Independent. Fiduciary.
Memphis-rooted.

For over 30 years, Duncan Williams Asset Management has helped Memphis families, business owners, and non-profits build and protect what matters most, without the conflicts of interest that plague the wirehouse model.

$2.6B+

Assets Under Management

30+ Years

Serving Memphis

3,000+

Families Served

The principles that shape every recommendation we make.

Fiduciary always

We're a Registered Investment Advisor, bound by law to put your interests ahead of our own, on every recommendation, every time. No commissions, no hidden incentives.

Independent

We're owned by the people who work here, not a parent company in New York. That means our advice is shaped by your situation, not someone else's product shelf.

Memphis-rooted

We've served Memphis families, businesses, and institutions for over three decades. We know this community because we are this community.

Built on relationships

A plan is only as good as the people behind it. We invest in long-term relationships with our clients, many spanning generations.

A firm built for Memphis, by Memphis.

Duncan Williams Asset Management was founded on a simple idea: Memphis families deserved a fiduciary advisor who knew them by name, knew the local landscape, and could build wealth strategies that actually fit the way Memphis lives.

For more than three decades, we've grown that idea into a practice that now stewards $2.6 billion in assets across more than 3,000 family relationships, while staying true to our independent, employee-owned roots.

In April 2025, USA Today recognized us as the #1 ranked RIA in Memphis. We're proud of the recognition, but it's the long-term relationships (many spanning generations) that we measure success by.

We're a Registered Investment Advisor, which means a legal fiduciary duty to act in your best interest. We don't sell products. We don't take commissions. We get paid by you, for advice that's only ever about you.

We don't just manage wealth. We invest in Memphis.

Since 1990, we've supported the institutions that make Memphis Memphis: health, civil rights, the arts, parks, and youth services. Here are some of the partners we proudly stand with.

See where we show up
Awarded by USA TODAY
#1 RIA in Memphis, Tennessee April 2025 Release Member FINRA/SIPC

Let's build something that lasts.

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