AUM
$342.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
901-761-5068
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
65 advisers found
COMMERCE ADVISORS, LLC
Memphis, TN
AUM
$337.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
901-260-6050
WOLF RIVER CAPITAL MANAGEMENT, LLC
Memphis, TN
AUM
$328.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(901) 312-9653
MEMPHIS CAPITAL MANAGEMENT, LLC
Memphis, TN
AUM
$268.6M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
901-261-5900
MERCURY INVESTMENT GROUP
Memphis, TN
AUM
$252.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
901-327-2788
WALNUT GROVE CAPITAL PARTNERS, LP
Memphis, TN
AUM
$226.3M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
901-464-4850
1819 PARTNERS
Memphis, TN
AUM
$207.1M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
901-820-0515
BLONG FINANCIAL
Memphis, TN
AUM
$202.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
901-681-9037
STRATEGIC ADVISORY SERVICES
Memphis, TN
AUM
$201.2M
Wealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM
901-751-2025
FRAZEE INVESTMENT CONSULTING, INC.
Memphis, TN
AUM
$195.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
901-779-3940
PRESERVER PARTNERS
Memphis, TN
AUM
$175.7M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
901-755-4737
RBG WEALTH ADVISORS LLC
Memphis, TN
AUM
$154.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM
901-244-2980
ADDITIVE ADVISORY PBC
Memphis, TN
AUM
$140.9M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
901- 498- 6653
POPE ASSET MANAGEMENT, LLC
Memphis, TN
AUM
$114.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
901-763-4001
EAGLESTRONG FINANCIAL
Memphis, TN
AUM
$82.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
901-413-8659
RESILIENT ASSET MANAGEMENT
Memphis, TN
AUM
$73.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
5598179279
SERVANT WEALTH MANAGEMENT LLC
Memphis, TN
AUM
$47.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
901-922-6001
LONETREE WEALTH MANAGEMENT
Memphis, TN
AUM
$47.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
502-432-7373
WORTHINGTON CAPITAL MANAGEMENT, LLC
Memphis, TN
AUM
$41.2M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
901-701-8370
LAKELAND WEALTH MANAGEMENT LLC
Memphis, TN
AUM
$36.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
901-347-2725
COTHRAN CAPITAL, LLC
Memphis, TN
AUM
$36.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
901-758-8650
GREENWOOD PINE PARTNERS
Memphis, TN
AUM
$22.9M
Institutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM
901-761-2474
FSG WEALTH ADVISORS, LLC
Memphis, TN
AUM
$20.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
901-763-3335
KICKPOINT FINANCIAL, LLC
Memphis, TN
AUM
$15.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
713-515-6336