Highest Rated · Bartlett
Top-Rated Financial Advisors in Bartlett, TN
Every business ranked by real customer ratings. The pros at the top earned it — through consistent service, not advertising spend.
As of June 2026, RatingsNearMe ranks 17 financial advisors in Bartlett, TN by verified customer ratings and review volume. The highest-rated is World Finance with a 5.0-star rating from 335 verified reviews. Also in the top tier: Volner Financial Group, Inc. and OneMain Financial. The average rating across all listed financial advisors in Bartlett is 4.8 stars from 49 reviews per business on average.
Financial advisors in Bartlett typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
17
Businesses listed
4.8★
Avg rating
49
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Volner Financial Group, Inc.
2854 Stage Center Dr, Bartlett, TN 38134, USA
Financial Advisors Rankings in Bartlett, TN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | World Finance6824 Stage Rd, Bartlett, TN 38134, USA | 5.0★ | 335 |
| #2 | Volner Financial Group, Inc.2854 Stage Center Dr, Bartlett, TN 38134, USA | 4.9★ | 54 |
| #3 | OneMain Financial6045 Stage Rd Ste 62, Bartlett, TN 38134, USA | 4.7★ | 37 |
| #4 | Edward Jones - Financial Advisor: Randy Lillard7980 N Brother Blvd Suite 103, Bartlett, TN 38133, USA | 5.0★ | 2 |
| #5 | Edward Jones - Financial Advisor: John L Keller, CFP®2868 Summer Oaks Dr Ste 110, Bartlett, TN 38134, USA | — | — |
| #6 | Crown Financial Group by Ameriprise Financial1052 Brookfield Rd, Memphis, TN 38119, USA | 5.0★ | 1 |
| #7 | Beacon Pointe Advisors1715 Aaron Brenner Dr #218, Memphis, TN 38120, USA | 5.0★ | 2 |
| #8 | Edward Jones - Financial Advisor: Jeff Avant, CFP®|AAMS®7953 Stage Hills Blvd #106, Bartlett, TN 38133, USA | — | — |
| #9 | Brandon Financial Planning Inc5101 Wheelis Dr # 112, Memphis, TN 38117, USA | 5.0★ | 1 |
| #10 | Pinnacle Financial Partners3070 Kirby Whitten Rd, Bartlett, TN 38134, USA | 3.9★ | 19 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Bartlett
Edward Jones - Financial Advisor: Randy Lillard
7980 N Brother Blvd Suite 103, Bartlett, TN 38133, USA
Edward Jones - Financial Advisor: John L Keller, CFP®
2868 Summer Oaks Dr Ste 110, Bartlett, TN 38134, USA
Crown Financial Group by Ameriprise Financial
1052 Brookfield Rd, Memphis, TN 38119, USA
Beacon Pointe Advisors
1715 Aaron Brenner Dr #218, Memphis, TN 38120, USA
Edward Jones - Financial Advisor: Jeff Avant, CFP®|AAMS®
7953 Stage Hills Blvd #106, Bartlett, TN 38133, USA
Brandon Financial Planning Inc
5101 Wheelis Dr # 112, Memphis, TN 38117, USA
Pinnacle Financial Partners
3070 Kirby Whitten Rd, Bartlett, TN 38134, USA
Prime Capital Financial
6000 Poplar Ave Ste 250, Memphis, TN 38119, USA
Greer Financial Services and Insurance
3173 Kirby Whitten Rd Suite 203b, Bartlett, TN 38134, USA
Keystone Planning Partners
618 Oakleaf Office Ln #300, Memphis, TN 38117, USA
Prime Capital Financial, Formerly Pier Financial Advisors
9449 Poplar Ave, Germantown, TN 38138, USA
Bailey Lowery - Regions Financial Advisor
6231 Stage Rd, Bartlett, TN 38134, USA
Primerica-M H L & Associates
6255 E Stage Plaza, Memphis, TN 38134, USA
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Frequently Asked Questions — Financial Advisors in Bartlett
What is a fiduciary financial advisor and why does it matter in Bartlett?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Bartlett, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Bartlett?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 1, 2026.
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