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Financial Planners in Cleveland, TN: 2026 rankings

42 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Cleveland: Collin Daniell, Financial Planner - BD Planning Partners, RFA Score 70/100; 5.0★ from 74 Google reviews.

  2. 39

    Most-reviewed: Bank of America Financial Center, 217 Google reviews at 2.5★, the most of 42 ranked; ranked #39.

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

42 Cleveland financial planners are ranked here by RFA Score, from eight published factors. 8 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.8★ across 42 rated firms.

Top 10 financial planners in Cleveland 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 planners in Cleveland at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Collin Daniell, Financial Planner - BD Planning Partners705.0★ (74)Chattanooga, 19 mi away—Top score
2Senior Insurance Solutions694.8★ (21)Cleveland——
3Allon Planning Partners694.9★ (71)Chattanooga, 19 mi away——
4First Horizon Bank - Cleveland, TN - Keith St NW683.8★ (59)ClevelandSat—
5Benson Wealth Management Inc. - Barrett Benson684.9★ (42)Collegedale, 13 mi away——
6Franklin Wealth Management685.0★ (56)Chattanooga, 21 mi away——
7George Financial674.8★ (61)Chattanooga, 20 mi away——
8First Horizon Bank - Cleveland, TN - NW 25th St673.7★ (38)Cleveland——
9United Community663.4★ (29)Cleveland——
10Genesis Investments665.0★ (17)Collegedale, 11 mi away——

All 42 financial planners in Cleveland, 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 Cleveland

    #1 Collin Daniell, Financial Planner - BD Planning Partners

    Based in Chattanooga, 19 mi away

    70/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 74 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 74 Google reviews
    Hours
    Mon–Thu 8 AM–6 PM · Fri 8 AM–5 PM · Sat–Sun closed
    Address
    7213 Noah Reid Rd Ste 104, Chattanooga, TN 37421
    View profile for Collin Daniell, Financial Planner - BD Planning Partners(423) 994-4289

  3. #3 Allon Planning Partners

    Based in Chattanooga, 19 mi away

    69/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 71 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 71 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7110 E Brainerd Rd, Chattanooga, TN 37421
    View profile for Allon Planning Partners(423) 315-1441

  7. #7 George Financial

    Based in Chattanooga, 20 mi away

    67/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.8★ from 61 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 61 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1200 Premier Dr #200, Chattanooga, TN 37421
    View profile for George Financial(423) 508-3037

  9. #9 United Community

    Based in Cleveland

    66/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 3.4★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 3.4★ from 29 Google reviews
    Hours
    Mon–Tue 8:30 AM–4:30 PM · Wed closed · Thu 8:30 AM–4:30 PM · Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2525 Keith St NW, Cleveland, TN 37312
    View profile for United Community(423) 559-2696

  10. #10 Genesis Investments

    Based in Collegedale, 11 mi away

    66/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    9448 Bradmore Ln Ste 212, Ooltewah, TN 37363
    View profile for Genesis Investments(423) 290-2619

  13. #13 Old National Bank

    Based in Cleveland

    65/100RFA Score

    Ranked #13 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–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3855 N Ocoee St Suite #100, Cleveland, TN 37312
    View profile for Old National Bank(423) 740-7200

  15. #15 Evergreen Advisors

    Based in Chattanooga, 20 mi away

    64/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 21 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1206 Pointe Centre Dr Ste 160, Chattanooga, TN 37421
    View profile for Evergreen Advisors(423) 933-1814

  19. #19 Ascending Financial

    Based in Chattanooga, 20 mi away

    63/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.8★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 18 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    4289 Bonny Oaks Dr, Chattanooga, TN 37406
    View profile for Ascending Financial(423) 779-2335

  22. #22 Wealthbright Advisors

    Based in Chattanooga, 19 mi away

    63/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2115 Chapman Rd #125, Chattanooga, TN 37421
    View profile for Wealthbright Advisors(423) 648-9826

All 42 financial planners

#1 to #25 are shown in full above. Here are #26 to #42, in RFA Score order; each links to its profile.

financial planners in Cleveland, ranks 26 to 42
RankBusinessRFA ScoreGoogle ratingDistance
26Jeff Grady, Mortgage Loan Officer - First Horizon Bank625.0★ (10)18 mi
27First Horizon Bank - Chattanooga, TN - Dayton Blvd624.0★ (35)24 mi
28Elevate Financial Planning & Wealth Management625.0★ (52)20 mi
29Guardian Investment Advisors, LLC624.9★ (136)18 mi
30BD Planning Partners605.0★ (6)19 mi
31Sislo Wealth Management605.0★ (7)22 mi
32First Horizon Bank - Chattanooga, TN - E 3rd St605.0★ (8)25 mi
33Ray Bryant - COUNTRY Financial Agent594.8★ (8)25 mi
34Fuerst Financial Group594.0★ (5)18 mi
35Dustin Morgan - Private Wealth Advisor, Ameriprise Financial Services, LLC594.0★ (4)18 mi
36Jeremy Songer - COUNTRY Financial Agent595.0★ (4)20 mi
37Center 108585.0★ (4)24 mi
38Primerica Looby & Associates584.3★ (3)20 mi
39Bank of America Financial Center582.5★ (217)18 mi
40Bank of America Financial Center571.6★ (42)12 mi
41Financial Consulting Services - Wayne Starr505.0★ (7)22 mi
42Round Table Advisors484.0★ (4)20 mi

Also serving Cleveland

20 more financial planners 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 planners serving Cleveland
BusinessGoogle ratingDistance
Aaron Dunn - Prudential FinancialIn Cleveland
Cooper & Cooper Investment Advisors of Raymond James5.0★ (1)In Cleveland
Csc Investments1.0★ (2)In Cleveland
Edward JonesIn Cleveland
Edward Jones - Financial Advisor: Andrew D Carson5.0★ (6)In Cleveland
Edward Jones - Financial Advisor: Ben Payne5.0★ (1)In Cleveland
Edward Jones - Financial Advisor: Bradley A Hudson, CFP®|AAMS®5.0★ (6)In Cleveland
Edward Jones - Financial Advisor: Chris Robinson5.0★ (10)In Cleveland
Edward Jones - Financial Advisor: Curt Duncan5.0★ (2)In Cleveland
Edward Jones - Financial Advisor: David B Browand5.0★ (2)In Cleveland
Edward Jones - Financial Advisor: Kelly L Browand, CFP®|AAMS®5.0★ (2)In Cleveland
Edward Jones - Financial Advisor: Paul A Hickman, AAMS®|AWMA®5.0★ (1)In Cleveland
Edward Jones - Financial Advisor: Shannon B Ritzhaupt, CEPA®5.0★ (5)In Cleveland
Edward Jones - Financial Advisor: Sharin J KingIn Cleveland
L P L Financial5.0★ (1)In Cleveland
Northwestern Mutual5.0★ (1)In Cleveland
Raymond James & Associates2.0★ (1)In Cleveland
Republic Finance3.3★ (27)In Cleveland
Simpson Financial Coaching5.0★ (10)In Cleveland
Tennessee Valley Retirement Solutions: Victor Boltniew5.0★ (2)In Cleveland

How we ranked Cleveland financial planners

We scored 42 Cleveland financial planners 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 Cleveland 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Cleveland: frequently asked questions

Which financial planner has the highest RFA Score in Cleveland?

By RFA Score, the highest-ranked financial planner in Cleveland, TN is Collin Daniell, Financial Planner - BD Planning Partners with an RFA Score of 70/100. It has 5.0★ from 74 Google reviews. Senior Insurance Solutions (#2) and Allon Planning Partners (#3) follow. We ranked 42 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Cleveland?

RankedFinancialAdvisors ranks 42 financial planners serving Cleveland, TN. 8 of them are based in Cleveland; 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 planners in Cleveland work on weekends?

8 of 42 ranked financial planners post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are First Horizon Bank - Cleveland, TN - Keith St NW (#4), First Horizon Bank - Soddy Daisy, TN - Harrison Lane (#11) and First Horizon Bank - Ooltewah, TN - Apison Pike (#18). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Cleveland financial planners have?

The median Google rating among 42 rated financial planners in Cleveland is 4.8★, with a median of 21 reviews. Bank of America Financial Center has the most, 217 reviews, and ranks #39. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner 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 planners outside Cleveland count in this ranking?

Yes, if they are within 25 mi of the Cleveland city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Cleveland ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Cleveland 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 planners 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 Cleveland

  1. November 2026: RFA Scores recalculated for 42 financial planners serving Cleveland.

More financial planners and Cleveland pages