Company lists · Data refreshed September 2026

Top 25 Asset management service providers based in Memphis, United States

Name: Asset management service providers based in Memphis, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 37 companies tracked

RevenueBase identified 37 company matches for asset management service providers associated with Memphis, United States as of September 2026 and tracks 647 professional contacts across them, including 259 with verified work emails. Across the United States, New York is the largest hub for this category (391 companies); Memphis has 37.

This list covers company matches for asset management service providers associated with Memphis, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 30, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 30, 2026 How this list was built

37Companies

647Contacts tracked

259Verified emails

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The 25 largest asset management service providers based in Memphis, United States

Ranked by team size

Top 25 of 37 company matches for asset management service providers based in Memphis, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 30, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	B. Riley Wealth Management	Exact match	Memphis, TN, United StatesHQ recorded Sep 30, 2026	201-500	239 contacts →
	Exact match “B.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
2	Diversified Trust	Exact match	Memphis, TN, United StatesHQ recorded Sep 30, 2026	51-200	139 contacts →
	Exact match “Diversified Trust is a wealth management and trust advisory firm combining the rigor of a trust company with the holistic approach of a boutique wealth manager.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
3	Gerber Taylor	Exact match	Memphis, TN, United StatesHQ recorded Sep 30, 2026	11-50	30 contacts →
	Exact match “Gerber Taylor is a multi-asset class investment management and advisory firm with a heritage rooted in deep fundamental investment research.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
4	Duncan Williams Asset Management	Exact match	Memphis, TN, United StatesHQ recorded Sep 30, 2026	11-50	27 contacts →
	Exact match “Memphis-based Duncan Williams Asset Management is a new enterprise formed to meet the needs of individual investors, business owners and foundations.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
5	RED Door Wealth Management	Exact match	Memphis, TN, United StatesHQ recorded Sep 30, 2026	1-10	25 contacts →
	Exact match “At Red Door Wealth Management, our mission is to help individuals and businesses simplify the complexities of the financial world.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
6	FTB Advisors	Exact match	Memphis, TN, United StatesHQ recorded Sep 30, 2026	1,001-5,000	21 contacts →
	Exact match “FTB Advisors’ mission is to provide you with access to a range of resources that can help you build the financial future you deserve.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
7	Legacy Wealth Management, Inc. Memphis, TN	Exact match	Memphis, TN, United StatesHQ recorded Sep 30, 2026	11-50	14 contacts →
	Exact match “Since 1982, Legacy Wealth Management’s approach to financial planning and portfolio management comes from experience and knowledge as an independent registered investment advisory…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
8	Kelman-Lazarov, INC	Exact match	Memphis, TN, United StatesHQ recorded Sep 30, 2026	11-50	13 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
9	UCL Financial Group, LLC	Exact match	Memphis, TN, United StatesHQ recorded Sep 30, 2026	11-50	12 contacts →
	Exact match “UCL Financial Group, LLC is a full service financial services firm committed to helping Individuals & Businesses improve their long-term financial success.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
10	Stringer Asset Management LLC	Exact match	Memphis, TN, United StatesHQ recorded Sep 30, 2026	1-10	9 contacts →
	Exact match “Shelton Capital Management has Acquired Stringer Asset Management.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
11	Radian Partners	Exact match	Memphis, TN, United StatesHQ recorded Sep 30, 2026	11-50	8 contacts →
	Exact match “Radian Partners, LLC serves clients who seek the highest degree of fiduciary responsibility, discretion and straight talk.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12	Delta Asset Management, LLC	Exact match	Memphis, TN, United StatesHQ recorded Sep 30, 2026	1-10	7 contacts →
	Exact match “Delta is a registered investment advisor focusing on discretionary management of common stock and fixed income portfolios for corporations, individuals, retirement plans…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
13	Highland Capital Management, LLC	Exact match	Memphis, TN, United StatesHQ recorded Sep 30, 2026	11-50	7 contacts →
	Exact match “HIGHLAND CAPITAL MANAGEMENT, LLC is a financial services company based out of 6077 PRIMACY PARKWAY, SUITE 228, MEMPHIS, Tennessee, United States.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
14	Reliant Investment Management, LLC	Exact match	Memphis, TN, United StatesHQ recorded Sep 30, 2026	1-10	7 contacts →
	Exact match “Reliant Investment Management, LLC is an independent investment advisory firm providing customized portfolio management based on personal relationships with each client.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
15	Wunderlich & Company	Exact match	Memphis, TN, United StatesHQ recorded Sep 30, 2026	1-10	6 contacts →
	Exact match “Suitability drives all we do at Wunderlich & Company.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
16	NFC Investments, LLC	Exact match	Memphis, TN, United StatesHQ recorded Sep 30, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
17	Jaffe Wealth Management & Consulting, INC	Exact match	Memphis, TN, United StatesHQ recorded Sep 30, 2026	11-50	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
18	Momentum Financial Mid-South	Exact match	Memphis, TN, United StatesHQ recorded Sep 30, 2026	11-50	3 contacts →
	Exact match “WHAT WE DO We are financial services professionals who specialize in wealth accumulation, conservation, and distribution.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
19	Alluvial Wealth Partners	Exact match	Memphis, TN, United StatesHQ recorded Sep 30, 2026	1-10	3 contacts →
	Exact match “Alluvial Wealth Partners is an independent wealth management firm with a deep-rooted history of serving clients in Memphis and surrounding areas.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
20	Dominion Partners Private Wealth Management	Exact match	Memphis, TN, United StatesHQ recorded Sep 30, 2026	1-10	2 contacts →
	Exact match “We believe investors need sound advice and sophisticated resources.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
21	Vishria Bird Financial Group, LLC	Exact match	Memphis, TN, United StatesHQ recorded Sep 30, 2026	11-50	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
22	Frazee Investment Consulting, INC	Exact match	Memphis, TN, United StatesHQ recorded Sep 30, 2026	11-50	1 contacts →
	Exact match “Frazee Investment Consulting is a Registered Investment Advisor providing comprehensive wealth management services.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
23	Bluff City Advisory Group	Exact match	Memphis, TN, United StatesHQ recorded Sep 30, 2026	1-10	1 contacts →
	Exact match “Bluff City Advisory Group is dedicated to building the future you desire.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
24	Cothran Capital LLC	Exact match	Memphis, TN, United StatesHQ recorded Sep 30, 2026	1-10	1 contacts →
	Exact match “Cothran Capital, LLC is a full service registered Investment Advisor firm offering Asset Management, Financial Planning and Tax/Estate Planning.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
25	CFH Financial Services, INC	Exact match	Memphis, TN, United StatesHQ recorded Sep 30, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “asset management service providers”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 37 asset management service providers based in Memphis, United States

See the full list, filter by size, metro and specialty, and access 259 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset management service providers based in Memphis, United States at a glance

As of Sep 30, 2026

40.0%Verified-email coverage

17.5Average contacts per company

11-50Median size (employees)

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Memphis, so it is reported there. Company counts and contact totals on this page are exact for Memphis, over 37 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Memphis, United States whose business descriptions match “asset management service providers” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 259 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 30, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Asset management service providers by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset management service providers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset management service providers are there based in Memphis, United States?

RevenueBase identified 37 company matches for asset management service providers associated with Memphis, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

B. Riley Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most asset management service providers?

New York leads the United States with 391 company records, followed by Atlanta (168) and Chicago (152). Memphis has 37.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 259 professional contacts with verified work emails tracked across these 37 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 30, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.