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Top RIA Firms in Memphis, Tennessee
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Memphis, Tennessee. This hub covers 44 matching firms with $62.2B in total reported AUM and median AUM of $652.2M.
Firms
44
Matching current profiles
Total AUM
$62.2B
Reported regulatory AUM
Median AUM
$652.2M
Across firms with AUM
Largest firm
$11.4B
Gerber/taylor Management LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Gerber/taylor Management LLC CRD 109319 · Limited Liability Company | MEMPHIS, TN | $11.4B Mar 2026 | +$683.4M+6.4% | +$2.2B+24.0% | +$4.4B+62.5% | +$8.7B+319.7% | -1 employees-2.4% over 3Y | -62 accounts-28.2% over 3Y |
| 2. B. Riley Wealth Advisors, INC. CRD 115927 · Corporation | MEMPHIS, TN | $4.2B Mar 2026 | -$2.8B-40.1% | -$2.7B-38.8% | -$678.3M-13.9% | +$3.7B+737.3% | -235 employees-46.7% over 3Y | -9,750 accounts-48.0% over 3Y |
| 3. Highland Capital Management, LLC CRD 104842 · Limited Liability Company | MEMPHIS, TN | $3.8B Mar 2026 | +$294.3M+8.3% | +$388.2M+11.3% | +$770.7M+25.2% | +$2.6B+215.7% | -1 employees-4.5% over 3Y | -23 accounts-2.3% over 3Y |
| 4. Southeastern Asset Management INC. CRD 105276 · Corporation | MEMPHIS, TN | $3.7B Mar 2026 | -$1.6B-29.7% | -$7.4B-66.5% | -$9.0B-70.9% | -$27.8B-88.2% | -22 employees-43.1% over 3Y | -34 accounts-57.6% over 3Y |
| 5. Calydon Capital, LLC CRD 285485 · Limited Liability Company | MEMPHIS, TN | $3.6B Apr 2026 | +$717.9M+25.1% | +$796.0M+28.6% | +$1.8B+104.3% | +$3.4B+2059.8% | -5 employees-38.5% over 3Y | +910 accounts+919.2% over 3Y |
| 6. Red Door Wealth Management, LLC CRD 153235 · Limited Liability Company | MEMPHIS, TN | $3.1B May 2026 | +$565.2M+22.4% | +$1.6B+113.7% | +$2.3B+274.3% | +$3.0B+2900.2% | +6 employees+46.2% over 3Y | +2,311 accounts+107.0% over 3Y |
| 7. Duncan Williams Asset Management, LLC CRD 174809 · Limited Liability Company | MEMPHIS, TN | $2.7B Mar 2026 | +$1.7B+163.6% | +$2.2B+427.5% | +$2.3B+557.6% | — | +11 employees+110.0% over 3Y | +1,365 accounts+156.4% over 3Y |
| 8. Legacy Wealth Management INC CRD 108619 · Limited Liability Company | MEMPHIS, TN | $2.7B Mar 2026 | +$298.6M+12.7% | +$580.8M+28.0% | +$1.2B+78.6% | +$1.8B+207.2% | -2 employees-8.3% over 3Y | +890 accounts+23.6% over 3Y |
| 9. Chickasaw Capital Management, LLC CRD 127398 · Limited Liability Company | MEMPHIS, TN | $2.5B Apr 2026 | +$16.1M+0.6% | +$514.2M+25.3% | +$664.7M+35.3% | +$2.1B+536.0% | 0 employees+0.0% over 3Y | -7 accounts-1.6% over 3Y |
| 10. Waddell & Associates, LLC CRD 283723 · Limited Liability Company | MEMPHIS, TN | $2.4B Mar 2026 | +$674.7M+39.6% | +$1.1B+92.5% | +$1.4B+152.0% | +$1.6B+223.0% | 0 employees+0.0% over 3Y | +391 accounts+15.2% over 3Y |
| 11. Sentry, LLC CRD 150593 · Limited Liability Company | MEMPHIS, TN | $2.3B Mar 2026 | -$387.9M-14.3% | -$73.6M-3.1% | +$917.1M+64.9% | +$1.8B+302.6% | +1 employees+33.3% over 3Y | -12 accounts-4.6% over 3Y |
| 12. Newsouth Capital Management INC CRD 110676 · Corporation | MEMPHIS, TN | $2.2B Jun 2025 | -$134.9M-5.8% | -$1.4B-38.1% | -$165.3M-7.0% | +$361.0M+19.5% | 0 employees+0.0% over 3Y | -42 accounts-19.8% over 3Y |
| 13. Nfc Investments, LLC CRD 132844 · Limited Liability Company | MEMPHIS, TN | $2.1B Feb 2026 | +$101.6M+5.0% | +$370.3M+21.0% | +$573.1M+36.6% | +$1.8B+480.8% | 0 employees+0.0% over 3Y | +12 accounts+7.9% over 3Y |
| 14. Steel Grove Capital Advisors, LLC CRD 115231 · Limited Liability Company | MEMPHIS, TN | $1.6B Mar 2026 | +$279.5M+20.5% | +$373.1M+29.5% | +$726.6M+79.6% | +$524.7M+47.1% | +2 employees+18.2% over 3Y | -59 accounts-6.3% over 3Y |
| 15. Delta Asset Management, LLC CRD 113688 · Limited Liability Company | MEMPHIS, TN | $1.5B May 2026 | +$87.6M+6.1% | +$302.3M+24.7% | +$276.8M+22.1% | +$1.0B+201.2% | +1 employees+11.1% over 3Y | -20 accounts-1.7% over 3Y |
| 16. Reliant Investment Management, LLC CRD 111220 · Limited Liability Company | MEMPHIS, TN | $1.5B Mar 2026 | +$65.7M+4.7% | +$13.2M+0.9% | +$354.8M+31.8% | +$916.9M+165.3% | +2 employees+20.0% over 3Y | +75 accounts+15.6% over 3Y |
| 17. Td Capital Management LLC CRD 106125 · Limited Liability Company | MEMPHIS, TN | $1.2B Feb 2026 | +$156.8M+14.4% | +$283.2M+29.5% | +$526.6M+73.4% | +$860.8M+224.3% | +3 employees+25.0% over 3Y | -149 accounts-37.3% over 3Y |
| 18. Summit Asset Management LLC CRD 109606 · Limited Liability Company | MEMPHIS, TN | $1.1B Mar 2026 | +$140.8M+15.0% | +$397.7M+58.3% | +$467.2M+76.3% | +$660.3M+157.4% | -1 employees-11.1% over 3Y | +50 accounts+3.4% over 3Y |
| 19. Invictus Fiduciary Services, LLC CRD 286117 · Limited Liability Company | MEMPHIS, TN | $1.0B Mar 2026 | +$51.8M+5.4% | +$441.8M+77.6% | +$574.0M+131.4% | — | -1 employees-33.3% over 3Y | +8 accounts+32.0% over 3Y |
| 20. Kelman Lazarov INC CRD 107727 · Corporation | MEMPHIS, TN | $894.6M Mar 2026 | +$189.2M+26.8% | +$353.8M+65.4% | +$361.2M+67.7% | +$698.3M+355.6% | +2 employees+13.3% over 3Y | +308 accounts+25.6% over 3Y |
| 21. Private Wealth Management, INC. CRD 120823 · Corporation | MEMPHIS, TN | $832.5M Mar 2026 | +$64.3M+8.4% | +$3.1M+0.4% | +$208.9M+33.5% | +$518.3M+165.0% | 0 employees+0.0% over 3Y | -45 accounts-7.3% over 3Y |
| 22. Southernsun Asset Management LLC CRD 154572 · Limited Liability Company | MEMPHIS, TN | $749.4M Mar 2026 | -$85.5M-10.2% | -$149.7M-16.7% | -$502.6M-40.1% | -$1.2B-62.0% | -3 employees-16.7% over 3Y | -1 accounts-1.1% over 3Y |
| 23. Kimery Wealth Management, LLC CRD 288229 · Limited Liability Company | MEMPHIS, TN | $555.0M Mar 2026 | +$226.0M+68.7% | +$247.6M+80.5% | +$311.8M+128.2% | — | +3 employees+42.9% over 3Y | +193 accounts+12.5% over 3Y |
| 24. Envision Financial Planning, LLC CRD 321790 · Limited Liability Company | MEMPHIS, TN | $462.5M Mar 2026 | +$131.0M+39.5% | +$275.7M+147.6% | — | +$275.7M+147.6% | +1 employees+20.0% over 3Y | +393 accounts+88.1% over 3Y |
| 25. Brandon Financial Planning, INC. CRD 110267 · Corporation | MEMPHIS, TN | $434.9M Mar 2026 | +$72.1M+19.9% | +$71.4M+19.6% | +$121.7M+38.9% | +$274.0M+170.3% | +1 employees+25.0% over 3Y | -1,238 accounts-56.7% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.