Company lists · Data refreshed September 2026

Top 25 Portfolio management consultants based in Memphis, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 51 companies tracked

RevenueBase identified 51 portfolio management consultants headquartered in Memphis, United States as of September 2026 and tracks 617 professional contacts across them, including 226 with verified work emails. Across the United States, New York is the largest hub for this category (604 companies); Memphis has 51.

This list covers portfolio management consultants 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 29, 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 29, 2026 86% judged on-target in blind review

51Companies

617Contacts tracked

226Verified emails

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The 25 largest portfolio management consultants based in Memphis, United States

Ranked by team size

Top 25 of 51 portfolio management consultants based in Memphis, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio management consultants: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	B. Riley Wealth Management	Indirect evidence	Memphis, TN, United StatesHQ checked Sep 29, 2026	201-500	239 contacts →
	Indirect evidence “B.” Source: RevenueBase Database · checked Sep 29, 2026
2	Memphis Capital	Partial evidence	Memphis, TN, United StatesHQ checked Sep 29, 2026	11-50	33 contacts →
	Partial evidence “A boutique firm for advising institutional investors to improve return of their portfolios and reduce volatility through our knowledge, strategies, and targeted fixed-income…” Source: RevenueBase Database · checked Sep 29, 2026
3	Gerber Taylor	Partial evidence	Memphis, TN, United StatesHQ checked Sep 29, 2026	11-50	30 contacts →
	Partial 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 29, 2026
4	Duncan Williams Asset Management	Partial evidence	Memphis, TN, United StatesHQ checked Sep 29, 2026	11-50	27 contacts →
	Partial evidence “Memphis-based Duncan Williams Asset Management is a new enterprise formed to meet the needs of individual investors, business owners and foundations.” Source: RevenueBase Database · checked Sep 29, 2026
5	RED Door Wealth Management	Partial evidence	Memphis, TN, United StatesHQ checked Sep 29, 2026	1-10	25 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 29, 2026
6	Mcadams Group, LLC	Indirect evidence	Memphis, TN, United StatesHQ checked Sep 29, 2026	11-50	25 contacts →
	Indirect evidence “McAdams Group, LLC has differentiated itself from the competition in numerous ways.” Source: RevenueBase Database · checked Sep 29, 2026
7	FTB Advisors	Indirect evidence	Memphis, TN, United StatesHQ checked Sep 29, 2026	1,001-5,000	21 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 29, 2026
8	Legacy Wealth Management, Inc. Memphis, TN	Strong evidence	Memphis, TN, United StatesHQ checked Sep 29, 2026	11-50	14 contacts →
	Strong evidence “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: RevenueBase Database · checked Sep 29, 2026
9	Kimery Wealth Management	Partial evidence	Memphis, TN, United StatesHQ checked Sep 29, 2026	1-10	14 contacts →
	Partial evidence “Kimery Wealth Management is a privately-owned investment advisory practice that specializes in family wealth advising and institutional consulting for individuals, family groups…” Source: RevenueBase Database · checked Sep 29, 2026
10	Kelman-Lazarov, INC	Indirect evidence	Memphis, TN, United StatesHQ checked Sep 29, 2026	11-50	13 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026
11	UCL Financial Group, LLC	Indirect evidence	Memphis, TN, United StatesHQ checked Sep 29, 2026	11-50	12 contacts →
	Indirect evidence “UCL Financial Group, LLC is a full service financial services firm committed to helping Individuals & Businesses improve their long-term financial success.” Source: RevenueBase Database · checked Sep 29, 2026
12	Stringer Asset Management LLC	Partial evidence	Memphis, TN, United StatesHQ checked Sep 29, 2026	1-10	9 contacts →
	Partial evidence “Shelton Capital Management has Acquired Stringer Asset Management.” Source: RevenueBase Database · checked Sep 29, 2026
13	Radian Partners	Indirect evidence	Memphis, TN, United StatesHQ checked Sep 29, 2026	11-50	8 contacts →
	Indirect evidence “Radian Partners, LLC serves clients who seek the highest degree of fiduciary responsibility, discretion and straight talk.” Source: RevenueBase Database · checked Sep 29, 2026
14	Delta Asset Management, LLC	Strong evidence	Memphis, TN, United StatesHQ checked Sep 29, 2026	1-10	7 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 29, 2026
15	Highland Capital Management, LLC	Partial evidence	Memphis, TN, United StatesHQ checked Sep 29, 2026	11-50	7 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 29, 2026
16	Reliant Investment Management, LLC	Strong evidence	Memphis, TN, United StatesHQ checked Sep 29, 2026	1-10	7 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 29, 2026
17	Envision Financial Planning, LLC	Indirect evidence	Memphis, TN, United StatesHQ checked Sep 29, 2026	1-10	6 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 29, 2026
18	Wunderlich & Company	Indirect evidence	Memphis, TN, United StatesHQ checked Sep 29, 2026	1-10	6 contacts →
	Indirect evidence “Suitability drives all we do at Wunderlich & Company.” Source: RevenueBase Database · checked Sep 29, 2026
19	Commerce Advisors	Partial evidence	Memphis, TN, United StatesHQ checked Sep 29, 2026	1-10	6 contacts →
	Partial evidence “Commerce Advisors is a comprehensive financial planning and wealth management firm.Commerce Advisors consults to high net worth private clients, foundations, and qualified pension…” Source: RevenueBase Database · checked Sep 29, 2026
20	Financial Resource Management	Indirect evidence	Memphis, TN, United StatesHQ checked Sep 29, 2026	1-10	6 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026
21	NFC Investments, LLC	Indirect evidence	Memphis, TN, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026
22	Lakeland Wealth Management Services LLC	Partial evidence	Memphis, TN, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Partial evidence “Lakeland Wealth Management Services LLC is a financial advisory firm based out of Memphis, Tennessee, United States.” Source: RevenueBase Database · checked Sep 29, 2026
23	Jaffe Wealth Management & Consulting, INC	Indirect evidence	Memphis, TN, United StatesHQ checked Sep 29, 2026	11-50	3 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026
24	Momentum Financial Mid-South	Indirect evidence	Memphis, TN, United StatesHQ checked Sep 29, 2026	11-50	3 contacts →
	Indirect evidence “WHAT WE DO We are financial services professionals who specialize in wealth accumulation, conservation, and distribution.” Source: RevenueBase Database · checked Sep 29, 2026
25	Alluvial Wealth Partners	Partial evidence	Memphis, TN, United StatesHQ checked Sep 29, 2026	1-10	3 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 29, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: portfolio management consultants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names portfolio management consultants.
Partial evidence: Its own public description names part of portfolio management consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio management consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 51 portfolio management consultants based in Memphis, United States

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Portfolio management consultants based in Memphis, United States at a glance

As of Sep 29, 2026

36.6%Verified-email coverage

12.1Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

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 51 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 portfolio management consultants, 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 “portfolio management consultants”. 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 portfolio management consultants), 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 portfolio management consultants, 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, 226 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 29, 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.

Portfolio management consultants 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 portfolio management consultants, 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 portfolio management consultants are there based in Memphis, United States?

RevenueBase identified 51 portfolio management consultants 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 in the United States has the most portfolio management consultants?

New York leads the United States with 604 headquartered companies, followed by Chicago (238) and Atlanta (222). Memphis has 51.

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 226 verified decision-maker contacts tracked across these 51 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 29, 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.