How many financial advisors are in Germantown, Tennessee?

Falists lists 7 registered investment advisers with a principal office or filing address in Germantown, Tennessee, based on public SEC IAPD data.

How do financial advisors in Germantown charge fees?

Fee structures vary by firm. In Germantown, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Germantown?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Tennessee · 7 advisers

Financial Advisors in Germantown, Tennessee

Looking for a financial advisor in Germantown, Tennessee? Falists indexes 7 SEC-registered and state-registered investment advisers in Germantown — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $568.2M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$568.2M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth7 Planning6 Trusts7 Retirement2 Institutional3

Top advisors in Germantown

Ranked by AUM · Fees, team & specialties at a glance

View all 7 →

FCG INVESTMENT COMPANY

Germantown, TN

AUM

$568.2M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

10 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

901-309-2681

Full profile Visit site →

SILVERLEAFE CAPITAL PARTNERS, LLC

Germantown, TN

AUM

$449.2M

Financial PlanningWealth MgmtTrusts & Estates

Team

4 advisors

Clients

51-100

Fees

Percentage of AUM · Fixed fees +1 more

901-259-3345

Full profile Visit site →

W ADVISORS LLC

Germantown, TN

AUM

$244.9M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

901-410-8040

Full profile Visit site →

TCM

Germantown, TN

AUM

$164.5M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

Fees

Percentage of AUM · Hourly charges +2 more

901-757-4448

Full profile Visit site →

CYPRESS WEALTH MANAGEMENT, LLC

Germantown, TN

AUM

$77.9M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

901-292-3596

Full profile Visit site →

STUDDARD FINANCIAL, LLC

Germantown, TN

AUM

$27.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

901-355-4713

Full profile Visit site →

NEW SOUTHERN ADVISORY SERVICES

Germantown, TN

AUM

$40.2M

Wealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

Fees

Percentage of AUM

901-258-3331

Full profileNo website

More cities in Tennessee

Nashville (101)Memphis (65)Knoxville (46)Chattanooga (37)Brentwood (33)Franklin (28)Johnson City (9)Jackson (6)Kingsport (5)Murfreesboro (5)Clarksville (4)Hendersonville (4)

Common questions

How many financial advisors are in Germantown, Tennessee?: 7 registered investment advisers are listed in our Germantown directory, sourced from public SEC filings.
What types of advisors are in Germantown?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Germantown?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.