Company lists · Data refreshed September 2026

Top 16 Investment management firms based in Memphis, United States

RevenueBase identified 27 investment management firms headquartered in Memphis, United States as of September 2026 and tracks 405 professional contacts across them, including 114 with verified work emails. New York is the largest hub.

This list covers investment management 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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review
27Companies
405Contacts tracked
114Verified emails
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The 16 largest investment management firms based in Memphis, United States

Ranked by team size
Top 16 of 27 investment management firms based in Memphis, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment management firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceMemphis, TN, United StatesHQ checked Sep 20, 2026201-500239 contacts →

Indirect evidence

“B.”

Source: RevenueBase Database · checked Sep 20, 2026
2Strong evidenceMemphis, TN, United StatesHQ checked Sep 20, 202611-5030 contacts →

Strong evidence

“Gerber Taylor is a multi-asset class investment management and advisory firm with a heritage rooted in deep fundamental investment research.”

Source: RevenueBase Database · checked Sep 20, 2026
3Partial evidenceMemphis, TN, United StatesHQ checked Sep 20, 20261-1025 contacts →

Partial evidence

“At Red Door Wealth Management, our mission is to help individuals and businesses simplify the complexities of the financial world.”

Source: RevenueBase Database · checked Sep 20, 2026
4Partial evidenceMemphis, TN, United StatesHQ checked Sep 20, 202611-5014 contacts →

Partial evidence

“A leading investment manager serving institutions, financial intermediaries, and high net worth individuals.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceMemphis, TN, United StatesHQ checked Sep 20, 202611-5013 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
6Partial evidenceMemphis, TN, United StatesHQ checked Sep 20, 20261-109 contacts →

Partial evidence

“Shelton Capital Management has Acquired Stringer Asset Management.”

Source: RevenueBase Database · checked Sep 20, 2026
7Strong evidenceMemphis, TN, United StatesHQ checked Sep 20, 20261-107 contacts →

Strong evidence

“Delta is a registered investment advisor focusing on discretionary management of common stock and fixed income portfolios for corporations, individuals, retirement plans…”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceMemphis, TN, United StatesHQ checked Sep 20, 202611-507 contacts →

Partial evidence

“HIGHLAND CAPITAL MANAGEMENT, LLC is a financial services company based out of 6077 PRIMACY PARKWAY, SUITE 228, MEMPHIS, Tennessee, United States.”

Source: RevenueBase Database · checked Sep 20, 2026
9Strong evidenceMemphis, TN, United StatesHQ checked Sep 20, 20261-107 contacts →

Strong evidence

“Reliant Investment Management, LLC is an independent investment advisory firm providing customized portfolio management based on personal relationships with each client.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceMemphis, TN, United StatesHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceMemphis, TN, United StatesHQ checked Sep 20, 202611-503 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidenceMemphis, TN, United StatesHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“Alluvial Wealth Partners is an independent wealth management firm with a deep-rooted history of serving clients in Memphis and surrounding areas.”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceMemphis, TN, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“We believe investors need sound advice and sophisticated resources.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceMemphis, TN, United StatesHQ checked Sep 20, 202611-501 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceMemphis, TN, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Bluff City Advisory Group is dedicated to building the future you desire.”

Source: RevenueBase Database · checked Sep 20, 2026
16Strong evidenceMemphis, TN, United StatesHQ checked Sep 20, 20261-101 contacts →

Strong evidence

“Cothran Capital, LLC is a full service registered Investment Advisor firm offering Asset Management, Financial Planning and Tax/Estate Planning.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 16 of 27 investment management firms based in Memphis, United States

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Investment management firms based in Memphis, United States at a glance

As of Sep 20, 2026
28.1%Verified-email coverage
15.0Average contacts per company
1-10Median size (employees)
1288.9%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
16
11-50
9
201-500
1
1,001-5,000
1

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 27 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 management firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search 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 Smart Search, 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 management firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names investment management firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among investment management 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 its RevenueBase Smart Search 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, 114 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 20, 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 management firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names investment management firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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

RevenueBase identified 27 investment management 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 management firms?

New York leads with 348 headquartered companies, followed by Chicago (141) and Atlanta (122).

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 114 verified decision-maker contacts tracked across these 27 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 20, 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 Smart Search, 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.