Memphis is home to a diverse range of investment management firms that cater to individuals, families, and institutions seeking tailored financial solutions. From comprehensive wealth management to specialized commodity trading, these firms offer expertise in investment strategies, retirement planning, and risk management. Below is a list of top investment management firms in Memphis, along with their key services and contact details.
Investment Firms in Memphis to Consider
- NFC Investments LLC
- Frazee Investment Consulting
- Reliant Investment Management LLC
- Independent Wealth Management
- McVean Trading & Investments
- Jaffe Wealth Management & Consulting Inc
- B. Riley Wealth Management
- Thompson Wealth Management, LLC
- Memphis Planning and Wealth
- LoneTree Wealth Management
1. NFC Investments LLC
NFC Investments, LLC is a Memphis-based investment advisory firm established in 2004, managing approximately $1.9 billion in assets as of early 2025. The firm employs a value-oriented investment strategy, focusing on public equities and fixed income, while also allocating funds to private investments, derivatives, and commodities. A significant portion of its assets under management is dedicated to insurance companies, adhering to regulatory requirements specific to that sector. NFC Investments is led by a team of experienced professionals, including CEO Charles K. Slatery and President William V. Thompson. In December 2024, the firm was subject to an SEC administrative proceeding for failing to file required Form PF reports between 2019 and 2023, resulting in remedial sanctions and a cease-and-desist order.
🔹 Services: Investment Management, Public Equities, Fixed Income, Private Investments
📍 Address: 510 S Mendenhall Rd STE 200, Memphis, TN 38117
📞 Phone: (901) 767-5576
🔗 Website: NFC Investments
📧 Contact: [email protected]
2. Frazee Investment Consulting
Frazee Investment Consulting, Inc. is a Memphis-based independent Registered Investment Advisor (RIA) founded in 1997, specializing in personalized financial planning and portfolio management services for individuals, families, and institutions. The firm operates from its office at 5350 Poplar Avenue, Suite 730, Memphis, TN 38119, and is led by Robert Frazee, CFA, who brings over a decade of industry experience. Frazee Investment Consulting emphasizes a client-centric approach, offering tailored strategies to meet each client’s unique financial goals. The firm is not currently accredited by the Better Business Bureau but maintains an A+ rating, reflecting its commitment to ethical business practices.
🔹 Services: Investment Management, Financial Planning, Portfolio Management
📍 Address: 5350 Poplar Ave # 730, Memphis, TN 38119
📞 Phone: (901) 779-3940
🔗 Website: Frazee Investment Consulting
📧 Contact: [email protected]
3. Reliant Investment Management LLC
Reliant Investment Management LLC provides personalized investment management services with a focus on long-term financial planning and portfolio strategies. They offer tailored investment solutions, including retirement planning, wealth management, and asset allocation. Their experienced team helps clients achieve financial goals through disciplined and transparent investment approaches. Services cover stocks, bonds, and alternative investments, with an emphasis on risk management. Their website offers detailed insights into their investment philosophy and how to connect with their advisors.
🔹 Services: Investment Management, Retirement Planning, Wealth Management
📍 Address: 1715 Aaron Brenner Dr Suite 504, Memphis, TN 38120
📞 Phone: (901) 843-0600
🔗 Website: Reliant Investment Management
📧 Contact: [email protected]
4. Independent Wealth Management
Independent Wealth Management provides personalized financial planning and investment management services tailored to individual client needs. Their team of experienced advisors focuses on retirement planning, wealth preservation, and tax-efficient investment strategies. They offer a comprehensive approach, including portfolio management, estate planning, and risk assessment, to help clients achieve long-term financial security. With a client-first philosophy, they prioritize transparency, education, and disciplined investment practices. Their website features detailed service offerings, advisor profiles, and easy contact options for consultations.
🔹 Services: Investment Management, Retirement Planning, Estate Planning
📍 Address: 5050 Poplar Ave, Memphis, TN 38157
📞 Phone: (901) 844-0382
🔗 Website: Independent Wealth Management
📧 Contact: [email protected]
5. McVean Trading & Investments
McVean Trading & Investments specializes in commodity trading, futures, and risk management solutions for individual and institutional investors. They provide innovative investment strategies with a strong focus on market analysis and portfolio diversification. Known for their expertise in derivatives and hedging, McVean helps clients navigate volatile markets effectively. Their services include trade execution, market research, and customized investment consulting. The website features market insights and resources for informed trading decisions.
🔹 Services: Investment Management, Commodity Trading, Futures & Derivatives
📍 Address: 850 Ridge Lake Blvd g01, Memphis, TN 38120
📞 Phone: (901) 761-8400
🔗 Website: McVean Trading & Investments
📧 Contact: [email protected]
6. Jaffe Wealth Management & Consulting Inc
Jaffe Wealth Management & Consulting Inc offers comprehensive wealth management, including investment advisory, tax planning, and retirement strategies. They take a client-centric approach, crafting customized financial plans based on risk tolerance and goals. Their services extend to estate planning, insurance solutions, and education on financial literacy. The firm emphasizes transparency and long-term wealth preservation. Their website provides an overview of services and educational content for investors.
🔹 Services: Investment Management, Wealth Preservation, Tax Planning
📍 Address: 6363 Poplar Ave #405, Memphis, TN 38119
📞 Phone: (901) 753-3886
🔗 Website: Jaffe Wealth Management
📧 Contact: [email protected]
7. B. Riley Wealth Management
B. Riley Wealth Management delivers investment advisory, financial planning, and asset management services for individuals and businesses. They combine in-depth market research with dynamic investment strategies to optimize portfolio growth. Their expertise spans equities, fixed income, and corporate financial solutions. The firm is known for its data-driven approach and experienced advisory team. The website includes investment resources and contact details for consultations.
🔹 Services: Investment Management, Financial Planning, Asset Allocation
📍 Address: 40 S Main St, Memphis, TN 38103
📞 Phone: (901) 251-1330
🔗 Website: B. Riley Wealth Management
📧 Contact: [email protected]
8. Thompson Wealth Management, LLC
Thompson Wealth Management, LLC is a trusted Memphis-based firm offering personalized investment management and financial advisory services. With a focus on long-term growth, they specialize in retirement planning, wealth preservation, and tailored portfolio strategies. Their experienced advisors work closely with clients to align financial decisions with individual goals and risk tolerance. Located at 6075 Poplar Ave #103, the firm prioritizes transparency, education, and client-centered solutions.
🔹 Services: Investment Management, Financial Advisory, Retirement Planning
📍 Address: 6075 Poplar Ave #103, Memphis, TN 38119
📞 Phone: (901) 818-5422
🔗 Website: Thompson Wealth Management
📧 Contact: [email protected]
9. Memphis Planning and Wealth
Memphis Planning and Wealth focuses on holistic financial planning, including investment management, retirement strategies, and legacy planning. They provide tailored financial solutions to help individuals and families achieve stability and growth. Their investment approach covers mutual funds, stocks, and bonds with disciplined risk management. The firm prioritizes goal-based financial planning and long-term wealth preservation. Their website outlines their services and how to begin the consultation process.
🔹 Services: Investment Management, Retirement Planning, Legacy Planning
📍 Address: 795 Ridge Lake Blvd STE 100, Memphis, TN 38120
📞 Phone: (901) 761-9990
🔗 Website: Memphis Planning and Wealth
📧 Contact: [email protected]
10. LoneTree Wealth Management
LoneTree Wealth Management offers personalized investment management with a structured approach to financial planning. Their services include asset allocation, tax-efficient strategies, and retirement planning for long-term financial security. They adapt investment strategies based on client risk tolerance, from conservative to aggressive growth. Backed by thorough market analysis, they provide well-researched investment recommendations. Their website features company details, service offerings, and scheduling options for initial consultations.
🔹 Services: Investment Management, Asset Allocation, Tax Planning
📍 Address: 5100 Poplar Ave ste 1504, Memphis, TN 38137
📞 Phone: (901) 387-8456
🔗 Website: LoneTree Wealth Management
📧 Contact: [email protected]
Memphis offers a variety of reputable investment management firms, each with unique strengths in financial planning, wealth preservation, and market strategies. Whether you’re looking for personalized advisory services, retirement planning, or specialized investment solutions, these firms provide expertise to help you achieve your financial goals. Consider reaching out to one of these firms to discuss how they can assist in managing and growing your investments effectively.
Showcase your recognition by adding our award badge to your website! Simply copy the code below and embed it on your site to highlight your achievement.
