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Financial Advisors in Hernando, MS: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Hernando: McAdams Group, LLC, RFA Score 71/100; 4.9★ from 470 Google reviews.

  2. 38

    Most-reviewed: American Consumer Credit Counseling, Inc., 1,358 Google reviews at 5.0★, the most of 98 ranked; ranked #38.

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

98 Hernando financial advisors are ranked here by RFA Score, from eight published factors. 18 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 4.9★ across 98 rated firms.

Top 10 financial advisors in Hernando 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 Hernando at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1McAdams Group, LLC714.9★ (470)Bartlett, 24 mi awayTop score
2First Horizon Bank - Memphis, TN - Madison Ave704.8★ (398)Memphis, 22 mi away—
3The Advisor Group694.9★ (168)Memphis, 21 mi away—
4Memphis Investment Properties694.9★ (179)Memphis, 23 mi away—
5GIVENS - LPL FINANCIAL695.0★ (27)Southaven, 9 mi away—
6Edward Jones - Financial Advisor: Matthew J Kelso, ChFC®|ABFP®|CRPC™685.0★ (21)Southaven, 10 mi away—
7Samuel Small II: Primerica - Financial Services685.0★ (17)Horn Lake, 9 mi away—
8Vincent Richmond: Primerica - Financial Services684.9★ (18)Horn Lake, 9 mi away—
9Bluff City Advisory Group LLC675.0★ (52)Memphis, 20 mi away—
10Citizens National Bank - Southaven Banking Centre674.6★ (25)Southaven, 9 mi away—

All 98 financial advisors in Hernando, 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 Hernando

    #1 McAdams Group, LLC

    Based in Bartlett, 24 mi away

    71/100RFA 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, 21 mi away

    69/100RFA 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

  5. #5 GIVENS - LPL FINANCIAL

    Based in Southaven, 9 mi away

    69/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 27 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 27 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    5699 Getwell Rd, Southaven, MS 38672
    View profile for GIVENS - LPL FINANCIAL(662) 292-4152

  6. #6 Edward Jones - Financial Advisor: Matthew J Kelso, ChFC®|ABFP®|CRPC™

    Based in Southaven, 10 mi away

    68/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 21 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 21 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    7125 Getwell Rd Suite 201, Southaven, MS 38672
    View profile for Edward Jones - Financial Advisor: Matthew J Kelso, ChFC®|ABFP®|CRPC™(662) 349-3144

  11. #11 Red Door Wealth Management

    Based in Memphis, 21 mi away

    67/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 53 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 53 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    965 Ridge Lake Blvd Ste 105, Memphis, TN 38120
    View profile for Red Door Wealth Management(901) 681-0018

  16. #16 Huntington Bank

    Based in Hernando

    66/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 3.2★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 3.2★ from 17 Google reviews
    Hours
    Mon–Thu 8:30 AM–4 PM · Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    60 E Commerce St, Hernando, MS 38632
    View profile for Huntington Bank(662) 429-9816

  18. #18 I.A.C Financial Firm

    Based in Southaven, 10 mi away

    66/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon closed · Tue–Thu 8 AM–7 PM · Fri 12 PM–6 PM · Sat 3 PM–7 PM · Sun closed
    Address
    928 Goodman Rd E Ste 202, Southaven, MS 38671
    View profile for I.A.C Financial Firm(662) 666-6724

  24. #24 Integrated Assets

    Based in Memphis, 21 mi away

    66/100RFA Score

    Ranked #24 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

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 98 ranked financial advisors here; the rest are on their profiles.

financial advisors in Hernando, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26First Horizon Bank - Collierville, TN - W Poplar Ave654.4★ (107)23 mi
27AAA Life Solutions654.8★ (34)22 mi
28JAdams Financial Services654.6★ (11)13 mi
29Women Financial Power, LLC655.0★ (23)21 mi
30Financial Consulting Group654.6★ (39)21 mi
31Community Bank653.9★ (12)10 mi
32Thaddeaus Williams: Primerica - Financial Services655.0★ (14)17 mi
33Xclusive Financial655.0★ (17)20 mi
34Myron E Woods: Primerica - Financial Services655.0★ (6)11 mi
35Primerica : Richmond Consulting Group655.0★ (4)9 mi
36Meridian Pacific Properties655.0★ (13)18 mi
37Optimal CFO LLC645.0★ (8)15 mi
38American Consumer Credit Counseling, Inc.645.0★ (1,358)21 mi
39Creative Planning644.8★ (20)21 mi
40The Jerusalem Portfolio644.8★ (19)21 mi
41Alia Wealth Partners, LLC645.0★ (15)21 mi
42RS Financial Group, LLC645.0★ (15)21 mi
43Shoemaker Financial644.5★ (27)21 mi
44Benchmark Wealth Management644.8★ (18)21 mi
45Huntington Bank643.2★ (17)9 mi
46Tanya Crehan - Thrivent632.7★ (3)9 mi
47Murphey Wealth Management635.0★ (15)24 mi
48Edward Jones - Financial Advisor: Toni Polk, CFP®635.0★ (10)21 mi
49Charlie Cook: Primerica - Financial Services634.6★ (13)20 mi
50Northwestern Mutual634.7★ (13)21 mi

Also serving Hernando

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 Hernando
BusinessGoogle ratingDistance
All American Financial Services5.0★ (2)21 mi
Brian Douglas - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Hernando
Chas Emerson, CFP , ChFC Financial Advisor for Hernando and DeSoto County, MSIn Hernando
Dogwood Financial Planning5.0★ (2)20 mi
Edward Jones - Financial Advisor: Jenna H Lester, CEPA®In Hernando
Edward Jones - Financial Advisor: LeTicia Eldred, AAMS®5.0★ (1)In Hernando
Edward Jones - Financial Advisor: Zachary H Walker, ChFC®|AFFP®5.0★ (1)In Hernando
Guaranty Financial ServicesIn Hernando
GuidingPoint Financial Group - Ameriprise Financial Services, LLCIn Hernando
J&J Financial Solutions LLC5.0★ (2)18 mi
Jim Whitehead - Financial Advisor, Ameriprise Financial Services, LLC3.5★ (2)20 mi
Julie W Terry - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Hernando
Keith Rayberth Hawkins Sr: Primerica - Financial Services5.0★ (1)In Hernando
Lee Elander - Financial Advisor, Ameriprise Financial Services, LLCIn Hernando
Marisa Simonetti - Financial Advisor, Ameriprise Financial Services, LLCIn Hernando
Pierce FinancialIn Hernando
SIMPLE INVESTMENT COMPANY5.0★ (2)15 mi
Sum Numbers Financial5.0★ (2)16 mi
Vincent Perry - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)21 mi
Wells Fargo Advisors3.0★ (2)10 mi

How we ranked Hernando financial advisors

We scored 98 Hernando 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 Hernando 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 Hernando: frequently asked questions

Which financial advisor has the highest RFA Score in Hernando?

By RFA Score, the highest-ranked financial advisor in Hernando, MS is McAdams Group, LLC with an RFA Score of 71/100. It has 4.9★ from 470 Google reviews. First Horizon Bank - Memphis, TN - Madison Ave (#2) and The Advisor Group (#3) follow. We ranked 98 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Hernando?

RankedFinancialAdvisors ranks 98 financial advisors serving Hernando, MS. 3 of them are based in Hernando; 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 Hernando work on weekends?

18 of 98 ranked financial advisors post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are First Horizon Bank - Southaven, MS - Goodman Rd E (#15), Williams Financial Holdings (#17) and I.A.C Financial Firm (#18). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Hernando financial advisors have?

The median Google rating among 98 rated financial advisors in Hernando is 4.9★, with a median of 13 reviews. American Consumer Credit Counseling, Inc. has the most, 1,358 reviews, and ranks #38. 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 Hernando count in this ranking?

Yes, if they are within 25 mi of the Hernando 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 Hernando 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 Hernando 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 Hernando

  1. November 2026: RFA Scores recalculated for 98 financial advisors serving Hernando.

More financial advisors and Hernando pages