Company lists · Data refreshed September 2026

Top 23 Retirement planning consultants based in Memphis, United States

Name: Retirement planning consultants based in Memphis, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 34 companies tracked

RevenueBase identified 34 company matches for retirement planning consultants associated with Memphis, United States as of September 2026 and tracks 428 professional contacts across them, including 108 with verified work emails. Across the United States, New York is the largest hub for this category (220 companies); Memphis has 34.

This list covers company matches for retirement planning consultants associated with Memphis, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 21, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 21, 2026 How this list was built

34Companies

428Contacts tracked

108Verified emails

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The 23 largest retirement planning consultants based in Memphis, United States

Ranked by team size

Top 23 of 34 company matches for retirement planning consultants based in Memphis, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	B. Riley Wealth Management	Exact match	Memphis, TN, United StatesHQ recorded Sep 21, 2026	201-500	239 contacts →
	Exact match “B.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	Mcadams Group, LLC	Exact match	Memphis, TN, United StatesHQ recorded Sep 21, 2026	11-50	25 contacts →
	Exact match “McAdams Group, LLC has differentiated itself from the competition in numerous ways.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	FTB Advisors	Exact match	Memphis, TN, United StatesHQ recorded Sep 21, 2026	1,001-5,000	21 contacts →
	Exact match “FTB Advisors’ mission is to provide you with access to a range of resources that can help you build the financial future you deserve.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	Legacy Wealth Management, Inc. Memphis, TN	Exact match	Memphis, TN, United StatesHQ recorded Sep 21, 2026	11-50	14 contacts →
	Exact match “Since 1982, Legacy Wealth Management’s approach to financial planning and portfolio management comes from experience and knowledge as an independent registered investment advisory…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	Kelman-Lazarov, INC	Exact match	Memphis, TN, United StatesHQ recorded Sep 21, 2026	11-50	13 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	UCL Financial Group, LLC	Exact match	Memphis, TN, United StatesHQ recorded Sep 21, 2026	11-50	12 contacts →
	Exact match “UCL Financial Group, LLC is a full service financial services firm committed to helping Individuals & Businesses improve their long-term financial success.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	Burleigh Consulting Group INC	Exact match	Memphis, TN, United StatesHQ recorded Sep 21, 2026	11-50	8 contacts →
	Exact match “Burleigh Consulting Group Inc is an oil & energy company based out of 465 Jack Kramer Dr # 2, Memphis, Tennessee, United States.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	Radian Partners	Exact match	Memphis, TN, United StatesHQ recorded Sep 21, 2026	11-50	8 contacts →
	Exact match “Radian Partners, LLC serves clients who seek the highest degree of fiduciary responsibility, discretion and straight talk.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	Highland Capital Management, LLC	Exact match	Memphis, TN, United StatesHQ recorded Sep 21, 2026	11-50	7 contacts →
	Exact match “HIGHLAND CAPITAL MANAGEMENT, LLC is a financial services company based out of 6077 PRIMACY PARKWAY, SUITE 228, MEMPHIS, Tennessee, United States.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	Reliant Investment Management, LLC	Exact match	Memphis, TN, United StatesHQ recorded Sep 21, 2026	1-10	7 contacts →
	Exact match “Reliant Investment Management, LLC is an independent investment advisory firm providing customized portfolio management based on personal relationships with each client.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Envision Financial Planning, LLC	Exact match	Memphis, TN, United StatesHQ recorded Sep 21, 2026	1-10	6 contacts →
	Exact match “At the end of the day, we judge ourselves based on the impact we've had on our clients' lives, the milestones we've helped them reach and the relationships we've built.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	Wunderlich & Company	Exact match	Memphis, TN, United StatesHQ recorded Sep 21, 2026	1-10	6 contacts →
	Exact match “Suitability drives all we do at Wunderlich & Company.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Plan Administration & Consulting, LLC	Exact match	Memphis, TN, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “Since 2002, Plan Administration & Consulting, LLC has been providing top-notch retirement plan services to all sizes of clients in a broad range of industries as a subsidiary of…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Jaffe Wealth Management & Consulting, INC	Exact match	Memphis, TN, United StatesHQ recorded Sep 21, 2026	11-50	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	Momentum Financial Mid-South	Exact match	Memphis, TN, United StatesHQ recorded Sep 21, 2026	11-50	3 contacts →
	Exact match “WHAT WE DO We are financial services professionals who specialize in wealth accumulation, conservation, and distribution.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16	Alluvial Wealth Partners	Exact match	Memphis, TN, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “Alluvial Wealth Partners is an independent wealth management firm with a deep-rooted history of serving clients in Memphis and surrounding areas.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	Dominion Partners Private Wealth Management	Exact match	Memphis, TN, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match “We believe investors need sound advice and sophisticated resources.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18	Reid Financial - Memphis TN	Exact match	Memphis, TN, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match “Not having a financial plan can lead to sleepless nights and feeling constantly worried.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19	Jones Wealth Management Group	Exact match	Memphis, TN, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match “Employed in financial services since 1990 and licensed in securities and insurance since 1994.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	Abundantia Advisory	Exact match	Memphis, TN, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match “Our firm provides outstanding service to our clients because of our dedication to three underlying principles: professionalism, responsiveness, and quality.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21	Bluff City Advisory Group	Exact match	Memphis, TN, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match “Bluff City Advisory Group is dedicated to building the future you desire.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22	Cothran Capital LLC	Exact match	Memphis, TN, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match “Cothran Capital, LLC is a full service registered Investment Advisor firm offering Asset Management, Financial Planning and Tax/Estate Planning.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	CFH Financial Services, INC	Exact match	Memphis, TN, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “retirement planning consultants”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 23 of 34 retirement planning consultants based in Memphis, United States

See the full list, filter by size, metro and specialty, and access 108 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Retirement planning consultants based in Memphis, United States at a glance

As of Sep 21, 2026

25.2%Verified-email coverage

12.6Average contacts per company

1-10Median size (employees)

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

201-500

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Memphis, so it is reported there. Company counts and contact totals on this page are exact for Memphis, over 34 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Memphis, United States whose business descriptions match “retirement planning consultants” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 108 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Retirement planning consultants by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “retirement planning consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many retirement planning consultants are there based in Memphis, United States?

RevenueBase identified 34 company matches for retirement planning consultants associated with Memphis, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

B. Riley Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most retirement planning consultants?

New York leads the United States with 220 company records, followed by Houston (164) and Atlanta (147). Memphis has 34.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 108 professional contacts with verified work emails tracked across these 34 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.