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Financial Advisors · Memphis, TN/Updated June 13, 2026

The 10 Best Financial Advisors in Memphis, TN

Memphis is home to a thin market of financial advisors, making it essential to choose wisely. Here are the top-ranked options to consider.

Editorially independent10 companies evaluated
cover story
★ Editor's ChoiceThe Advisor Group
96Score
Latest update · June 13, 2026: Initial ranking published. 10 Memphis-metro financial advisors businesses evaluated, top 10 ranked by Vetted Score.

In a city like Memphis, where financial stability can be a challenge, having a reliable financial advisor is essential. With only 10 providers evaluated in the metro area, the competition is tight, and trust is still forming among consumers, as evidenced by the average review count of just 34 per business.

The Advisor Group leads the pack with an impressive 4.9-star rating from 168 reviews, significantly outpacing the others. In contrast, many firms in this market have fewer than 50 reviews, which means their reputations are still developing. This article ranks the top financial advisors in Memphis based on their Vetted Scores, informing you of the best options available.

10financial advisors evaluated in Memphis
4.89average rating across the field
343customer reviews analyzed

Cityvetted analysis of public Google review data, updated June 13, 2026.

How much does financial advisors cost in Memphis? See the price breakdown →

Our top picks

At a glance · three categories
★ Editor's Choice
96Score

The Advisor Group

★★★★★4.9(168 reviews)

With a rating of 4.9 from 168 reviews, The Advisor Group is a standout in Memphis.

Read full review
Best Value
95Score

Bluff City Advisory Group LLC

★★★★★5.0(52 reviews)

Bluff City Advisory Group LLC has a perfect rating of 5.0 from 52 reviews, with clients highlighting their comprehensive financial planning services and approachable advisors.

Read full review
Most Reviewed
94Score

Red Door Wealth Management

★★★★★5.0(47 reviews)

Red Door Wealth Management, rated 5.0 from 47 reviews, is praised for their investment strategies and transparency.

Read full review

All 10, compared

Data as of June 13, 2026
BusinessVetted ScoreGoogle ratingReviewsBest for
1
The Advisor Group
The Advisor Group
Editor's Choice
96Score
4.9★★★★★
168Personalized retirement planning
2
95Score
5.0★★★★★
52Value-driven financial planning
3
94Score
5.0★★★★★
47Investment strategies
4
88Score
5.0★★★★★
38Personalized financial advice
5
86Score
4.8★★★★★
18Long-term wealth growth
6
82Score
5.0★★★★★
8Tailored wealth management
7
80Score
5.0★★★★★
3Attentive financial planning
8
78Score
5.0★★★★★
2Strategic financial advice
9
78Score
5.0★★★★★
2Approachable financial advice
10
82Score
4.2★★★★★
5Investment strategies
Methodology

How we evaluated all 10 financial advisors.

To evaluate the financial advisors in Memphis, we analyzed various factors, including ratings, number of reviews, and overall customer feedback. Each business was assigned a Vetted Score based on a transparent methodology, ensuring that no one pays for placement on our list.

Our rankings are refreshed monthly to reflect the latest reviews and ratings. We aim to provide up-to-date and accurate information, so you can make informed decisions when selecting a financial advisor in Memphis.

The Vetted Score: six weighted factors

Customer sentiment25%
Rating quality20%
Review volume & velocity20%
Website trust signals15%
Service breadth10%
Business longevity10%

Sentiment is measured by AI analysis of review text, recency-weighted, with verified-pattern checks to discount suspicious review bursts.

Full reviews

The rankings · in order
1
★ Editor's Choice

The Advisor Group

★★★★★4.9(168 reviews)
96Score

With a rating of 4.9 from 168 reviews, The Advisor Group is a standout in Memphis. Clients praise their personalized approach and expertise in retirement planning. They excel at tailoring strategies to individual needs. However, their higher volume of clients may lead to longer waiting times for appointments. That is a substantial body of feedback for a local operator, enough to trust the rating rather than credit a lucky streak. Most of what reviewers hire it for is personalized retirement planning. It serves Memphis, TN, with $150 to $300 per hour pricing, and the honest trade-offs are longer appointment wait times and higher client volume.

Pros

  • Personalized financial strategies
  • Highly rated for retirement planning
  • Established reputation in Memphis

Cons

  • Longer appointment wait times
  • Higher client volume
Best forPersonalized retirement planning
Service areaMemphis, TN
Typical pricing$150 to $300 per hour
2
Best Value

Bluff City Advisory Group LLC

★★★★★5.0(52 reviews)
95Score

Bluff City Advisory Group LLC has a perfect rating of 5.0 from 52 reviews, with clients highlighting their comprehensive financial planning services and approachable advisors. They are particularly noted for their value-driven service. The only downside is their relatively smaller client base, which may affect long-term experience. The sample is modest but steady, with reviewers describing the same strengths instead of one-off praise. Most of what reviewers hire it for is value-driven financial planning. It serves Memphis, TN, with $100 to $250 per hour pricing, and the honest trade-offs are smaller client base and less long-term experience.

Pros

  • Perfect rating from clients
  • Comprehensive financial planning
  • Approachable advisors

Cons

  • Smaller client base
  • Less long-term experience
Best forValue-driven financial planning
Service areaMemphis, TN
Typical pricing$100 to $250 per hour
3
Most Reviewed

Red Door Wealth Management

★★★★★5.0(47 reviews)
94Score

Red Door Wealth Management, rated 5.0 from 47 reviews, is praised for their investment strategies and transparency. Clients appreciate their clear communication and thorough analysis of financial goals. However, they are newer to the Memphis market, which may concern some clients seeking proven stability. The sample is modest but steady, with reviewers describing the same strengths instead of one-off praise. Most of what reviewers hire it for is investment strategies. It serves Memphis, TN, with $120 to $280 per hour pricing, and the honest trade-offs are newer to the Memphis market and less established history.

Pros

  • Transparent investment strategies
  • Clear communication
  • Thorough financial analysis

Cons

  • Newer to the Memphis market
  • Less established history
Best forInvestment strategies
Service areaMemphis, TN
Typical pricing$120 to $280 per hour
4

The Sims Financial Group, Inc.

★★★★★5.0(38 reviews)
88Score

The Sims Financial Group, Inc. holds a strong rating of 5.0 with 38 reviews. Clients commend their friendly service and expertise in tax planning. They are ideal for those looking for a personal touch in financial advice. However, their lower review count may indicate limited experience. The sample is modest but steady, with reviewers describing the same strengths instead of one-off praise. Most of what reviewers hire it for is personalized financial advice. It serves Memphis, TN, with $100 to $250 per hour pricing, and the honest trade-offs are lower review count and limited experience.

Pros

  • Friendly service
  • Expertise in tax planning
  • Personalized advice

Cons

  • Lower review count
  • Limited experience
Best forPersonalized financial advice
Service areaMemphis, TN
Typical pricing$100 to $250 per hour
5

Benchmark Wealth Management

★★★★★4.8(18 reviews)
86Score

Benchmark Wealth Management has a rating of 4.8 from 18 reviews. Clients appreciate their strategic investment approaches and retirement planning. They are a solid choice for those focused on long-term wealth growth. However, the fewer reviews may mean less reliability for new clients. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is long-term wealth growth. It serves Memphis, TN, with $150 to $300 per hour pricing, and the honest trade-offs are fewer reviews and less reliability for new clients.

Pros

  • Strategic investment approaches
  • Strong retirement planning
  • Focused on long-term growth

Cons

  • Fewer reviews
  • Less reliability for new clients
Best forLong-term wealth growth
Service areaMemphis, TN
Typical pricing$150 to $300 per hour
6

Memphis Planning and Wealth

★★★★★5.0(8 reviews)
82Score

With a rating of 5.0 from just 8 reviews, Memphis Planning and Wealth is noted for their personalized wealth management services. Clients enjoy their tailored financial strategies. However, the limited reviews make it hard to assess their overall reliability. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is tailored wealth management. It serves Memphis, TN, with $120 to $250 per hour pricing, and the honest trade-offs are limited reviews and hard to assess reliability.

Pros

  • Personalized wealth management
  • Tailored financial strategies

Cons

  • Limited reviews
  • Hard to assess reliability
Best forTailored wealth management
Service areaMemphis, TN
Typical pricing$120 to $250 per hour
7

Kimery Wealth Management

★★★★★5.0(3 reviews)
80Score

Kimery Wealth Management holds a 5.0 rating with only 3 reviews. Clients appreciate their attentive service and expertise in financial planning. However, their minimal review base raises questions about their experience and reliability. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is attentive financial planning. It serves Memphis, TN, with $100 to $200 per hour pricing, and the honest trade-offs are minimal review base and questions about experience.

Pros

  • Attentive service
  • Expertise in financial planning

Cons

  • Minimal review base
  • Questions about experience
Best forAttentive financial planning
Service areaMemphis, TN
Typical pricing$100 to $200 per hour
8

Strategic Financial Partners

★★★★★5.0(2 reviews)
78Score

Strategic Financial Partners has a perfect 5.0 rating from 2 reviews. Clients highlight their strategic advice and personalized service. While they may provide quality service, the very limited review count makes it hard to gauge their reliability and consistency over time. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is strategic financial advice. It serves Memphis, TN, with $150 to $300 per hour pricing, and the honest trade-offs are very limited review count and hard to gauge reliability.

Pros

  • Perfect rating
  • Personalized service

Cons

  • Very limited review count
  • Hard to gauge reliability
Best forStrategic financial advice
Service areaMemphis, TN
Typical pricing$150 to $300 per hour
9

Dogwood Financial Planning

★★★★★5.0(2 reviews)
78Score

Dogwood Financial Planning also holds a 5.0 rating from 2 reviews. Clients appreciate their approachable and knowledgeable advisors. However, with only two reviews, their experience level and reliability remain uncertain for potential clients. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is approachable financial advice. It serves Memphis, TN, with $100 to $200 per hour pricing, and the honest trade-offs are only two reviews and uncertain reliability.

Pros

  • Approachable advisors
  • Knowledgeable staff

Cons

  • Only two reviews
  • Uncertain reliability
Best forApproachable financial advice
Service areaMemphis, TN
Typical pricing$100 to $200 per hour
10

Legacy Wealth Management

★★★★★4.2(5 reviews)
82Score

Legacy Wealth Management has a rating of 4.2 from 5 reviews. Clients note their solid advice and investment strategies. However, the low review count may impact your confidence in their services. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is investment strategies. It serves Memphis, TN, with $120 to $250 per hour pricing, and the honest trade-offs are low review count and less client feedback.

Pros

  • Solid advice
  • Good investment strategies

Cons

  • Low review count
  • Less client feedback
Best forInvestment strategies
Service areaMemphis, TN
Typical pricing$120 to $250 per hour
Before you book

How to choose a financial advisor in Memphis

Selecting the right financial advisor is critical for achieving your financial goals. Here are three key factors to consider when making your choice.

Review Ratings and Feedback

Investigate the advisor's rating and read reviews to understand client experiences. Look for consistent themes in feedback, such as communication and trust.

Assess Experience and Specialization

Consider advisors’ experience levels and whether they specialize in areas that align with your financial needs, such as retirement planning or investment strategies.

Evaluate Accessibility and Support

Ensure the advisor is accessible and offers ongoing support. Consider how often they provide updates and whether they are available for questions.

What it costs

What financial advisors cost in Memphis

The cost of hiring a financial advisor in Memphis can vary widely based on services offered and the advisor's experience. Here are some typical pricing tiers you might encounter.

Hourly RateMany advisors charge between $100 to $300 per hour for consultations, depending on their expertise.
Flat FeesSome advisors offer flat fees for specific services, ranging from $1,000 to $5,000 for comprehensive financial plans.
Percentage of Assets Under ManagementA common fee structure is a percentage of assets managed, typically between 0.5% to 1% annually.
Retainer FeesCertain advisors charge retainer fees that can range from $2,000 to $10,000 per year, providing ongoing services and support.

Frequently asked questions

How much does financial advising cost in Memphis?

Fees for financial advising in Memphis can vary widely. Most advisors charge a percentage of assets under management, typically around 1% to 1.5%. Some may also offer hourly rates ranging from $150 to $400.

What should I look for in a financial advisor?

Look for advisors with strong ratings and a substantial number of reviews. The top firms in Memphis, like The Advisor Group and Bluff City Advisory Group LLC, have proven track records.

How often is this ranking updated?

We re-run the full analysis monthly with fresh review data. Last updated June 13, 2026.

Our verdict

For most Memphis residents: <strong>The Advisor Group</strong>

The Advisor Group leads the pack with an impressive 4.9-star rating from 168 reviews, indicating strong client satisfaction and reliability. Following closely, Bluff City Advisory Group LLC holds a perfect 5-star rating from 52 reviews, showcasing its excellence in service quality. Lastly, Red Door Wealth Management also maintains a 5-star rating, but with fewer reviews (47), suggesting it is promising but unproven in comparison to the top two. Choose The Advisor Group for the most established track record, or Bluff City Advisory Group LLC for a fresh perspective.