Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | ALLIANCEBERNSTEIN L.P. 501 Commerce Street, Nashville, TN, 37203 | $582,388,000,000 | 58634 | 4134 | A Percentage of AUM, Subscription Fees, Fixed Fees, Commission Based, Performance Based |
2 | NEPHILA ADVISORS LLC 3811 Bedford Avenue, Suite 101 Nashville, TN, 37215 | $18,829,944,477 | 44 | 39 | Other (COST + 10%) |
3 | FIRST HORIZON ADVISORS, INC 4990 Poplar Avenue, 3rd Floor Memphis, TN, 38117 | $11,300,952,063 | 9360 | 224 | A Percentage of AUM, Fixed Fees |
4 | ARCLINE INVESTMENT MANAGEMENT LP 3803 Bedford Avenue, Suite No. 106 Nashville, TN, 37215-2564 | $10,041,415,942 | 9 | 46 | A Percentage of AUM, Performance Based |
5 | 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 |
6 | 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 |
7 | 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 |
8 | INTEROCEAN CAPITAL 150 4th Avenue North, Suite 1410 Nashville, TN, 37219 | $5,339,057,409 | 7253 | 33 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (REVENUE SHARING WITH OUR AFFILIATES, FRS & FTCS (SEE SCHEDULE D)) |
9 | GSV EQUITY HOLDINGS, LLC 2035 Lakeside Centre Way, Suite 200, Knoxville, TN, 37922 | $5,280,060,732 | 13 | 32 | Other (CARRIED INTEREST) |
10 | SAGESPRING WEALTH PARTNERS 801 Crescent Centre Drive, Suite 600 Franklin, TN, 37067 | $4,277,447,071 | 27053 | 170 | A Percentage of AUM, Hourly charges, Fixed Fees |
11 | WEAVER C. BARKSDALE & ASSOCIATES, INC. One Burton Hills Blvd, Suite 100, Nashville, TN, 37215-6104 | $3,725,518,751 | 135 | 11 | A Percentage of AUM |
12 | 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) |
13 | POINTER MANAGEMENT, LLC 832 Georgia Avenue, Suite 1100 Chattanooga, TN, 37402 | $3,100,577,425 | 6 | 16 | A Percentage of AUM, Performance Based |
14 | 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 |
15 | THOROUGHBRED FINANCIAL SERVICES, LLC 5110 Maryland Way, Suite 300, Brentwood, TN, 37027-7508 | $2,440,440,866 | 6087 | 33 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 108477
Assets Under Management $582,388,000,000
No. Of Clients58634
Clients Per Financial Advisor14
ALLIANCEBERNSTEIN L.P. is a financial advisory firm situated in Nashville, Tennessee. With a nearly $582B assets under management, the firm specializes in crafting personalized retirement planning solutions for 58634 clients. The team consists of 4134 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 156905
Assets Under Management $18,829,944,477
No. Of Clients44
Clients Per Financial Advisor1
NEPHILA ADVISORS LLC is a financial advisory firm situated in Nashville, Tennessee. With a nearly $19B assets under management, the firm specializes in crafting personalized retirement planning solutions for 44 clients. The team consists of 39 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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.
QualificationsFirm CRD# 299352
Assets Under Management $10,041,415,942
No. Of Clients9
Clients Per Financial Advisor0
ARCLINE INVESTMENT MANAGEMENT LP is a financial advisory firm situated in Nashville, Tennessee. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 46 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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.
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.
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.
QualificationsFirm CRD# 310369
Assets Under Management $5,339,057,409
No. Of Clients7253
Clients Per Financial Advisor220
INTEROCEAN CAPITAL is a financial advisory firm situated in Nashville, Tennessee. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7253 clients. The team consists of 33 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 322865
Assets Under Management $5,280,060,732
No. Of Clients13
Clients Per Financial Advisor0
GSV EQUITY HOLDINGS, LLC is a financial advisory firm situated in Knoxville, Tennessee. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 283515
Assets Under Management $4,277,447,071
No. Of Clients27053
Clients Per Financial Advisor159
SAGESPRING WEALTH PARTNERS is a financial advisory firm situated in Franklin, Tennessee. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 27053 clients. The team consists of 170 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105098
Assets Under Management $3,725,518,751
No. Of Clients135
Clients Per Financial Advisor12
WEAVER C. BARKSDALE & ASSOCIATES, INC. is a financial advisory firm situated in Nashville, Tennessee. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 135 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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.
QualificationsFirm CRD# 156810
Assets Under Management $3,100,577,425
No. Of Clients6
Clients Per Financial Advisor0
POINTER MANAGEMENT, LLC is a financial advisory firm situated in Chattanooga, Tennessee. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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.
QualificationsFirm CRD# 47893
Assets Under Management $2,440,440,866
No. Of Clients6087
Clients Per Financial Advisor184
THOROUGHBRED FINANCIAL SERVICES, LLC is a financial advisory firm situated in Brentwood, Tennessee. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6087 clients. The team consists of 33 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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