Dyersburg, TN
wiseradvisor

Compare 3 financial advisors near you matched to your specific needs
Personalized Advice For Portfolio Size of 100k And Above
  1. Tell Us Your Financial Goals
  2. Compare Advisors
  3. Select the Advisor That is Right For You

  Your Information is Safe and Secure

Find Top Financial Advisors in Dyersburg, Tennessee

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Dyersburg, Tennessee

Last Updated - May 17, 2024

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Are you a Financial Advisor in Dyersburg?

Active investors submitted requests in your area. Do you qualify to be in our network and get matched?

Top Financial Advisor Firms in Dyersburg, Tennessee (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
ALLIANCEBERNSTEIN L.P.
501 Commerce Street, Nashville, TN 37203
4134 58634 $582,388,000,000
A Percentage of AUM, Subscription Fees, Fixed Fees, Commission Based, Performance Based
NEPHILA ADVISORS LLC
3811 Bedford Avenue, Suite 101, Nashville, TN 37215
39 44 $18,829,944,477
Other (COST + 10%)
FIRST HORIZON ADVISORS, INC
4990 Poplar Avenue, 3rd Floor, Memphis, TN 38117
224 9360 $11,300,952,063
A Percentage of AUM, Fixed Fees
ARCLINE INVESTMENT MANAGEMENT LP
3803 Bedford Avenue, Suite No. 106, Nashville, TN 37215-2564
46 9 $10,041,415,942
A Percentage of AUM, Performance Based
GERBER/TAYLOR MANAGEMENT LLC
40 South Main Street, Suite 1900, Memphis, TN 38103
41 220 $9,208,094,171
A Percentage of AUM, Fixed Fees, Performance Based
B. RILEY WEALTH ADVISORS, INC.
40 S. Main St., Suite 1800, Memphis, TN 38103
503 20323 $6,884,819,404
A Percentage of AUM, Hourly charges, Fixed Fees
SOUTHEASTERN ASSET MANAGEMENT INC.
6410 Poplar Ave., Ste. 900, Memphis, TN 38119-4843
37 49 $5,479,257,682
A Percentage of AUM, Performance Based
INTEROCEAN CAPITAL
150 4th Avenue North, Suite 1410, Nashville, TN 37219
33 7253 $5,339,057,409
A Percentage of AUM, Hourly charges, Fixed Fees, Other (REVENUE SHARING WITH OUR AFFILIATES, FRS & FTCS (SEE SCHEDULE D))
GSV EQUITY HOLDINGS, LLC
2035 Lakeside Centre Way, Suite 200, Knoxville, TN 37922
32 13 $5,280,060,732
Other (CARRIED INTEREST)
SAGESPRING WEALTH PARTNERS
801 Crescent Centre Drive, Suite 600, Franklin, TN 37067
170 27053 $4,277,447,071
A Percentage of AUM, Hourly charges, Fixed Fees
WEAVER C. BARKSDALE & ASSOCIATES, INC.
One Burton Hills Blvd, Suite 100, Nashville, TN 37215-6104
11 135 $3,725,518,751
A Percentage of AUM
HIGHLAND CAPITAL MANAGEMENT, LLC
850 Ridge Lake Blvd, Suite 205, Memphis, TN 38120
20 953 $3,100,659,199
A Percentage of AUM, Performance Based, Other (SUBSCRIPTION FEES)
POINTER MANAGEMENT, LLC
832 Georgia Avenue, Suite 1100, Chattanooga, TN 37402
16 6 $3,100,577,425
A Percentage of AUM, Performance Based
PRINCIPAL STREET PARTNERS, LLC
949 Shady Grove Rd South, Suite 402, Memphis, TN 38120
13 99 $2,780,152,172
A Percentage of AUM, Performance Based
THOROUGHBRED FINANCIAL SERVICES, LLC
5110 Maryland Way, Suite 300, Brentwood, TN 37027-7508
33 6087 $2,440,440,866
A Percentage of AUM, Fixed Fees

    Frequently Asked Questions

    To find a list of registered financial advisors in Tennessee, you can utilize our Tennessee advisor directory as the majority of advisors listed there provide a range of services, such as retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. The specific services that an advisor offers may depend on their area of expertise, so it's important to find an advisor whose services align with your needs and financial goals. Additionally, you may use the WiserAdvisor free match tool to connect with 2-3 registered and vetted financial advisors matched to your specific financial needs and objectives.

    To check if a financial advisor in Tennessee has any disciplinary actions or complaints filed against them, you can use the Financial Industry Regulatory Authority's (FINRA) BrokerCheck tool. This tool enables individuals to complete a thorough background check on financial professionals like brokers, brokerage firms, financial advisors, investment advisors, advising firms, etc. The detailed information provided through BrokerCheck includes their employment history, certifications, licenses, and active or past violations within the last ten years so that you can make an informed decision while hiring an advisor. We recommend using this guide to know how to use BrokerCheck to evaluate a financial advisor’s credentials.

    During the initial consultation with a potential financial advisor in Tennessee, it's recommended to ask them about their experience, areas of expertise, investment philosophy, fee and compensation methods, and their approach to financial planning. You should also ask about their fiduciary duty, which means they are legally and ethically bound to act in your best interests. It's important to choose an advisor who communicates clearly and transparently and whose values align with your own. To further understand if a financial advisor is best suited to your financial needs, consider using the following 10 Key Questions You Should Ask Your Financial Advisor.

    The cost of hiring a financial advisor in Tennessee varies depending on the advisor's experience, services, and fee structure. Some advisors charge a percentage of assets under management, ranging from approx. 1.02% or a fixed rate of approx. $7,500 and above. Meanwhile, other advisors charge an hourly rate, fee-based, or solely earn a commission from financial product sales. It's important to understand the advisor's fee structure and any potential conflicts of interest before engaging in their services. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.

    When choosing a financial advisor in Tennessee, look for some common credentials like Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Chartered Financial Consultant (ChFC). These designations indicate that the advisor has undergone certified training in the field as a financial advisor and is committed to keeping your best interests a priority. To ensure you are making an informed decision while picking an advisor, explore the 6 common financial advisor certifications you need to know. To further explore the various credentials an advisor can hold, read more about advisor designations.

    By working with an advisor who specializes in providing wealth management services, you can receive assistance in achieving your financial goals through personalized and comprehensive financial planning. The advisor can work closely with you to set clear objectives and devise a tailored financial plan encompassing investment management, tax planning, and risk management strategies. They also will regularly review and adjust the plan to accommodate changing circumstances and market conditions. To further explore how financial advisors listed on our directory for the state of Tennessee can support you, learn more about the different types of financial advisors and their areas of expertise.

    Yes, Tennessee residents have access to a range of retirement planning strategies and/or options. They can participate in employer-sponsored plans like 401(k)s or 403(b)s, Roth IRAs, and state pension plans. Additionally, Tennessee residents can benefit from Social Security benefits, annuities, Health Savings Accounts (HSAs), and diverse investment accounts to further enrich retirement plans. If you are seeking to learn more about how a financial advisor can help in tailoring retirement strategies that align with your personal circumstances and state-specific regulations to secure your financial future in retirement, learn more about why you should hire a retirement advisor.

    To determine the ideal retirement age and the timeline for your financial situation in Tennessee, several factors should be considered. Begin by assessing your current financial health, including savings, investments, and any employer-sponsored retirement plans. You also want to consider your anticipated Social Security benefits, desired lifestyle in retirement and expenses, and factors regarding your health and family longevity. To learn more about how to ensure your retirement is aligned with your financial capabilities and aspirations, learn more about the 6 important factors to assess your retirement readiness.

    When choosing a financial advisor in Tennessee, you should consider factors including qualifications, years of relevant experience, method of compensation, and services offered. Additionally, it's important to ensure that an advisor has the necessary licenses and registrations with trusted regulatory organizations such as the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Tennessee State Securities Board. To learn more, read the guide on how to use FINRA's BrokerCheck tool to evaluate a financial advisor’s credentials.

    When working with a financial advisor in Tennessee you can expect personalized guidance in managing your finances, setting goals, and creating a comprehensive financial plan. They will provide objective advice and help you navigate complex financial matters. Additionally, they will assist you in making informed investment decisions to optimize your financial well-being and strive to help you achieve your financial objectives. If you are considering working with a financial advisor, read more to explore what a financial advisor can do for you.

    A retirement planning advisor in Tennessee can provide valuable guidance on optimizing your Social Security benefits by analyzing your unique financial situation. They can help you determine the most advantageous age to start claiming benefits based on factors such as your expected lifespan, other sources of income, and individual goals. They'll consider how working during retirement and potential tax implications might impact your benefits. Through careful analysis and personalized strategies, they can assist you in making informed decisions that maximize your Social Security benefits over the long term. To learn more about how you can further benefit from the help of a retirement planner, explore why you should hire a retirement advisor.

    Yes, a financial advisor can help you create a comprehensive retirement income plan that considers your investments, pensions, and various income sources, tailored to Tennessee's specific financial landscape. They'll analyze your current financial situation, assess your retirement goals, and provide strategies to optimize income generation, manage taxes, and ensure long-term financial security, all while adhering to state-specific regulations and considerations.

    How often you should meet with your financial advisor may depend on your specific financial situation and goals. For complex finances, you may need to meet with your financial advisor weekly or monthly, while for those with regular income and simpler investments, quarterly or annual meetings may be enough. Your advisor can assist in determining the suitable meeting frequency based on your circumstances. Read on to learn more about how often you should meet with your advisor.