AdvisorCensus / Financial advisors / Tennessee / Memphis, TN / Branch offices
Advisory firms with an office in Memphis, TN, headquartered elsewhere
47 investment advisory firms with a principal office outside the Memphis, TN metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Ameritas Advisory Services, LLC | Memphis, TN | Lincoln, NE | SEC-registered investment adviser |
| Arete Wealth Advisors, LLC | Memphis, TN | Chicago, IL | SEC-registered investment adviser |
| Barnes Pettey Financial Advisors, LLC | Memphis, TN | Clarksdale, MS | SEC-registered investment adviser |
| Beacon Pointe Advisors, LLC | Memphis, TN | Newport Beach, CA | SEC-registered investment adviser |
| Bright Investments, LLC | Memphis, TN | Auburn, AL | SEC-registered investment adviser |
| Cbiz Investment Advisory Services, LLC | Memphis, TN | Cleveland, OH | SEC-registered investment adviser |
| Coastal Bridge Advisors | Memphis, TN | Westport, CT | SEC-registered investment adviser |
| Coordinated Capital Securities, Inc. | Memphis, TN | Fort Atkinson, WI | SEC-registered investment adviser |
| Cornerstone Wealth Management, LLC | Marion, AR | Des Peres, MO | SEC-registered investment adviser |
| Creative Planning | Memphis, TN | Overland Park, KS | SEC-registered investment adviser |
| Csenge Advisory Group, LLC | Cordova, TN | Clearwater, FL | SEC-registered investment adviser |
| Eagle Asset Management Inc | Memphis, TN | St. Petersburg, FL | SEC-registered investment adviser |
| ESO Management Services LLC | Memphis, TN | San Mateo, CA | SEC-registered investment adviser |
| Eudaimonia Asset Management, LLC | Memphis, TN | Winchester, TN | SEC-registered investment adviser |
| Family WMS, LLC | Memphis, TN | Athens, GA | SEC-registered investment adviser |
| Formidable Asset Management, LLC | Memphis, TN | Cincinnati, OH | SEC-registered investment adviser |
| Gainspoletti Wealth Planners | Hernando, MS | Cleveland, MS | SEC-registered investment adviser |
| Greystar Investment Group, LLC | Memphis, TN | Charleston, SC | SEC-registered investment adviser |
| HHM Wealth Advisors, LLC | Memphis, TN | Chattanooga, TN | SEC-registered investment adviser |
| Hightower Advisors, LLC | Memphis, TN | Chicago, IL | SEC-registered investment adviser |
| Hilltop Securities Inc. | Memphis, TN | Dallas, TX | SEC-registered investment adviser |
| Huntleigh Advisors, Inc. | Memphis, TN | St. Louis, MO | SEC-registered investment adviser |
| Independent Advisor Alliance, LLC | Walls, MS | Charlotte, NC | SEC-registered investment adviser |
| Integrated Advisors Network LLC | Memphis, TN | Dallas, TX | SEC-registered investment adviser |
| Kestra Private Wealth Services, LLC | Memphis, TN | Austin, TX | SEC-registered investment adviser |
| LBMC Investment Advisors, LLC | Memphis, TN | Brentwood, TN | SEC-registered investment adviser |
| Lyons View Capital, LLC | Memphis, TN | Auburn, AL | SEC-registered investment adviser |
| Mariner | Memphis, TN | Overland Park, KS | SEC-registered investment adviser |
| Metlife Investment Management, LLC | Germantown, TN | Whippany, NJ | SEC-registered investment adviser |
| Nations Financial Group, Inc. | Memphis, TN | Cedar Rapids, IA | SEC-registered investment adviser |
| Newedge Advisors | Memphis, TN | New Orleans, LA | SEC-registered investment adviser |
| Piper Sandler & Co. | Memphis, TN | Minneapolis, MN | SEC-registered investment adviser |
| Prime Capital Financial | Germantown, TN | Overland Park, KS | SEC-registered investment adviser |
| Prospera Financial Services, Inc. | Memphis, TN | Dallas, TX | SEC-registered investment adviser |
| Raymond James & Associates, Inc. | Memphis, TN | St. Petersburg, FL | SEC-registered investment adviser |
| RVW Wealth LLC | Memphis, TN | Los Angeles, CA | SEC-registered investment adviser |
| Shelton Capital Management | Memphis, TN | Denver, CO | SEC-registered investment adviser |
| Silver Oak Securities, Inc. | Memphis, TN | Jackson, TN | SEC-registered investment adviser |
| Sound Income Strategies, LLC | Cordova, TN | Fort Lauderdale, FL | SEC-registered investment adviser |
| Southeastern Asset Management International (singapore) Pte. Ltd | Memphis, TN | Singapore City, Singapore | SEC-registered investment adviser |
| Stephens | Memphis, TN | Little Rock, AR | SEC-registered investment adviser |
| Summit Wealth Group | Memphis, TN | Colorado Springs, CO | SEC-registered investment adviser |
| The Mather Group, LLC | Memphis, TN | Chicago, IL | SEC-registered investment adviser |
| TLG Advisors, Inc. | Bartlett, TN | Summit, NJ | SEC-registered investment adviser |
| Txre Advisers, LLC | Memphis, TN | Dallas, TX | SEC-registered investment adviser |
| United Capital Financial Advisors | Memphis, TN | Irving, TX | SEC-registered investment adviser |
| Virtue Capital Management, LLC | Memphis, TN | Brentwood, TN | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
This firm lists an office in Memphis, TN on Form ADV, but its filing gives no principal office location, so where it is headquartered is not known. It is not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Olive Branch Capital, LLC | Olive Branch, MS | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Memphis, TN, headquartered elsewhere. https://advisorcensus.com/advisors/tn/memphis/branch-offices https://advisorcensus.com/advisors/tn/memphis/branch-offices