Best Financial Advisors in Memphis, Tennessee

Contributor, Benzinga
verified by Kathryn Hauer, CFP®

Looking for the right advisor for you? Datalign Advisory makes finding a financial advisor specific to your needs easier than ever.

Memphis is known for its music scene and trademark barbecue. Build a future in the city with the financial guidance of a professional financial advisor. 

Choosing the right financial advisor can be time-consuming. Start with Benzinga’s top picks to discover the best financial advisor in Memphis, Tennessee.

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1 Minute Review

SmartAsset’s SmartAdvisor Match tool is the online resource for consumers looking for a financial adviser. All you have to do is complete a survey regarding your age, income, investments and future goals. Once completed, you’ll be matched with up to 3 financial advisors based on geography, investable assets, and willingness to work with a remote advisor. In addition, SmartAsset reaches approximately 75 million people each month (as of September 2021) through its editorial content paired with its interactive calculator tools to help people navigate life’s big personal finance decisions. 

Best For
  • Consumers seeking actionable advice from a financial advisor
  • Working adults ages 45 and older with household income more than $100,000
  • Curious, savvy consumers looking for higher financial literacy
  • People who want to feel more confident about their financial future
Pros
  • The ability for an individual investor to be paired with a financial advisor based onbased on geography, investable assets, and willingness to work with a remote advisor
  • A quick 10-minute questionnaire lets you be paired with up to 3 financial advisors
Cons
  • No mobile app
  • Little to no information on cryptocurrency, alternative investments or decentralized finance (DeFi)
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Best for Customized Asset Management: Delta Asset Management

Delta Asset Management is a registered investment advisory firm in Memphis, Tennessee. The firm has been around for more than 30 years and it’s managed over $1 billion in client assets. The firm serves individuals, trusts, retirement plans, endowments and foundations.

Delta’s core service is customized asset management. You can expect thorough in-house research to identify and acquire undervalued securities. The portfolios range from equity, fixed income and balanced accounts. The portfolio structure is tailored to your specific needs with individual publicly traded assets.

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DELTA ASSET MANAGEMENT, LLC

DELTA ASSET MANAGEMENT, LLC

$920,435,851
  • A percentage of assets under your management
$500,000
7
281
Yes
10
6
  • Educational seminars/workshops
Address

700 COLONIAL RD SUITE 220 MEMPHIS TN, 38117

Phone number

901-767-4791

Best for Retirement and Income Planning: Cothran Capital, LLC

Cothran Capital is a registered investment advisory firm that specializes in retirement and income planning. It offers specific comprehensive planning before and during your retirement years. 

Cothran Capital creates plans tailored to your specific goals. It offers a wide range of services including:

  • Financial needs analysis
  • Income planning
  • Risk management
  • Insurance planning
  • Tax planning
  • Investment management
  • Estate planning
  • Lifetime income strategies
  • Social security maximization
  • Asset allocation
  • Asset protection

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COTHRAN CAPITAL, LLC

COTHRAN CAPITAL, LLC

$23,798,360
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
No minimum
1
N/A
No
95
2
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • DUE DILLIGENCE FOR ALTRENATIVE INVESTMENTS
Address

5865 RIDGEWAY CENTER PARKWAY SUITE 300 MEMPHIS TN, 38120

Phone number

901-758-8650

Best for Investment Management: Preserver Partners, LLC

Preserver Partners is an alternative investment management firm that manages investment funds for public and corporate pension funds, institutions, foundations and individual investors. It specializes in combining opportunistic investing and strong income generation.

The firm aims to generate high current income across asset classes, strategies and capital structure. It also seeks to provide downside protection through investment selection and risk-based portfolio construction.

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PRESERVER PARTNERS

PRESERVER PARTNERS

$112,000,000
  • A percentage of assets under your management
$100,000
2
N/A
Yes
46
2
  • Selection of other advisers (including private fund managers)
Address

8700 TRAIL LAKE DRIVE WEST SUITE 105 MEMPHIS TN, 38125

Phone number

901-755-4737

Best for Distressed Investments: Wolf River Capital Management

Wolf River Capital Management (WRCM) is a registered investment advisor formed to capitalize on the dislocation in the credit markets. The firm combines its proprietary credit and structure models with knowledge of the pooled trust preferred. Its team has extensive experience within the banking, insurance and securitization industries.

WRCM provides its services to charitable organizations, pooled investment vehicles, corporations and other business entities.

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WOLF RIVER CAPITAL MANAGEMENT, LLC

WOLF RIVER CAPITAL MANAGEMENT, LLC

$197,555,272
  • A percentage of assets under your management
  • Performance-based fees
No minimum
8
N/A
No
80
Address

530 OAK COURT DRIVE SUITE 215 MEMPHIS TN, 38117

Phone number

(901) 312-9653

Best for High-Net-Worth Individuals: Silverleafe Capital Partners, LLC

Silverleafe Capital Partners is an employee-owned boutique investment management firm. Silverleafe’s team has over 60 years of experience in the financial industry. The advisors have earned some of the highest designations in the fields including Certified Investment Management Analyst (CIMA®), Chartered Financial Analyst (CFA®) and CFP®.

Silverleafe offers 4 services — investment management, comprehensive financial planning, family office and benefit plan consulting. You need at least $2,000,000 in investable assets or the ability to pay a $20,000 annual fee for advisory services. 

The firm has a low client-to-advisor ratio. Advisors can dedicate time to understanding the needs and expectations of each client.

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SILVERLEAFE CAPITAL PARTNERS, LLC

SILVERLEAFE CAPITAL PARTNERS, LLC

$258,286,397
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
$2,000,000
5
88
Yes
29
4
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Address

6070 POPLAR AVENUE, SUITE 725 MEMPHIS TN, 38119

Phone number

901-259-3345

Frequently Asked Questions

Q

Do financial advisors check your credit?

1
Do financial advisors check your credit?
asked
A
1

No, advisors typically don’t check your credit unless it is required.

answered
Q

Which certifications should my financial planner have?

1
Which certifications should my financial planner have?
asked
A
1

The top 2 credentials for a financial planner are Certified Financial Planner® (CFP®) and Chartered Financial Analyst (CFA®). There are other certifications for financial advisors that are more specific.

answered
Q

Can I talk to a financial advisor for free?

1
Can I talk to a financial advisor for free?
asked
A
1

 Yes. Your 1st consultation with a financial advisor is typically free of charge.

answered

Find a Financial Advisor in Memphis

Financial advisors can help you ease your financial burden. A financial advisor can teach you to manage debt or offer advice on retirement accounts like an IRA and 401(k). Find the right firm to help you build a comprehensive plan to meet your financial goals. 

Methodology

To determine the top financial advisors in Memphis, we pored through all SEC-registered advisory firms who have an office in Memphis. We winnowed the list by only including advisors that are registered fiduciaries, have no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offer both investment management and planning, have no conflicts of interest, have offices in multiple states, have a wrap fee program and over $50 million in assets under management.