City
Independent RIAs in Memphis, Tennessee
As of October 2, 2026, 39 independent wealth management RIAs with their main office in Memphis, Tennessee reported $20.7 billion in regulatory assets under management; the largest by assets was Calydon Capital, LLC, with $3.6 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 39
- Regulatory assets under management
- $20.7 billion
- Average per firm
- $531.4 million
- SEC-registered, of those listed
- 25 of 39 (64.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Calydon Capital, LLC | SEC | $3.6 billion | 1,009 |
| 2 | Red Door Wealth Management, LLC | SEC | $3.1 billion | 4,471 |
| 3 | Legacy Wealth Management, LLC Successor: Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported. | SEC | $2.7 billion | 4,667 |
| 4 | Steel Grove Capital Advisors, LLC | SEC | $1.6 billion | 884 |
| 5 | Delta Asset Management, LLC | SEC | $1.5 billion | 1,130 |
| 6 | TD Capital Management LLC | SEC | $1.2 billion | 251 |
| 7 | Summit Asset Management LLC | SEC | $1.1 billion | 1,522 |
| 8 | Kelman Lazarov Inc | SEC | $894.6 million | 1,512 |
| 9 | Private Wealth Management, Inc. | SEC | $832.5 million | 571 |
| 10 | Kimery Wealth Management, LLC | SEC | $555.0 million | 1,738 |
| 11 | Envision Financial Planning, LLC | SEC | $462.5 million | 839 |
| 12 | Brandon Financial Planning, Inc. | SEC | $434.9 million | 947 |
| 13 | William Howard & Co. Financial Advisors, Inc. | SEC | $342.1 million | 543 |
| 14 | Commerce Advisors, LLC | SEC | $337.9 million | 438 |
| 15 | Cardinal Wealth Advisory, LLC | SEC | $273.2 million | 225 |
| 16 | Mercury Investment Group | SEC | $252.6 million | 131 |
| 17 | Blong Financial | SEC | $202.0 million | 474 |
| 18 | Frazee Investment Consulting, Inc. | SEC | $195.5 million | 306 |
| 19 | RBG Wealth Advisors LLC | SEC | $154.8 million | 329 |
| 20 | Bas Capital | SEC | $117.0 million | 22 |
| 21 | Revolution Partners, LLC | SEC | $115.1 million | 624 |
| 22 | Pope Asset Management, LLC | SEC | $114.8 million | 59 |
| 23 | Dorian Investment Advisory LLC | SEC | $102.6 million | 212 |
| 24 | Eaglestrong Financial | State | $82.3 million | 472 |
| 25 | Rpata, LLC | SEC | $74.2 million | 347 |
| 26 | Resilient Asset Management | State | $73.5 million | 235 |
| 27 | Servant Wealth Management LLC | State | $47.9 million | 323 |
| 28 | Lonetree Wealth Management | State | $47.1 million | 361 |
| 29 | Lakeland Wealth Management LLC | State | $36.4 million | 127 |
| 30 | Cothran Capital, LLC | State | $36.1 million | 211 |
| 31 | Total Wealth Partners | State | $32.7 million | 79 |
| 32 | Dorian Eason Asset Management, LLC | SEC | $27.1 million | 71 |
| 33 | Ithaca Wealth Management | State | $20.9 million | 198 |
| 34 | FSG Wealth Advisors, LLC | State | $20.8 million | 19 |
| 35 | Harwood Investment Group LLC | State | $17.1 million | 28 |
| 36 | Red Oak Advisors LLC | State | $4.9 million | 179 |
| 37 | Stellar Assets L.L.C. | State | $4.3 million | 22 |
| 38 | Covenant Financial Planning and Resource Management, Inc. | State | $352,897 | 1 |
| 39 | Dogwood Financial Planning | State | $0 | 0 |
Successor Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported.
Independent RIAs in Tennessee, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.