4.5+ Stars · Bartlett
Highly Rated Financial Advisors in Bartlett, TN
Only the best make this list. These financial advisors in Bartlett have earned 4.5+ star ratings from real customers — consistently.
As of July 2026, RatingsNearMe ranks 17 financial advisors in Bartlett, TN by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is World Finance with a 5.0-star rating from 335 Google reviews and an RNM Score of 100/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Psalms Up Tax Service
Psalms Up Tax Service stands out as the top-ranked financial advisor in Bartlett due to its strong reputation for personalized tax and financial guidance.
Most Reviewed
OneMain Financial
A high review count indicates broad customer experience and can help you gauge service consistency and trustworthiness.
When choosing a financial advisor in Bartlett, consider your specific needs—whether tax preparation, investment planning, or insurance—and verify each firm's expertise and licensing. Reading recent reviews can also provide insight into client satisfaction and service quality.
Local Market Snapshot
17
Businesses listed
4.8★
Avg rating
49
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of clients, earning a perfect 5.0-star rating from 335 reviews.
6824 Stage Rd, Bartlett, TN 38134, USARated 4.9 stars from 54 Google reviews, this trusted local advisor serves Bartlett.
2854 Stage Center Dr, Bartlett, TN 38134, USATrusted by clients, this Bartlett financial advisor holds a strong 4.7-star rating from 37 reviews.
6045 Stage Rd Ste 62, Bartlett, TN 38134, USAFinancial 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 | Primerica-M H L & Associates6255 E Stage Plaza, Memphis, TN 38134, USA | — | — |
| #5 | Bailey Lowery - Regions Financial Advisor6231 Stage Rd, Bartlett, TN 38134, USA | — | — |
| #6 | Prime Capital Financial, Formerly Pier Financial Advisors9449 Poplar Ave, Germantown, TN 38138, USA | — | — |
| #7 | Keystone Planning Partners618 Oakleaf Office Ln #300, Memphis, TN 38117, USA | — | — |
| #8 | Crown Financial Group by Ameriprise Financial1052 Brookfield Rd, Memphis, TN 38119, USA | 5.0★ | 1 |
| #9 | Beacon Pointe Advisors1715 Aaron Brenner Dr #218, Memphis, TN 38120, USA | 5.0★ | 2 |
| #10 | Edward Jones - Financial Advisor: Jeff Avant, CFP®|AAMS®7953 Stage Hills Blvd #106, Bartlett, TN 38133, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Bartlett
This business currently has no customer reviews or ratings available.
6255 E Stage Plaza, Memphis, TN 38134, USA
Financial advisor in Bartlett with no customer reviews yet.
6231 Stage Rd, Bartlett, TN 38134, USA
A new financial advisor in Bartlett, TN, with no customer reviews yet.
9449 Poplar Ave, Germantown, TN 38138, USA
New to Google reviews, this Bartlett financial advisor has no customer ratings yet.
618 Oakleaf Office Ln #300, Memphis, TN 38117, USA
Consistently earns perfect 5.0-star ratings from its clients in Bartlett.
1052 Brookfield Rd, Memphis, TN 38119, USA
Rated 5.0 stars by clients, based on a handful of Google reviews.
1715 Aaron Brenner Dr #218, Memphis, TN 38120, USA
This financial advisor in Bartlett has no customer reviews yet.
7953 Stage Hills Blvd #106, Bartlett, TN 38133, USA
Boasting a perfect 5.0-star rating from multiple clients in Bartlett.
7980 N Brother Blvd Suite 103, Bartlett, TN 38133, USA
Trusted by clients for outstanding 5.0-star service with a handful of reviews.
5101 Wheelis Dr # 112, Memphis, TN 38117, USA
Bartlett financial advisor with no online ratings yet, from zero Google reviews.
2868 Summer Oaks Dr Ste 110, Bartlett, TN 38134, USA
Top-rated financial advisor in Bartlett with 36 perfect 5-star reviews.
3173 Kirby Whitten Rd Suite 203b, Bartlett, TN 38134, USA
3.9 stars from 19 reviews, offering a mixed but generally positive reputation.
3070 Kirby Whitten Rd, Bartlett, TN 38134, USA
Consistently earns perfect 5.0-star ratings from its early Google reviews.
1464 Bartlett Rd, Memphis, TN 38134, USA
A Bartlett financial advisor with no customer reviews yet.
6000 Poplar Ave Ste 250, Memphis, TN 38119, USA
Get Free Quotes
We'll connect you with the top financial advisors in Bartlett, TN.
Financial Advisors in Bartlett, TN — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | World Finance | 100/100 | 5.0 ★ | 335 |
| 2 | Volner Financial Group, Inc. | 90/100 | 4.9 ★ | 54 |
| 3 | OneMain Financial | 85/100 | 4.7 ★ | 37 |
| 4 | Primerica-M H L & Associates | 15/100 | — | 0 |
| 5 | Bailey Lowery - Regions Financial Advisor | 15/100 | — | 0 |
| 6 | Prime Capital Financial, Formerly Pier Financial Advisors | 15/100 | — | 0 |
| 7 | Keystone Planning Partners | 15/100 | — | 0 |
| 8 | Crown Financial Group by Ameriprise Financial | 62/100 | 5.0 ★ | 1 |
| 9 | Beacon Pointe Advisors | 76/100 | 5.0 ★ | 2 |
| 10 | Edward Jones - Financial Advisor: Jeff Avant, CFP®|AAMS® | 7/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
Get your business on AI — ChatGPT, Perplexity & Google AI
AI assistants increasingly recommend local financial advisors straight from RatingsNearMe. Claim your spot in Bartlett to get featured in AI answers, comparison tables, and “best near me” results — where customers are actually searching now.
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.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
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: July 4, 2026.
More Home Services in Bartlett
Related Searches
More ways to find financial advisors in Bartlett
Financial Advisors in nearby cities