Find Top Financial Advisors in Memphis, Tennessee

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

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Finding the Top Financial Advisor in Memphis, Tennessee
Last Updated - 11-May-2022

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures andregistrations with SEC and FINRA. Collectively, our Pre-Screenedadvisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for familiesand individuals like you.

Top Financial Advisor Firms in Memphis, Tennessee
Firm Name AUM No. of Clients Fee Structure
First Horizon Advisors, Inc
4990 Poplar Avenue , 3rd Floor,
Memphis, TN 38117
$13,592,747,629 9723 A percentage of AUM
Fixed fees
Highland Capital Management, Llc
850 Ridge Lake Blvd , Suite 205,
Memphis, TN 38120
$3,445,259,161 979 A percentage of AUM
Performance Based
Gerber/Taylor Management Llc
40 South Main Street , Suite 1900,
Memphis, TN 38103
$9,877,460,265 48 A percentage of AUM
Performance Based
Summit Asset Management Llc
5100 Wheelis Drive , Suite 107,
Memphis, TN 38117
$786,469,609 1493 A percentage of AUM
Hourly charges
Pope Asset Management, Llc
5100 Poplar Avenue , Suite 3120,
Memphis, TN 38137
$127,748,405 59 A percentage of AUM
Performance Based
Wunderlich Capital Management
40 South Main , Suite 1800,
Memphis, TN 38103
$226,474,588 187 A percentage of AUM
Nfc Investments, Llc
700 Colonial Road , Suite 101,
Memphis, TN 38117
$1,814,187,673 143 A percentage of AUM
Performance Based
Sentry, Llc
555 Perkins Ext , Suite 400,
Memphis, TN 38117
$2,403,265,386 263 A percentage of AUM
Fixed fees
Performance Based
Commerce Asset Management, Llc
5050 Poplar Avenue , Suite 2020,
Memphis, TN 38157
$5,947,942 3 A percentage of AUM
Fixed fees
Duncan Williams Asset Management, Llc
6263 Poplar Avenue , Suite 300,
Memphis, TN 38119
$510,772,181 873 A percentage of AUM
Hourly charges
Fixed fees
Additive Advisory And Capital, Llc
6075 Poplar Ave , Suite 221,
Memphis, TN 38119
$151,605,045 1 A percentage of AUM
Fixed fees
Performance Based
Kimery Wealth Management, Llc
6410 Poplar Avenue , Suite 100,
Memphis, TN 38119
$324,600,000 1300 A percentage of AUM
Hourly charges
Fixed fees
Banes Capital Management, Llc
6410 Poplar Avenue , Suite 500,
Memphis, TN 38119-4836
$332,068,643 3 A percentage of AUM
Performance Based
Mercury Investment Group
40 S. Main St. , Suite 1720,
Memphis, TN 38103-5502
$152,802,658 97 A percentage of AUM
Delta Asset Management, Llc
700 Colonial Rd , Suite 220,
Memphis, TN 38117
$1,473,421,564 1110 A percentage of AUM

    List of Additional Advisors in Memphis, Tennessee*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Amy J Schaefer
    Inquire with Amy
    6410 Poplar Avenue, Ste 600, Memphis, TN  38119 901-766-8105
    Becky Bridgmon
    Inquire with Becky
    6410 Poplar Avenue, Ste 600, Memphis, TN  38119 901-766-6129
    Scott Giles
    Inquire with Scott
    1053 W Rex Rd, Memphis, TN  38119 901-683-6767
    Giles Financial Group
    Inquire with Giles
    1053 W Rex Rd, Memphis, TN  38119 901-683-6767
    Kevin Roth Wells
    Inquire with Kevin
    6750 Poplar Ave, Ste 206, Memphis, TN  38138 901-312-7806
    Vincent Perry
    Inquire with Vincent
    5100 Poplar Ave, Ste 514, Memphis, TN  38137 901-312-7804
    Dawn Summers
    Inquire with Dawn
    1053 W Rex Rd, Memphis, TN  38119 901-683-6767
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    6410 Poplar Avenue, Ste 600, Memphis, TN  38119 901-766-6100
    Stanley Bilsky
    Inquire with Stanley
    6410 Poplar Avenue, Ste 600, Memphis, TN  38119 901-766-6105
    Mark Kaplan
    Inquire with Mark
    1715 Aaron Brenner Drive, Suite 701, Memphis, TN  38120 901-762-4772
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

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      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?