Best Financial Advisors in Tennessee
216 SEC-registered advisory firms across 29 cities. Ranked by Red Flag Score using public regulatory data from Form ADV filings.
Cities in Tennessee
NASHVILLE, TN
MEMPHIS, TN
KNOXVILLE, TN
CHATTANOOGA, TN
FRANKLIN, TN
BRENTWOOD, TN
GERMANTOWN, TN
JOHNSON CITY, TN
JACKSON, TN
KINGSPORT, TN
TULLAHOMA, TN
MARYVILLE, TN
GOODLETTSVILLE, TN
MURFREESBORO, TN
HENDERSONVILLE, TN
HIXSON, TN
Top-Ranked Firms in Tennessee
BARKSDALE INVESTMENT MANAGEMENT
NASHVILLE, TN · Since 1984
THE PACIFIC FINANCIAL GROUP, INC.
NASHVILLE, TN · Since 1983
BROOKS, MOORE & ASSOCIATES, INC.
CHATTANOOGA, TN · Since 1986
TD CAPITAL MANAGEMENT LLC
MEMPHIS, TN · Since 1996
MOON CAPITAL MANAGEMENT, LLC
KNOXVILLE, TN · Since 1995
MARTIN & COMPANY INVESTMENT COUNSEL
KNOXVILLE, TN · Since 1998
LBMC INVESTMENT ADVISORS, LLC
BRENTWOOD, TN · Since 1998
BRANDON FINANCIAL PLANNING, INC.
MEMPHIS, TN · Since 1982
RELIANT INVESTMENT MANAGEMENT, LLC
MEMPHIS, TN · Since 2001
J. MARK NICKELL & CO.
BRENTWOOD, TN · Since 2021
COUNCILMARK ASSET MANAGEMENT, LLC
KNOXVILLE, TN · Since 2000
PATRIOT INVESTMENT MANAGEMENT GROUP INC
KNOXVILLE, TN · Since 1998
POPE ASSET MANAGEMENT, LLC
MEMPHIS, TN · Since 2001
DORIAN EASON ASSET MANAGEMENT, LLC
MEMPHIS, TN · Since 2001
FINANCIAL MANAGEMENT ADVISORS, INC.
TULLAHOMA, TN · Since 2021
CARMICHAEL CREEL INVESTMENTS
FRANKLIN, TN · Since 2024
QUALITY FINANCIAL CONCEPTS
MARYVILLE, TN · Since 2026
FUTURE CAPITAL
CHATTANOOGA, TN · Since 2002
PAUL WINKLER, INC.
GOODLETTSVILLE, TN · Since 2023
MERCURY INVESTMENT GROUP
MEMPHIS, TN · Since 2021
CRAVENS & COMPANY WEALTH MANAGEMENT
COOKEVILLE, TN · Since 2018
SILVERLEAFE CAPITAL PARTNERS, LLC
GERMANTOWN, TN · Since 2004
BROGAN FINANCIAL
KNOXVILLE, TN · Since 2008
CARDINAL WEALTH ADVISORY, LLC
MEMPHIS, TN · Since 2022
PYA WALTMAN CAPITAL, LLC
KNOXVILLE, TN · Since 2005
COORDINATED WEALTH MANAGEMENT, L.L.C.
HENDERSONVILLE, TN · Since 2025
INTEGRITY CAPITAL MANAGEMENT
KINGSPORT, TN · Since 2010
PACIFIC FINANCIAL GROUP, LLC
NASHVILLE, TN · Since 2007
CAP PARTNERS, LLC
FRANKLIN, TN · Since 2021
PROVIDENCE WEALTH MANAGEMENT LLC
KNOXVILLE, TN · Since 2022
INSIGHT STRATEGIC WEALTH LLC
KNOXVILLE, TN · Since 2018
VALUES FIRST ADVISORS, INC.
JOHNSON CITY, TN · Since 2009
IRONHORSE CAPITAL LLC
NASHVILLE, TN · Since 2013
CAPWEALTH ADVISORS, LLC
FRANKLIN, TN · Since 2009
MISSION VALUE PARTNERS, LLC
NASHVILLE, TN · Since 2010
SOUTHERNSUN ASSET MANAGEMENT LLC
MEMPHIS, TN · Since 2010
INNOVATIVE ADVISORY PARTNERS, LLC
HIXSON, TN · Since 2013
BEACON CAPITAL MANAGEMENT, LLC
FRANKLIN, TN · Since 2015
WITT FINANCIAL GROUP, LLC
CROSSVILLE, TN · Since 2026
PHAROS CAPITAL GROUP, LLC
BRENTWOOD, TN · Since 2011
FORTITUDE WEALTH MANAGEMENT
MURFREESBORO, TN · Since 2025
GEN CAP AMERICA, INC.
NASHVILLE, TN · Since 2012
HOGAN INVESTMENT COUNSEL, LLC
CORDOVA, TN · Since 2026
SAGEGUARD FINANCIAL GROUP, LLC
GOODLETTSVILLE, TN · Since 2022
EFINANCIAL ALLIANCE, LLC
FRANKLIN, TN · Since 2023
ROUND HILL MUSIC LP
NASHVILLE, TN · Since 2015
LECONTE WEALTH MANAGEMENT, LLC
MARYVILLE, TN · Since 2013
LUKEN INVESTMENT ANALYTICS, LLC
BRENTWOOD, TN · Since 2018
ERISA ADVISERS, INC.
BRENTWOOD, TN · Since 2024
KEY CAPITAL MANAGEMENT, INC.
HENDERSONVILLE, TN · Since 2022
LFM CAPITAL
NASHVILLE, TN · Since 2017
COUNCIL CAPITAL FUNDS MANAGEMENT, LLC
NASHVILLE, TN · Since 2019
SUMMIT CAPITAL SOLUTIONS LLC
BRENTWOOD, TN · Since 2015
TRANQUILITY PARTNERS, LLC
BRENTWOOD, TN · Since 2018
COVE CAPITAL MANAGEMENT INC.
BRENTWOOD, TN · Since 2016
BLUE RIDGE WEALTH PLANNERS
KNOXVILLE, TN · Since 2022
CALLAWAY CAPITAL MANAGEMENT, LLC
NASHVILLE, TN · Since 2022
CAPITAL SQUARE, LLC
ATHENS, TN · Since 2016
STRATEGIC ADVISORY SERVICES
MEMPHIS, TN · Since 2022
TCM
GERMANTOWN, TN · Since 2017
SOUTHERN CAPITAL ADVISORS, LLC
JACKSON, TN · Since 2018
ROAN CAPITAL PARTNERS
JOHNSON CITY, TN · Since 2026
EUDAIMONIA ASSET MANAGEMENT, LLC
WINCHESTER, TN · Since 2019
OPTIVISE ADVISORY SERVICES LLC
FRANKLIN, TN · Since 2019
SAVVYFI
FRANKLIN, TN · Since 2019
ICR PARTNERS
NASHVILLLE, TN · Since 2020
PLANROCK WEALTH STRATEGIES, LLC
BRENTWOOD, TN · Since 2020
WORTHINGTON CAPITAL MANAGEMENT, LLC
MEMPHIS, TN · Since 2020
FCG INVESTMENT COMPANY
GERMANTOWN, TN · Since 2020
APEX STRATEGIC WEALTH, LLC
CHATTANOOGA, TN · Since 2020
ANCHOR HEALTH CAPITAL, LLC
CHATTANOOGA, TN · Since 2020
EDISON PARTNERS MANAGEMENT, LLC
NASHVILLE, TN · Since 2020
CORNERSTONE WEALTH MANAGEMENT GROUP
GREENEVILLE, TN · Since 2022
GREENWOOD PINE PARTNERS
MEMPHIS, TN · Since 2021
WHISTLER CAPITAL PARTNERS LLC
NASHVILLE, TN · Since 2021
SOLAS BIOVENTURES MANAGEMENT, LLC
CHATTANOOGA, TN · Since 2025
JEFFERSON BRIDGE CAPITAL, LLC
NASHVILLE, TN · Since 2023
JB WEALTH ADVISORS LLC
NASHVILLE, TN · Since 2023
KAUFMAN HALL INVESTMENT MANAGEMENT
BRENTWOOD, TN · Since 2023
AGP FRANKLIN, LLC
FRANKLIN, TN · Since 2024
TRUEHAVEN CAPITAL
FRANKLIN, TN · Since 2024
SMITH & CO ADVISORY LLC
SPRING HILL, TN · Since 2024
ILS ADVISORY SERVICES, LLC
NASHVILLE, TN · Since 2024
STRATEGIC WEALTH PARTNERS LLC
FRANKLIN, TN · Since 2025
MALT PARTNERS MANAGEMENT LLC
NASHVILLE, TN · Since 2025
SAGEPOINT CAPITAL PARTNERS LLC
FRANKLIN, TN · Since 2026
CHAMBERLAIN LANE CAPITAL, LLC
NASHVILLE, TN · Since 2026
HCIP ADVISORS, LLC
NASHVILLE, TN · Since 2026
MEMPHIS CAPITAL MANAGEMENT, LLC
MEMPHIS, TN · Since 2006
HIGHLAND CAPITAL MANAGEMENT, LLC
MEMPHIS, TN · Since 1972
SOUTHEASTERN ASSET MANAGEMENT INC.
MEMPHIS, TN · Since 1975
PROFFITT & GOODSON INC.
KNOXVILLE, TN · Since 1986
PATTEN AND PATTEN, INC.
CHATTANOOGA, TN · Since 1976
ALDEBARAN FINANCIAL INC
KINGSPORT, TN · Since 1987
BARNETT & CO INC
CHATTANOOGA, TN · Since 1984
WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC.
MEMPHIS, TN · Since 1988
KELMAN LAZAROV INC
MEMPHIS, TN · Since 1993
LAFFER TENGLER INVESTMENTS, INC.
NASHVILLE, TN · Since 1999
LEGACY WEALTH MANAGEMENT, LLC
MEMPHIS, TN · Since 1982
CREEKSIDE CAPITAL, INC.
KNOXVILLE, TN · Since 2000
GERBER/TAYLOR MANAGEMENT LLC
MEMPHIS, TN · Since 1999
SHAYNE & JACOBS, LLC
NASHVILLE, TN · Since 1999
DIVERSIFIED PARTNERS, INC.
BRENTWOOD, TN · Since 2000
SUMMIT ASSET MANAGEMENT LLC
MEMPHIS, TN · Since 1999
WOODMONT INVESTMENT COUNSEL, LLC
NASHVILLE, TN · Since 2000
NEWSOUTH CAPITAL MANAGEMENT INC
MEMPHIS, TN · Since 1985
LEE DANNER & BASS INC
NASHVILLE, TN · Since 1987
TYNER CAPITAL MANAGEMENT INVESTMENT COUNSEL, INC.
SIGNAL MOUNTAIN, TN · Since 2002
RATHER & KITTRELL, INC.
KNOXVILLE, TN · Since 2006
STEEL GROVE CAPITAL ADVISORS, LLC
MEMPHIS, TN · Since 2001
BCS WEALTH MANAGEMENT, LLC
JOHNSON CITY, TN · Since 2002
SAGE INVESTMENT COUNSEL
FRANKLIN, TN · Since 2021
GUARDIAN WEALTH MANAGEMENT, LLC
CHATTANOOGA, TN · Since 2002
PRIVATE WEALTH MANAGEMENT, INC.
MEMPHIS, TN · Since 2002
FRAZEE INVESTMENT CONSULTING, INC.
MEMPHIS, TN · Since 2019
NBZ INVESTMENT ADVISORS, LLC
KNOXVILLE, TN · Since 2003
CW SECURITIES, LLC
KNOXVILLE, TN · Since 2026
CAMPBELL ASSET MANAGEMENT, LLC
CHATTANOOGA, TN · Since 2016
CHICKASAW CAPITAL MANAGEMENT, LLC
MEMPHIS, TN · Since 2003
SEVEN SPRINGS WEALTH GROUP
BRENTWOOD, TN · Since 2005
LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC
NASHVILLE, TN · Since 2024
ASHDON INVESTMENT MANAGEMENT, LLC
TULLAHOMA, TN · Since 2007
PROVIDENT WEALTH MANAGEMENT, LLC
BRENTWOOD, TN · Since 2004
COURAGE CAPITAL MANAGEMENT, LLC
NASHVILLE, TN · Since 2004
HULL WEALTH MANAGEMENT
MURFREESBORO, TN · Since 2024
NFC INVESTMENTS, LLC
MEMPHIS, TN · Since 2004
COSEY FINANCIAL SERVICES, INC.
KNOXVILLE, TN · Since 2021
RAYBURN WEST FINANCIAL SERVICES
NASHVILLE, TN · Since 2020
TBH GLOBAL ASSET MANAGEMENT, LLC
BRENTWOOD, TN · Since 2008
BELLWETHER INVESTMENT GROUP, LLC
HIXSON, TN · Since 2008
WOLF RIVER CAPITAL MANAGEMENT, LLC
MEMPHIS, TN · Since 2009
TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC
LOOKOUT MOUNTAIN, TN · Since 2009
HMS INVESTMENT ADVISORS
NASHVILLE, TN · Since 2013
EVERGREEN ADVISORS, LLC
CHATTANOOGA, TN · Since 2009
DECKER WEALTH MANAGEMENT, LLC
NASHVILLE, TN · Since 2009
VISIONARY HORIZONS, LLC
KNOXVILLE, TN · Since 2014
SENTRY, LLC
MEMPHIS, TN · Since 2009
HHM WEALTH ADVISORS, LLC
CHATTANOOGA, TN · Since 2009
COMMERCE ADVISORS, LLC
MEMPHIS, TN · Since 2009
PRESERVER PARTNERS
MEMPHIS, TN · Since 2015
RED DOOR WEALTH MANAGEMENT, LLC
MEMPHIS, TN · Since 2014
12TH STREET ASSET MANAGEMENT
NASHVILLE, TN · Since 2012
FIELDER CAPITAL GROUP LLC
NASHVILLE, TN · Since 2017
POINTER MANAGEMENT, LLC
CHATTANOOGA, TN · Since 2012
NEPHILA ADVISORS LLC
NASHVILLE, TN · Since 2011
TSW II CAPITAL ADVISORS, LLC
CHATTANOOGA, TN · Since 2012
TVAMP, LLC
KNOXVILLE, TN · Since 2015
CAPITALSPRING
NASHVILLE, TN · Since 2012
HG CAPITAL MANAGEMENT, LLC
NASHVILLE, TN · Since 2021
TVV CAPITAL
NASHVILLE, TN · Since 2018
BLONG FINANCIAL
MEMPHIS, TN · Since 2022
CARTER-HASTON INVESTMENT PARTNERS II GP, LLC
NASHVILLE, TN · Since 2016
DISCIPLINA CAPITAL MANAGEMENT, LLC
NASHVILLE, TN · Since 2019
WEALTH PRESERVATION ADVISORS, LLC
CHATTANOOGA, TN · Since 2013
THE NALLS SHERBAKOFF GROUP, LLC
KNOXVILLE, TN · Since 2016
THE PATTEN GROUP, INC.
CHATTANOOGA, TN · Since 2013
CYPRESS CAPITAL, LLC
FRANKLIN, TN · Since 2014
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC
MEMPHIS, TN · Since 2015
LEADING EDGE FINANCIAL PLANNING LLC
KNOXVILLE, TN · Since 2021
PATTON ALBERTSON MILLER GROUP, LLC
CHATTANOOGA, TN · Since 2015
MARSH WEALTH MANAGEMENT, LLC
KNOXVILLE, TN · Since 2024
ACUMEN WEALTH ADVISORS, LLC
CHATTANOOGA, TN · Since 2016
RIDGEPATH CAPITAL MANAGEMENT LLC
KNOXVILLE, TN · Since 2020
SAGESPRING WEALTH PARTNERS
FRANKLIN, TN · Since 2016
WADDELL & ASSOCIATES, LLC
MEMPHIS, TN · Since 2016
ADDITIVE ADVISORY PBC
MEMPHIS, TN · Since 2016
CALYDON CAPITAL, LLC
MEMPHIS, TN · Since 2016
TRUSCO INVESTMENT MANAGEMENT, LLC
NASHVILLE, TN · Since 2026
WMG FINANCIAL ADVISORS, LLC
KNOXVILLE, TN · Since 2019
ABOUND WEALTH MANAGEMENT, LLC
FRANKLIN, TN · Since 2016
INVICTUS FIDUCIARY SERVICES, LLC
MEMPHIS, TN · Since 2017
MCCAY WEALTH ADVISORY LLC
MANCHESTER, TN · Since 2018
DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC
NASHVILLE, TN · Since 2018
KIMERY WEALTH MANAGEMENT, LLC
MEMPHIS, TN · Since 2017
KNOX WEALTH PARTNERS ADVISORY
KNOXVILLE, TN · Since 2017
MUSIC ROW WEALTH MANAGEMENT
NASHVILLE, TN · Since 2017
RETIREMENT PLANNING SERVICES
KNOXVILLE, TN · Since 2021
RIVER ASSOCIATES INVESTMENTS, L.P.
CHATTANOOGA, TN · Since 2025
ARCLINE INVESTMENT MANAGEMENT LP
NASHVILLE, TN · Since 2019
WALNUT GROVE CAPITAL PARTNERS, LP
MEMPHIS, TN · Since 2022
VALOR FINANCIAL SERVICES, LLC
KNOXVILLE, TN · Since 2020
GENESIS INVESTMENTS
OOLTEWAH, TN · Since 2025
COGENTBLUE
KNOXVILLE, TN · Since 2022
ALLIANCE WEALTH MANAGEMENT PARTNERS LLC
KNOXVILLE, TN · Since 2021
RUBICON FOUNDERS, LLC
NASHVILLE, TN · Since 2021
VALTRION CAPITAL MANAGEMENT, LLC
FRANKLIN, TN · Since 2024
RBG WEALTH ADVISORS LLC
MEMPHIS, TN · Since 2024
AJ ADVISORS
NASHVILLE, TN · Since 2022
ENVISION FINANCIAL PLANNING, LLC
MEMPHIS, TN · Since 2022
GSV EQUITY HOLDINGS, LLC
KNOXVILLE, TN · Since 2022
1819 PARTNERS
MEMPHIS, TN · Since 2023
CLARITAS CAPITAL
NASHVILLE, TN · Since 2024
HS WEALTH PARTNERS
NASHVILLE, TN · Since 2024
ELLIS FINANCIAL PLANNING
CLARKSVILLE, TN · Since 2024
CREATIVE INVESTMENT GROUP
NASHVILLE, TN · Since 2024
MRWM CAPITAL MANAGEMENT, LLC
NASHVILLE, TN · Since 2025
DORIAN INVESTMENT ADVISORY LLC
MEMPHIS, TN · Since 2026
REMORA CAPITAL PARTNERS
NASHVILLE, TN · Since 2024
CALDWELL ADVISORS, LLC
BRENTWOOD, TN · Since 2015
VIRTUE CAPITAL MANAGEMENT, LLC
BRENTWOOD, TN · Since 2014
W ADVISORS LLC
GERMANTOWN, TN · Since 2014
GREENSVIEW WEALTH MANAGEMENT
FRANKLIN, TN · Since 2018
B. RILEY WEALTH PRIVATE SHARES
MEMPHIS, TN · Since 2021
DELTA ASSET MANAGEMENT, LLC
MEMPHIS, TN · Since 2001
AM INVESTMENT STRATEGIES, LLC
CHATTANOOGA, TN · Since 2012
THOROUGHBRED FINANCIAL SERVICES, LLC
BRENTWOOD, TN · Since 1999
SILVER OAK SECURITIES, INC.
JACKSON, TN · Since 2010
ALLIANCEBERNSTEIN HOLDING L.P.
NASHVILLE, TN · Since 1988
AB CUSTOM ALTERNATIVE SOLUTIONS LLC
NASHVILLE, TN · Since 2001
AB BROADLY SYNDICATED LOAN MANAGER LLC
NASHVILLE, TN · Since 2020
AJ CAPITAL MANAGEMENT LLC
NASHVILLE, TN · Since 2018
ALLIANCEBERNSTEIN L.P.
NASHVILLE, TN · Since 1999
SANFORD C. BERNSTEIN & CO., LLC
NASHVILLE, TN · Since 2000
B. RILEY WEALTH ADVISORS, INC.
MEMPHIS, TN · Since 2005
RETIREMENT SOLUTIONS GROUP
FRANKLIN, TN · Since 2026
&PARTNERS
NASHVILLE, TN · Since 1990
About Financial Advisors in Tennessee
How many financial advisors are registered in Tennessee?
There are 216 SEC-registered investment advisory firms in Tennessee, spread across 29 cities. This includes firms managing $100 million or more in client assets.
What is the average financial advisor fee in Tennessee?
The median advisory fee in Tennessee is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.
How are advisors ranked on this page?
Advisors are ranked by our Red Flag Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.
Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.