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Financial Advisors in Collierville, TN: 2026 rankings

121 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Collierville: McAdams Group, LLC, RFA Score 74/100; 4.9★ from 470 Google reviews.

  2. 20

    Most-reviewed: American Consumer Credit Counseling, Inc., 1,358 Google reviews at 5.0★, the most of 121 ranked; ranked #20.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

121 Collierville financial advisors are ranked here by RFA Score, from eight published factors. 24 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 4.8★ across 121 rated firms.

Top 10 financial advisors in Collierville at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Collierville at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1McAdams Group, LLC744.9★ (470)Bartlett, 9 mi away—Top score
2Morris One Stop Financial Services, LLC725.0★ (46)ColliervilleSat · Sun · Evenings—
3The Advisor Group724.9★ (168)Memphis, 11 mi away——
4First Horizon Bank - Collierville, TN - W Poplar Ave714.4★ (107)ColliervilleSat—
5Memphis Investment Properties714.9★ (179)Memphis, 15 mi away——
6Bluff City Advisory Group LLC705.0★ (52)Memphis, 8 mi away——
7First Horizon Bank - Memphis, TN - Madison Ave704.8★ (398)Memphis, 23 mi away——
8Red Door Wealth Management695.0★ (53)Memphis, 12 mi away——
9Murphey Wealth Management695.0★ (15)Collierville——
10Financial Consulting Group684.6★ (39)Germantown, 6 mi away——

All 121 financial advisors in Collierville, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Collierville

    #1 McAdams Group, LLC

    Based in Bartlett, 9 mi away

    74/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 470 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 470 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    98 Timber Creek Dr #1, Cordova, TN 38018
    View profile for McAdams Group, LLC(901) 737-3883

  3. #3 The Advisor Group

    Based in Memphis, 11 mi away

    72/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 168 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 168 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1661 International Dr Ste 400, Memphis, TN 38120
    View profile for The Advisor Group(901) 254-7124

  11. #11 AAA Life Solutions

    Based in Germantown, 9 mi away

    68/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.8★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 34 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1942 Exeter Rd, Germantown, TN 38138
    View profile for AAA Life Solutions(901) 508-2433

  14. #14 Integrated Assets

    Based in Memphis, 12 mi away

    67/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.9★ from 33 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 33 Google reviews
    Hours
    Mon 12 AM–12 AM · Tue 12 AM–5 PM · Wed–Sat 12 AM–12 AM · Sun 11:30 AM–5 PM
    Address
    5865 Ridgeway Center Pkwy, Memphis, TN 38120
    View profile for Integrated Assets(901) 820-4585

  18. #18 Shoemaker Financial

    Based in Germantown, 9 mi away

    66/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.5★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 27 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2176 West St #110, Germantown, TN 38139
    View profile for Shoemaker Financial(901) 757-5757

  23. #23 The Jerusalem Portfolio

    Based in Memphis, 11 mi away

    66/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.8★ from 19 Google reviews, listed on Google as “Investment service”.

    • 4.8★ from 19 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1790 Kirby Pkwy Ste 127, Memphis, TN 38138
    View profile for The Jerusalem Portfolio(855) 547-7235

  24. #24 Creative Planning

    Based in Memphis, 11 mi away

    66/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.8★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 20 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1661 International Dr Ste 202, Memphis, TN 38120
    View profile for Creative Planning(866) 273-2848

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 121 ranked financial advisors here; the rest are on their profiles.

financial advisors in Collierville, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Alia Wealth Partners, LLC665.0★ (15)10 mi
27Leaders Credit Union664.5★ (46)15 mi
28GIVENS - LPL FINANCIAL665.0★ (27)17 mi
29First Horizon Bank - Memphis, TN - N Watkins664.6★ (95)23 mi
30Street's Bookkeeping & Tax Service Inc.655.0★ (3)In Collierville
31Benchmark Wealth Management654.8★ (18)12 mi
32MidSouth Advisors655.0★ (3)In Collierville
33Women Financial Power, LLC655.0★ (23)17 mi
34Edward Jones - Financial Advisor: Matthew J Kelso, ChFC®|ABFP®|CRPC™655.0★ (21)16 mi
35RS Financial Group, LLC655.0★ (15)14 mi
36Northwestern Mutual654.7★ (13)11 mi
37Edward Jones - Financial Advisor: Toni Polk, CFP®655.0★ (10)11 mi
38Xclusive Financial655.0★ (17)16 mi
39Meridian Pacific Properties645.0★ (13)15 mi
40Melvin E Morgan: Primerica - Financial Services645.0★ (21)19 mi
41Fidelity Investments643.7★ (25)9 mi
42Charlie Cook: Primerica - Financial Services644.6★ (13)13 mi
43Truist644.0★ (26)12 mi
44Your Family Matters, LLP645.0★ (9)13 mi
45Ellis Retirement Services645.0★ (4)8 mi
46Memphis Planning and Wealth645.0★ (8)13 mi
47P3 Financial Group, Inc.644.1★ (13)11 mi
48Charles Schwab643.8★ (11)9 mi
49Wells Fargo Advisors645.0★ (7)12 mi
50Citizens National Bank - Southaven Banking Centre644.6★ (25)19 mi

Also serving Collierville

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Collierville
BusinessGoogle ratingDistance
Applied Financial StrategiesIn Collierville
Baltier Wealth ManagementIn Collierville
Collierville Financial CenterIn Collierville
David Lofton - Raymond JamesIn Collierville
Edward Jones - Financial Advisor: Brad Harris, CFP®5.0★ (1)In Collierville
Edward Jones - Financial Advisor: Brenda Seeger, CFP®|ChFC®|AAMS®|CRPC™In Collierville
Edward Jones - Financial Advisor: Jeffrey A ElsworthIn Collierville
Edward Jones - Financial Advisor: John C ParksIn Collierville
Edward Jones - Financial Advisor: Kevin S Baltier, CFP®In Collierville
Edward Jones - Financial Advisor: Lisa A RavlijaIn Collierville
Financial institutionIn Collierville
GuidingPoint Financial Group - Ameriprise Financial Services, LLC5.0★ (1)In Collierville
Hospitality Investment ServicesIn Collierville
Kelly Kirksey - Regions Financial AdvisorIn Collierville
Milligan Wealth Management5.0★ (1)In Collierville
Ronald W Rhea: Primerica - Financial ServicesIn Collierville
Sego Wealth Management, LLC5.0★ (1)In Collierville
The CEIL Group5.0★ (1)In Collierville
The Miller Agency - Insurance and Financial ServicesIn Collierville
Wealth Strategies Group5.0★ (1)In Collierville

How we ranked Collierville financial advisors

We scored 121 Collierville financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Collierville data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Collierville: frequently asked questions

Which financial advisor has the highest RFA Score in Collierville?

By RFA Score, the highest-ranked financial advisor in Collierville, TN is McAdams Group, LLC with an RFA Score of 74/100. It has 4.9★ from 470 Google reviews. Morris One Stop Financial Services, LLC (#2) and The Advisor Group (#3) follow. We ranked 121 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Collierville?

RankedFinancialAdvisors ranks 121 financial advisors serving Collierville, TN. 7 of them are based in Collierville; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Collierville work on weekends?

24 of 121 ranked financial advisors post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are Morris One Stop Financial Services, LLC (#2), First Horizon Bank - Collierville, TN - W Poplar Ave (#4) and Integrated Assets (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Collierville financial advisors have?

The median Google rating among 121 rated financial advisors in Collierville is 4.8★, with a median of 15 reviews. American Consumer Credit Counseling, Inc. has the most, 1,358 reviews, and ranks #20. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Collierville count in this ranking?

Yes, if they are within 25 mi of the Collierville city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Collierville ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Collierville a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Collierville

  1. November 2026: RFA Scores recalculated for 121 financial advisors serving Collierville.

More financial advisors and Collierville pages