Find a Financial Advisor in Shelby County, TN

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We did the hard work of finding trustworthy partners in Shelby County, TN.

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We Only Work With The Best Shelby County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Shelby County, TN


  • Financial Advisor Close to Shelby County, TN

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Shelby County, TN


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Shelby County, TN

We evaluated over 13,000 RIA firms to bring you the best of the best Shelby County financial advisors.
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How Retirement-Friendly is Shelby County, TN?

  • Population: 936,374
  • % of Population 62 Years and Over: 16.8%
  • Average Home Value: $159,600
  • Average Monthly Housing Cost: $994
  • Average Household Income: $76,734
  • Tennessee Total Tax Burden: 5.74% (2nd Lowest in U.S.)
  • Tennessee Property Tax: 1.70% (3rd Lowest in U.S.)
  • Tennessee Individual Income Tax: 0.08% (8th Lowest in U.S.)
  • Tennessee Sales and Excise Tax: 3.96% (14th Highest in U.S.)



The Top Financial Advisor Firms in Shelby County, TN

 

FIRST HORIZON ADVISORS, INC

Website

(180) 021-3702

4990 Poplar Avenue
3rd Floor
Memphis, TN 38117

SEC#: 801-78594
Years in Business: 8 years

GERBER/TAYLOR MANAGEMENT COMPANY

Website

(901) 526-9750

One Commerce Square
Suite 1900
Memphis, TN 38103

SEC#: 801-56698
Years in Business: 22 years

SUMMIT ASSET MANAGEMENT LLC

Website

(901) 729-8100

5100 Wheelis Drive
Suite 107
Memphis, TN 38117

SEC#: 801-56221
Years in Business: 23 years

POPE ASSET MANAGEMENT, LLC

Website

(901) 763-4001

5100 Poplar Avenue
Suite 3120
Memphis, TN 38137

SEC#: 801-60556
Years in Business: 20 years

WUNDERLICH CAPITAL MANAGEMENT

Website

(901) 251-1330

40 South Main
Suite 1800
Memphis, TN 38103

SEC#: 801-79842
Years in Business: 7 years

NFC INVESTMENTS, LLC

Website

(901) 767-5576

510 South Mendenhall
Suite 200
Memphis, TN 38117

SEC#: 801-63560
Years in Business: 17 years

SENTRY, LLC

Website

(901) 820-0515

555 Perkins rd Ext
Suite 400
Memphis, TN 38117

SEC#: 801-70290
Years in Business: 12 years

COMMERCE ASSET MANAGEMENT, LLC

Website

(901) 260-6070

5050 Poplar Avenue
Suite 2020
Memphis, TN 38157

SEC#: 801-72903
Years in Business: 10 years

DUNCAN WILLIAMS ASSET MANAGEMENT, LLC

Website

(901) 435-4250

6263 Poplar Avenue
Suite 300
Memphis, TN 38119

SEC#: 801-81015
Years in Business: 7 years

 


Shelby County, TN Financial Advisor FAQs

Shelby County is located in the southwestern corner of Tennessee, and is bordered by Arkansas to the west, Mississippi to the south, and Kentucky and Missouri to the north. The county seat is Memphis. The top employer in Shelby County, Tennessee is FedEx, with a workforce of over 27,000 and annual revenue of $47.5 billion. Shelby County is best known for its rich history and culture. From Graceland to Beale Street, there's plenty to see and do in this vibrant county. Visitors can also enjoy excellent shopping and dining options, as well as a wide range of outdoor activities. Shelby County has a wide array of financial advisory services to meet your every financial need. Shelby County is part of the Memphis, TN-MS-AR MSA and is bounded on the west by the Mississippi River. The county developed as a center of cotton plantations in the Mississippi Delta. Other key elements of Shelby County's economy include biomedicine, electronics, information technology, logistics, music, film, tourism and manufacturing. Explore trusted financial advisors close by as provided in the links below.

A good first step is to ask them for their professional designation number, which can be found on their website.

New financial advisors typically get paid through a commission or fee-based model.

When choosing a financial advisor, there are a few things you should consider. First and foremost, does he or she have the right license to help you with what you need? There are many licenses out there so if you can't find their basic credentials in this list of Financial Planning designations then at least ensure that they bring it up when talking about their services.

Yes. Financial advisors typically develop a personalized plan for their clients, and help them implement and monitor the plan.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.