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Find The Best Financial Advisors in Tennessee

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Tennessee involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors in Tennessee

Last Updated - 30-Jan-2023

If you’re looking for qualified financial advisors in Tennessee, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and 948 non-vetted financial advisors in Tennessee, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Tennessee have an average of 16 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Tennessee

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Russ Kefauver

Kefauver Financial Planning & Wealth Management

1020 William Blount Dr.

Maryville, TN 37801

865-268-9585

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Jordan Wedell

SageSpring Wealth Partners

801 Crescent Centre Dr. Suite 600

Franklin, TN 37067

615-861-3510

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Mitchell Horst

Select Wealth Advisers

6075 Poplar Ave.
Crescent Center STE 406

Memphis, TN 38119

901-455-2355

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Nick Palmer

Palmer Wealth Planning

Serving Middle Tennessee.

Nashville, TN 37209

615-578-1800

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Travis Cullman

SageSpring Wealth Partners

136 Concord Rd

Knoxville, TN 37934

865-686-5202

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Flagship Financial Advisors

Flagship Financial Advisors

5200 Maryland Way
Suite 202

Brentwood, TN 37027

615-823-2233

Top Financial Advisor Firms in Tennessee (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
FIRST HORIZON ADVISORS, INC
4990 Poplar Avenue, 3rd Floor Memphis, TN 38117
17117 $13,592,747,629 9723 A percentage of AUM
Fixed fees
GERBER/TAYLOR MANAGEMENT LLC
40 South Main Street, Suite 1900 Memphis, TN 38103
109319 $9,877,460,265 48 A percentage of AUM
Performance Based
HIGHLAND CAPITAL MANAGEMENT, LLC
850 Ridge Lake Blvd, Suite 205 Memphis, TN 38120
104842 $3,445,259,161 979 A percentage of AUM
Performance Based
Other (SUBSCRIPTION FEES)
LBMC INVESTMENT ADVISORS, LLC
201 Franklin Road, Suite 400 Brentwood, TN 37027
108943 $1,896,867,329 1466 A percentage of AUM
Fixed fees
MARTIN & COMPANY INVESTMENT COUNSEL
Two Centre Square, Suite 200, 625 South Gay St Knoxville, TN 37902-1669
108718 $1,638,375,144 118 A percentage of AUM
PONDER INVESTMENT CO
10 Cadillac Drive, Suite 120 Brentwood, TN 37027
110917 $1,561,429,908 44 A percentage of AUM
LEE DANNER & BASS INC
3100 West End Avenue, Suite 1250 Nashville, TN 37203
111002 $1,475,356,161 893 A percentage of AUM
SUMMIT ASSET MANAGEMENT LLC
5100 Wheelis Drive, Suite 107 Memphis, TN 38117
109606 $786,469,609 1493 A percentage of AUM
Hourly charges
AB CUSTOM ALTERNATIVE SOLUTIONS LLC
501 Commerce Street, Nashville, TN 37203
110879 $721,000,000 4 A percentage of AUM
Fixed fees
Performance Based
WILEY BROS.-AINTREE CAPITAL, LLC
40 Burton Hills Blvd, Suite 350 Nashville, TN 37215
3767 $689,963,741 1612 A percentage of AUM
Hourly charges
Subscription fees
Fixed fees
Commision Based
Performance Based
Other (TRANSACTION FEE, 12B-1)
LAFFER TENGLER INVESTMENTS, INC.
103 Murphy Court, Nashville, TN 37203
108068 $387,486,380 552 A percentage of AUM
Hourly charges
Fixed fees
TAYLOR SECURITIES, INC.
100 Winners Circle, Suite 400 Brentwood, TN 37027
17575 $286,771,526 336 A percentage of AUM
ROBINSON INVESTMENT GROUP INC
5301 Virginia Way Ste 150, Brentwood, TN 37027
107454 $47,481,989 100 A percentage of AUM
Fixed fees
ALLIANCEBERNSTEIN HOLDING L.P.
501 Commerce Street, Nashville, TN 37203
106998 $0 0 Other (SEE SCHEDULE D, MISCELLANEOUS)
ALLIANCEBERNSTEIN CORPORATION
501 Commerce Street, Nashville, TN 37203
107445 $0 0 Other (SEE SCHEDULE D, MISCELLANEOUS)

Additional Financial Advisors in Tennessee

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Andrew J. Venable
Inquire with Andrew
1111 Northshore Dr, Suite N 160 Knoxville, TN 37919 865-330-0716
April Thurman - Ameriprise Financial Services, LLC - CLOSED
Inquire with April
22 Public Sq, Ste 1 Columbia, TN 38401 931-388-6346
Bruce Gillen - Ameriprise Financial Services, LLC - CLOSED
Inquire with Bruce
22 Public Sq, Ste 1 Columbia, TN 38401 800-281-6574
Amy Eubanks
Inquire with Amy
1382 Union University Dr, Jackson, TN 38305 731-891-9078
Brian Osgood
Inquire with Brian
9724 Kingston Pike, Ste 1010 Knoxville, TN 37922 865-690-6169
Bilyeu CPA Group, PC
Inquire with Bilyeu
314 Old Jamestown Highway, Crossville, TN 38555 931-484-8200
Anna White
Inquire with Anna
371 Fountain View Cir, Alcoa, TN 37701 865-982-2653
A. Brian Massengill
Inquire with A.
1111 Northshore Dr, Suite N 160 Knoxville, TN 37919 865-330-0710
Brian Douglas
Inquire with Brian
138 Timber Creek Dr, Cordova, TN 38018 901-312-5099
Amy J Schaefer
Inquire with Amy
6410 Poplar Avenue, Ste 600 Memphis, TN 38119 901-766-8105

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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