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Find Retirement Advisors for Retirement Planning in Memphis, Tennessee
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 you 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 registrations check. 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.
Finding the Best Retirement Planners in Memphis, Tennessee
Last Updated - April 12, 2024Memphis has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 49 non-vetted advisors in your local area. These retirement advisors in Memphis, Tennessee have an average of 12 years of experience.
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List of Qualified Retirement Planning Advisors in Memphis, Tennessee
VERIFIEDBud Milligan
CRPC®, MBA, CRPC®
Milligan Wealth Management
Qualifications
CRD# 5862241
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Memphis, Tennessee (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | FIRST HORIZON ADVISORS, INC 4990 Poplar Avenue, 3rd Floor Memphis, TN, 38117 | $11,300,952,063 | 9360 | 224 | A Percentage of AUM, Fixed Fees |
| 2 | GERBER/TAYLOR MANAGEMENT LLC 40 South Main Street, Suite 1900 Memphis, TN, 38103 | $9,208,094,171 | 220 | 41 | A Percentage of AUM, Fixed Fees, Performance Based |
| 3 | B. RILEY WEALTH ADVISORS, INC. 40 S. Main St., Suite 1800 Memphis, TN, 38103 | $6,884,819,404 | 20323 | 503 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | SOUTHEASTERN ASSET MANAGEMENT INC. 6410 Poplar Ave., Ste. 900, Memphis, TN, 38119-4843 | $5,479,257,682 | 49 | 37 | A Percentage of AUM, Performance Based |
| 5 | HIGHLAND CAPITAL MANAGEMENT, LLC 850 Ridge Lake Blvd, Suite 205 Memphis, TN, 38120 | $3,100,659,199 | 953 | 20 | A Percentage of AUM, Performance Based, Other (SUBSCRIPTION FEES) |
| 6 | PRINCIPAL STREET PARTNERS, LLC 949 Shady Grove Rd South, Suite 402 Memphis, TN, 38120 | $2,780,152,172 | 99 | 13 | A Percentage of AUM, Performance Based |
| 7 | NEWSOUTH CAPITAL MANAGEMENT INC 999 S. Shady Grove Road, Suite 501 Memphis, TN, 38120-4129 | $2,343,810,534 | 185 | 11 | A Percentage of AUM, Performance Based |
| 8 | CHICKASAW CAPITAL MANAGEMENT, LLC 6075 Poplar Ave Suite 720, Memphis, TN, 38119 | $2,031,691,504 | 448 | 19 | A Percentage of AUM, Commission Based |
| 9 | SENTRY, LLC 555 Perkins Ext, Suite 400 Memphis, TN, 38117 | $1,811,011,852 | 263 | 3 | A Percentage of AUM, Fixed Fees, Performance Based, Other (PROJECT FEE BASED) |
| 10 | LEGACY WEALTH MANAGEMENT INC 1715 Aaron Brenner Dr., Suite 301 Memphis, TN, 38120-1443 | $1,778,418,452 | 4064 | 23 | A Percentage of AUM, Fixed Fees |
| 11 | NFC INVESTMENTS, LLC 700 Colonial Road, Suite 101 Memphis, TN, 38117 | $1,767,240,783 | 152 | 9 | A Percentage of AUM, Performance Based |
| 12 | RED DOOR WEALTH MANAGEMENT, LLC 756 Ridge Lake Boulevard, Memphis, TN, 38120 | $1,443,693,071 | 2160 | 13 | A Percentage of AUM, Fixed Fees, Performance Based |
| 13 | RELIANT INVESTMENT MANAGEMENT, LLC 1715 Aaron Brenner Drive, Suite 504 Memphis, TN, 38120-1446 | $1,422,991,543 | 509 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | STEEL GROVE CAPITAL ADVISORS, LLC 6075 Poplar Avenue, Suite 221 Memphis, TN, 38119 | $1,227,657,292 | 992 | 11 | A Percentage of AUM, Performance Based |
| 15 | DELTA ASSET MANAGEMENT, LLC 700 Colonial Rd, Suite 220 Memphis, TN, 38117 | $1,225,741,294 | 1150 | 9 | A Percentage of AUM |
Information on Top Retirement Planning firms in Memphis, Tennessee
QualificationsFirm CRD# 17117
Assets Under Management $11,300,952,063
No. Of Clients9360
Clients Per Financial Advisor42
FIRST HORIZON ADVISORS, INC is a financial advisory firm situated in Memphis, Tennessee. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9360 clients. The team consists of 224 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 109319
Assets Under Management $9,208,094,171
No. Of Clients220
Clients Per Financial Advisor5
GERBER/TAYLOR MANAGEMENT LLC is a financial advisory firm situated in Memphis, Tennessee. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 220 clients. The team consists of 41 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 115927
Assets Under Management $6,884,819,404
No. Of Clients20323
Clients Per Financial Advisor40
B. RILEY WEALTH ADVISORS, INC. is a financial advisory firm situated in Memphis, Tennessee. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20323 clients. The team consists of 503 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 105276
Assets Under Management $5,479,257,682
No. Of Clients49
Clients Per Financial Advisor1
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 37 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 104842
Assets Under Management $3,100,659,199
No. Of Clients953
Clients Per Financial Advisor48
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 953 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
- Performance Based
- Other (SUBSCRIPTION FEES)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 285485
Assets Under Management $2,780,152,172
No. Of Clients99
Clients Per Financial Advisor8
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 99 clients. The team consists of 13 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 110676
Assets Under Management $2,343,810,534
No. Of Clients185
Clients Per Financial Advisor17
NEWSOUTH CAPITAL 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 185 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 127398
Assets Under Management $2,031,691,504
No. Of Clients448
Clients Per Financial Advisor24
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 448 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 150593
Assets Under Management $1,811,011,852
No. Of Clients263
Clients Per Financial Advisor88
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 263 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 108619
Assets Under Management $1,778,418,452
No. Of Clients4064
Clients Per Financial Advisor177
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 4064 clients. The team consists of 23 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Educational Seminars/ Workshops
QualificationsFirm CRD# 132844
Assets Under Management $1,767,240,783
No. Of Clients152
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 152 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 153235
Assets Under Management $1,443,693,071
No. Of Clients2160
Clients Per Financial Advisor166
RED DOOR WEALTH 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 2160 clients. The team consists of 13 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
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 111220
Assets Under Management $1,422,991,543
No. Of Clients509
Clients Per Financial Advisor51
RELIANT INVESTMENT 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 509 clients. The team consists of 10 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
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 115231
Assets Under Management $1,227,657,292
No. Of Clients992
Clients Per Financial Advisor90
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 992 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
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 113688
Assets Under Management $1,225,741,294
No. Of Clients1150
Clients Per Financial Advisor128
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 1150 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Educational Seminars/ Workshops
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 Chattanooga, Tennessee
- Retirement Planners in Franklin, Tennessee
- Retirement Planners in Kingsport, Tennessee
Looking for more choices? Use our free match service to compare retirement planners serving your area.