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 you 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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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 Alabama 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 - 13-Jun-2023

If you’re looking for qualified financial advisors in Tennessee, FinancialAdvisor.net is a useful resource. We've compiled a list of the 7 vetted financial advisors and 214 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 25 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

Russ Kefauver

Kefauver Financial Planning & Wealth Management

865-268-9585

Address

1020 William Blount Dr.,
Maryville, TN 37801 See Details

Jeff Kernodle

Farther Finance, LLC

615-993-4599

Address

2550 Meridian Blvd #200,
Franklin, TN 37067 See Details

Travis Cullman

SageSpring Wealth Partners

865-686-5202

Address

136 Concord Rd,
Knoxville, TN 37934 See Details

Flagship Financial Advisors

615-823-2233

Address

5200 Maryland Way,
Suite 202,
Brentwood, TN 37027 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

1111 North Northshore Drive,
Suite S-200,
Knoxville, TN 37919 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

12 Cadillac Drive,
Suite 450,
Brentwood, TN 37027 See Details

TBH Global Asset Management LLC

615-465-6397

Address

125 3rd Avenue North,
Franklin, TN 37064 See Details

Top Financial Advisor Firms in Tennessee (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
ALLIANCEBERNSTEIN L.P. 501 Commerce Street, Nashville, TN, 37203	108477	$651,482,000,000	62140	A percentage of AUM, Subscription fees, Fixed fees, Commission Based, Performance Based
NEPHILA ADVISORS LLC 3811 Bedford Avenue, Suite 101 Nashville, TN, 37215	156905	$14,371,072,726	37	Other (COST + 10%)
ARCLINE INVESTMENT MANAGEMENT LP 3803 Bedford Avenue, Suite No. 106 Nashville, TN, 37215-2564	299352	$13,961,190,744	9	A percentage of AUM, Performance Based
FIRST HORIZON ADVISORS, INC 4990 Poplar Avenue, 3rd Floor Memphis, TN, 38117	17117	$12,356,541,464	8945	A percentage of AUM, Fixed fees
GERBER/TAYLOR MANAGEMENT LLC 40 South Main Street, Suite 1900 Memphis, TN, 38103	109319	$10,409,129,905	208	A percentage of AUM, Fixed fees, Performance Based
B. RILEY WEALTH ADVISORS, INC. 40 S. Main St., Suite 1800 Memphis, TN, 38103	115927	$7,645,255,735	20038	A percentage of AUM, Hourly charges, Fixed fees
GSV EQUITY HOLDINGS, LLC 2035 Lakeside Centre Way, Suite 200, Knoxville, TN, 37922	322865	$5,914,756,890	15	Other (CARRIED INTEREST)
SAGESPRING WEALTH PARTNERS 801 Crescent Centre Drive, Suite 600 Franklin, TN, 37067	283515	$5,502,859,482	28921	A percentage of AUM, Hourly charges, Fixed fees
SOUTHEASTERN ASSET MANAGEMENT INC. 5100 Poplar Ave, Suite 2450, Memphis, TN, 38137-4000	105276	$5,271,901,660	49	A percentage of AUM, Performance Based
SANFORD C. BERNSTEIN & CO., LLC 501 Commerce Street, Nashville, TN, 37203	104474	$3,707,000,000	33	A percentage of AUM, Subscription fees, Fixed fees, Commission Based, Performance Based, Other (SEE SCHEDULE D, MISCELLANEOUS)
WEAVER C. BARKSDALE & ASSOCIATES, INC. 40 Burton Hills Blvd, Suite 230 Nashville, TN, 37215-6104	105098	$3,592,626,047	135	A percentage of AUM
HIGHLAND CAPITAL MANAGEMENT, LLC 850 Ridge Lake Blvd, Suite 205 Memphis, TN, 38120	104842	$3,409,849,227	1038	A percentage of AUM, Performance Based, Other (SUBSCRIPTION FEES)
POINTER MANAGEMENT, LLC 832 Georgia Avenue, Suite 1100 Chattanooga, TN, 37402	156810	$3,036,041,800	6	A percentage of AUM, Performance Based
THOROUGHBRED FINANCIAL SERVICES, LLC 5110 Maryland Way, Suite 300, Brentwood, TN, 37027-7508	47893	$2,913,693,892	6330	A percentage of AUM, Fixed fees, Commission Based
PRINCIPAL STREET PARTNERS, LLC 999 Shady Grove Rd South, Suite 105 Memphis, TN, 38120	285485	$2,872,187,942	724	A percentage of AUM, Fixed fees, Performance Based, Other (12B-1 FEES)

Select other cities around Tennessee to broaden your search for a financial advisor

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Find The Best Financial Advisors in Tennessee

How To Find The Best Financial Advisors in TennesseeLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Tennessee

Russ Kefauver

Kefauver Financial Planning & Wealth Management

Address

Jeff Kernodle

Farther Finance, LLC

Address

Travis Cullman

SageSpring Wealth Partners

Address

Flagship Financial Advisors

Address

Edelman Financial Engines, LLC

Address

Edelman Financial Engines, LLC

Address

TBH Global Asset Management LLC

Address

Top Financial Advisor Firms in Tennessee (Ranked by AUM)

Select other cities around Tennessee to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Tennessee
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy