Fiduciary advisors in Memphis, TN

45 registered advisers

45 SEC-registered fiduciary advisory firms operate in Memphis, Tennessee. Of those, 41 are fee-only practices that do not earn commissions from financial product sales. Local investors can compare fee structures, disciplinary records, and AUM data for each firm in the directory below.

1819 PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #326601
Typical Fee--
AUM$207M
Minimum--
Clients6

ADDITIVE ADVISORY PBC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #283979
Typical Fee--
AUM$141M
Minimum--
Clients2

B. RILEY WEALTH ADVISORS, INC.

Fee-OnlyAlso Compensated via Product Sales
Memphis, TennesseeCRD #115927
Typical Fee--
AUM$7.0B
Minimum--
Clients17,372

B. RILEY WEALTH PRIVATE SHARES

Fee-OnlyAlso Compensated via Product Sales
Memphis, TennesseeCRD #315851
Typical Fee--
AUM$41M
Minimum--
Clients9

BLONG FINANCIAL

Fee-OnlyAlso Compensated via Product Sales
Memphis, TennesseeCRD #164746
Typical Fee--
AUM$180M
Minimum--
Clients448

BRANDON FINANCIAL PLANNING, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #110267
Typical Fee--
AUM$363M
Minimum--
Clients771

CALYDON CAPITAL, LLC

Fee-OnlyAlso Compensated via Product Sales
Memphis, TennesseeCRD #285485
Typical Fee--
AUM$2.9B
Minimum--
Clients804

CARDINAL WEALTH ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #136659
Typical Fee--
AUM$208M
Minimum--
Clients198

CHICKASAW CAPITAL MANAGEMENT, LLC

Clean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #127398
Typical Fee--
AUM$2.5B
Minimum--
Clients433

COMMERCE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #151439
Typical Fee--
AUM$338M
Minimum--
Clients438

DELTA ASSET MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Memphis, TennesseeCRD #113688
Typical Fee--
AUM$1.4B
Minimum--
Clients1,123

DORIAN EASON ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #113724
Typical Fee--
AUM$125M
Minimum--
Clients234

DUNCAN WILLIAMS ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #174809
Typical Fee--
AUM$2.2B
Minimum--
Clients1,962

ENVISION FINANCIAL PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #321790
Typical Fee--
AUM$391M
Minimum--
Clients986

FRAZEE INVESTMENT CONSULTING, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #123662
Typical Fee--
AUM$196M
Minimum--
Clients306

GERBER/TAYLOR MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #109319
Typical Fee--
AUM$10.7B
Minimum--
Clients193

GREENWOOD PINE PARTNERS

Clean RecordAlso Compensated via Brokerage
Memphis, TennesseeCRD #314679
Typical Fee--
AUM$29M
Minimum--
Clients3

HIGHLAND CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #104842
Typical Fee--
AUM$3.5B
Minimum--
Clients1,042

INVICTUS FIDUCIARY SERVICES, LLC

Fee-Only, No ConflictsClean Record
Memphis, TennesseeCRD #286117
Typical Fee--
AUM$959M
Minimum--
Clients29

KELMAN LAZAROV INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #107727
Typical Fee--
AUM$705M
Minimum--
Clients1,353

KIMERY WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #288229
Typical Fee--
AUM$441M
Minimum--
Clients1,356

LEGACY WEALTH MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #108619
Typical Fee--
AUM$2.4B
Minimum--
Clients4,507

MEMPHIS CAPITAL MANAGEMENT, LLC

Also Compensated via Brokerage
Memphis, TennesseeCRD #134522
Typical Fee--
AUM$290M
Minimum--
Clients3

MERCURY INVESTMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #125245
Typical Fee--
AUM$253M
Minimum--
Clients131

NEWSOUTH CAPITAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #110676
Typical Fee--
AUM$2.2B
Minimum--
Clients170

NFC INVESTMENTS, LLC

Fee-OnlyAlso Compensated via Product Sales
Memphis, TennesseeCRD #132844
Typical Fee--
AUM$2.1B
Minimum--
Clients164

POPE ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #113584
Typical Fee--
AUM$112M
Minimum--
Clients59

PRESERVER PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #152356
Typical Fee--
AUM$158M
Minimum--
Clients3

PRIVATE WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #120823
Typical Fee--
AUM$768M
Minimum--
Clients577

RBG WEALTH ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #319486
Typical Fee--
AUM$105M
Minimum--
Clients283

RED DOOR WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #153235
Typical Fee0.83%
AUM$2.5B
Minimum--
Clients3,928

RELIANT INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #111220
Typical Fee--
AUM$1.4B
Minimum--
Clients556

SENTRY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #150593
Typical Fee--
AUM$2.7B
Minimum--
Clients278

SOUTHEASTERN ASSET MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #105276
Typical Fee--
AUM$4.3B
Minimum--
Clients34

SOUTHERNSUN ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #154572
Typical Fee--
AUM$835M
Minimum--
Clients99

STEEL GROVE CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #115231
Typical Fee--
AUM$1.4B
Minimum--
Clients878

STRATEGIC ADVISORY SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #287984
Typical Fee1.50%
AUM$212M
Minimum--
Clients546

STRINGER ASSET MANAGEMENT, LLC

Clean RecordAlso Compensated via Brokerage
Memphis, TennesseeCRD #166133
Typical Fee--
AUM$42M
Minimum--
Clients72

SUMMIT ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #109606
Typical Fee--
AUM$939M
Minimum--
Clients1,477

TD CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #106125
Typical Fee--
AUM$1.2B
Minimum--
Clients251

WADDELL & ASSOCIATES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #283723
Typical Fee--
AUM$1.7B
Minimum--
Clients2,791

WALNUT GROVE CAPITAL PARTNERS, LP

Fee-Only, No ConflictsClean Record
Memphis, TennesseeCRD #300721
Typical Fee--
AUM$193M
Minimum--
Clients6

WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC.

Fee-OnlyAlso Compensated via Product Sales
Memphis, TennesseeCRD #105959
Typical Fee--
AUM$321M
Minimum--
Clients557

WOLF RIVER CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #149038
Typical Fee--
AUM$291M
Minimum--
Clients23

WORTHINGTON CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Memphis, TennesseeCRD #305391
Typical Fee--
AUM$33M
Minimum--
Clients2
Fiduciary Advisors in Memphis, Tennessee | FiduciaryListings