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.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Memphis, Tennessee
Last Updated - 23-Mar-2023

Memphis has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 71 non-vetted advisors in your local area. These financial advisors in Memphis, Tennessee have an average of 20 years of experience.

NOTE: The list of financial advisors in Memphis, Tennessee mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Memphis, Tennessee.

Qualified Financial Advisors in Memphis, Tennessee
Financial Advisor Experience AUM Minimum Assets Fee Structure
Mitchell Horst
6075 Poplar Ave.,
Crescent Center STE 406,
Memphis, TN 38119
16 $110,000,000 $250,000 Fee-Based
Vondal Davidson
575 Mall Blvd Ste L1,
Dyersburg, TN 38024
25 $62 Million $250,000 Fee-Based

Information on Qualified Financial Advisors in Memphis

Qualifications CRD# 4935063
Firm CRD# 171991
Series 6, 7, 66

Compensation/Fee Fee-Based, Based on Assets

Office Location 6075 Poplar Ave.,
Crescent Center STE 406,
Phone Number 901-455-2355

As founder of Select Wealth Advisers, Mitchell D. Horst provides customized investment strategies for affluent clients looking to direct, increase, conserve, and transition their legacy. Mitchell has over fifteen years of experience in the financial services industry, providing him with the knowledge and skills necessary to offer a premium level of financial advice for his clients. Mitchell holds several Securities Licenses, including the Series 7, 63, 66, as well as a Life and Variable Annuity Insurance License. Mitchell acknowledges that each client relationship is critical, and uses this knowledge as the foundation for all the investment and financial planning advice he offers.
By utilizing state-of-the art technology and financial planning tools, coordinating with other institutional wealth managers, and following a disciplined process, Mitchell meticulously designs financial proposals that address each client's unique goals. Mitchell and the entire Select Wealth Advisers team are dedicated to asking the right questions to educate themselves on their client's precise circumstances and risk tolerances to ensure the investment strategies that are implemented are tailored to fit their lifestyle.
Mitchell spent his childhood in a small farming community just south of Green Bay, Wisconsin before attending Clarke College in Dubuque, Iowa. He earned a Bachelor of Science in Business Administration with a focus on Finance and Economics. Additionally, Mitchell's studies took him abroad where he spent three semesters studying in London, England, once again focusing on Economics and Finance. In 2005, Mitchell moved to Las Vegas and entered the financial services industry with Edward Jones Investments. Mitchell's years of experience and unique skillset have allowed him the opportunity to become a truly wholistic Investment Adviser to those he serves.
With a young family, spare time is not easy to come by, but when given the opportunity, Mitchell enjoys golfing and is energetically involved in the local community. He has held prestigious positions such as the President for the Las Vegas Southwest Rotary International Chapter, President for the Green Valley Kiwanis International Organization, Co-Chair for the Nevada School of the Arts Board of Trustees, as well as participating as a volunteer frequently with Nevada Childhood Cancer Foundation and Goodie Two Shoes.

About Select Wealth Advisers

Select Wealth Advisers was founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide our clients with an extensive wealth design service through a personal and relaxing process that is specifically designed to aid clients in finding comfort, satisfaction, and confidence with their financial future. At Select Wealth Advisers, we help develop investment plans that can be followed with confidence through market ups and downs. Our track record as a provider of investment services to individuals and institutions shows our strategic focus is dedicated to providing unmatched client service.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Qualifications CRD# 4275359
Firm CRD# 164666
Series 7, 63, 66

Compensation/Fee Fee-Based, Commissions, Based on Assets

Office Location 575 Mall Blvd Ste L1,
Phone Number 731-478-6330

Vondal specializes in Retirement Planning, Debt Management, and Tax Planning. He is part of the Investment Policy Committee at Cornerstone Wealth Management and a member of the President Advisory Board at Freed-Hardeman University. He holds the series 7,63 and 66 licenses through LPL Financial. Vondal works diligently with each client to develop a customized financial plan to help them pursue their personal goals. My mission is to help clients and families pursue and maintain financial freedom." Vondal works with clients to help preserve the wealth they've created, as they continue building a legacy for the future generations of family. In his free time, Vondal enjoys the outdoors, attending church with his family and spending time with his new grandson

About Cornerstone Wealth Management

Cornerstone Wealth Management is a comprehensive investment advisory firm dedicated to making a positive financial difference for families and individuals. We do that by listening to clients' goals for the future, developing a customized financial plan to follow, and monitoring and adjusting that plan as life changes occur. Our advisors are independent, not affiliated with a particular investment firm, so we offer a wide range of investments and strategies that can help you pursue financial independence. At Cornerstone, the advisors ultimate responsibility is serving his or her clients. By developing an understanding of what their client needs and wants, advisors are able to support the client's interests and strive to preserve the client's assets. By partnering with Cornerstone Wealth Management, clients can feel confident that their best interests will be looked out for not only today, but far into the future.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Top Financial Advisor Firms in Memphis, Tennessee (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
4990 Poplar Avenue , 3rd Floor,
Memphis, TN 38117
$13,592,747,629 9723 A percentage of AUM
Fixed fees
40 South Main Street , Suite 1900,
Memphis, TN 38103
$9,877,460,265 48 A percentage of AUM
Performance Based
850 Ridge Lake Blvd , Suite 205,
Memphis, TN 38120
$3,445,259,161 979 A percentage of AUM
Performance Based
555 Perkins Ext , Suite 400,
Memphis, TN 38117
$2,403,265,386 263 A percentage of AUM
Fixed fees
Performance Based
700 Colonial Road , Suite 101,
Memphis, TN 38117
$1,814,187,673 143 A percentage of AUM
Performance Based
700 Colonial Rd , Suite 220,
Memphis, TN 38117
$1,473,421,564 1110 A percentage of AUM
5100 Wheelis Drive , Suite 107,
Memphis, TN 38117
$786,469,609 1493 A percentage of AUM
Hourly charges
6263 Poplar Avenue , Suite 300,
Memphis, TN 38119
$510,772,181 873 A percentage of AUM
Hourly charges
Fixed fees
6410 Poplar Avenue , Suite 500,
Memphis, TN 38119-4836
$332,068,643 3 A percentage of AUM
Performance Based
6410 Poplar Avenue , Suite 100,
Memphis, TN 38119
$324,600,000 1300 A percentage of AUM
Hourly charges
Fixed fees
40 South Main , Suite 1800,
Memphis, TN 38103
$226,474,588 187 A percentage of AUM
40 S. Main St. , Suite 1720,
Memphis, TN 38103-5502
$152,802,658 97 A percentage of AUM
6075 Poplar Ave , Suite 221,
Memphis, TN 38119
$151,605,045 1 A percentage of AUM
Fixed fees
Performance Based
5100 Poplar Avenue , Suite 3120,
Memphis, TN 38137
$127,748,405 59 A percentage of AUM
Performance Based
6075 Poplar Avenue Suite 108,
Memphis, TN 38119
$117,612,985 174 A percentage of AUM
Fixed fees
Commision Based

    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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