GERBER/TAYLOR MANAGEMENT LLC
Memphis, TN
AUM
$11.42B
Wealth MgmtTrusts & EstatesInstitutional
Team
19 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
901-526-9750
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TN, MEMPHIS
50 advisers found
B. RILEY WEALTH ADVISORS, INC.
Memphis, TN
AUM
$4.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
172 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
901-251-1330
HIGHLAND CAPITAL MANAGEMENT, LLC
Memphis, TN
AUM
$3.83B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
901-761-9500
SOUTHEASTERN ASSET MANAGEMENT INC.
Memphis, TN
AUM
$3.70B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
901-761-2474
CALYDON CAPITAL, LLC
Memphis, TN
AUM
$3.58B
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
844-678-6900
RED DOOR WEALTH MANAGEMENT, LLC
Memphis, TN
AUM
$3.09B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
901-681-0018
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC
Memphis, TN
AUM
$2.69B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(901) 435-4250
LEGACY WEALTH MANAGEMENT, LLC
Memphis, TN
AUM
$2.66B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
901-758-9006
CHICKASAW CAPITAL MANAGEMENT, LLC
Memphis, TN
AUM
$2.55B
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Commissions +1 more
901-537-1866
WADDELL & ASSOCIATES, LLC
Memphis, TN
AUM
$2.38B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
901-767-9187
SENTRY, LLC
Memphis, TN
AUM
$2.33B
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
901-820-0515
NEWSOUTH CAPITAL MANAGEMENT INC
Memphis, TN
AUM
$2.21B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
901-761-5561
NFC INVESTMENTS, LLC
Memphis, TN
AUM
$2.14B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
901-767-5576
STEEL GROVE CAPITAL ADVISORS, LLC
Memphis, TN
AUM
$1.64B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
901-498-6300
DELTA ASSET MANAGEMENT, LLC
Memphis, TN
AUM
$1.53B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM
901-767-4791
RELIANT INVESTMENT MANAGEMENT, LLC
Memphis, TN
AUM
$1.47B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
901-843-0600
TD CAPITAL MANAGEMENT LLC
Memphis, TN
AUM
$1.24B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
901-681-0021
SUMMIT ASSET MANAGEMENT LLC
Memphis, TN
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
901-729-8100
KELMAN LAZAROV INC
Memphis, TN
AUM
$894.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
901-685-8284
SOUTHERNSUN ASSET MANAGEMENT LLC
Memphis, TN
AUM
$749.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM
901-341-2700
KIMERY WEALTH MANAGEMENT, LLC
Memphis, TN
AUM
$555.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(901) 291-5500
ENVISION FINANCIAL PLANNING, LLC
Memphis, TN
AUM
$462.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
901-422-7526
BRANDON FINANCIAL PLANNING, INC.
Memphis, TN
AUM
$434.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
901-324-6600
AUM
$342.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
901-761-5068
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