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Insights

High Net Worth Focus Commerce Advisors targets high net worth individuals, foundations, and qualified pension plans, signaling potential for enhanced private banking, family office-style services, and bespoke wealth management solutions.

SEC Registered Trust As an SEC registered investment advisor, they may value compliant, sophisticated portfolio construction, risk management, and fiduciary-grade reporting, suggesting opportunities for advanced advisory and outsourced CIO services.

Mid-Sized Firm With 11-50 employees and $10M-$25M revenue, there is room to scale outsourced technology, marketing, client onboarding, and operations support, offering scalable solutions for growth and efficiency.

Tech Stack Insight Current technologies include Cloudflare, WordPress, and OpenResty, presenting openings for cybersecurity hardening, website optimization, CRM/marketing automation upgrades, and data analytics integration.

Growth Opportunities Market positioning alongside large professional services players implies a need for differentiated marketing, client acquisition programs, and partner-channel strategies to expand AUM and broaden service offerings.

Similar companies to Commerce Advisors

Commerce Advisors Tech Stack

Commerce Advisors uses 8 technology products and services including Cloudflare, WordPress, MySQL, and more. Explore Commerce Advisors's tech stack below.

  • Cloudflare
    Content Management System
  • WordPress
    Content Management System
  • MySQL
    Database
  • Register.com
    Domain Name Services
  • jQuery Migrate
    Javascript Libraries
  • Cloudflare Bot Management
    Security
  • X-XSS-Protection
    Security
  • OpenResty
    Web Servers

Commerce Advisors's Email Address Formats

Commerce Advisors uses at least 1 email format:
Commerce Advisors Email FormatsExamplePercentage
First.Last@commerceadvisorsllc.comJohn.Doe@commerceadvisorsllc.com
100%

Frequently Asked Questions

What is Commerce Advisors's official website and social media links?

Minus sign iconPlus sign iconCommerce Advisors's official website is commerceadvisorsllc.com and has social profiles on LinkedIn.

How much revenue does Commerce Advisors generate?

Minus sign iconPlus sign icon As of September 2026, Commerce Advisors's annual revenue is estimated to be $10M - $25M.

What is Commerce Advisors's NAICS code?

Minus sign iconPlus sign iconCommerce Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Commerce Advisors have currently?

Minus sign iconPlus sign iconAs of September 2026, Commerce Advisors has approximately 11 employees across 1 continents, including North America. Key team members include President: W. W., President: W. W. and President: H. D. Explore Commerce Advisors's employee directory with LeadIQ.

What industry does Commerce Advisors belong to?

Minus sign iconPlus sign iconCommerce Advisors operates in the Financial Services industry.

What technology does Commerce Advisors use?

Minus sign iconPlus sign iconCommerce Advisors's tech stack includes Cloudflare, WordPress, MySQL, Register.com, jQuery Migrate, Cloudflare Bot Management, X-XSS-Protection and OpenResty.

What is Commerce Advisors's email format?

Minus sign iconPlus sign iconCommerce Advisors's email format typically follows the pattern of First.Last@commerceadvisorsllc.com. Find more Commerce Advisors email formats with LeadIQ.

When was Commerce Advisors founded?

Minus sign iconPlus sign iconCommerce Advisors was founded in 2009.
Commerce Advisors logo

Commerce Advisors

Financial ServicesTennessee, United States11-50 Employees

Commerce Advisors is a financial services firm that provides comprehensive financial planning and wealth management. It serves high net worth private clients, foundations, and qualified pension or profit sharing plans, aiming to simplify clients’ financial lives while offering prudent guidance. Based in Memphis, Tennessee, the firm operates as an SEC-registered investment adviser, positioning itself within the financial advisory sector by delivering tailored risk management and investment oversight to its clients. The company emphasizes a client-focused approach to long-term financial management, addressing the needs of individuals and institutions seeking structured planning and fiduciary oversight.

Section iconCompany Overview

Website
commerceadvisorsllc.com
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Commerce Advisors's revenue is estimated to be in the range of $10M - $25M

Company Leadership

  • President at Commerce Advisors
    W. W.
    President
    Mobile Phone
  • President at Commerce Advisors
    W. W.
    President
    Mobile Phone
  • President at Commerce Advisors
    H. D.
    President
    Mobile Phone
  • Senior Investment Advisor at Commerce Advisors
    R. P.
    Senior Investment Advisor
    Mobile Phone
  • Financial Advisor at Commerce Advisors
    K. V.
    Financial Advisor
    Mobile Phone

Employee Directory

  • Customer Service Specialist at Commerce Advisors
    M. K.
    Customer Service Specialist
    Mobile Phone
  • Customer Service Representative / Financial Advisor In Training at Commerce Advisors
    G. C.
    Customer Service Representative / Financial Advisor In Training
    Mobile Phone

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