Company lists · Data refreshed September 2026
Top 25 Family office firms based in Memphis, United States
RevenueBase identified 42 company matches for family office firms associated with Memphis, United States as of September 2026 and tracks 675 professional contacts across them, including 252 with verified work emails. Across the United States, New York is the largest hub for this category (493 companies); Memphis has 42.
This list covers company matches for family office firms 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 20, 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.
The 25 largest family office firms based in Memphis, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 239 contacts → | ||||
Exact match “B.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 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 20, 2026 · View company records in RevenueBase | |||||
| 3 | 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 20, 2026 · View company records in RevenueBase | |||||
| 4 | 26 contacts → | ||||
Exact match “Your strategic partner for wealth, life, and the generations to come.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 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 20, 2026 · View company records in RevenueBase | |||||
| 6 | 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 20, 2026 · View company records in RevenueBase | |||||
| 7 | 17 contacts → | ||||
Exact match “Pittco Management is the single-family office for Joseph R."Pitt" Hyde founder of AutoZone and his wife, Barbara.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 14 contacts → | ||||
Exact match “We are an investment-led multi-family office, committed to understanding what matters to each of our clients and delivering the sophisticated investment experience their families…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 14 contacts → | ||||
Exact match “Kimery Wealth Management is a privately-owned investment advisory practice that specializes in family wealth advising and institutional consulting for individuals, family groups…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 13 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 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 20, 2026 · View company records in RevenueBase | |||||
| 12 | 7 contacts → | ||||
Exact match “Green Square Wealth Management is a multi-family office servicing over 120 families, institutions, and endowments across the United States managing over $6 billion in assets.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 6 contacts → | ||||
Exact match “Suitability drives all we do at Wunderlich & Company.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 6 contacts → | ||||
Exact match “Commerce Advisors is a comprehensive financial planning and wealth management firm.Commerce Advisors consults to high net worth private clients, foundations, and qualified pension…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 6 contacts → | ||||
Exact match “At FRM, we simply help successful people make smart choices about their money…in order to simplify their lives and give them the confidence they need to achieve their most…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 4 contacts → | ||||
Exact match “MFO USA was established by John Santi and William Burns.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 4 contacts → | ||||
Exact match “Lakeland Wealth Management Services LLC is a financial advisory firm based out of Memphis, Tennessee, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 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 20, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “We believe investors need sound advice and sophisticated resources.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “As a successful independent Raymond James Memphis based wealth management team, we work with select high net worth families and corporate executives by developing financial plans…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “LoneTree was established after identifying a client need in the financial advising industry.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “Frazee Investment Consulting is a Registered Investment Advisor providing comprehensive wealth management services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 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 “family office firms”. 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 42 family office firms based in Memphis, United States
See the full list, filter by size, metro and specialty, and access 252 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Family office firms based in Memphis, United States at a glance
As of Sep 20, 2026Companies by employee count
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 42 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 “family office firms” 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 252 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 20, 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.
Family office firms by metro in the United States
- Family office firms in New York493
- Family office firms in Dallas195
- Family office firms in Chicago188
- Family office firms in Atlanta176
- Family office firms in Houston167
- Family office firms in Miami164
- Family office firms in San Diego145
- Family office firms in San Francisco135
- Family office firms in Boston130
- Family office firms in Austin120
- Family office firms in Los Angeles114
- Family office firms in Scottsdale110
- Family office firms in Denver109
- Family office firms in Charlotte106
- Family office firms in Tampa77
- Family office firms in Newport Beach74
- Family office firms in Irvine72
- Family office firms in Seattle72
- Family office firms in Cincinnati70
- Family office firms in Portland68
- Family office firms in Indianapolis63
- Family office firms in Boca Raton62
- Family office firms in Overland Park58
- Family office firms in Phoenix57
- Family office firms in Minneapolis56
- Family office firms in Pittsburgh56
- Family office firms in Raleigh55
- Family office firms in St. Louis55
- Family office firms in Columbus54
- Family office firms in Birmingham51
- Family office firms in Fort Worth51
- Family office firms in Bellevue50
- Family office firms in Las Vegas48
- Family office firms in San Antonio46
- Family office firms in Madison45
- Family office firms in Naples45
- Family office firms in Salt Lake City45
- Family office firms in Washington45
- Family office firms in Columbia44
- Family office firms in Omaha44
- Family office firms in Richmond44
- Family office firms in Sarasota44
- Family office firms in Wilmington43
- Family office firms in Grand Rapids42
- Family office firms in Rochester42
- Family office firms in Cleveland41
- Family office firms in Greenville40
- Family office firms in Nashville40
- Family office firms in Orlando40
- Family office firms in Coral Gables39
- Family office firms in Louisville38
- Family office firms in Fort Lauderdale37
- Family office firms in Jacksonville37
- Family office firms in Pasadena37
- Family office firms in Greenwood Village36
- Family office firms in Walnut Creek36
- Family office firms in Charleston35
- Family office firms in Colorado Springs33
- Family office firms in Lexington33
- Family office firms in Santa Barbara33
- Family office firms in Springfield32
- Family office firms in Tulsa32
- Family office firms in Baton Rouge31
- Family office firms in Beverly Hills31
- Family office firms in Plano31
- Family office firms in Philadelphia30
- Family office firms in The Woodlands28
- Family office firms in Westlake Village28
- Family office firms in Frisco27
- Family office firms in Greensboro27
- Family office firms in Lake Oswego27
- Family office firms in Mclean27
- Family office firms in Troy27
- Family office firms in Alpharetta26
- Family office firms in Bethesda26
- Family office firms in Melville26
- Family office firms in Oklahoma City26
- Family office firms in West Des Moines25
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 “family office firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many family office firms are there based in Memphis, United States?
RevenueBase identified 42 company matches for family office firms 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 family office firms?
New York leads the United States with 493 company records, followed by Dallas (195) and Chicago (188). Memphis has 42.
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 252 professional contacts with verified work emails tracked across these 42 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 42 family office firms based in Memphis, United States. Start with a free account, no credit card.
Download this list →Related lists
Family office firms by geography
- Family office firms based in Brisbane, Australia
- Family office firms based in Melbourne, Australia
- Family office firms based in Sydney, Australia
- Family office firms based in Porto Alegre, Brazil
- Family office firms based in Rio De Janeiro, Brazil
- Family office firms based in Sao Paulo, Brazil
- Family office firms based in Calgary, Canada
- Family office firms based in Edmonton, Canada
- Family office firms based in Montreal, Canada
- Family office firms based in Ottawa, Canada
- Family office firms based in Toronto, Canada
- Family office firms based in Vancouver, Canada
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.
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Company intelligence · public preview
Top 25 family office firms based in Memphis, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 42 matching company records for family office firms based in Memphis, United States, with 675 tracked contacts and 252 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 family office firms based in Memphis, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  B. Riley Wealth Managementbrileywealth.comHQ: Memphis, TN, United StatesReported employees: 201-500 | Memphis, TN, United States | 201-500 | Exact match | 239 contacts → |
“B.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Diversified Trustdiversifiedtrust.comHQ: Memphis, TN, United StatesReported employees: 51-200 | Memphis, TN, United States | 51-200 | Exact match | 139 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Duncan Williams Asset Managementdwassetmgmt.comHQ: Memphis, TN, United StatesReported employees: 11-50 | Memphis, TN, United States | 11-50 | Exact match | 27 contacts → |
“Memphis-based Duncan Williams Asset Management is a new enterprise formed to meet the needs of individual investors, business owners and foundations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Waddell & Associateswealthstrategists.comHQ: Memphis, TN, United StatesReported employees: 11-50 | Memphis, TN, United States | 11-50 | Exact match | 26 contacts → |
“Your strategic partner for wealth, life, and the generations to come.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  RED Door Wealth Managementreddoorwealth.comHQ: Memphis, TN, United StatesReported employees: 1-10 | Memphis, TN, United States | 1-10 | Exact match | 25 contacts → |
“At Red Door Wealth Management, our mission is to help individuals and businesses simplify the complexities of the financial world.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  FTB Advisorsfirsthorizon.comHQ: Memphis, TN, United StatesReported employees: 1,001-5,000 | Memphis, TN, United States | 1,001-5,000 | Exact match | 21 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Pittco Managementpittcomanagement.com HQ: Memphis, TN, United StatesReported employees: 51-200 | Memphis, TN, United States | 51-200 | Exact match | 17 contacts → |
“Pittco Management is the single-family office for Joseph R."Pitt" Hyde founder of AutoZone and his wife, Barbara.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Steel Grove Capital Advisorssteelgrove.com HQ: Memphis, TN, United StatesReported employees: 11-50 | Memphis, TN, United States | 11-50 | Exact match | 14 contacts → |
“We are an investment-led multi-family office, committed to understanding what matters to each of our clients and delivering the sophisticated investment experience their families…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Kimery Wealth Managementkimerywealth.comHQ: Memphis, TN, United StatesReported employees: 1-10 | Memphis, TN, United States | 1-10 | Exact match | 14 contacts → |
“Kimery Wealth Management is a privately-owned investment advisory practice that specializes in family wealth advising and institutional consulting for individuals, family groups…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Kelman-Lazarov, INCkelman-lazarov.comHQ: Memphis, TN, United StatesReported employees: 11-50 | Memphis, TN, United States | 11-50 | Exact match | 13 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 |  Highland Capital Management, LLChighlandcap.comHQ: Memphis, TN, United StatesReported employees: 11-50 | Memphis, TN, United States | 11-50 | Exact match | 7 contacts → |
“HIGHLAND CAPITAL MANAGEMENT, LLC is a financial services company based out of 6077 PRIMACY PARKWAY, SUITE 228, MEMPHIS, Tennessee, United States.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Green Square Wealth Managementgreensquareco.com HQ: Memphis, TN, United StatesReported employees: 11-50 | Memphis, TN, United States | 11-50 | Exact match | 7 contacts → |
“Green Square Wealth Management is a multi-family office servicing over 120 families, institutions, and endowments across the United States managing over $6 billion in assets.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Wunderlich & Companywunderco.comHQ: Memphis, TN, United StatesReported employees: 1-10 | Memphis, TN, United States | 1-10 | Exact match | 6 contacts → |
“Suitability drives all we do at Wunderlich & Company.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Commerce Advisorscommerceadvisorsllc.comHQ: Memphis, TN, United StatesReported employees: 1-10 | Memphis, TN, United States | 1-10 | Exact match | 6 contacts → |
“Commerce Advisors is a comprehensive financial planning and wealth management firm.Commerce Advisors consults to high net worth private clients, foundations, and qualified pension…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Financial Resource Managementfrm-advisers.comHQ: Memphis, TN, United StatesReported employees: 1-10 | Memphis, TN, United States | 1-10 | Exact match | 6 contacts → |
“At FRM, we simply help successful people make smart choices about their money…in order to simplify their lives and give them the confidence they need to achieve their most…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | MFO USAmfousa.com HQ: Memphis, TN, United StatesReported employees: 1-10 | Memphis, TN, United States | 1-10 | Exact match | 4 contacts → |
“MFO USA was established by John Santi and William Burns.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Lakeland Wealth Management Services LLClakelandwealth.comHQ: Memphis, TN, United StatesReported employees: 1-10 | Memphis, TN, United States | 1-10 | Exact match | 4 contacts → |
“Lakeland Wealth Management Services LLC is a financial advisory firm based out of Memphis, Tennessee, United States.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Memphis, TN, United StatesReported employees: 11-50 | Memphis, TN, United States | 11-50 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 |  Alluvial Wealth Partnersalluvialwp.comHQ: Memphis, TN, United StatesReported employees: 1-10 | Memphis, TN, United States | 1-10 | Exact match | 3 contacts → |
“Alluvial Wealth Partners is an independent wealth management firm with a deep-rooted history of serving clients in Memphis and surrounding areas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Dominion Partners Private Wealth Managementdominion-partners.comHQ: Memphis, TN, United StatesReported employees: 1-10 | Memphis, TN, United States | 1-10 | Exact match | 2 contacts → |
“We believe investors need sound advice and sophisticated resources.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Avenue Wealth Management Memphisavenuewealthmemphis.comHQ: Memphis, TN, United StatesReported employees: 1-10 | Memphis, TN, United States | 1-10 | Exact match | 2 contacts → |
“As a successful independent Raymond James Memphis based wealth management team, we work with select high net worth families and corporate executives by developing financial plans…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Lonetree Wealth Managementlonetreewealth.com HQ: Memphis, TN, United StatesReported employees: 1-10 | Memphis, TN, United States | 1-10 | Exact match | 2 contacts → |
“LoneTree was established after identifying a client need in the financial advising industry.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Vishria Bird Financial Group, LLCvbfinancialgroup.com HQ: Memphis, TN, United StatesReported employees: 11-50 | Memphis, TN, United States | 11-50 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 | Frazee Investment Consulting, INCfrazeeinvestment.com HQ: Memphis, TN, United StatesReported employees: 11-50 | Memphis, TN, United States | 11-50 | Exact match | 1 contacts → |
“Frazee Investment Consulting is a Registered Investment Advisor providing comprehensive wealth management services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Dobbs Management SVCdobbsmanagement.com HQ: Memphis, TN, United StatesReported employees: 1-10 | Memphis, TN, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 25 of 42 company matches
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Family office firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
42 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 42 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office firms by metro in the United States
- Family office firms in New York493
- Family office firms in Dallas195
- Family office firms in Chicago188
- Family office firms in Atlanta176
- Family office firms in Houston167
- Family office firms in Miami164
- Family office firms in San Diego145
- Family office firms in San Francisco135
- Family office firms in Boston130
- Family office firms in Austin120
- Family office firms in Los Angeles114
- Family office firms in Scottsdale110
- Family office firms in Denver109
- Family office firms in Charlotte106
- Family office firms in Tampa77
- Family office firms in Newport Beach74
- Family office firms in Irvine72
- Family office firms in Seattle72
- Family office firms in Cincinnati70
- Family office firms in Portland68
- Family office firms in Indianapolis63
- Family office firms in Boca Raton62
- Family office firms in Overland Park58
- Family office firms in Phoenix57
- Family office firms in Minneapolis56
- Family office firms in Pittsburgh56
- Family office firms in Raleigh55
- Family office firms in St. Louis55
- Family office firms in Columbus54
- Family office firms in Birmingham51
- Family office firms in Fort Worth51
- Family office firms in Bellevue50
- Family office firms in Las Vegas48
- Family office firms in San Antonio46
- Family office firms in Madison45
- Family office firms in Naples45
- Family office firms in Salt Lake City45
- Family office firms in Washington45
- Family office firms in Columbia44
- Family office firms in Omaha44
- Family office firms in Richmond44
- Family office firms in Sarasota44
- Family office firms in Wilmington43
- Family office firms in Grand Rapids42
- Family office firms in Rochester42
- Family office firms in Cleveland41
- Family office firms in Greenville40
- Family office firms in Nashville40
- Family office firms in Orlando40
- Family office firms in Coral Gables39
- Family office firms in Louisville38
- Family office firms in Fort Lauderdale37
- Family office firms in Jacksonville37
- Family office firms in Pasadena37
- Family office firms in Greenwood Village36
- Family office firms in Walnut Creek36
- Family office firms in Charleston35
- Family office firms in Colorado Springs33
- Family office firms in Lexington33
- Family office firms in Santa Barbara33
- Family office firms in Springfield32
- Family office firms in Tulsa32
- Family office firms in Baton Rouge31
- Family office firms in Beverly Hills31
- Family office firms in Plano31
- Family office firms in Philadelphia30
- Family office firms in The Woodlands28
- Family office firms in Westlake Village28
- Family office firms in Frisco27
- Family office firms in Greensboro27
- Family office firms in Lake Oswego27
- Family office firms in Mclean27
- Family office firms in Troy27
- Family office firms in Alpharetta26
- Family office firms in Bethesda26
- Family office firms in Melville26
- Family office firms in Oklahoma City26
- Family office firms in West Des Moines25
Questions about this company list
What does Exact match mean for family office firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family office firms did RevenueBase find based in Memphis, United States?
The saved snapshot records 42 matching company records, 675 tracked contacts and 252 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family office firms by geography
- Family office firms based in Brisbane, Australia
- Family office firms based in Melbourne, Australia
- Family office firms based in Sydney, Australia
- Family office firms based in Porto Alegre, Brazil
- Family office firms based in Rio De Janeiro, Brazil
- Family office firms based in Sao Paulo, Brazil
- Family office firms based in Calgary, Canada
- Family office firms based in Edmonton, Canada
- Family office firms based in Montreal, Canada
- Family office firms based in Ottawa, Canada
- Family office firms based in Toronto, Canada
- Family office firms based in Vancouver, Canada
Cite this list
RevenueBase Data Team. Top 25 family office firms based in Memphis, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-office-firms/united-states/memphis.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office firms based in Brisbane, Australia
- Family office firms based in Melbourne, Australia
- Family office firms based in Sydney, Australia
- Family office firms based in Porto Alegre, Brazil
- Family office firms based in Rio De Janeiro, Brazil
- Family office firms based in Sao Paulo, Brazil
Company intelligence · public preview
Top 25 family office firms based in Memphis, United States
RevenueBase records 42 matching company records for family office firms based in Memphis, United States, with 675 tracked contacts and 252 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 family office firms based in Memphis, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | B. Riley Wealth Managementbrileywealth.com HQ: Memphis, TN, United StatesReported employees: 201-500 | Memphis, TN, United States | 201-500 | Exact match | 239 contacts → |
“B.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Diversified Trustdiversifiedtrust.com HQ: Memphis, TN, United StatesReported employees: 51-200 | Memphis, TN, United States | 51-200 | Exact match | 139 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Duncan Williams Asset Managementdwassetmgmt.com HQ: Memphis, TN, United StatesReported employees: 11-50 | Memphis, TN, United States | 11-50 | Exact match | 27 contacts → |
“Memphis-based Duncan Williams Asset Management is a new enterprise formed to meet the needs of individual investors, business owners and foundations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Waddell & Associateswealthstrategists.com HQ: Memphis, TN, United StatesReported employees: 11-50 | Memphis, TN, United States | 11-50 | Exact match | 26 contacts → |
“Your strategic partner for wealth, life, and the generations to come.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | RED Door Wealth Managementreddoorwealth.com HQ: Memphis, TN, United StatesReported employees: 1-10 | Memphis, TN, United States | 1-10 | Exact match | 25 contacts → |
“At Red Door Wealth Management, our mission is to help individuals and businesses simplify the complexities of the financial world.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | FTB Advisorsfirsthorizon.com HQ: Memphis, TN, United StatesReported employees: 1,001-5,000 | Memphis, TN, United States | 1,001-5,000 | Exact match | 21 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Pittco Managementpittcomanagement.com HQ: Memphis, TN, United StatesReported employees: 51-200 | Memphis, TN, United States | 51-200 | Exact match | 17 contacts → |
“Pittco Management is the single-family office for Joseph R."Pitt" Hyde founder of AutoZone and his wife, Barbara.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Steel Grove Capital Advisorssteelgrove.com HQ: Memphis, TN, United StatesReported employees: 11-50 | Memphis, TN, United States | 11-50 | Exact match | 14 contacts → |
“We are an investment-led multi-family office, committed to understanding what matters to each of our clients and delivering the sophisticated investment experience their families…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Kimery Wealth Managementkimerywealth.com HQ: Memphis, TN, United StatesReported employees: 1-10 | Memphis, TN, United States | 1-10 | Exact match | 14 contacts → |
“Kimery Wealth Management is a privately-owned investment advisory practice that specializes in family wealth advising and institutional consulting for individuals, family groups…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Kelman-Lazarov, INCkelman-lazarov.com HQ: Memphis, TN, United StatesReported employees: 11-50 | Memphis, TN, United States | 11-50 | Exact match | 13 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | Highland Capital Management, LLChighlandcap.com HQ: Memphis, TN, United StatesReported employees: 11-50 | Memphis, TN, United States | 11-50 | Exact match | 7 contacts → |
“HIGHLAND CAPITAL MANAGEMENT, LLC is a financial services company based out of 6077 PRIMACY PARKWAY, SUITE 228, MEMPHIS, Tennessee, United States.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Green Square Wealth Managementgreensquareco.com HQ: Memphis, TN, United StatesReported employees: 11-50 | Memphis, TN, United States | 11-50 | Exact match | 7 contacts → |
“Green Square Wealth Management is a multi-family office servicing over 120 families, institutions, and endowments across the United States managing over $6 billion in assets.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Wunderlich & Companywunderco.com HQ: Memphis, TN, United StatesReported employees: 1-10 | Memphis, TN, United States | 1-10 | Exact match | 6 contacts → |
“Suitability drives all we do at Wunderlich & Company.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Commerce Advisorscommerceadvisorsllc.com HQ: Memphis, TN, United StatesReported employees: 1-10 | Memphis, TN, United States | 1-10 | Exact match | 6 contacts → |
“Commerce Advisors is a comprehensive financial planning and wealth management firm.Commerce Advisors consults to high net worth private clients, foundations, and qualified pension…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Financial Resource Managementfrm-advisers.com HQ: Memphis, TN, United StatesReported employees: 1-10 | Memphis, TN, United States | 1-10 | Exact match | 6 contacts → |
“At FRM, we simply help successful people make smart choices about their money…in order to simplify their lives and give them the confidence they need to achieve their most…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | MFO USAmfousa.com HQ: Memphis, TN, United StatesReported employees: 1-10 | Memphis, TN, United States | 1-10 | Exact match | 4 contacts → |
“MFO USA was established by John Santi and William Burns.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Lakeland Wealth Management Services LLClakelandwealth.com HQ: Memphis, TN, United StatesReported employees: 1-10 | Memphis, TN, United States | 1-10 | Exact match | 4 contacts → |
“Lakeland Wealth Management Services LLC is a financial advisory firm based out of Memphis, Tennessee, United States.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Memphis, TN, United StatesReported employees: 11-50 | Memphis, TN, United States | 11-50 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 | Alluvial Wealth Partnersalluvialwp.com HQ: Memphis, TN, United StatesReported employees: 1-10 | Memphis, TN, United States | 1-10 | Exact match | 3 contacts → |
“Alluvial Wealth Partners is an independent wealth management firm with a deep-rooted history of serving clients in Memphis and surrounding areas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Dominion Partners Private Wealth Managementdominion-partners.com HQ: Memphis, TN, United StatesReported employees: 1-10 | Memphis, TN, United States | 1-10 | Exact match | 2 contacts → |
“We believe investors need sound advice and sophisticated resources.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Avenue Wealth Management Memphisavenuewealthmemphis.com HQ: Memphis, TN, United StatesReported employees: 1-10 | Memphis, TN, United States | 1-10 | Exact match | 2 contacts → |
“As a successful independent Raymond James Memphis based wealth management team, we work with select high net worth families and corporate executives by developing financial plans…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Lonetree Wealth Managementlonetreewealth.com HQ: Memphis, TN, United StatesReported employees: 1-10 | Memphis, TN, United States | 1-10 | Exact match | 2 contacts → |
“LoneTree was established after identifying a client need in the financial advising industry.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Vishria Bird Financial Group, LLCvbfinancialgroup.com HQ: Memphis, TN, United StatesReported employees: 11-50 | Memphis, TN, United States | 11-50 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 | Frazee Investment Consulting, INCfrazeeinvestment.com HQ: Memphis, TN, United StatesReported employees: 11-50 | Memphis, TN, United States | 11-50 | Exact match | 1 contacts → |
“Frazee Investment Consulting is a Registered Investment Advisor providing comprehensive wealth management services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Dobbs Management SVCdobbsmanagement.com HQ: Memphis, TN, United StatesReported employees: 1-10 | Memphis, TN, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 25 of 42 company matches
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Family office firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
42 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 42 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office firms by metro in the United States
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- Family office firms in Frisco27
- Family office firms in Greensboro27
- Family office firms in Lake Oswego27
- Family office firms in Mclean27
- Family office firms in Troy27
- Family office firms in Alpharetta26
- Family office firms in Bethesda26
- Family office firms in Melville26
- Family office firms in Oklahoma City26
- Family office firms in West Des Moines25
Questions about this company list
What does Exact match mean for family office firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family office firms did RevenueBase find based in Memphis, United States?
The saved snapshot records 42 matching company records, 675 tracked contacts and 252 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family office firms by geography
- Family office firms based in Brisbane, Australia
- Family office firms based in Melbourne, Australia
- Family office firms based in Sydney, Australia
- Family office firms based in Porto Alegre, Brazil
- Family office firms based in Rio De Janeiro, Brazil
- Family office firms based in Sao Paulo, Brazil
- Family office firms based in Calgary, Canada
- Family office firms based in Edmonton, Canada
- Family office firms based in Montreal, Canada
- Family office firms based in Ottawa, Canada
- Family office firms based in Toronto, Canada
- Family office firms based in Vancouver, Canada
Cite this list
RevenueBase Data Team. Top 25 family office firms based in Memphis, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-office-firms/united-states/memphis.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office firms based in Brisbane, Australia
- Family office firms based in Melbourne, Australia
- Family office firms based in Sydney, Australia
- Family office firms based in Porto Alegre, Brazil
- Family office firms based in Rio De Janeiro, Brazil
- Family office firms based in Sao Paulo, Brazil