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
James Andrew Sego
Registered Affiliation(s):SEGO WEALTH MANAGEMENT, LLC
William Kenton Collins
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Terance Kermit Morgan
Registered Affiliation(s):FIRST HORIZON ADVISORS, INC.
Douglas Robert Meyer
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Lyndsey W. Harmon
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Phillip Ryan Miller
Registered Affiliation(s):FIRST HORIZON ADVISORS, INC.
Craig Robert Howard
Registered Affiliation(s):VALMARK ADVISERS, INC.
Marshall Kerwin Trussell
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Aaron Clay Hickman
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Jonathan Robert Fratesi
Registered Affiliation(s):FINANCIAL RESOURCE MANAGEMENT, INC.
Pameila Kaye Short
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Bruce Andrew Harrison
Registered Affiliation(s):P.J. ROBB VARIABLE CORPORATION
Rebecca Maduska Fitschen
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Andrew Zoltan Lapsley
Registered Affiliation(s):CHICKASAW CAPITAL MANAGEMENT, LLC
Aaron Gilmer Fuller
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Michael Hall Robinson
Registered Affiliation(s):LPL FINANCIAL LLC
Robert Byron Sutton
Registered Affiliation(s):LPL FINANCIAL LLC
Duncan Franklin Williams
Registered Affiliation(s):DUNCAN-WILLIAMS, INC.
Lindsey Bell Mazzola
Registered Affiliation(s):LEGACY WEALTH MANAGEMENT INC
Keith Francis Schmitt
Registered Affiliation(s):KELMAN LAZAROV INC
April Rice Lowery
Registered Affiliation(s):KELMAN LAZAROV INC
Joseph Michael Grant
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
John Norfleet Laughlin
Registered Affiliation(s):SUMMIT ASSET MANAGEMENT LLC
Robert Rene Peters
Registered Affiliation(s):PRIVATE ADVISOR GROUP, LLC
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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