Registered investment advisers in Tennessee

AUM: $763.4B
Per adviser: $472M
Advisers: 1,616

&Partners

Nashville, TN · Est. 1990

AUM: $30.3B
Per adviser: $69M
Advisers: 439

Arcline Investment Management LP

Nashville, TN · Est. 2019

AUM: $26.5B
Per adviser: $481M
Advisers: 55

No reported disclosures

Nephila Advisors LLC

Nashville, TN · Est. 2011

AUM: $12.9B
Per adviser: $1.1B
Advisers: 12

No reported disclosures

Gerber/Taylor Management LLC

Memphis, TN · Est. 1999

AUM: $11.4B
Per adviser: $601M
Advisers: 19

No reported disclosures

Sagespring Wealth Partners

Franklin, TN · Est. 2016

AUM: $8.5B
Per adviser: $85M
Advisers: 100

No reported disclosures

The Pacific Financial Group, INC.

Nashville, TN · Est. 1983

AUM: $5.1B
Per adviser: $254M
Advisers: 20

No reported disclosures

Pacific Financial Group, LLC

Nashville, TN · Est. 2007

AUM: $4.7B
Per adviser: $669M
Advisers: 7

No reported disclosures

Gsv Equity Holdings, LLC

Knoxville, TN · Est. 2022

AUM: $4.6B
Per adviser: $218M
Advisers: 21

No reported disclosures

B. Riley Wealth Advisors, INC.

Memphis, TN · Est. 2005

AUM: $4.2B
Per adviser: $24M
Advisers: 172

Thoroughbred Financial Services, LLC

Brentwood, TN · Est. 1999

AUM: $4.0B
Per adviser: $130M
Advisers: 31

Highland Capital Management, LLC

Memphis, TN · Est. 1972

AUM: $3.8B
Per adviser: $295M
Advisers: 13

No reported disclosures

Southeastern Asset Management INC.

Memphis, TN · Est. 1975

AUM: $3.7B
Per adviser: $265M
Advisers: 14

No reported disclosures

Calydon Capital, LLC

Memphis, TN · Est. 2016

AUM: $3.6B
Per adviser: $894M
Advisers: 4

No reported disclosures

Barksdale Investment Management

Nashville, TN · Est. 1984

AUM: $3.4B
Per adviser: $429M
Advisers: 8

No reported disclosures

Red Door Wealth Management, LLC

Memphis, TN · Est. 2014

AUM: $3.1B
Per adviser: $309M
Advisers: 10

No reported disclosures

Disciplina Capital Management, LLC

Nashville, TN · Est. 2019

AUM: $3.1B
Per adviser: $510M
Advisers: 6

No reported disclosures

Kaufman Hall Investment Management

Brentwood, TN · Est. 2023

AUM: $2.8B
Per adviser: $403M
Advisers: 7

No reported disclosures

Capitalspring

Nashville, TN · Est. 2012

AUM: $2.8B
Per adviser: $122M
Advisers: 23

No reported disclosures

Pointer Management, LLC

Chattanooga, TN · Est. 2012

AUM: $2.8B
Per adviser: $558M
Advisers: 5

No reported disclosures

Duncan Williams Asset Management, LLC

Memphis, TN · Est. 2015

AUM: $2.7B
Per adviser: $180M
Advisers: 15

No reported disclosures

Legacy Wealth Management, LLC

Memphis, TN · Est. 1982

AUM: $2.7B
Per adviser: $166M
Advisers: 16

No reported disclosures

Aj Capital Management LLC

Nashville, TN · Est. 2018

AUM: $2.6B
Per adviser: $82M
Advisers: 32

No reported disclosures

Ab Broadly Syndicated Loan Manager LLC

Nashville, TN · Est. 2020

AUM: $2.6B
Per adviser: $2.6B
Advisers: 1

Edison Partners Management, LLC

Nashville, TN · Est. 2020

AUM: $2.6B
Per adviser: $184M
Advisers: 14

No reported disclosures

Chickasaw Capital Management, LLC

Memphis, TN · Est. 2003

AUM: $2.5B
Per adviser: $255M
Advisers: 10

No reported disclosures

Whistler Capital Partners LLC

Nashville, TN · Est. 2021

AUM: $2.5B
Per adviser: $355M
Advisers: 7

No reported disclosures

Silver Oak Securities, INC.

Jackson, TN · Est. 2010

AUM: $2.4B
Per adviser: $24M
Advisers: 103

Waddell & Associates, LLC

Memphis, TN · Est. 2016

AUM: $2.4B
Per adviser: $264M
Advisers: 9

No reported disclosures

Sentry, LLC

Memphis, TN · Est. 2009

AUM: $2.3B
Per adviser: $777M
Advisers: 3

No reported disclosures

Rubicon Founders, LLC

Nashville, TN · Est. 2021

AUM: $2.3B
Per adviser: $65M
Advisers: 35

No reported disclosures

Rather & Kittrell, INC.

Knoxville, TN · Est. 2006

AUM: $2.3B
Per adviser: $132M
Advisers: 17

No reported disclosures

Newsouth Capital Management INC

Memphis, TN · Est. 1985

AUM: $2.2B
Per adviser: $279M
Advisers: 8

No reported disclosures

Lbmc Investment Advisors, LLC

Brentwood, TN · Est. 1998

AUM: $2.2B
Per adviser: $742M
Advisers: 3

No reported disclosures

Patten And Patten, INC.

Chattanooga, TN · Est. 1976

AUM: $2.2B
Per adviser: $737M
Advisers: 3

No reported disclosures

Nfc Investments, LLC

Memphis, TN · Est. 2004

AUM: $2.1B
Per adviser: $428M
Advisers: 5

No reported disclosures

Capwealth Advisors, LLC

Franklin, TN · Est. 2009

AUM: $2.0B
Per adviser: $185M
Advisers: 11

No reported disclosures

Future Capital

Chattanooga, TN · Est. 2002

AUM: $2.0B
Per adviser: $1.0B
Advisers: 2

No reported disclosures

Woodmont Investment Counsel, LLC

Nashville, TN · Est. 2000

AUM: $2.0B
Per adviser: $183M
Advisers: 11

No reported disclosures

Lee Danner & Bass INC

Nashville, TN · Est. 1987

AUM: $2.0B
Per adviser: $329M
Advisers: 6

No reported disclosures

Abound Wealth Management, LLC

Franklin, TN · Est. 2016

AUM: $1.9B
Per adviser: $75M
Advisers: 26

No reported disclosures

Patriot Investment Management Group INC

Knoxville, TN · Est. 1998

AUM: $1.9B
Per adviser: $119M
Advisers: 16

No reported disclosures

Patton Albertson Miller Group, LLC

Chattanooga, TN · Est. 2015

AUM: $1.7B
Per adviser: $105M
Advisers: 16

No reported disclosures

Martin & Company Investment Counsel

Knoxville, TN · Est. 1998

AUM: $1.7B
Per adviser: $413M
Advisers: 4

No reported disclosures

Steel Grove Capital Advisors, LLC

Memphis, TN · Est. 2001

AUM: $1.6B
Per adviser: $234M
Advisers: 7

No reported disclosures

Ils Advisory Services, LLC

Nashville, TN · Est. 2024

AUM: $1.6B
Per adviser: $263M
Advisers: 6

No reported disclosures

Delta Asset Management, LLC

Memphis, TN · Est. 2001

AUM: $1.5B
Per adviser: $255M
Advisers: 6

No reported disclosures

Tbh Global Asset Management, LLC

Brentwood, TN · Est. 2008

AUM: $1.5B
Per adviser: —
Advisers: —

No reported disclosures

Hhm Wealth Advisors, LLC

Chattanooga, TN · Est. 2009

AUM: $1.5B
Per adviser: $113M
Advisers: 13

No reported disclosures

Reliant Investment Management, LLC

Memphis, TN · Est. 2001

AUM: $1.5B
Per adviser: $184M
Advisers: 8

No reported disclosures

Courage Capital Management, LLC

Nashville, TN · Est. 2004

AUM: $1.4B
Per adviser: $103M
Advisers: 14

No reported disclosures

Lfm Capital

Nashville, TN · Est. 2017

AUM: $1.4B
Per adviser: $57M
Advisers: 25

No reported disclosures

Ab Custom Alternative Solutions LLC

Nashville, TN · Est. 2001

AUM: $1.4B
Per adviser: $1.4B
Advisers: 1

No reported disclosures

Seven Springs Wealth Group

Brentwood, TN · Est. 2005

AUM: $1.4B
Per adviser: $128M
Advisers: 11

No reported disclosures

Virtue Capital Management, LLC

Brentwood, TN · Est. 2014

National

AUM: $1.3B
Per adviser: $15M
Advisers: 90

No reported disclosures

Paul Winkler, INC.

Goodlettsville, TN · Est. 2023

AUM: $1.3B
Per adviser: $91M
Advisers: 14

Beacon Capital Management, LLC

Franklin, TN · Est. 2015

AUM: $1.3B
Per adviser: $75M
Advisers: 17

No reported disclosures

Td Capital Management LLC

Memphis, TN · Est. 1996

AUM: $1.2B
Per adviser: $138M
Advisers: 9

No reported disclosures

Sanford C. Bernstein & Co., LLC

Nashville, TN · Est. 2000

AUM: $1.2B
Per adviser: —
Advisers: —

Fielder Capital Group LLC

Nashville, TN · Est. 2017

AUM: $1.2B
Per adviser: $243M
Advisers: 5

No reported disclosures

Hg Capital Management, LLC

Nashville, TN · Est. 2021

AUM: $1.2B
Per adviser: $110M
Advisers: 11

No reported disclosures

Tvamp, LLC

Knoxville, TN · Est. 2015

National

AUM: $1.2B
Per adviser: $49M
Advisers: 24

No reported disclosures

Summit Asset Management LLC

Memphis, TN · Est. 1999

AUM: $1.1B
Per adviser: $180M
Advisers: 6

No reported disclosures

Round Hill Music LP

Nashville, TN · Est. 2015

AUM: $1.0B
Per adviser: $105M
Advisers: 10

No reported disclosures

Invictus Fiduciary Services, LLC

Memphis, TN · Est. 2017

AUM: $1.0B
Per adviser: $505M
Advisers: 2

No reported disclosures

Pya Waltman Capital, LLC

Knoxville, TN · Est. 2005

AUM: $1.0B
Per adviser: $126M
Advisers: 8

No reported disclosures

Bcs Wealth Management, LLC

Johnson City, TN · Est. 2002

AUM: $987M
Per adviser: $141M
Advisers: 7

No reported disclosures

Tranquility Partners, LLC

Brentwood, TN · Est. 2018

AUM: $897M
Per adviser: $128M
Advisers: 7

No reported disclosures

Kelman Lazarov INC

Memphis, TN · Est. 1993

AUM: $895M
Per adviser: $69M
Advisers: 13

No reported disclosures

Private Wealth Management, INC.

Memphis, TN · Est. 2002

AUM: $832M
Per adviser: $208M
Advisers: 4

No reported disclosures

River Associates Investments, L.P.

Chattanooga, TN · Est. 2025

AUM: $815M
Per adviser: $63M
Advisers: 13

No reported disclosures

Claritas Capital

Nashville, TN · Est. 2024

AUM: $814M
Per adviser: $136M
Advisers: 6

No reported disclosures

Laffer Tengler Investments, INC.

Nashville, TN · Est. 1999

AUM: $800M
Per adviser: $62M
Advisers: 13

No reported disclosures

Icr Partners

Nashvillle, TN · Est. 2020

AUM: $799M
Per adviser: $799M
Advisers: 1

No reported disclosures

Proffitt & Goodson INC.

Knoxville, TN · Est. 1986

AUM: $798M
Per adviser: $133M
Advisers: 6

No reported disclosures

Provident Wealth Management, LLC

Brentwood, TN · Est. 2004

AUM: $759M
Per adviser: $126M
Advisers: 6

No reported disclosures

Sageguard Financial Group, LLC

Goodlettsville, TN · Est. 2022

AUM: $756M
Per adviser: $50M
Advisers: 15

No reported disclosures

Southernsun Asset Management LLC

Memphis, TN · Est. 2010

AUM: $749M
Per adviser: $50M
Advisers: 15

No reported disclosures

Am Investment Strategies, LLC

Chattanooga, TN · Est. 2012

AUM: $738M
Per adviser: $369M
Advisers: 2

The Patten Group, INC.

Chattanooga, TN · Est. 2013

AUM: $725M
Per adviser: $104M
Advisers: 7

No reported disclosures

Wmg Financial Advisors, LLC

Knoxville, TN · Est. 2019

AUM: $694M
Per adviser: $58M
Advisers: 12

No reported disclosures

Acumen Wealth Advisors, LLC

Chattanooga, TN · Est. 2016

AUM: $638M
Per adviser: $53M
Advisers: 12

No reported disclosures

Southern Capital Advisors, LLC

Jackson, TN · Est. 2018

AUM: $637M
Per adviser: $106M
Advisers: 6

No reported disclosures

Pharos Capital Group, LLC

Brentwood, TN · Est. 2011

AUM: $630M
Per adviser: $52M
Advisers: 12

No reported disclosures

12th Street Asset Management

Nashville, TN · Est. 2012

AUM: $622M
Per adviser: $124M
Advisers: 5

No reported disclosures

Cogentblue

Knoxville, TN · Est. 2022

AUM: $606M
Per adviser: $152M
Advisers: 4

No reported disclosures

Wealth Preservation Advisors, LLC

Chattanooga, TN · Est. 2013

AUM: $592M
Per adviser: $296M
Advisers: 2

No reported disclosures

Brogan Financial

Knoxville, TN · Est. 2008

AUM: $577M
Per adviser: $115M
Advisers: 5

No reported disclosures

Fcg Investment Company

Germantown, TN · Est. 2020

AUM: $568M
Per adviser: $57M
Advisers: 10

No reported disclosures

Decker Wealth Management, LLC

Nashville, TN · Est. 2009

AUM: $566M
Per adviser: $94M
Advisers: 6

No reported disclosures

Kimery Wealth Management, LLC

Memphis, TN · Est. 2017

AUM: $555M
Per adviser: $93M
Advisers: 6

No reported disclosures

Tsw II Capital Advisors, LLC

Chattanooga, TN · Est. 2012

AUM: $545M
Per adviser: $78M
Advisers: 7

No reported disclosures

Evergreen Advisors, LLC

Chattanooga, TN · Est. 2009

AUM: $523M
Per adviser: $174M
Advisers: 3

No reported disclosures

Leading Edge Financial Planning LLC

Knoxville, TN · Est. 2021

AUM: $522M
Per adviser: $58M
Advisers: 9

No reported disclosures

Council Capital Funds Management, LLC

Nashville, TN · Est. 2019

AUM: $519M
Per adviser: $65M
Advisers: 8

No reported disclosures

Mccay Wealth Advisory LLC

Manchester, TN · Est. 2018

AUM: $495M
Per adviser: $99M
Advisers: 5

No reported disclosures

Hs Wealth Partners

Nashville, TN · Est. 2024

AUM: $481M
Per adviser: $120M
Advisers: 4

No reported disclosures

Envision Financial Planning, LLC

Memphis, TN · Est. 2022

AUM: $462M
Per adviser: $116M
Advisers: 4

No reported disclosures

Capital Square, LLC

Athens, TN · Est. 2016

AUM: $450M
Per adviser: $41M
Advisers: 11

No reported disclosures

Silverleafe Capital Partners, LLC

Germantown, TN · Est. 2004

AUM: $449M
Per adviser: $112M
Advisers: 4

No reported disclosures

Brandon Financial Planning, INC.

Memphis, TN · Est. 1982

AUM: $435M
Per adviser: $145M
Advisers: 3

No reported disclosures

Music Row Wealth Management

Nashville, TN · Est. 2017

AUM: $432M
Per adviser: $108M
Advisers: 4

No reported disclosures

Nbz Investment Advisors, LLC

Knoxville, TN · Est. 2003

AUM: $431M
Per adviser: $108M
Advisers: 4

No reported disclosures

Shayne & Jacobs, LLC

Nashville, TN · Est. 1999

AUM: $429M
Per adviser: $107M
Advisers: 4

No reported disclosures

Cypress Capital, LLC

Franklin, TN · Est. 2014

AUM: $426M
Per adviser: $61M
Advisers: 7

No reported disclosures

Ashdon Investment Management, LLC

Tullahoma, TN · Est. 2007

AUM: $425M
Per adviser: $213M
Advisers: 2

No reported disclosures

Guardian Wealth Management, LLC

Chattanooga, TN · Est. 2002

AUM: $411M
Per adviser: $82M
Advisers: 5

No reported disclosures

Insight Strategic Wealth LLC

Knoxville, TN · Est. 2018

AUM: $401M
Per adviser: $57M
Advisers: 7

No reported disclosures

Visionary Horizons, LLC

Knoxville, TN · Est. 2014

AUM: $397M
Per adviser: $33M
Advisers: 12

No reported disclosures

Aj Advisors

Nashville, TN · Est. 2022

AUM: $394M
Per adviser: $131M
Advisers: 3

No reported disclosures

Key Capital Management, INC.

Hendersonville, TN · Est. 2022

AUM: $393M
Per adviser: $44M
Advisers: 9

No reported disclosures

Moon Capital Management, LLC

Knoxville, TN · Est. 1995

AUM: $392M
Per adviser: $131M
Advisers: 3

No reported disclosures

Tvv Capital

Nashville, TN · Est. 2018

AUM: $372M
Per adviser: $47M
Advisers: 8

No reported disclosures

Carter-Haston Investment Partners II Gp, LLC

Nashville, TN · Est. 2016

AUM: $367M
Per adviser: $37M
Advisers: 10

No reported disclosures

Blue Ridge Wealth Planners

Knoxville, TN · Est. 2022

AUM: $362M
Per adviser: $26M
Advisers: 14

No reported disclosures

Ridgepath Capital Management LLC

Knoxville, TN · Est. 2020

AUM: $359M
Per adviser: $179M
Advisers: 2

No reported disclosures

Innovative Advisory Partners, LLC

Hixson, TN · Est. 2013

AUM: $352M
Per adviser: $59M
Advisers: 6

No reported disclosures

Caldwell Advisors, LLC

Brentwood, TN · Est. 2015

AUM: $351M
Per adviser: $70M
Advisers: 5

No reported disclosures

Brooks, Moore & Associates, INC.

Chattanooga, TN · Est. 1986

AUM: $349M
Per adviser: $116M
Advisers: 3

No reported disclosures

Leconte Wealth Management, LLC

Maryville, TN · Est. 2013

AUM: $347M
Per adviser: $58M
Advisers: 6

No reported disclosures

William Howard & Co. Financial Advisors, INC.

Memphis, TN · Est. 1988

AUM: $342M
Per adviser: $86M
Advisers: 4

No reported disclosures

Hcip Advisors, LLC

Nashville, TN · Est. 2026

AUM: $339M
Per adviser: $339M
Advisers: 1

Commerce Advisors, LLC

Memphis, TN · Est. 2009

AUM: $338M
Per adviser: $84M
Advisers: 4

No reported disclosures

The Nalls Sherbakoff Group, LLC

Knoxville, TN · Est. 2016

AUM: $337M
Per adviser: $169M
Advisers: 2

No reported disclosures

Wolf River Capital Management, LLC

Memphis, TN · Est. 2009

AUM: $329M
Per adviser: $47M
Advisers: 7

No reported disclosures

Templeton & Phillips Capital Management, LLC

Lookout Mountain, TN · Est. 2009

AUM: $314M
Per adviser: $157M
Advisers: 2

No reported disclosures

Cravens & Company Wealth Management

Cookeville, TN · Est. 2018

AUM: $311M
Per adviser: $104M
Advisers: 3

No reported disclosures

Mission Value Partners, LLC

Nashville, TN · Est. 2010

AUM: $303M
Per adviser: $101M
Advisers: 3

No reported disclosures

Luken Investment Analytics, LLC

Brentwood, TN · Est. 2018

AUM: $292M
Per adviser: $73M
Advisers: 4

No reported disclosures

Apex Strategic Wealth, LLC

Chattanooga, TN · Est. 2020

AUM: $292M
Per adviser: $42M
Advisers: 7

No reported disclosures

Efinancial Alliance, LLC

Franklin, TN · Est. 2023

AUM: $292M
Per adviser: $97M
Advisers: 3

No reported disclosures

Optivise Advisory Services LLC

Franklin, TN · Est. 2019

National

AUM: $288M
Per adviser: $13M
Advisers: 22

No reported disclosures

Valtrion Capital Management, LLC

Franklin, TN · Est. 2024

AUM: $287M
Per adviser: $48M
Advisers: 6

No reported disclosures

Cornerstone Wealth Management Group

Greeneville, TN · Est. 2022

AUM: $285M
Per adviser: $71M
Advisers: 4

No reported disclosures

Hms Investment Advisors

Nashville, TN · Est. 2013

AUM: $282M
Per adviser: $47M
Advisers: 6

No reported disclosures

Creekside Capital, INC.

Knoxville, TN · Est. 2000

AUM: $280M
Per adviser: $140M
Advisers: 2

No reported disclosures

Tyner Capital Management Investment Counsel, INC.

Signal Mountain, TN · Est. 2002

AUM: $277M
Per adviser: $277M
Advisers: 1

No reported disclosures

Valor Financial Services, LLC

Knoxville, TN · Est. 2020

AUM: $273M
Per adviser: $137M
Advisers: 2

No reported disclosures

Cardinal Wealth Advisory, LLC

Memphis, TN · Est. 2022

AUM: $273M
Per adviser: $137M
Advisers: 2

No reported disclosures

Knox Wealth Partners Advisory

Knoxville, TN · Est. 2017

AUM: $273M
Per adviser: $39M
Advisers: 7

No reported disclosures

Alliance Wealth Management Partners LLC

Knoxville, TN · Est. 2021

AUM: $272M
Per adviser: $54M
Advisers: 5

No reported disclosures

Councilmark Asset Management, LLC

Knoxville, TN · Est. 2000

AUM: $271M
Per adviser: $90M
Advisers: 3

No reported disclosures

Memphis Capital Management, LLC

Memphis, TN · Est. 2006

AUM: $269M
Per adviser: $134M
Advisers: 2

Remora Capital Partners

Nashville, TN · Est. 2024

AUM: $269M
Per adviser: $67M
Advisers: 4

No reported disclosures

Cap Partners, LLC

Franklin, TN · Est. 2021

AUM: $255M
Per adviser: $32M
Advisers: 8

No reported disclosures

Mercury Investment Group

Memphis, TN · Est. 2021

AUM: $253M
Per adviser: $84M
Advisers: 3

No reported disclosures

Cove Capital Management INC.

Brentwood, TN · Est. 2016

AUM: $248M
Per adviser: $83M
Advisers: 3

No reported disclosures

Agp Franklin, LLC

Franklin, TN · Est. 2024

AUM: $247M
Per adviser: $82M
Advisers: 3

No reported disclosures

Eudaimonia Asset Management, LLC

Winchester, TN · Est. 2019

AUM: $247M
Per adviser: $123M
Advisers: 2

No reported disclosures

Retirement Planning Services

Knoxville, TN · Est. 2021

AUM: $246M
Per adviser: $123M
Advisers: 2

No reported disclosures

W Advisors LLC

Germantown, TN · Est. 2014

AUM: $245M
Per adviser: $122M
Advisers: 2

No reported disclosures

Rayburn West Financial Services

Nashville, TN · Est. 2020

AUM: $243M
Per adviser: $121M
Advisers: 2

No reported disclosures

Walnut Grove Capital Partners, LP

Memphis, TN · Est. 2022

AUM: $226M
Per adviser: $45M
Advisers: 5

No reported disclosures

Aldebaran Financial INC

Kingsport, TN · Est. 1987

AUM: $223M
Per adviser: $74M
Advisers: 3

No reported disclosures

Values First Advisors, INC.

Johnson City, TN · Est. 2009

AUM: $215M
Per adviser: $24M
Advisers: 9

No reported disclosures

Gen Cap America, INC.

Nashville, TN · Est. 2012

AUM: $213M
Per adviser: $43M
Advisers: 5

No reported disclosures

Callaway Capital Management, LLC

Nashville, TN · Est. 2022

AUM: $211M
Per adviser: $70M
Advisers: 3

No reported disclosures

Creative Investment Group

Nashville, TN · Est. 2024

AUM: $209M
Per adviser: $30M
Advisers: 7

No reported disclosures

1819 Partners

Memphis, TN · Est. 2023

AUM: $207M
Per adviser: $52M
Advisers: 4

No reported disclosures

Blong Financial

Memphis, TN · Est. 2022

AUM: $202M
Per adviser: $101M
Advisers: 2

Strategic Advisory Services

Memphis, TN · Est. 2022

AUM: $201M
Per adviser: $25M
Advisers: 8

No reported disclosures

Frazee Investment Consulting, INC.

Memphis, TN · Est. 2019

AUM: $196M
Per adviser: $98M
Advisers: 2

No reported disclosures

Erisa Advisers, INC.

Brentwood, TN · Est. 2024

AUM: $187M
Per adviser: $187M
Advisers: 1

No reported disclosures

Marsh Wealth Management, LLC

Knoxville, TN · Est. 2024

AUM: $182M
Per adviser: $61M
Advisers: 3

No reported disclosures

Ellis Financial Planning

Clarksville, TN · Est. 2024

AUM: $181M
Per adviser: $60M
Advisers: 3

No reported disclosures

Integrity Capital Management

Kingsport, TN · Est. 2010

AUM: $181M
Per adviser: $45M
Advisers: 4

No reported disclosures

Preserver Partners

Memphis, TN · Est. 2015

AUM: $176M
Per adviser: $59M
Advisers: 3

No reported disclosures

Anchor Health Capital, LLC

Chattanooga, TN · Est. 2020

AUM: $166M
Per adviser: $33M
Advisers: 5

No reported disclosures

Solas Bioventures Management, LLC

Chattanooga, TN · Est. 2025

AUM: $165M
Per adviser: $33M
Advisers: 5

No reported disclosures

Sage Investment Counsel

Franklin, TN · Est. 2021

AUM: $165M
Per adviser: $41M
Advisers: 4

No reported disclosures

Tcm

Germantown, TN · Est. 2017

AUM: $165M
Per adviser: $82M
Advisers: 2

No reported disclosures

Witt Financial Group, LLC

Crossville, TN · Est. 2026

AUM: $160M
Per adviser: $80M
Advisers: 2

No reported disclosures

Retirement Solutions Group

Franklin, TN · Est. 2026

AUM: $160M
Per adviser: $53M
Advisers: 3

Diversified Partners, INC.

Brentwood, TN · Est. 2000

AUM: $155M
Per adviser: $52M
Advisers: 3

Bellwether Investment Group, LLC

Hixson, TN · Est. 2008

AUM: $155M
Per adviser: $26M
Advisers: 6

No reported disclosures

Rbg Wealth Advisors LLC

Memphis, TN · Est. 2024

AUM: $155M
Per adviser: $39M
Advisers: 4

No reported disclosures

Empirical Capital Management, LLC

Hendersonville, TN · Est. 2026

AUM: $153M
Per adviser: $51M
Advisers: 3

No reported disclosures

Roan Capital Partners

Johnson City, TN · Est. 2026

AUM: $152M
Per adviser: $38M
Advisers: 4

No reported disclosures

Providence Wealth Management LLC

Knoxville, TN · Est. 2022

AUM: $152M
Per adviser: $51M
Advisers: 3

No reported disclosures

Financial Management Advisors, INC.

Tullahoma, TN · Est. 2021

AUM: $150M
Per adviser: $150M
Advisers: 1

No reported disclosures

J. Mark Nickell & Co.

Brentwood, TN · Est. 2021

AUM: $146M
Per adviser: $49M
Advisers: 3

No reported disclosures

Jefferson Bridge Capital, LLC

Nashville, TN · Est. 2023

AUM: $146M
Per adviser: $49M
Advisers: 3

No reported disclosures

Campbell Asset Management, LLC

Chattanooga, TN · Est. 2016

AUM: $146M
Per adviser: $49M
Advisers: 3

No reported disclosures

Davis, Davis And Conover Wealth Management, LLC

Nashville, TN · Est. 2018

AUM: $145M
Per adviser: $48M
Advisers: 3

No reported disclosures

Barnett & Co INC

Chattanooga, TN · Est. 1984

AUM: $142M
Per adviser: $47M
Advisers: 3

No reported disclosures

Additive Advisory Pbc

Memphis, TN · Est. 2016

AUM: $141M
Per adviser: $141M
Advisers: 1

No reported disclosures

Hull Wealth Management

Murfreesboro, TN · Est. 2024

AUM: $139M
Per adviser: $139M
Advisers: 1

No reported disclosures

Quality Financial Concepts

Maryville, TN · Est. 2026

AUM: $129M
Per adviser: $64M
Advisers: 2

No reported disclosures

Carmichael Creel Investments

Franklin, TN · Est. 2024

AUM: $127M
Per adviser: $127M
Advisers: 1

No reported disclosures

Cosey Financial Services, INC.

Knoxville, TN · Est. 2021

AUM: $124M
Per adviser: $41M
Advisers: 3

No reported disclosures

Greensview Wealth Management

Franklin, TN · Est. 2018

AUM: $121M
Per adviser: $30M
Advisers: 4

No reported disclosures

Ironhorse Capital LLC

Nashville, TN · Est. 2013

AUM: $121M
Per adviser: $60M
Advisers: 2

No reported disclosures

Smith & Co Advisory LLC

Spring Hill, TN · Est. 2024

AUM: $118M
Per adviser: $118M
Advisers: 1

No reported disclosures

Integra Wealth

Chattanooga, TN · Est. 2026

AUM: $116M
Per adviser: $116M
Advisers: 1

No reported disclosures

Pope Asset Management, LLC

Memphis, TN · Est. 2001

AUM: $115M
Per adviser: $38M
Advisers: 3

No reported disclosures

Coordinated Wealth Management, L.L.C.

Hendersonville, TN · Est. 2025

AUM: $114M
Per adviser: $114M
Advisers: 1

No reported disclosures

Cw Securities, LLC

Knoxville, TN · Est. 2026

AUM: $113M
Per adviser: $113M
Advisers: 1

No reported disclosures

Genesis Investments

Ooltewah, TN · Est. 2025

AUM: $113M
Per adviser: $28M
Advisers: 4

No reported disclosures

Fortitude Wealth Management

Murfreesboro, TN · Est. 2025

AUM: $113M
Per adviser: $113M
Advisers: 1

No reported disclosures

Hogan Investment Counsel, LLC

Cordova, TN · Est. 2026

AUM: $107M
Per adviser: $107M
Advisers: 1

No reported disclosures

Trusco Investment Management, LLC

Nashville, TN · Est. 2026

AUM: $107M
Per adviser: $53M
Advisers: 2

No reported disclosures

Lexington Financial/Life Management, LLC

Nashville, TN · Est. 2024

AUM: $107M
Per adviser: $53M
Advisers: 2

No reported disclosures

Dorian Investment Advisory LLC

Memphis, TN · Est. 2026

AUM: $103M
Per adviser: $103M
Advisers: 1

No reported disclosures

Strategic Wealth Partners LLC

Franklin, TN · Est. 2025

AUM: $102M
Per adviser: $51M
Advisers: 2

No reported disclosures

Fuerst Financial Group, INC.

Chattanooga, TN · Est. 2026

AUM: $101M
Per adviser: $50M
Advisers: 2

No reported disclosures

Chamberlain Lane Capital, LLC

Nashville, TN · Est. 2026

AUM: $100M
Per adviser: $100M
Advisers: 1

No reported disclosures

Planrock Wealth Strategies, LLC

Brentwood, TN · Est. 2020

AUM: $71M
Per adviser: $12M
Advisers: 6

No reported disclosures

Truehaven Capital

Franklin, TN · Est. 2024

AUM: $62M
Per adviser: $31M
Advisers: 2

No reported disclosures

B. Riley Wealth Private Shares

Memphis, TN · Est. 2021

AUM: $48M
Per adviser: $16M
Advisers: 3

No reported disclosures

Worthington Capital Management, LLC

Memphis, TN · Est. 2020

AUM: $41M
Per adviser: $14M
Advisers: 3

No reported disclosures

Malt Partners Management LLC

Nashville, TN · Est. 2025

AUM: $36M
Per adviser: $18M
Advisers: 2

No reported disclosures

Dorian Eason Asset Management, LLC

Memphis, TN · Est. 2001

AUM: $27M
Per adviser: $27M
Advisers: 1

No reported disclosures

Greenwood Pine Partners

Memphis, TN · Est. 2021

AUM: $23M
Per adviser: $2M
Advisers: 14

No reported disclosures

Mrwm Capital Management, LLC

Nashville, TN · Est. 2025

AUM: $9M
Per adviser: $4M
Advisers: 2

No reported disclosures

Savvyfi

Franklin, TN · Est. 2019

AUM: $2M
Per adviser: $2M
Advisers: 1

No reported disclosures

Summit Capital Solutions LLC

Brentwood, TN · Est. 2015

AUM: —
Per adviser: —
Advisers: 3

No reported disclosures

Keystone Financial Resources, LLC

Brentwood, TN · Est. 2026

AUM: —
Per adviser: —
Advisers: 4

No reported disclosures

Roi Financial Planning

Clarksville, TN · Est. 2026

AUM: —
Per adviser: —
Advisers: 5

No reported disclosures

Sagepoint Capital Partners LLC

Franklin, TN · Est. 2026

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Alliancebernstein Holding L.P.

Nashville, TN · Est. 1988

AUM: —
Per adviser: —
Advisers: —

Jb Wealth Advisors LLC

Nashville, TN · Est. 2023