Browse all advisors in Tennessee

Every advisor below is licensed to work with clients in Tennessee. Narrow by specialty or by the type of advisor you want.

Browse by type

Filter these advisors by firm type, credential, fee structure, or the kinds of clients they work with.

Browse by specialty

Find Tennessee advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty
Advisors
Founder/Business Owner
4,746
Retired
3,000
Executive
2,921
Wealth management
2,806
Tax-loss harvesting
2,008
Retirement plans for business owners (SEP, solo 401k)
1,762
General retirement planning
1,563
Retirement income strategy
1,246
College savings (529s, UTMA, etc.)
1,028
Cash flow / budgeting
1,024
Active portfolio management
951
Approaching retirement
830
Private / alternative investments
771
Options & derivatives strategies
685
General estate planning guidance
676
Mid-Career Professionals
629
Annuities
589
HENRY (High Earners, Not Rich Yet)
552
Income planning
509
Multi-generational wealth transfer
492
Charitable giving & philanthropy
468
ESG / Sustainable investing
433
Business succession planning
402
Social Security optimization
371
Equity compensation tax strategy
299
Business exit / sale strategy
291
Passive / index investing
273
Retirement withdrawal strategies
263
Divorce financial planning
258
Real estate investing
251
Concentrated stock management
249
Business ownership considerations
247
Divorced
178
Attorney
176
Married/Couples/Partners
176
General tax planning
127
Self-Employed
95
Established Professionals
91
Debt management
89
Women Professionals
86
Financial Professional
80
Long-term care insurance
57
Tax strategies for small businesses
54
Parents
49
Religious/faith focused
45
Values-based investing
45
Doctor or Medical Professional
41
Family Business
33
Military & Veterans
33
Life insurance needs analysis
28
Planning for children with special needs
28
Educators, Teachers, and Academics
26
Factor investing / smart beta
25
Equity Recipients (RS/RSU, SOP, ESPP)
24
Retired
22
Intergenerational Families
20
Women's Finance
20
Business sale tax planning
19
Medicare planning
19
Young Families
19
Business Financial Management
16
Inheritance planning
15
Elder care planning
12
Stock option exercise strategy
11
Liquidity event planning
10
Young Professionals
9
Government Employee
8
Charitable giving tax strategies
7
Entertainment Industry
6
Roth conversion strategy
6
Technology Professional
6
Trust structures (GRAT, IDGT, revocable)
5
Disability insurance
4
Startup equity planning
4
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