Best Investors Account Sign in

Best financial advisors in Memphis, IN

Registered advisers within 25 miles of Memphis, IN.

Offices
423
Firms
159
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
3.08M
3,077,708 clients when Item 5C has a number
Avg / client
$4.38M
Combined AUM ÷ clients

Nearby offices

Firms

AVANTAX PLANNING PARTNERS, INC.
FAMILY WEALTH PLANNING PARTNERS
BEST INVESTMENT OPTIONS, LLC
ONEAMERICA SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
PILLAR FINANCIAL ADVISORS, LLC
LACH FINANCIAL
AMERIPRISE FINANCIAL SERVICES, LLC
WINEBRENNER CAPITAL MANAGEMENT LLC
T.K.M. FINANCIAL SERVICES, LLC
AE WEALTH MANAGEMENT, LLC

Investors

Marcia Marian Lewis
WRAY THOMAS COOPER
BRIAN W RAMSEY
Aaron Michael McAndrew
Cody Brown
ERIC THOMAS DOUGLAS
Christopher Andrew Vaughn
CHARLES J VEENEMAN
Tanner J Young
Clayton Toliver Craig
Jackson Simon
STEPHEN STCLAIR KOTTKAMP
KEVIN JOSEPH RAQUE
JASON ELGIN WADE
CHESTER ANTHONY WINN
ROBERT THOMAS ALLISON
ROBERT THOMAS ALLISON
Marlene Men
GREGORY MICHAEL CURRY
BEN DICK ALLISON
TOM EDWARD WALSH
PATRICK ADAM LACH
MARK ALLEN DAMRON
Jodi Lee Seddon
JOHN TELFER DICKS
Peyton Thomas Hazelrig
EARL GEORGE WINEBRENNER
Martin Thomas Winebrenner
KRISTA CATHERINE THOMPSON
REBEKAH JOAN ELLIS
Zachary Preston Wheeler
WESLEY LEE CROWDIS
LUKE DANIEL LYLE
TODD KEITH MEADOR
Joseph Benjamin Watson
TERRY DEE HIGDON
Kevin Wheeler

Within 25 miles of Memphis, IN, Best Investors lists 159 registered investment advisory firms with 423 offices nearby, managing about $13.5T in combined regulatory AUM across 3,077,708 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Memphis

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM