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Find Retirement Advisors for Retirement Planning in Tennessee, Memphis
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
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Top 15 Retirement Planning firms in Memphis, Tennessee (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 4990 Poplar Avenue, 3rd Floor Memphis, TN, 38117 | $12,356,541,464 | 8945 | 236 | A percentage of AUM, Fixed fees |
| 2 | 40 South Main Street, Suite 1900 Memphis, TN, 38103 | $10,409,129,905 | 208 | 42 | A percentage of AUM, Fixed fees, Performance Based |
| 3 | 40 S. Main St., Suite 1800 Memphis, TN, 38103 | $7,645,255,735 | 20038 | 457 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 5100 Poplar Ave, Suite 2450, Memphis, TN, 38137-4000 | $5,271,901,660 | 49 | 25 | A percentage of AUM, Performance Based |
| 5 | 850 Ridge Lake Blvd, Suite 205 Memphis, TN, 38120 | $3,409,849,227 | 1038 | 19 | A percentage of AUM, Performance Based, Other (SUBSCRIPTION FEES) |
| 6 | 999 Shady Grove Rd South, Suite 105 Memphis, TN, 38120 | $2,872,187,942 | 724 | 12 | A percentage of AUM, Fixed fees, Performance Based, Other (12B-1 FEES) |
| 7 | 999 S. Shady Grove Road, Suite 501 Memphis, TN, 38120-4129 | $2,618,008,797 | 175 | 11 | A percentage of AUM, Performance Based |
| 8 | 555 Perkins Ext, Suite 400 Memphis, TN, 38117 | $2,378,668,173 | 259 | 3 | A percentage of AUM, Fixed fees, Performance Based, Other (PROJECT FEE BASED) |
| 9 | 1715 Aaron Brenner Dr., Suite 301 Memphis, TN, 38120-1443 | $2,053,155,411 | 4258 | 21 | A percentage of AUM, Fixed fees |
| 10 | 700 Colonial Road, Suite 101 Memphis, TN, 38117 | $2,035,919,876 | 153 | 9 | A percentage of AUM, Performance Based |
| 11 | 6075 Poplar Ave Suite 720, Memphis, TN, 38119 | $1,971,596,648 | 438 | 19 | A percentage of AUM, Commission Based |
| 12 | 965 Ridge Lake Blvd, Suite 105 Memphis, TN, 38120 | $1,791,409,490 | 2366 | 14 | A percentage of AUM, Fixed fees, Performance Based |
| 13 | 700 Colonial Rd, Suite 220 Memphis, TN, 38117 | $1,381,799,606 | 1166 | 9 | A percentage of AUM |
| 14 | 5100 Poplar Avenue, Suite 3100 Memphis, TN, 38137 | $1,355,751,329 | 952 | 11 | A percentage of AUM, Fixed fees, Performance Based |
| 15 | 5188 Wheelis Drive, Memphis, TN, 38117 | $1,343,951,310 | 2764 | 20 | A percentage of AUM, Hourly charges, Fixed fees, Other (REVENUE SHARING WITH FRS AND ON ELIBIBLE CREDIT AND CASH MANAGEM) |
Information on Top Retirement Planning firms in Memphis, Tennessee
QualificationsFirm CRD# 17117
Assets Under Management $12,356,541,464
No. Of Clients8945
Clients Per Financial Advisor38
FIRST HORIZON ADVISORS, INC is a financial advisory firm situated in Memphis, Tennessee. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8945 clients. The team consists of 236 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 109319
Assets Under Management $10,409,129,905
No. Of Clients208
Clients Per Financial Advisor5
GERBER/TAYLOR MANAGEMENT LLC is a financial advisory firm situated in Memphis, Tennessee. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 208 clients. The team consists of 42 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 115927
Assets Under Management $7,645,255,735
No. Of Clients20038
Clients Per Financial Advisor44
B. RILEY WEALTH ADVISORS, INC. is a financial advisory firm situated in Memphis, Tennessee. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20038 clients. The team consists of 457 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 105276
Assets Under Management $5,271,901,660
No. Of Clients49
Clients Per Financial Advisor2
SOUTHEASTERN ASSET MANAGEMENT INC. is a financial advisory firm situated in Memphis, Tennessee. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 49 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 104842
Assets Under Management $3,409,849,227
No. Of Clients1038
Clients Per Financial Advisor55
HIGHLAND CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Memphis, Tennessee. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1038 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (SUBSCRIPTION FEES)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (401K INVESTMENT MANAGEMENT, PROVISION OF TRADING SIGNALS)
QualificationsFirm CRD# 285485
Assets Under Management $2,872,187,942
No. Of Clients724
Clients Per Financial Advisor60
PRINCIPAL STREET PARTNERS, LLC is a financial advisory firm situated in Memphis, Tennessee. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 724 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
- Other (12B-1 FEES)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Other (INVESTMENT MODELS TO OTHER INVESTMENT ADVISERS)
QualificationsFirm CRD# 110676
Assets Under Management $2,618,008,797
No. Of Clients175
Clients Per Financial Advisor16
NEWSOUTH CAPITAL MANAGEMENT INC is a financial advisory firm situated in Memphis, Tennessee. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 175 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 150593
Assets Under Management $2,378,668,173
No. Of Clients259
Clients Per Financial Advisor86
SENTRY, LLC is a financial advisory firm situated in Memphis, Tennessee. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 259 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
- Other (PROJECT FEE BASED)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 108619
Assets Under Management $2,053,155,411
No. Of Clients4258
Clients Per Financial Advisor203
LEGACY WEALTH MANAGEMENT INC is a financial advisory firm situated in Memphis, Tennessee. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4258 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
QualificationsFirm CRD# 132844
Assets Under Management $2,035,919,876
No. Of Clients153
Clients Per Financial Advisor17
NFC INVESTMENTS, LLC is a financial advisory firm situated in Memphis, Tennessee. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 153 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 127398
Assets Under Management $1,971,596,648
No. Of Clients438
Clients Per Financial Advisor23
CHICKASAW CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Memphis, Tennessee. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 438 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Commission Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 153235
Assets Under Management $1,791,409,490
No. Of Clients2366
Clients Per Financial Advisor169
RED DOOR WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Memphis, Tennessee. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2366 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (FAMILY OFFICE AND WEALTH PLANNING SERVICES, ADVISORY CONSULTING SERVICES)
QualificationsFirm CRD# 113688
Assets Under Management $1,381,799,606
No. Of Clients1166
Clients Per Financial Advisor130
DELTA ASSET MANAGEMENT, LLC is a financial advisory firm situated in Memphis, Tennessee. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1166 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
QualificationsFirm CRD# 115231
Assets Under Management $1,355,751,329
No. Of Clients952
Clients Per Financial Advisor87
STEEL GROVE CAPITAL ADVISORS, LLC is a financial advisory firm situated in Memphis, Tennessee. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 952 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 283723
Assets Under Management $1,343,951,310
No. Of Clients2764
Clients Per Financial Advisor138
WADDELL & ASSOCIATES, LLC is a financial advisory firm situated in Memphis, Tennessee. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2764 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (REVENUE SHARING WITH FRS AND ON ELIBIBLE CREDIT AND CASH MANAGEM)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS)
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Brentwood, Tennessee
- Retirement Planners in Franklin, Tennessee
- Retirement Planners in Knoxville, Tennessee
- Retirement Planners in Maryville, Tennessee
Looking for more choices? Use our free match service to compare retirement planners serving your area.