Ways to browse Independent advisors serving Tennessee

Pick a specialty to browse more Independent advisors serving Tennessee.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	960
Wealth management	752
Options & derivatives strategies	551
Executive	535
Retirement plans for business owners (SEP, solo 401k)	497
Private / alternative investments	489
Active portfolio management	393
Tax-loss harvesting	358
Retired	328
General retirement planning	322
College savings (529s, UTMA, etc.)	283
Retirement income strategy	267
Cash flow / budgeting	234
Annuities	224
Real estate investing	187
Concentrated stock management	152
Income planning	131
General tax planning	130
Passive / index investing	124
ESG / Sustainable investing	123
Charitable giving & philanthropy	118
General estate planning guidance	110
Business exit / sale strategy	96
Business succession planning	65
Business ownership considerations	63
HENRY (High Earners, Not Rich Yet)	55
Social Security optimization	49
Tax strategies for small businesses	48
Long-term care insurance	47
Mid-Career Professionals	47
Debt management	45
Approaching retirement	43
Religious/faith focused	38
Divorce financial planning	31
Established Professionals	31
Retirement withdrawal strategies	26
Life insurance needs analysis	24
Equity compensation tax strategy	23
Self-Employed	21
Doctor or Medical Professional	19
Equity Recipients (RS/RSU, SOP, ESPP)	17
Multi-generational wealth transfer	17
Factor investing / smart beta	16
Financial Professional	16
Medicare planning	16
Business sale tax planning	15
Values-based investing	14
Women Professionals	14
Family Business	12
Elder care planning	10
Young Professionals	8
Charitable giving tax strategies	7
Roth conversion strategy	6
Attorney	5
Retired	5
Disability insurance	3

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