AdvisorRanked

Best Financial Advisors in MEMPHIS, Tennessee

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

45
Registered Firms
0.95%
Median Fee
of assets/year
$555M
Median AUM
45
Firms Listed
in our database

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Top Rated Established Verified34 firms shown

Top-Ranked Advisors in MEMPHIS

Page 1 of 2 · 45 firms

#1
91

RELIANT INVESTMENT MANAGEMENT, LLC

MEMPHIS, TN · Since 2001

$1.5B AUM8 clientsFee: 0%
FiduciaryFee-Only
#2
90

SOUTHERNSUN ASSET MANAGEMENT LLC

MEMPHIS, TN · Since 2010

$749M AUM15 clientsFee: 0%
FiduciaryFee-Only
#3
89

TD CAPITAL MANAGEMENT LLC

MEMPHIS, TN · Since 1996

$1.2B AUM9 clientsFee: 0%
FiduciaryFee-Only
#4
89

BRANDON FINANCIAL PLANNING, INC.

MEMPHIS, TN · Since 1982

$435M AUM3 clientsFee: 0%
FiduciaryFee-Only
#5
87

POPE ASSET MANAGEMENT, LLC

MEMPHIS, TN · Since 2001

$115M AUM3 clientsFee: 0%
FiduciaryFee-Only
#6
86

DORIAN EASON ASSET MANAGEMENT, LLC

MEMPHIS, TN · Since 2001

$27M AUM1 clientsFee: 0%
FiduciaryFee-Only
#7
85

GREENWOOD PINE PARTNERS

MEMPHIS, TN · Since 2021

$23M AUM14 clientsFee: 0%
FiduciaryFee-Only
#8
84

MERCURY INVESTMENT GROUP

MEMPHIS, TN · Since 2021

$253M AUM3 clientsFee: 0%
FiduciaryFee-Only
#9
84

CARDINAL WEALTH ADVISORY, LLC

MEMPHIS, TN · Since 2022

$273M AUM2 clientsFee: 0%
FiduciaryFee-Only
#10
84

WORTHINGTON CAPITAL MANAGEMENT, LLC

MEMPHIS, TN · Since 2020

$41M AUM3 clientsFee: 0%
FiduciaryFee-Only
#11
83

HIGHLAND CAPITAL MANAGEMENT, LLC

MEMPHIS, TN · Since 1972

$3.8B AUM13 clientsFee: 0%
FiduciaryFee-Only
#12
83

SOUTHEASTERN ASSET MANAGEMENT INC.

MEMPHIS, TN · Since 1975

$3.7B AUM14 clientsFee: 0%
FiduciaryFee-Only
#13
83

LEGACY WEALTH MANAGEMENT, LLC

MEMPHIS, TN · Since 1982

$2.7B AUM16 clientsFee: 0%
FiduciaryFee-Only
#14
83

STRATEGIC ADVISORY SERVICES

MEMPHIS, TN · Since 2022

$201M AUM8 clientsFee: 0%
FiduciaryFee-Only
#15
82

GERBER/TAYLOR MANAGEMENT LLC

MEMPHIS, TN · Since 1999

$11.4B AUM19 clientsFee: 0%
FiduciaryFee-Only
#16
82

NEWSOUTH CAPITAL MANAGEMENT INC

MEMPHIS, TN · Since 1985

$2.2B AUM8 clientsFee: 0%
FiduciaryFee-Only
#17
82

STEEL GROVE CAPITAL ADVISORS, LLC

MEMPHIS, TN · Since 2001

$1.6B AUM7 clientsFee: 0%
FiduciaryFee-Only
#18
82

CHICKASAW CAPITAL MANAGEMENT, LLC

MEMPHIS, TN · Since 2003

$2.5B AUM10 clientsFee: 0%
FiduciaryFee-Only
#19
82

NFC INVESTMENTS, LLC

MEMPHIS, TN · Since 2004

$2.1B AUM5 clientsFee: 0%
FiduciaryFee-Only
#20
82

SENTRY, LLC

MEMPHIS, TN · Since 2009

$2.3B AUM3 clientsFee: 0%
FiduciaryFee-Only
#21
81

SUMMIT ASSET MANAGEMENT LLC

MEMPHIS, TN · Since 1999

$1.1B AUM6 clientsFee: 0%
FiduciaryFee-Only
#22
81

RED DOOR WEALTH MANAGEMENT, LLC

MEMPHIS, TN · Since 2014

$3.1B AUM10 clientsFee: 0%
FiduciaryFee-Only
#23
81

DUNCAN WILLIAMS ASSET MANAGEMENT, LLC

MEMPHIS, TN · Since 2015

$2.7B AUM15 clientsFee: 0%
FiduciaryFee-Only
#24
81

WADDELL & ASSOCIATES, LLC

MEMPHIS, TN · Since 2016

$2.4B AUM9 clientsFee: 0%
FiduciaryFee-Only
#25
80

KELMAN LAZAROV INC

MEMPHIS, TN · Since 1993

$895M AUM13 clientsFee: 0%
FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.

What's the average financial advisor fee in MEMPHIS?

The median advisory fee in MEMPHIS, TN is 0.95% of assets under management per year, based on Form ADV filings from 45 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.