Company lists · Data refreshed September 2026

Top 25 Investment firms based in Memphis, United States

Name: Investment firms based in Memphis, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 48 companies tracked

RevenueBase identified 48 investment firms headquartered in Memphis, United States as of September 2026 and tracks 844 professional contacts across them, including 254 with verified work emails. New York is the largest hub.

This list covers investment firms headquartered in Memphis, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

48Companies

844Contacts tracked

254Verified emails

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The 25 largest investment firms based in Memphis, United States

Ranked by team size

Top 25 of 48 investment firms based in Memphis, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	B. Riley Wealth ManagementIndirect evidence	Memphis, TN, United StatesHQ checked Sep 4, 2026	201-500	241
	“B.” Source: company website · checked Sep 4, 2026
2	Gerber TaylorStrong evidence	Memphis, TN, United StatesHQ checked Sep 4, 2026	11-50	29
	“Gerber Taylor is a multi-asset class investment management and advisory firm with a heritage rooted in deep fundamental investment research.” Source: company website · checked Sep 4, 2026
3	Duncan Williams Asset ManagementIndirect evidence	Memphis, TN, United StatesHQ checked Sep 4, 2026	11-50	28
	“Memphis-based Duncan Williams Asset Management is a new enterprise formed to meet the needs of individual investors, business owners and foundations.” Source: company website · checked Sep 4, 2026
4	Mcadams Group, LLCIndirect evidence	Memphis, TN, United StatesHQ checked Sep 4, 2026	11-50	26
	“McAdams Group, LLC has differentiated itself from the competition in numerous ways.” Source: company website · checked Sep 4, 2026
5	RED Door Wealth ManagementIndirect evidence	Memphis, TN, United StatesHQ checked Sep 4, 2026	1-10	24
	“At Red Door Wealth Management, our mission is to help individuals and businesses simplify the complexities of the financial world.” Source: company website · checked Sep 4, 2026
6	FTB AdvisorsIndirect evidence	Memphis, TN, United StatesHQ checked Sep 4, 2026	1,001-5,000	21
	“FTB Advisors’ mission is to provide you with access to a range of resources that can help you build the financial future you deserve.” Source: company website · checked Sep 4, 2026
7	Legacy Wealth Management, Inc. Memphis, TNStrong evidence	Memphis, TN, United StatesHQ checked Sep 4, 2026	11-50	15
	“Since 1982, Legacy Wealth Management’s approach to financial planning and portfolio management comes from experience and knowledge as an independent registered investment advisory…” Source: company website · checked Sep 4, 2026
8	Kelman-Lazarov, INCIndirect evidence	Memphis, TN, United StatesHQ checked Sep 4, 2026	11-50	14
	Source: company website · checked Sep 4, 2026
9	Kimery Wealth ManagementStrong evidence	Memphis, TN, United StatesHQ checked Sep 4, 2026	1-10	13
	“Kimery Wealth Management is a privately-owned investment advisory practice that specializes in family wealth advising and institutional consulting for individuals, family groups…” Source: company website · checked Sep 4, 2026
10	UCL Financial Group, LLCIndirect evidence	Memphis, TN, United StatesHQ checked Sep 4, 2026	11-50	12
	“UCL Financial Group, LLC is a full service financial services firm committed to helping Individuals & Businesses improve their long-term financial success.” Source: company website · checked Sep 4, 2026
11	Stringer Asset Management LLCIndirect evidence	Memphis, TN, United StatesHQ checked Sep 4, 2026	1-10	10
	“Shelton Capital Management has Acquired Stringer Asset Management.” Source: company website · checked Sep 4, 2026
12	Highland Capital Management, LLCIndirect evidence	Memphis, TN, United StatesHQ checked Sep 4, 2026	11-50	8
	“HIGHLAND CAPITAL MANAGEMENT, LLC is a financial services company based out of 6077 PRIMACY PARKWAY, SUITE 228, MEMPHIS, Tennessee, United States.” Source: company website · checked Sep 4, 2026
13	Reliant Investment Management, LLCStrong evidence	Memphis, TN, United StatesHQ checked Sep 4, 2026	1-10	7
	“Reliant Investment Management, LLC is an independent investment advisory firm providing customized portfolio management based on personal relationships with each client.” Source: company website · checked Sep 4, 2026
14	Delta Asset Management, LLCStrong evidence	Memphis, TN, United StatesHQ checked Sep 4, 2026	1-10	7
	“Delta is a registered investment advisor focusing on discretionary management of common stock and fixed income portfolios for corporations, individuals, retirement plans…” Source: company website · checked Sep 4, 2026
15	Envision Financial Planning, LLCIndirect evidence	Memphis, TN, United StatesHQ checked Sep 4, 2026	1-10	6
	“At the end of the day, we judge ourselves based on the impact we've had on our clients' lives, the milestones we've helped them reach and the relationships we've built.” Source: company website · checked Sep 4, 2026
16	Wunderlich & CompanyIndirect evidence	Memphis, TN, United StatesHQ checked Sep 4, 2026	1-10	6
	“Suitability drives all we do at Wunderlich & Company.” Source: company website · checked Sep 4, 2026
17	NFC Investments, LLCIndirect evidence	Memphis, TN, United StatesHQ checked Sep 4, 2026	1-10	5
	Source: company website · checked Sep 4, 2026
18	Dobbs Equity PartnersIndirect evidence	Memphis, TN, United StatesHQ checked Sep 4, 2026	1-10	5
	Source: company website · checked Sep 4, 2026
19	Lakeland Wealth Management Services LLCIndirect evidence	Memphis, TN, United StatesHQ checked Sep 4, 2026	1-10	4
	“Lakeland Wealth Management Services LLC is a financial advisory firm based out of Memphis, Tennessee, United States.” Source: company website · checked Sep 4, 2026
20	Bluff City Advisory GroupIndirect evidence	Memphis, TN, United StatesHQ checked Sep 4, 2026	1-10	3
	“Bluff City Advisory Group is dedicated to building the future you desire.” Source: company website · checked Sep 4, 2026
21	Momentum Financial Mid-SouthIndirect evidence	Memphis, TN, United StatesHQ checked Sep 4, 2026	11-50	3
	“WHAT WE DO We are financial services professionals who specialize in wealth accumulation, conservation, and distribution.” Source: company website · checked Sep 4, 2026
22	Jaffe Wealth Management & Consulting, INCIndirect evidence	Memphis, TN, United StatesHQ checked Sep 4, 2026	11-50	3
	Source: company website · checked Sep 4, 2026
23	Alluvial Wealth PartnersIndirect evidence	Memphis, TN, United StatesHQ checked Sep 4, 2026	1-10	3
	“Alluvial Wealth Partners is an independent wealth management firm with a deep-rooted history of serving clients in Memphis and surrounding areas.” Source: company website · checked Sep 4, 2026
24	Pantheon Holding GroupStrong evidence	Memphis, TN, United StatesHQ checked Sep 4, 2026	1-10	3
	“Pantheon Holding Group is a strategic investment firm specializing in digital marketing companies serving the legal sector and niche markets.” Source: company website · checked Sep 4, 2026
25	Dominion Partners Private Wealth ManagementIndirect evidence	Memphis, TN, United StatesHQ checked Sep 4, 2026	1-10	2
	“We believe investors need sound advice and sophisticated resources.” Source: company website · checked Sep 4, 2026

Showing 25 of 48 investment firms based in Memphis, United States

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Investment firms based in Memphis, United States at a glance

As of Sep 4, 2026

1-10Median size (employees)

New YorkLargest hub · 1002 HQs

Contacts with mobile numbers

Sep 4, 2026Data 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 this city, so it is reported there. Company counts and contact totals on this page are exact for Memphis, over 48 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence rating on every row are there so you can check each match yourself.

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: Companies headquartered in Memphis, United States whose own description of what they do matches “investment firms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment firms, and records with no verified work email. Companies headquartered outside Memphis are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and an evidence rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 254 across the full list. 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 4, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Investment firms by metro in the United States

Frequently asked

How many investment firms are there based in Memphis, United States?

RevenueBase identified 48 investment firms headquartered in Memphis, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

B. Riley Wealth Management, headquartered in Memphis, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 254 verified decision-maker contacts tracked across these 48 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 4, 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.