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Financial Planners in Olive Branch, MS: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Olive Branch: McAdams Group, LLC, RFA Score 76/100; 4.9★ from 470 Google reviews.

  2. 3

    Most-reviewed: First Horizon Bank - Memphis, TN - Madison Ave, 398 Google reviews at 4.8★, the most of 65 ranked after McAdams Group, LLC; ranked #3.

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

65 Olive Branch financial planners are ranked here by RFA Score, from eight published factors. 13 open Saturdays, based on posted hours. The median Google rating is 4.5★ across 65 rated firms.

Top 10 financial planners in Olive Branch 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 Olive Branch at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1McAdams Group, LLC764.9★ (470)Bartlett, 12 mi away—Top score
2The Advisor Group734.9★ (168)Memphis, 10 mi away——
3First Horizon Bank - Memphis, TN - Madison Ave734.8★ (398)Memphis, 18 mi away—Most reviews
4Bluff City Advisory Group LLC705.0★ (52)Memphis, 7 mi away——
5Red Door Wealth Management705.0★ (53)Memphis, 10 mi away——
6First Horizon Bank - Collierville, TN - W Poplar Ave694.4★ (107)Collierville, 9 mi awaySat—
7First Horizon Bank - Memphis, TN - Lamar Ave694.5★ (119)Memphis, 13 mi away——
8The Sims Financial Group, Inc.685.0★ (39)Memphis, 10 mi away——
9First Horizon Bank - Bartlett, TN - Summer Ave684.6★ (87)Bartlett, 17 mi away——
10AAA Life Solutions684.8★ (34)Germantown, 9 mi away——

All 65 financial planners in Olive Branch, 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 Olive Branch

    #1 McAdams Group, LLC

    Based in Bartlett, 12 mi away

    76/100RFA 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

  2. #2 The Advisor Group

    Based in Memphis, 10 mi away

    73/100RFA Score

    Ranked #2 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

  10. #10 AAA Life Solutions

    Based in Germantown, 9 mi away

    68/100RFA Score

    Ranked #10 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

  15. #15 Shoemaker Financial

    Based in Germantown, 9 mi away

    66/100RFA Score

    Ranked #15 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

  17. #17 Creative Planning

    Based in Memphis, 10 mi away

    66/100RFA Score

    Ranked #17 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

  19. #19 Leaders Credit Union

    Based in Bartlett, 17 mi away

    66/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.5★ from 46 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 46 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2724 Summer Oaks Dr, Bartlett, TN 38134
    View profile for Leaders Credit Union(901) 682-5626

  20. #20 Alia Wealth Partners, LLC

    Based in Germantown, 9 mi away

    65/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    6815 Poplar Ave Ste 160, Germantown, TN 38138
    View profile for Alia Wealth Partners, LLC(901) 748-4899

  22. #22 RS Financial Group, LLC

    Based in Memphis, 11 mi away

    65/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    5050 Poplar Ave Ste 2405, Memphis, TN 38157
    View profile for RS Financial Group, LLC(901) 312-1630

Financial planners 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 65 ranked financial planners here; the rest are on their profiles.

financial planners in Olive Branch, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Fidelity Investments643.7★ (25)9 mi
27JAdams Financial Services644.6★ (11)11 mi
28Memphis Planning and Wealth635.0★ (8)11 mi
29First Horizon Bank - Memphis, TN - 3409 Poplar Ave633.8★ (35)13 mi
30First Horizon Bank - Memphis, TN - Union Ave633.7★ (89)16 mi
31Community Bank633.9★ (12)9 mi
32Huntington Bank633.2★ (17)6 mi
33Bank of America (with Drive-thru ATM)633.9★ (28)15 mi
34Raymond James & Associates634.4★ (8)10 mi
35Oath - Memphis Estate Planning & Investment Attorneys634.7★ (6)10 mi
36Radian Partners625.0★ (5)9 mi
37Legacy Wealth Management624.2★ (5)10 mi
38Roop Financial Services623.4★ (5)8 mi
39First Horizon Bank - Arlington, TN - US Hwy 70624.2★ (33)25 mi
40Phoenix Financial Incorporated614.2★ (5)11 mi
41Cypress Wealth Management, LLC615.0★ (3)9 mi
42Street's Bookkeeping & Tax Service Inc.615.0★ (3)10 mi
43Hal Otey Financial615.0★ (3)10 mi
44Kimery Wealth Management615.0★ (3)10 mi
45Beacon Pointe Advisors615.0★ (3)10 mi
46Huntington Bank613.2★ (17)13 mi
47Battaile Joseph C Jr Cfa614.4★ (7)15 mi
48Tanya Crehan - Thrivent612.7★ (3)6 mi
49Carty & Company Inc614.3★ (3)10 mi
50First Horizon Bank - Memphis, TN - 315 Poplar Ave614.2★ (10)18 mi

Also serving Olive Branch

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 Olive Branch
BusinessGoogle ratingDistance
Apex Mortgage Group LLC5.0★ (1)In Olive Branch
Cheeks Wealth Coaching5.0★ (2)In Olive Branch
D & C Services GroupIn Olive Branch
Delta Hedge Financial, LLC Registered Investment Advisor ​ Michael Virden Financial AdvisorIn Olive Branch
Dogwood Financial Planning5.0★ (2)7 mi
Eaglestrong Financial5.0★ (2)10 mi
Edward Jones - Financial Advisor: Ben WattsIn Olive Branch
Edward Jones - Financial Advisor: David McNeely, CEPA®|AAMS®5.0★ (1)In Olive Branch
Edward Jones - Financial Advisor: Mel Hungate Jr5.0★ (1)In Olive Branch
Edward Jones - Financial Advisor: Ryan M Barnes, AAMS®5.0★ (1)In Olive Branch
Extra Credit5.0★ (1)In Olive Branch
Kevin Wells - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)10 mi
Maximum Financial GroupIn Olive Branch
Money Optimal Management Financial Services5.0★ (14)In Olive Branch
Morgan Stanley: Althoff Cecilia2.0★ (2)10 mi
P-1 Financial Planning & Wealth Strategies5.0★ (2)8 mi
Republic Finance3.4★ (9)In Olive Branch
S.JonesIn Olive Branch
Synnex Corporation1.8★ (83)In Olive Branch
Tyler II ConsultingIn Olive Branch

How we ranked Olive Branch financial planners

We scored 65 Olive Branch 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 Olive Branch 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 Olive Branch: frequently asked questions

Which financial planner has the highest RFA Score in Olive Branch?

By RFA Score, the highest-ranked financial planner in Olive Branch, MS is McAdams Group, LLC with an RFA Score of 76/100. It has 4.9★ from 470 Google reviews. The Advisor Group (#2) and First Horizon Bank - Memphis, TN - Madison Ave (#3) follow. We ranked 65 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Olive Branch?

RankedFinancialAdvisors ranks 65 financial planners serving Olive Branch, MS. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Olive Branch work on weekends?

13 of 65 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are First Horizon Bank - Collierville, TN - W Poplar Ave (#6), First Horizon Bank - Southaven, MS - Goodman Rd E (#13) and First Horizon Bank - Bartlett, TN - Stage Rd (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Olive Branch financial planners have?

The median Google rating among 65 rated financial planners in Olive Branch is 4.5★, with a median of 20 reviews. McAdams Group, LLC has the most, 470 reviews, and ranks #1. 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 Olive Branch count in this ranking?

Yes, if they are within 25 mi of the Olive Branch 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 Olive Branch 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 Olive Branch 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 Olive Branch

  1. November 2026: RFA Scores recalculated for 65 financial planners serving Olive Branch.

More financial planners and Olive Branch pages