#1B. Riley Wealth Advisors, Inc.
B. RILEY WEALTH ADVISORS, INC.
Based in Memphis, TN
Retirement Plan Advisors in Shelby County, TN
The top-ranked retirement plan advisors serving Shelby County, TN are B. Riley Wealth Advisors, Inc., Commerce Advisors, LLC and Duncan Williams Asset Management, LLC. We list 9 retirement plan advisors serving Shelby County, TN. 9 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Shelby County, TN. 9 providers, 9 of the top 9 verified against federal or state records. Registry records checked on 2026-11-04.
Top 9 ranked retirement plan advisors for Shelby County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | B. Riley Wealth Advisors, Inc. | SEC-registered investment adviser (CRD)#115927 | Memphis, TN | (901) 251-1330 |
| 2 | Commerce Advisors, LLC | SEC-registered investment adviser (CRD)#151439 | Memphis, TN | (901) 260-6050 |
| 3 | Duncan Williams Asset Management, LLC | SEC-registered investment adviser (CRD)#174809 | Memphis, TN | (901) 435-4250 |
| 4 | Fcg Investment Company | SEC-registered investment adviser (CRD)#308192 | Germantown, TN | (901) 309-2681 |
| 5 | Kimery Wealth Management, LLC | SEC-registered investment adviser (CRD)#288229 | Memphis, TN | (901) 291-5500 |
| 6 | Red Door Wealth Management, LLC | SEC-registered investment adviser (CRD)#153235 | Memphis, TN | (901) 681-0018 |
| 7 | Revolution Partners, LLC | SEC-registered investment adviser (CRD)#170310 | Memphis, TN | (901) 421-6300 |
| 8 | Rpata, LLC | SEC-registered investment adviser (CRD)#285598 | Memphis, TN | (901) 421-6300 |
| 9 | Summit Asset Management LLC | SEC-registered investment adviser (CRD)#109606 | Memphis, TN | (901) 729-8100 |
#2Commerce Advisors, LLC
COMMERCE ADVISORS, LLCBased in Memphis, TN#3Duncan Williams Asset Management, LLC
DUNCAN WILLIAMS ASSET MANAGEMENT, LLCBased in Memphis, TN#4Fcg Investment Company
FCG INVESTMENT COMPANYBased in Germantown, TN#5Kimery Wealth Management, LLC
KIMERY WEALTH MANAGEMENT, LLCBased in Memphis, TN#6Red Door Wealth Management, LLC
RED DOOR WEALTH MANAGEMENT, LLCBased in Memphis, TN#7Revolution Partners, LLC
REVOLUTION PARTNERS, LLCBased in Memphis, TN#8Rpata, LLC
RPATA, LLCBased in Memphis, TN#9Summit Asset Management LLC
SUMMIT ASSET MANAGEMENT LLCBased in Memphis, TN
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Frequently asked questions
How many retirement plan advisors serve Shelby County?
We list 9 retirement plan advisors serving Shelby County, TN: 9 based there and 0 serving it from nearby. 9 of the top 9 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Shelby County?
The top-ranked retirement plan advisors serving Shelby County, TN are B. Riley Wealth Advisors, Inc., Commerce Advisors, LLC, Duncan Williams Asset Management, LLC, Fcg Investment Company and Kimery Wealth Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Shelby County are verified against official records?
9 of the top 9 match an active official record: B. Riley Wealth Advisors, Inc. (U.S. Securities and Exchange Commission), Commerce Advisors, LLC (U.S. Securities and Exchange Commission), Duncan Williams Asset Management, LLC (U.S. Securities and Exchange Commission), Fcg Investment Company (U.S. Securities and Exchange Commission) and Kimery Wealth Management, LLC (U.S. Securities and Exchange Commission), and 4 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in Shelby County
Communities served
Arlington, Lakeland, Millington