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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)
LG

Lavestia Almeria Gaston

Lavestia Gaston, Lavestia Almeria Gaston-Harper, Lavestia Miller, Lavestia Almeria Miller-Thomas
RR
CRD#: 2735286
Location:
Olive Branch, MS 38654

Registered Affiliation(s):INTERVEST INTERNATIONAL EQUITIES CORPORATION

Disclosures:
Experience:
29 years registered
CS

Clay Houston Sanders

RR
CRD#: 4274825
CFA: Chartered Financial Analyst
Location:
Memphis, TN 38120

Registered Affiliation(s):FHN FINANCIAL SECURITIES CORP.

Disclosures:
Experience:
26 years registered
WW

William David Woodmansee

David Woodmansee, Woody Woodmansee
IAR
RR
CRD#: 1857491
Location:
Memphis, TN 38157

Registered Affiliation(s):COMMERCE ADVISORS, LLC

Disclosures:
Experience:
38 years registered
WH

William Harold Hogue

Bill Hogue, William H Hogue
IAR
RR
CRD#: 1736405
Location:
Memphis, TN 38119

Registered Affiliation(s):STEPHENS

Disclosures:
Experience:
39 years registered
CH

Charles Raymond Hardee

Charlie Hardee Ii
IAR
RR
CRD#: 1886976
Location:
Memphis, TN 38119

Registered Affiliation(s):WEALTHCARE ADVISORY PARTNERS LLC

Disclosures:
Experience:
37 years registered
AM

Amy Michelle Manning

RR
CRD#: 2861418
Location:
Memphis, TN 38117

Registered Affiliation(s):FHN FINANCIAL SECURITIES CORP.

Disclosures:
Experience:
28 years registered
JT

Joseph Thomas Tobin III

RR
CRD#: 3023706
Location:
Memphis, TN 38120

Registered Affiliation(s):FHN FINANCIAL SECURITIES CORP.

Disclosures:
Experience:
28 years registered
AF

Alasdair David Farlow

Alasdar David Farlow
RR
CRD#: 3070375
Location:
Memphis, TN 38117

Registered Affiliation(s):FHN FINANCIAL SECURITIES CORP.

Disclosures:
Experience:
28 years registered
WR

William Henry Mitchell Redd

Mitchell Redd
RR
CRD#: 3108231
Location:
Memphis, TN 38117

Registered Affiliation(s):FHN FINANCIAL SECURITIES CORP.

Disclosures:
Experience:
28 years registered
JS

John Irwin Stokes

John Irvin Stokes
RR
CRD#: 3137722
Location:
Memphis, TN 38119

Registered Affiliation(s):PFS INVESTMENTS INC.

Disclosures:
Experience:
28 years registered
JG

Jason Andrew Gallop

RR
CRD#: 3146746
Location:
Memphis, TN 38117

Registered Affiliation(s):FHN FINANCIAL SECURITIES CORP.

Disclosures:
Experience:
28 years registered
PD

Peter Franklin Demilio

Peter Demilio
RR
CRD#: 3100235
Location:
Memphis, TN 38157

Registered Affiliation(s):SANDERLIN SECURITIES, LLC

Disclosures:
Experience:
28 years registered
ED

Elizabeth Ann Donnelly

Elizabeth Ann Creson, Lisa Creson, Lisa Donnelly, Elizabeth Ann Gibeault, Lisa Gibeault
RR
CRD#: 1557760
Location:
Memphis, TN 38120

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

Disclosures:
Experience:
28 years registered
CH

Christopher Brendan Hayes

Christopher B Hayes
RR
CRD#: 1927256
Location:
Memphis, TN 38120

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

Disclosures:
Experience:
28 years registered
ED

Elizabeth Gerregano Darnall

Libby Darnall, Elizabeth Anne Gerregano
RR
CRD#: 2218910
Location:
Memphis, TN 38120

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

Disclosures:
Experience:
28 years registered
KH

Kimberly Marie Hamblen

Kim Andrews, Kimberly Marie Andrews
RR
CRD#: 2867326
Location:
Memphis, TN 38120

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

Disclosures:
Experience:
28 years registered
AC

Alper Musa Cetingok

RR
CRD#: 2922429
Location:
Memphis, TN 38120

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

Disclosures:
Experience:
28 years registered
SD

Scott Mitchell Davis

RR
CRD#: 2934988
Location:
Memphis, TN 38120

Registered Affiliation(s):TRUIST SECURITIES, INC.

Disclosures:
Experience:
29 years registered
BB

Barry Ray Beech

RR
CRD#: 2974987
Location:
Memphis, TN 38120

Registered Affiliation(s):TRUIST SECURITIES, INC.

Disclosures:
Experience:
28 years registered
HP

Houston Ellis Phifer

Ellis Phifer, H Ellis Phifer, Houston Ellis Phifer
RR
CRD#: 2989471
Location:
Memphis, TN 38120

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

Disclosures:
Experience:
28 years registered
DW

David Lawrence Webb

David L Webb
RR
CRD#: 3017872
Location:
Memphis, TN 38120

Registered Affiliation(s):MML INVESTORS SERVICES, LLC

Disclosures:
Experience:
28 years registered
BD

Brian Patrick Dufala

Brian P Dufala
RR
CRD#: 3056952
Location:
Memphis, TN 38120

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

Disclosures:
Experience:
26 years registered
DH

Douglas Parker Hubbard

RR
CRD#: 3060756
Location:
Memphis, TN 38120

Registered Affiliation(s):BOK FINANCIAL SECURITIES, INC.

Disclosures:
Experience:
28 years registered
KH

Kendra K Hutchison

Kendra Keala Hutchison, Kendra K Weathers
RR
CRD#: 3070650
Location:
Memphis, TN 38120

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
28 years registered

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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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