Browse all Independent advisors in Tennessee

Every advisor below is licensed to work with clients in Tennessee. Narrow by specialty to find someone who focuses on your situation.

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	969
Wealth management	748
Executive	544
Options & derivatives strategies	542
Retirement plans for business owners (SEP, solo 401k)	495
Private / alternative investments	488
Active portfolio management	394
Tax-loss harvesting	350
Retired	331
General retirement planning	325
College savings (529s, UTMA, etc.)	288
Retirement income strategy	267
Cash flow / budgeting	234
Annuities	225
Real estate investing	190
Concentrated stock management	152
Income planning	131
ESG / Sustainable investing	123
General tax planning	123
Passive / index investing	123
Charitable giving & philanthropy	118
General estate planning guidance	117
Business exit / sale strategy	104
Business succession planning	65
Business ownership considerations	62
HENRY (High Earners, Not Rich Yet)	55
Long-term care insurance	49
Tax strategies for small businesses	49
Mid-Career Professionals	47
Debt management	46
Social Security optimization	46
Approaching retirement	44
Religious/faith focused	37
Divorce financial planning	31
Established Professionals	29
Retirement withdrawal strategies	26
Equity compensation tax strategy	24
Life insurance needs analysis	24
Family Business	22
Self-Employed	20
Doctor or Medical Professional	19
Equity Recipients (RS/RSU, SOP, ESPP)	17
Multi-generational wealth transfer	17
Financial Professional	16
Medicare planning	16
Business sale tax planning	15
Factor investing / smart beta	14
Values-based investing	14
Women Professionals	14
Elder care planning	10
Young Professionals	9
Charitable giving tax strategies	7
Retired	6
Roth conversion strategy	6
Attorney	5
Disability insurance	3

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