Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
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.
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
SELECT WEALTH ADVISERS 6075 Poplar Ave., Crescent Center STE 406, Memphis, TN 38119 |
16 | $110,000,000 | $250,000 | Fee-Based |
| Vondal Davidson
CORNERSTONE WEALTH MANAGEMENT 575 Mall Blvd Ste L1, Dyersburg, TN 38024 |
25 | $62 Million | $250,000 | Fee-Based |
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,
Memphis,
TN
38119
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.
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,
Dyersburg,
TN
38024
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
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 |
| FIRST HORIZON ADVISORS, INC
4990 Poplar Avenue , 3rd Floor, Memphis, TN 38117 |
$13,592,747,629 | 9723 |
A percentage of AUM Fixed fees |
| GERBER/TAYLOR MANAGEMENT LLC
40 South Main Street , Suite 1900, Memphis, TN 38103 |
$9,877,460,265 | 48 |
A percentage of AUM Performance Based |
| HIGHLAND CAPITAL MANAGEMENT, LLC
850 Ridge Lake Blvd , Suite 205, Memphis, TN 38120 |
$3,445,259,161 | 979 |
A percentage of AUM Performance Based Other (SUBSCRIPTION FEES) |
| SENTRY, LLC
555 Perkins Ext , Suite 400, Memphis, TN 38117 |
$2,403,265,386 | 263 |
A percentage of AUM Fixed fees Performance Based Other (PROJECT FEE BASED) |
| NFC INVESTMENTS, LLC
700 Colonial Road , Suite 101, Memphis, TN 38117 |
$1,814,187,673 | 143 |
A percentage of AUM Performance Based |
| DELTA ASSET MANAGEMENT, LLC
700 Colonial Rd , Suite 220, Memphis, TN 38117 |
$1,473,421,564 | 1110 |
A percentage of AUM |
| SUMMIT ASSET MANAGEMENT LLC
5100 Wheelis Drive , Suite 107, Memphis, TN 38117 |
$786,469,609 | 1493 |
A percentage of AUM Hourly charges |
| 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 |
| BANES CAPITAL MANAGEMENT, LLC
6410 Poplar Avenue , Suite 500, Memphis, TN 38119-4836 |
$332,068,643 | 3 |
A percentage of AUM Performance Based Other (GENERAL PARTNER PERFORMANCE FEE) |
| KIMERY WEALTH MANAGEMENT, LLC
6410 Poplar Avenue , Suite 100, Memphis, TN 38119 |
$324,600,000 | 1300 |
A percentage of AUM Hourly charges Fixed fees |
| WUNDERLICH CAPITAL MANAGEMENT
40 South Main , Suite 1800, Memphis, TN 38103 |
$226,474,588 | 187 |
A percentage of AUM |
| MERCURY INVESTMENT GROUP
40 S. Main St. , Suite 1720, Memphis, TN 38103-5502 |
$152,802,658 | 97 |
A percentage of AUM |
| 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 |
| POPE ASSET MANAGEMENT, LLC
5100 Poplar Avenue , Suite 3120, Memphis, TN 38137 |
$127,748,405 | 59 |
A percentage of AUM Performance Based |
| CARDINAL WEALTH ADVISORY, LLC
6075 Poplar Avenue Suite 108, Memphis, TN 38119 |
$117,612,985 | 174 |
A percentage of AUM Fixed fees Commision Based |
* 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 |
Grow your AUM with pre-qualified leads!
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.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
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.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
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?
