WADDELL & ASSOCIATES, LLC is a Memphis, Tennessee based financial advisory firm with nearly $1,343,951,310 in assets under management and provides investment advisory services for 2764 clients. There are currently 20 financial advisors at the firm.
General Information |
| Firm CRD#: | 283723 | |
| SEC#: | 801-107784 | |
| Assets under Management: | $1,343,951,310 | |
| No. of Clients: | 2764 | |
| No. of Advisors: | 20 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Other (CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS) | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees, Other (REVENUE SHARING WITH FRS AND ON ELIBIBLE CREDIT AND CASH MANAGEM) |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| LEGACY WEALTH MANAGEMENT INC | 108619 | 801-18073 | 4258 | 21 | $2,053,155,411 |
| PATRIOT INVESTMENT MANAGEMENT GROUP INC | 112155 | 801-55500 | 4182 | 24 | $1,686,856,719 |
| RED DOOR WEALTH MANAGEMENT, LLC | 153235 | 801-79374 | 2366 | 14 | $1,791,409,490 |
| PATTEN AND PATTEN, INC. | 105414 | 801-11499 | 2086 | 11 | $1,933,601,275 |
| LBMC INVESTMENT ADVISORS, LLC | 108943 | 801-55589 | 1655 | 8 | $1,953,855,930 |
| LEE DANNER & BASS INC | 111002 | 801-30924 | 973 | 12 | $1,539,122,999 |
| CHICKASAW CAPITAL MANAGEMENT, LLC | 127398 | 801-62121 | 438 | 19 | $1,971,596,648 |
| SENTRY, LLC | 150593 | 801-70290 | 259 | 3 | $2,378,668,173 |
| NEWSOUTH CAPITAL MANAGEMENT INC | 110676 | 801-24716 | 175 | 11 | $2,618,008,797 |
| NFC INVESTMENTS, LLC | 132844 | 801-63560 | 153 | 9 | $2,035,919,876 |
| DISCIPLINA CAPITAL MANAGEMENT, LLC | 167295 | 801-115108 | 50 | 10 | $2,279,961,313 |
| AJ CAPITAL MANAGEMENT LLC | 291880 | 801-112982 | 36 | 133 | $2,173,461,555 |
| CAPITALSPRING | 161372 | 801-74234 | 17 | 33 | $2,524,505,483 |
| RUBICON FOUNDERS, LLC | 315631 | 801-122305 | 12 | 45 | $1,796,185,218 |
| AB BROADLY SYNDICATED LOAN MANAGER LLC | 308135 | 801-119242 | 4 | 1 | $1,709,000,000 |