Wunderlich Corporate Profile

Founded in 1996 in Memphis, Tennessee, Wunderlich is a full-service investment firm serving the needs of individuals, corporations and institutional clients through our wealth management, investment banking and capital markets divisions. Additionally, we offer inter-dealer institutional fixed income trading services through Fundamental Broker Inter-Dealer (FBI) and operate registered investment advisory subsidiaries. Our firm was ranked among the fastest growing private companies in America by Inc. Magazine from 2010 through 2013.

  • 450 associates; 240 financial advisors
  • More than 25 offices in 17 states
  • Over $10 billion in client assets under administration
  • Award-winning research analysts covering over 250 publicly-traded companies
  • Member FINRA & Securities Investor Protection Corp (SIPC)  
  • Clearing and execution services through First Clearing 
  • Institutional clearing services through Broadcort Capital Corp.

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First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.