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

Top-Ranked Advisors in MEMPHIS

#1
100

TD CAPITAL MANAGEMENT LLC

MEMPHIS, TN · Since 1996

$1.2B AUM9 clientsFee: 0%
FiduciaryFee-Only
#2
100

BRANDON FINANCIAL PLANNING, INC.

MEMPHIS, TN · Since 1982

$435M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
100

RELIANT INVESTMENT MANAGEMENT, LLC

MEMPHIS, TN · Since 2001

$1.5B AUM8 clientsFee: 0%
FiduciaryFee-Only
#4
100

POPE ASSET MANAGEMENT, LLC

MEMPHIS, TN · Since 2001

$115M AUM3 clientsFee: 0%
FiduciaryFee-Only
#5
100

DORIAN EASON ASSET MANAGEMENT, LLC

MEMPHIS, TN · Since 2001

$27M AUM1 clientsFee: 0%
FiduciaryFee-Only
#6
100

MERCURY INVESTMENT GROUP

MEMPHIS, TN · Since 2021

$253M AUM3 clientsFee: 0%
FiduciaryFee-Only
#7
100

CARDINAL WEALTH ADVISORY, LLC

MEMPHIS, TN · Since 2022

$273M AUM2 clientsFee: 0%
FiduciaryFee-Only
#8
100

SOUTHERNSUN ASSET MANAGEMENT LLC

MEMPHIS, TN · Since 2010

$749M AUM15 clientsFee: 0%
FiduciaryFee-Only
#9
100

STRATEGIC ADVISORY SERVICES

MEMPHIS, TN · Since 2022

$201M AUM8 clientsFee: 0%
FiduciaryFee-Only
#10
100

WORTHINGTON CAPITAL MANAGEMENT, LLC

MEMPHIS, TN · Since 2020

$41M AUM3 clientsFee: 0%
FiduciaryFee-Only
#11
100

GREENWOOD PINE PARTNERS

MEMPHIS, TN · Since 2021

$23M AUM14 clientsFee: 0%
FiduciaryFee-Only
#12
97

MEMPHIS CAPITAL MANAGEMENT, LLC

MEMPHIS, TN · Since 2006

$269M AUM2 clientsFee: 0%
FiduciaryFee-Only
#13
95

HIGHLAND CAPITAL MANAGEMENT, LLC

MEMPHIS, TN · Since 1972

$3.8B AUM13 clientsFee: 0%
FiduciaryFee-Only
#14
95

SOUTHEASTERN ASSET MANAGEMENT INC.

MEMPHIS, TN · Since 1975

$3.7B AUM14 clientsFee: 0%
FiduciaryFee-Only
#15
95

WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC.

MEMPHIS, TN · Since 1988

$342M AUM4 clientsFee: 0%
FiduciaryFee-Only
#16
95

KELMAN LAZAROV INC

MEMPHIS, TN · Since 1993

$895M AUM13 clientsFee: 0%
FiduciaryFee-Only
#17
95

LEGACY WEALTH MANAGEMENT, LLC

MEMPHIS, TN · Since 1982

$2.7B AUM16 clientsFee: 0%
FiduciaryFee-Only
#18
95

GERBER/TAYLOR MANAGEMENT LLC

MEMPHIS, TN · Since 1999

$11.4B AUM19 clientsFee: 0%
FiduciaryFee-Only
#19
95

SUMMIT ASSET MANAGEMENT LLC

MEMPHIS, TN · Since 1999

$1.1B AUM6 clientsFee: 0%
FiduciaryFee-Only
#20
95

NEWSOUTH CAPITAL MANAGEMENT INC

MEMPHIS, TN · Since 1985

$2.2B AUM8 clientsFee: 0%
FiduciaryFee-Only
#21
95

STEEL GROVE CAPITAL ADVISORS, LLC

MEMPHIS, TN · Since 2001

$1.6B AUM7 clientsFee: 0%
FiduciaryFee-Only
#22
95

PRIVATE WEALTH MANAGEMENT, INC.

MEMPHIS, TN · Since 2002

$832M AUM4 clientsFee: 0%
FiduciaryFee-Only
#23
95

FRAZEE INVESTMENT CONSULTING, INC.

MEMPHIS, TN · Since 2019

$196M AUM2 clientsFee: 0%
FiduciaryFee-Only
#24
95

CHICKASAW CAPITAL MANAGEMENT, LLC

MEMPHIS, TN · Since 2003

$2.5B AUM10 clientsFee: 0%
FiduciaryFee-Only
#25
95

NFC INVESTMENTS, LLC

MEMPHIS, TN · Since 2004

$2.1B AUM5 clientsFee: 0%
FiduciaryFee-Only
#26
95

WOLF RIVER CAPITAL MANAGEMENT, LLC

MEMPHIS, TN · Since 2009

$329M AUM7 clientsFee: 0%
FiduciaryFee-Only
#27
95

SENTRY, LLC

MEMPHIS, TN · Since 2009

$2.3B AUM3 clientsFee: 0%
FiduciaryFee-Only
#28
95

COMMERCE ADVISORS, LLC

MEMPHIS, TN · Since 2009

$338M AUM4 clientsFee: 0%
FiduciaryFee-Only
#29
95

PRESERVER PARTNERS

MEMPHIS, TN · Since 2015

$176M AUM3 clientsFee: 0%
FiduciaryFee-Only
#30
95

RED DOOR WEALTH MANAGEMENT, LLC

MEMPHIS, TN · Since 2014

$3.1B AUM10 clientsFee: 0%
FiduciaryFee-Only
#31
95

BLONG FINANCIAL

MEMPHIS, TN · Since 2022

$202M AUM2 clientsFee: 0%
FiduciaryFee-Only
#32
95

DUNCAN WILLIAMS ASSET MANAGEMENT, LLC

MEMPHIS, TN · Since 2015

$2.7B AUM15 clientsFee: 0%
FiduciaryFee-Only
#33
95

WADDELL & ASSOCIATES, LLC

MEMPHIS, TN · Since 2016

$2.4B AUM9 clientsFee: 0%
FiduciaryFee-Only
#34
95

ADDITIVE ADVISORY PBC

MEMPHIS, TN · Since 2016

$141M AUM1 clientsFee: 0%
FiduciaryFee-Only
#35
95

CALYDON CAPITAL, LLC

MEMPHIS, TN · Since 2016

$3.6B AUM4 clientsFee: 0%
FiduciaryFee-Only
#36
95

INVICTUS FIDUCIARY SERVICES, LLC

MEMPHIS, TN · Since 2017

$1.0B AUM2 clientsFee: 0%
FiduciaryFee-Only
#37
95

KIMERY WEALTH MANAGEMENT, LLC

MEMPHIS, TN · Since 2017

$555M AUM6 clientsFee: 0%
FiduciaryFee-Only
#38
95

WALNUT GROVE CAPITAL PARTNERS, LP

MEMPHIS, TN · Since 2022

$226M AUM5 clientsFee: 0%
FiduciaryFee-Only
#39
95

RBG WEALTH ADVISORS LLC

MEMPHIS, TN · Since 2024

$155M AUM4 clientsFee: 0%
FiduciaryFee-Only
#40
95

ENVISION FINANCIAL PLANNING, LLC

MEMPHIS, TN · Since 2022

$462M AUM4 clientsFee: 0%
FiduciaryFee-Only
#41
95

1819 PARTNERS

MEMPHIS, TN · Since 2023

$207M AUM4 clientsFee: 0%
FiduciaryFee-Only
#42
95

DORIAN INVESTMENT ADVISORY LLC

MEMPHIS, TN · Since 2026

$103M AUM1 clientsFee: 0%
FiduciaryFee-Only
#43
92

B. RILEY WEALTH PRIVATE SHARES

MEMPHIS, TN · Since 2021

$48M AUM3 clientsFee: 0%
FiduciaryFee-Only1 complaint
#44
87

DELTA ASSET MANAGEMENT, LLC

MEMPHIS, TN · Since 2001

$1.5B AUM6 clientsFee: 0%
FiduciaryFee-Only1 complaint
#45
55

B. RILEY WEALTH ADVISORS, INC.

MEMPHIS, TN · Since 2005

$4.2B AUM172 clientsFee: 0%
FiduciaryFee-Only10 complaints

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

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.