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Investment Advisors in Memphis, TN: 2026 rankings

31 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Memphis: Memphis Investment Properties, RFA Score 79/100; 4.9★ from 179 Google reviews.

  2. 2

    Most-reviewed: Integrated Assets, 33 Google reviews at 4.9★, the most of 31 ranked after Memphis Investment Properties; ranked #2.

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

31 Memphis investment advisors are ranked here by RFA Score, from eight published factors. 4 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 31 rated firms.

Top 10 investment advisors in Memphis 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 investment advisors in Memphis at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Memphis Investment Properties794.9★ (179)Memphis—Top score
2Integrated Assets744.9★ (33)MemphisSat · Sun · EveningsMost reviews
3The Jerusalem Portfolio724.8★ (19)Memphis——
4Wells Fargo Advisors705.0★ (7)Memphis——
5Lift Insight & Capital Partners685.0★ (3)Memphis——
6Fast Wealth inc665.0★ (7)Bartlett, 15 mi away——
7Creative Planning634.8★ (20)Memphis——
8Summit Asset Management LLC624.0★ (4)Memphis——
9Benchmark Wealth Management624.8★ (18)Memphis——
10RS Financial Group, LLC625.0★ (15)Memphis——

All 31 investment advisors in Memphis, 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.

  2. #2 Integrated Assets

    Based in Memphis

    74/100RFA Score

    Ranked #2 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

  6. #6 Fast Wealth inc

    Based in Bartlett, 15 mi away

    66/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–5 PM · Sat–Sun closed
    Address
    873 Paradise Dr, Cordova, TN 38018
    View profile for Fast Wealth inc(901) 649-8885

  7. #7 Creative Planning

    Based in Memphis

    63/100RFA Score

    Ranked #7 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

  10. #10 RS Financial Group, LLC

    Based in Memphis

    62/100RFA Score

    Ranked #10 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

  15. #15 Piven Group LLC

    Based in Memphis

    61/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Consultant”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 7 AM–6 PM · Sat 9 AM–3 PM · Sun closed
    Address
    254 Court Ave STE 514, Memphis, TN 38103
    View profile for Piven Group LLC(901) 848-4828

  16. #16 GIVENS - LPL FINANCIAL

    Based in Southaven, 16 mi away

    60/100RFA Score

    Ranked #16 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

  17. #17 Radian Partners

    Based in Memphis

    59/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    6055 Primacy Pkwy #160, Memphis, TN 38119
    View profile for Radian Partners(901) 202-3909

  18. #18 Edward Jones - Financial Advisor: Matthew J Kelso, ChFC®|ABFP®|CRPC™

    Based in Southaven, 14 mi away

    59/100RFA Score

    Ranked #18 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

  20. #20 Fish + Associates

    Based in Memphis

    58/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    633 Oakleaf Office Ln, Memphis, TN 38117
    View profile for Fish + Associates(901) 767-0668

  21. #21 Beacon Pointe Advisors

    Based in Memphis

    58/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    1715 Aaron Brenner Dr #218, Memphis, TN 38120
    View profile for Beacon Pointe Advisors(901) 850-5532

  22. #22 Hal Otey Financial

    Based in Memphis

    58/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    6750 Poplar Ave #110, Memphis, TN 38138
    View profile for Hal Otey Financial(901) 683-0222

  24. #24 Rains Wealth Management

    Based in Marion, 10 mi away

    58/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 9 AM–4:30 PM · Sat–Sun closed
    Address
    307 Judge Smith Dr Ste A, Marion, AR 72364
    View profile for Rains Wealth Management(870) 739-8448

  25. #25 Republic Finance

    Based in Bartlett, 13 mi away

    57/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 3.8★ from 20 Google reviews, listed on Google as “Loan agency”.

    • 3.8★ from 20 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3135 Kirby Whitten Rd Ste 101, Bartlett, TN 38134
    View profile for Republic Finance(901) 382-9465

All 31 investment advisors

#1 to #25 are shown in full above. Here are #26 to #31, in RFA Score order; each links to its profile.

investment advisors in Memphis, ranks 26 to 31
RankBusinessRFA ScoreGoogle ratingDistance
26Republic Finance563.6★ (12)12 mi
27Fidelity Investments563.7★ (25)14 mi
28Charles Schwab563.8★ (11)14 mi
29Huntington Bank553.2★ (17)15 mi
30Cypress Wealth Management, LLC555.0★ (3)14 mi
31Republic Finance543.4★ (9)17 mi

Also serving Memphis

20 more investment 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 investment advisors serving Memphis
BusinessGoogle ratingDistance
B. Riley Wealth Management3.0★ (2)In Memphis
Bluff City Advisory Group LLC5.0★ (52)In Memphis
Charlie Cook: Primerica - Financial Services4.6★ (13)In Memphis
First Command Financial Advisor - Austin Beard5.0★ (32)In Memphis
Kimery Wealth Management5.0★ (3)In Memphis
Legacy Wealth Management4.2★ (5)In Memphis
LoneTree Wealth Management4.9★ (34)In Memphis
Martavius D. Jones, ChFEBC5.0★ (2)In Memphis
Melvin E Morgan: Primerica - Financial Services5.0★ (21)In Memphis
Memphis Planning and Wealth5.0★ (8)In Memphis
Meridian Pacific Properties5.0★ (13)In Memphis
Oath - Memphis Estate Planning & Investment Attorneys4.7★ (6)In Memphis
Phoenix Financial Incorporated4.2★ (5)In Memphis
Raymond James & Associates4.4★ (8)In Memphis
Red Door Wealth Management5.0★ (53)In Memphis
The Advisor Group4.9★ (168)In Memphis
The Sims Financial Group, Inc.5.0★ (39)In Memphis
Truist3.6★ (24)In Memphis
Truist3.9★ (21)In Memphis
Xclusive Financial5.0★ (17)In Memphis

How we ranked Memphis investment advisors

We scored 31 Memphis investment 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 Memphis 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Memphis: frequently asked questions

Which investment advisor has the highest RFA Score in Memphis?

By RFA Score, the highest-ranked investment advisor in Memphis, TN is Memphis Investment Properties with an RFA Score of 79/100. It has 4.9★ from 179 Google reviews. Integrated Assets (#2) and The Jerusalem Portfolio (#3) follow. We ranked 31 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Memphis?

RankedFinancialAdvisors ranks 31 investment advisors serving Memphis, TN. 18 of them are based in Memphis; 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 investment advisors in Memphis work on weekends?

4 of 31 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Integrated Assets (#2), JAdams Financial Services (#14) and Piven Group LLC (#15). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Memphis investment advisors have?

The median Google rating among 31 rated investment advisors in Memphis is 5.0★, with a median of 11 reviews. Memphis Investment Properties has the most, 179 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Memphis count in this ranking?

Yes, if they are within 25 mi of the Memphis city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Memphis ranked?

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

How do I check an investment 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 investment advisor in Memphis 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 investment 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 Memphis

  1. November 2026: RFA Scores recalculated for 31 investment advisors serving Memphis.

More investment advisors and Memphis pages