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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 - 11-Aug-2022

Memphis has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 68 non-vetted advisors in your local area. These financial advisors in Memphis, Tennessee have an average of 16 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

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,
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.

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


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
Hourly charges
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
Hourly charges
Performance Based
Summit Asset Management Llc
5100 Wheelis Drive , Suite 107,
Memphis, TN 38117
$786,469,609 1493 A percentage of AUM
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
Commerce Asset Management, Llc
5050 Poplar Avenue , Suite 2020,
Memphis, TN 38157
$5,947,942 3 A percentage of AUM
Fixed fees

    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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