 years registered
RB

Richard Klein Bollinger

Rick Bollinger
RR
CRD#: 1630172
Location:
Memphis, TN 38117

Registered Affiliation(s):FHN FINANCIAL SECURITIES CORP.

Disclosures:
Experience:
39 years registered
HS

H Ray Stallings

Ray Stallings
RR
CRD#: 1632432
Location:
Memphis, TN 38117

Registered Affiliation(s):FHN FINANCIAL SECURITIES CORP.

Disclosures:
Experience:
39 years registered
JS

John B Simonetti

John Simmonetti
RR
CRD#: 1650532
Location:
Memphis, TN 38117

Registered Affiliation(s):FHN FINANCIAL SECURITIES CORP.

Disclosures:
Experience:
39 years registered
MH

Michael Alfred Harris

RR
CRD#: 1673898
Location:
Memphis, TN 38117

Registered Affiliation(s):FHN FINANCIAL SECURITIES CORP.

Disclosures:
Experience:
39 years registered

Latest Blog Articles


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.

Subscribe to our newsletter

Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.

Newsletter