AdvisorRanked

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.

216
Registered Firms
29
Cities
0.95%
Median Fee
of assets/year
216
In Database
firms listed

Cities in Tennessee

Top-Ranked Firms in Tennessee

#1
100

BARKSDALE INVESTMENT MANAGEMENT

NASHVILLE, TN · Since 1984

$3.4B AUM8 clientsFee: 0%
FiduciaryFee-Only
#2
100

THE PACIFIC FINANCIAL GROUP, INC.

NASHVILLE, TN · Since 1983

$5.1B AUM20 clientsFee: 0%
FiduciaryFee-Only
#3
100

BROOKS, MOORE & ASSOCIATES, INC.

CHATTANOOGA, TN · Since 1986

$349M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
100

TD CAPITAL MANAGEMENT LLC

MEMPHIS, TN · Since 1996

$1.2B AUM9 clientsFee: 0%
FiduciaryFee-Only
#5
100

MOON CAPITAL MANAGEMENT, LLC

KNOXVILLE, TN · Since 1995

$392M AUM3 clientsFee: 0%
FiduciaryFee-Only
#6
100

MARTIN & COMPANY INVESTMENT COUNSEL

KNOXVILLE, TN · Since 1998

$1.7B AUM4 clientsFee: 0%
FiduciaryFee-Only
#7
100

LBMC INVESTMENT ADVISORS, LLC

BRENTWOOD, TN · Since 1998

$2.2B AUM3 clientsFee: 0%
FiduciaryFee-Only
#8
100

BRANDON FINANCIAL PLANNING, INC.

MEMPHIS, TN · Since 1982

$435M AUM3 clientsFee: 0%
FiduciaryFee-Only
#9
100

RELIANT INVESTMENT MANAGEMENT, LLC

MEMPHIS, TN · Since 2001

$1.5B AUM8 clientsFee: 0%
FiduciaryFee-Only
#10
100

J. MARK NICKELL & CO.

BRENTWOOD, TN · Since 2021

$146M AUM3 clientsFee: 0%
FiduciaryFee-Only
#11
100

COUNCILMARK ASSET MANAGEMENT, LLC

KNOXVILLE, TN · Since 2000

$271M AUM3 clientsFee: 0%
FiduciaryFee-Only
#12
100

PATRIOT INVESTMENT MANAGEMENT GROUP INC

KNOXVILLE, TN · Since 1998

$1.9B AUM16 clientsFee: 0%
FiduciaryFee-Only
#13
100

POPE ASSET MANAGEMENT, LLC

MEMPHIS, TN · Since 2001

$115M AUM3 clientsFee: 0%
FiduciaryFee-Only
#14
100

DORIAN EASON ASSET MANAGEMENT, LLC

MEMPHIS, TN · Since 2001

$27M AUM1 clientsFee: 0%
FiduciaryFee-Only
#15
100

FINANCIAL MANAGEMENT ADVISORS, INC.

TULLAHOMA, TN · Since 2021

$150M AUM1 clientsFee: 0%
FiduciaryFee-Only
#16
100

CARMICHAEL CREEL INVESTMENTS

FRANKLIN, TN · Since 2024

$127M AUM1 clientsFee: 0%
FiduciaryFee-Only
#17
100

QUALITY FINANCIAL CONCEPTS

MARYVILLE, TN · Since 2026

$129M AUM2 clientsFee: 0%
FiduciaryFee-Only
#18
100

FUTURE CAPITAL

CHATTANOOGA, TN · Since 2002

$2.0B AUM2 clientsFee: 0%
FiduciaryFee-Only
#19
100

PAUL WINKLER, INC.

GOODLETTSVILLE, TN · Since 2023

$1.3B AUM14 clientsFee: 0%
FiduciaryFee-Only
#20
100

MERCURY INVESTMENT GROUP

MEMPHIS, TN · Since 2021

$253M AUM3 clientsFee: 0%
FiduciaryFee-Only
#21
100

CRAVENS & COMPANY WEALTH MANAGEMENT

COOKEVILLE, TN · Since 2018

$311M AUM3 clientsFee: 0%
FiduciaryFee-Only
#22
100

SILVERLEAFE CAPITAL PARTNERS, LLC

GERMANTOWN, TN · Since 2004

$449M AUM4 clientsFee: 0%
FiduciaryFee-Only
#23
100

BROGAN FINANCIAL

KNOXVILLE, TN · Since 2008

$577M AUM5 clientsFee: 0%
FiduciaryFee-Only
#24
100

CARDINAL WEALTH ADVISORY, LLC

MEMPHIS, TN · Since 2022

$273M AUM2 clientsFee: 0%
FiduciaryFee-Only
#25
100

PYA WALTMAN CAPITAL, LLC

KNOXVILLE, TN · Since 2005

$1.0B AUM8 clientsFee: 0%
FiduciaryFee-Only
#26
100

COORDINATED WEALTH MANAGEMENT, L.L.C.

HENDERSONVILLE, TN · Since 2025

$114M AUM1 clientsFee: 0%
FiduciaryFee-Only
#27
100

INTEGRITY CAPITAL MANAGEMENT

KINGSPORT, TN · Since 2010

$181M AUM4 clientsFee: 0%
FiduciaryFee-Only
#28
100

PACIFIC FINANCIAL GROUP, LLC

NASHVILLE, TN · Since 2007

$4.7B AUM7 clientsFee: 0%
FiduciaryFee-Only
#29
100

CAP PARTNERS, LLC

FRANKLIN, TN · Since 2021

$255M AUM8 clientsFee: 0%
FiduciaryFee-Only
#30
100

PROVIDENCE WEALTH MANAGEMENT LLC

KNOXVILLE, TN · Since 2022

$152M AUM3 clientsFee: 0%
FiduciaryFee-Only
#31
100

INSIGHT STRATEGIC WEALTH LLC

KNOXVILLE, TN · Since 2018

$401M AUM7 clientsFee: 0%
FiduciaryFee-Only
#32
100

VALUES FIRST ADVISORS, INC.

JOHNSON CITY, TN · Since 2009

$215M AUM9 clientsFee: 0%
FiduciaryFee-Only
#33
100

IRONHORSE CAPITAL LLC

NASHVILLE, TN · Since 2013

$121M AUM2 clientsFee: 0%
FiduciaryFee-Only
#34
100

CAPWEALTH ADVISORS, LLC

FRANKLIN, TN · Since 2009

$2.0B AUM11 clientsFee: 0%
FiduciaryFee-Only
#35
100

MISSION VALUE PARTNERS, LLC

NASHVILLE, TN · Since 2010

$303M AUM3 clientsFee: 0%
FiduciaryFee-Only
#36
100

SOUTHERNSUN ASSET MANAGEMENT LLC

MEMPHIS, TN · Since 2010

$749M AUM15 clientsFee: 0%
FiduciaryFee-Only
#37
100

INNOVATIVE ADVISORY PARTNERS, LLC

HIXSON, TN · Since 2013

$352M AUM6 clientsFee: 0%
FiduciaryFee-Only
#38
100

BEACON CAPITAL MANAGEMENT, LLC

FRANKLIN, TN · Since 2015

$1.3B AUM17 clientsFee: 0%
FiduciaryFee-Only
#39
100

WITT FINANCIAL GROUP, LLC

CROSSVILLE, TN · Since 2026

$160M AUM2 clientsFee: 0%
FiduciaryFee-Only
#40
100

PHAROS CAPITAL GROUP, LLC

BRENTWOOD, TN · Since 2011

$630M AUM12 clientsFee: 0%
FiduciaryFee-Only
#41
100

FORTITUDE WEALTH MANAGEMENT

MURFREESBORO, TN · Since 2025

$113M AUM1 clientsFee: 0%
FiduciaryFee-Only
#42
100

GEN CAP AMERICA, INC.

NASHVILLE, TN · Since 2012

$213M AUM5 clientsFee: 0%
FiduciaryFee-Only
#43
100

HOGAN INVESTMENT COUNSEL, LLC

CORDOVA, TN · Since 2026

$107M AUM1 clientsFee: 0%
FiduciaryFee-Only
#44
100

SAGEGUARD FINANCIAL GROUP, LLC

GOODLETTSVILLE, TN · Since 2022

$756M AUM15 clientsFee: 0%
FiduciaryFee-Only
#45
100

EFINANCIAL ALLIANCE, LLC

FRANKLIN, TN · Since 2023

$292M AUM3 clientsFee: 0%
FiduciaryFee-Only
#46
100

ROUND HILL MUSIC LP

NASHVILLE, TN · Since 2015

$1.0B AUM10 clientsFee: 0%
FiduciaryFee-Only
#47
100

LECONTE WEALTH MANAGEMENT, LLC

MARYVILLE, TN · Since 2013

$347M AUM6 clientsFee: 0%
FiduciaryFee-Only
#48
100

LUKEN INVESTMENT ANALYTICS, LLC

BRENTWOOD, TN · Since 2018

$292M AUM4 clientsFee: 0%
FiduciaryFee-Only
#49
100

ERISA ADVISERS, INC.

BRENTWOOD, TN · Since 2024

$187M AUM1 clientsFee: 0%
FiduciaryFee-Only
#50
100

KEY CAPITAL MANAGEMENT, INC.

HENDERSONVILLE, TN · Since 2022

$393M AUM9 clientsFee: 0%
FiduciaryFee-Only
#51
100

LFM CAPITAL

NASHVILLE, TN · Since 2017

$1.4B AUM25 clientsFee: 0%
FiduciaryFee-Only
#52
100

COUNCIL CAPITAL FUNDS MANAGEMENT, LLC

NASHVILLE, TN · Since 2019

$519M AUM8 clientsFee: 0%
FiduciaryFee-Only
#53
100

SUMMIT CAPITAL SOLUTIONS LLC

BRENTWOOD, TN · Since 2015

$0 AUM3 clientsFee: 0%
FiduciaryFee-Only
#54
100

TRANQUILITY PARTNERS, LLC

BRENTWOOD, TN · Since 2018

$897M AUM7 clientsFee: 0%
FiduciaryFee-Only
#55
100

COVE CAPITAL MANAGEMENT INC.

BRENTWOOD, TN · Since 2016

$248M AUM3 clientsFee: 0%
FiduciaryFee-Only
#56
100

BLUE RIDGE WEALTH PLANNERS

KNOXVILLE, TN · Since 2022

$362M AUM14 clientsFee: 0%
FiduciaryFee-Only
#57
100

CALLAWAY CAPITAL MANAGEMENT, LLC

NASHVILLE, TN · Since 2022

$211M AUM3 clientsFee: 0%
FiduciaryFee-Only
#58
100

CAPITAL SQUARE, LLC

ATHENS, TN · Since 2016

$450M AUM11 clientsFee: 0%
FiduciaryFee-Only
#59
100

STRATEGIC ADVISORY SERVICES

MEMPHIS, TN · Since 2022

$201M AUM8 clientsFee: 0%
FiduciaryFee-Only
#60
100

TCM

GERMANTOWN, TN · Since 2017

$165M AUM2 clientsFee: 0%
FiduciaryFee-Only
#61
100

SOUTHERN CAPITAL ADVISORS, LLC

JACKSON, TN · Since 2018

$637M AUM6 clientsFee: 0%
FiduciaryFee-Only
#62
100

ROAN CAPITAL PARTNERS

JOHNSON CITY, TN · Since 2026

$152M AUM4 clientsFee: 0%
FiduciaryFee-Only
#63
100

EUDAIMONIA ASSET MANAGEMENT, LLC

WINCHESTER, TN · Since 2019

$247M AUM2 clientsFee: 0%
FiduciaryFee-Only
#64
100

OPTIVISE ADVISORY SERVICES LLC

FRANKLIN, TN · Since 2019

$288M AUM22 clientsFee: 0%
FiduciaryFee-Only
#65
100

SAVVYFI

FRANKLIN, TN · Since 2019

$2M AUM1 clientsFee: 0%
FiduciaryFee-Only
#66
100

ICR PARTNERS

NASHVILLLE, TN · Since 2020

$799M AUM1 clientsFee: 0%
FiduciaryFee-Only
#67
100

PLANROCK WEALTH STRATEGIES, LLC

BRENTWOOD, TN · Since 2020

$71M AUM6 clientsFee: 0%
FiduciaryFee-Only
#68
100

WORTHINGTON CAPITAL MANAGEMENT, LLC

MEMPHIS, TN · Since 2020

$41M AUM3 clientsFee: 0%
FiduciaryFee-Only
#69
100

FCG INVESTMENT COMPANY

GERMANTOWN, TN · Since 2020

$568M AUM10 clientsFee: 0%
FiduciaryFee-Only
#70
100

APEX STRATEGIC WEALTH, LLC

CHATTANOOGA, TN · Since 2020

$292M AUM7 clientsFee: 0%
FiduciaryFee-Only
#71
100

ANCHOR HEALTH CAPITAL, LLC

CHATTANOOGA, TN · Since 2020

$166M AUM5 clientsFee: 0%
FiduciaryFee-Only
#72
100

EDISON PARTNERS MANAGEMENT, LLC

NASHVILLE, TN · Since 2020

$2.6B AUM14 clientsFee: 0%
FiduciaryFee-Only
#73
100

CORNERSTONE WEALTH MANAGEMENT GROUP

GREENEVILLE, TN · Since 2022

$285M AUM4 clientsFee: 0%
FiduciaryFee-Only
#74
100

GREENWOOD PINE PARTNERS

MEMPHIS, TN · Since 2021

$23M AUM14 clientsFee: 0%
FiduciaryFee-Only
#75
100

WHISTLER CAPITAL PARTNERS LLC

NASHVILLE, TN · Since 2021

$2.5B AUM7 clientsFee: 0%
FiduciaryFee-Only
#76
100

SOLAS BIOVENTURES MANAGEMENT, LLC

CHATTANOOGA, TN · Since 2025

$165M AUM5 clientsFee: 0%
FiduciaryFee-Only
#77
100

JEFFERSON BRIDGE CAPITAL, LLC

NASHVILLE, TN · Since 2023

$146M AUM3 clientsFee: 0%
FiduciaryFee-Only
#78
100

JB WEALTH ADVISORS LLC

NASHVILLE, TN · Since 2023

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#79
100

KAUFMAN HALL INVESTMENT MANAGEMENT

BRENTWOOD, TN · Since 2023

$2.8B AUM7 clientsFee: 0%
FiduciaryFee-Only
#80
100

AGP FRANKLIN, LLC

FRANKLIN, TN · Since 2024

$247M AUM3 clientsFee: 0%
FiduciaryFee-Only
#81
100

TRUEHAVEN CAPITAL

FRANKLIN, TN · Since 2024

$62M AUM2 clientsFee: 0%
FiduciaryFee-Only
#82
100

SMITH & CO ADVISORY LLC

SPRING HILL, TN · Since 2024

$118M AUM1 clientsFee: 0%
FiduciaryFee-Only
#83
100

ILS ADVISORY SERVICES, LLC

NASHVILLE, TN · Since 2024

$1.6B AUM6 clientsFee: 0%
FiduciaryFee-Only
#84
100

STRATEGIC WEALTH PARTNERS LLC

FRANKLIN, TN · Since 2025

$102M AUM2 clientsFee: 0%
FiduciaryFee-Only
#85
100

MALT PARTNERS MANAGEMENT LLC

NASHVILLE, TN · Since 2025

$36M AUM2 clientsFee: 0%
FiduciaryFee-Only
#86
100

SAGEPOINT CAPITAL PARTNERS LLC

FRANKLIN, TN · Since 2026

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#87
100

CHAMBERLAIN LANE CAPITAL, LLC

NASHVILLE, TN · Since 2026

$100M AUM1 clientsFee: 0%
FiduciaryFee-Only
#88
100

HCIP ADVISORS, LLC

NASHVILLE, TN · Since 2026

$339M AUM1 clientsFee: 0%
FiduciaryFee-Only
#89
97

MEMPHIS CAPITAL MANAGEMENT, LLC

MEMPHIS, TN · Since 2006

$269M AUM2 clientsFee: 0%
FiduciaryFee-Only
#90
95

HIGHLAND CAPITAL MANAGEMENT, LLC

MEMPHIS, TN · Since 1972

$3.8B AUM13 clientsFee: 0%
FiduciaryFee-Only
#91
95

SOUTHEASTERN ASSET MANAGEMENT INC.

MEMPHIS, TN · Since 1975

$3.7B AUM14 clientsFee: 0%
FiduciaryFee-Only
#92
95

PROFFITT & GOODSON INC.

KNOXVILLE, TN · Since 1986

$798M AUM6 clientsFee: 0%
FiduciaryFee-Only
#93
95

PATTEN AND PATTEN, INC.

CHATTANOOGA, TN · Since 1976

$2.2B AUM3 clientsFee: 0%
FiduciaryFee-Only
#94
95

ALDEBARAN FINANCIAL INC

KINGSPORT, TN · Since 1987

$223M AUM3 clientsFee: 0%
FiduciaryFee-Only
#95
95

BARNETT & CO INC

CHATTANOOGA, TN · Since 1984

$142M AUM3 clientsFee: 0%
FiduciaryFee-Only
#96
95

WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC.

MEMPHIS, TN · Since 1988

$342M AUM4 clientsFee: 0%
FiduciaryFee-Only
#97
95

KELMAN LAZAROV INC

MEMPHIS, TN · Since 1993

$895M AUM13 clientsFee: 0%
FiduciaryFee-Only
#98
95

LAFFER TENGLER INVESTMENTS, INC.

NASHVILLE, TN · Since 1999

$800M AUM13 clientsFee: 0%
FiduciaryFee-Only
#99
95

LEGACY WEALTH MANAGEMENT, LLC

MEMPHIS, TN · Since 1982

$2.7B AUM16 clientsFee: 0%
FiduciaryFee-Only
#100
95

CREEKSIDE CAPITAL, INC.

KNOXVILLE, TN · Since 2000

$280M AUM2 clientsFee: 0%
FiduciaryFee-Only
#101
95

GERBER/TAYLOR MANAGEMENT LLC

MEMPHIS, TN · Since 1999

$11.4B AUM19 clientsFee: 0%
FiduciaryFee-Only
#102
95

SHAYNE & JACOBS, LLC

NASHVILLE, TN · Since 1999

$429M AUM4 clientsFee: 0%
FiduciaryFee-Only
#103
95

DIVERSIFIED PARTNERS, INC.

BRENTWOOD, TN · Since 2000

$155M AUM3 clientsFee: 0%
FiduciaryFee-Only
#104
95

SUMMIT ASSET MANAGEMENT LLC

MEMPHIS, TN · Since 1999

$1.1B AUM6 clientsFee: 0%
FiduciaryFee-Only
#105
95

WOODMONT INVESTMENT COUNSEL, LLC

NASHVILLE, TN · Since 2000

$2.0B AUM11 clientsFee: 0%
FiduciaryFee-Only
#106
95

NEWSOUTH CAPITAL MANAGEMENT INC

MEMPHIS, TN · Since 1985

$2.2B AUM8 clientsFee: 0%
FiduciaryFee-Only
#107
95

LEE DANNER & BASS INC

NASHVILLE, TN · Since 1987

$2.0B AUM6 clientsFee: 0%
FiduciaryFee-Only
#108
95

TYNER CAPITAL MANAGEMENT INVESTMENT COUNSEL, INC.

SIGNAL MOUNTAIN, TN · Since 2002

$277M AUM1 clientsFee: 0%
FiduciaryFee-Only
#109
95

RATHER & KITTRELL, INC.

KNOXVILLE, TN · Since 2006

$2.3B AUM17 clientsFee: 0%
FiduciaryFee-Only
#110
95

STEEL GROVE CAPITAL ADVISORS, LLC

MEMPHIS, TN · Since 2001

$1.6B AUM7 clientsFee: 0%
FiduciaryFee-Only
#111
95

BCS WEALTH MANAGEMENT, LLC

JOHNSON CITY, TN · Since 2002

$987M AUM7 clientsFee: 0%
FiduciaryFee-Only
#112
95

SAGE INVESTMENT COUNSEL

FRANKLIN, TN · Since 2021

$165M AUM4 clientsFee: 0%
FiduciaryFee-Only
#113
95

GUARDIAN WEALTH MANAGEMENT, LLC

CHATTANOOGA, TN · Since 2002

$411M AUM5 clientsFee: 0%
FiduciaryFee-Only
#114
95

PRIVATE WEALTH MANAGEMENT, INC.

MEMPHIS, TN · Since 2002

$832M AUM4 clientsFee: 0%
FiduciaryFee-Only
#115
95

FRAZEE INVESTMENT CONSULTING, INC.

MEMPHIS, TN · Since 2019

$196M AUM2 clientsFee: 0%
FiduciaryFee-Only
#116
95

NBZ INVESTMENT ADVISORS, LLC

KNOXVILLE, TN · Since 2003

$431M AUM4 clientsFee: 0%
FiduciaryFee-Only
#117
95

CW SECURITIES, LLC

KNOXVILLE, TN · Since 2026

$113M AUM1 clientsFee: 0%
Broker-Dealer
#118
95

CAMPBELL ASSET MANAGEMENT, LLC

CHATTANOOGA, TN · Since 2016

$146M AUM3 clientsFee: 0%
FiduciaryFee-Only
#119
95

CHICKASAW CAPITAL MANAGEMENT, LLC

MEMPHIS, TN · Since 2003

$2.5B AUM10 clientsFee: 0%
FiduciaryFee-Only
#120
95

SEVEN SPRINGS WEALTH GROUP

BRENTWOOD, TN · Since 2005

$1.4B AUM11 clientsFee: 0%
FiduciaryFee-Only
#121
95

LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC

NASHVILLE, TN · Since 2024

$107M AUM2 clientsFee: 0%
FiduciaryFee-Only
#122
95

ASHDON INVESTMENT MANAGEMENT, LLC

TULLAHOMA, TN · Since 2007

$425M AUM2 clientsFee: 0%
FiduciaryFee-Only
#123
95

PROVIDENT WEALTH MANAGEMENT, LLC

BRENTWOOD, TN · Since 2004

$759M AUM6 clientsFee: 0%
FiduciaryFee-Only
#124
95

COURAGE CAPITAL MANAGEMENT, LLC

NASHVILLE, TN · Since 2004

$1.4B AUM14 clientsFee: 0%
FiduciaryFee-Only
#125
95

HULL WEALTH MANAGEMENT

MURFREESBORO, TN · Since 2024

$139M AUM1 clientsFee: 0%
FiduciaryFee-Only
#126
95

NFC INVESTMENTS, LLC

MEMPHIS, TN · Since 2004

$2.1B AUM5 clientsFee: 0%
FiduciaryFee-Only
#127
95

COSEY FINANCIAL SERVICES, INC.

KNOXVILLE, TN · Since 2021

$124M AUM3 clientsFee: 0%
FiduciaryFee-Only
#128
95

RAYBURN WEST FINANCIAL SERVICES

NASHVILLE, TN · Since 2020

$243M AUM2 clientsFee: 0%
FiduciaryFee-Only
#129
95

TBH GLOBAL ASSET MANAGEMENT, LLC

BRENTWOOD, TN · Since 2008

$1.5B AUM0 clientsFee: 0%
FiduciaryFee-Only
#130
95

BELLWETHER INVESTMENT GROUP, LLC

HIXSON, TN · Since 2008

$155M AUM6 clientsFee: 0%
FiduciaryFee-Only
#131
95

WOLF RIVER CAPITAL MANAGEMENT, LLC

MEMPHIS, TN · Since 2009

$329M AUM7 clientsFee: 0%
FiduciaryFee-Only
#132
95

TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC

LOOKOUT MOUNTAIN, TN · Since 2009

$314M AUM2 clientsFee: 0%
FiduciaryFee-Only
#133
95

HMS INVESTMENT ADVISORS

NASHVILLE, TN · Since 2013

$282M AUM6 clientsFee: 0%
FiduciaryFee-Only
#134
95

EVERGREEN ADVISORS, LLC

CHATTANOOGA, TN · Since 2009

$523M AUM3 clientsFee: 0%
FiduciaryFee-Only
#135
95

DECKER WEALTH MANAGEMENT, LLC

NASHVILLE, TN · Since 2009

$566M AUM6 clientsFee: 0%
FiduciaryFee-Only
#136
95

VISIONARY HORIZONS, LLC

KNOXVILLE, TN · Since 2014

$397M AUM12 clientsFee: 0%
FiduciaryFee-Only
#137
95

SENTRY, LLC

MEMPHIS, TN · Since 2009

$2.3B AUM3 clientsFee: 0%
FiduciaryFee-Only
#138
95

HHM WEALTH ADVISORS, LLC

CHATTANOOGA, TN · Since 2009

$1.5B AUM13 clientsFee: 0%
FiduciaryFee-Only
#139
95

COMMERCE ADVISORS, LLC

MEMPHIS, TN · Since 2009

$338M AUM4 clientsFee: 0%
FiduciaryFee-Only
#140
95

PRESERVER PARTNERS

MEMPHIS, TN · Since 2015

$176M AUM3 clientsFee: 0%
FiduciaryFee-Only
#141
95

RED DOOR WEALTH MANAGEMENT, LLC

MEMPHIS, TN · Since 2014

$3.1B AUM10 clientsFee: 0%
FiduciaryFee-Only
#142
95

12TH STREET ASSET MANAGEMENT

NASHVILLE, TN · Since 2012

$622M AUM5 clientsFee: 0%
FiduciaryFee-Only
#143
95

FIELDER CAPITAL GROUP LLC

NASHVILLE, TN · Since 2017

$1.2B AUM5 clientsFee: 0%
FiduciaryFee-Only
#144
95

POINTER MANAGEMENT, LLC

CHATTANOOGA, TN · Since 2012

$2.8B AUM5 clientsFee: 0%
FiduciaryFee-Only
#145
95

NEPHILA ADVISORS LLC

NASHVILLE, TN · Since 2011

$12.9B AUM12 clientsFee: 0%
FiduciaryFee-Only
#146
95

TSW II CAPITAL ADVISORS, LLC

CHATTANOOGA, TN · Since 2012

$545M AUM7 clientsFee: 0%
FiduciaryFee-Only
#147
95

TVAMP, LLC

KNOXVILLE, TN · Since 2015

$1.2B AUM24 clientsFee: 0%
FiduciaryFee-Only
#148
95

CAPITALSPRING

NASHVILLE, TN · Since 2012

$2.8B AUM23 clientsFee: 0%
FiduciaryFee-Only
#149
95

HG CAPITAL MANAGEMENT, LLC

NASHVILLE, TN · Since 2021

$1.2B AUM11 clientsFee: 0%
FiduciaryFee-Only
#150
95

TVV CAPITAL

NASHVILLE, TN · Since 2018

$372M AUM8 clientsFee: 0%
FiduciaryFee-Only
#151
95

BLONG FINANCIAL

MEMPHIS, TN · Since 2022

$202M AUM2 clientsFee: 0%
FiduciaryFee-Only
#152
95

CARTER-HASTON INVESTMENT PARTNERS II GP, LLC

NASHVILLE, TN · Since 2016

$367M AUM10 clientsFee: 0%
FiduciaryFee-Only
#153
95

DISCIPLINA CAPITAL MANAGEMENT, LLC

NASHVILLE, TN · Since 2019

$3.1B AUM6 clientsFee: 0%
FiduciaryFee-Only
#154
95

WEALTH PRESERVATION ADVISORS, LLC

CHATTANOOGA, TN · Since 2013

$592M AUM2 clientsFee: 0%
FiduciaryFee-Only
#155
95

THE NALLS SHERBAKOFF GROUP, LLC

KNOXVILLE, TN · Since 2016

$337M AUM2 clientsFee: 0%
FiduciaryFee-Only
#156
95

THE PATTEN GROUP, INC.

CHATTANOOGA, TN · Since 2013

$725M AUM7 clientsFee: 0%
FiduciaryFee-Only
#157
95

CYPRESS CAPITAL, LLC

FRANKLIN, TN · Since 2014

$426M AUM7 clientsFee: 0%
FiduciaryFee-Only
#158
95

DUNCAN WILLIAMS ASSET MANAGEMENT, LLC

MEMPHIS, TN · Since 2015

$2.7B AUM15 clientsFee: 0%
FiduciaryFee-Only
#159
95

LEADING EDGE FINANCIAL PLANNING LLC

KNOXVILLE, TN · Since 2021

$522M AUM9 clientsFee: 0%
FiduciaryFee-Only
#160
95

PATTON ALBERTSON MILLER GROUP, LLC

CHATTANOOGA, TN · Since 2015

$1.7B AUM16 clientsFee: 0%
FiduciaryFee-Only
#161
95

MARSH WEALTH MANAGEMENT, LLC

KNOXVILLE, TN · Since 2024

$182M AUM3 clientsFee: 0%
FiduciaryFee-Only
#162
95

ACUMEN WEALTH ADVISORS, LLC

CHATTANOOGA, TN · Since 2016

$638M AUM12 clientsFee: 0%
FiduciaryFee-Only
#163
95

RIDGEPATH CAPITAL MANAGEMENT LLC

KNOXVILLE, TN · Since 2020

$359M AUM2 clientsFee: 0%
FiduciaryFee-Only
#164
95

SAGESPRING WEALTH PARTNERS

FRANKLIN, TN · Since 2016

$8.5B AUM100 clientsFee: 0%
FiduciaryFee-Only
#165
95

WADDELL & ASSOCIATES, LLC

MEMPHIS, TN · Since 2016

$2.4B AUM9 clientsFee: 0%
FiduciaryFee-Only
#166
95

ADDITIVE ADVISORY PBC

MEMPHIS, TN · Since 2016

$141M AUM1 clientsFee: 0%
FiduciaryFee-Only
#167
95

CALYDON CAPITAL, LLC

MEMPHIS, TN · Since 2016

$3.6B AUM4 clientsFee: 0%
FiduciaryFee-Only
#168
95

TRUSCO INVESTMENT MANAGEMENT, LLC

NASHVILLE, TN · Since 2026

$107M AUM2 clientsFee: 0%
FiduciaryFee-Only
#169
95

WMG FINANCIAL ADVISORS, LLC

KNOXVILLE, TN · Since 2019

$694M AUM12 clientsFee: 0%
FiduciaryFee-Only
#170
95

ABOUND WEALTH MANAGEMENT, LLC

FRANKLIN, TN · Since 2016

$1.9B AUM26 clientsFee: 0%
FiduciaryFee-Only
#171
95

INVICTUS FIDUCIARY SERVICES, LLC

MEMPHIS, TN · Since 2017

$1.0B AUM2 clientsFee: 0%
FiduciaryFee-Only
#172
95

MCCAY WEALTH ADVISORY LLC

MANCHESTER, TN · Since 2018

$495M AUM5 clientsFee: 0%
FiduciaryFee-Only
#173
95

DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC

NASHVILLE, TN · Since 2018

$145M AUM3 clientsFee: 0%
FiduciaryFee-Only
#174
95

KIMERY WEALTH MANAGEMENT, LLC

MEMPHIS, TN · Since 2017

$555M AUM6 clientsFee: 0%
FiduciaryFee-Only
#175
95

KNOX WEALTH PARTNERS ADVISORY

KNOXVILLE, TN · Since 2017

$273M AUM7 clientsFee: 0%
FiduciaryFee-Only
#176
95

MUSIC ROW WEALTH MANAGEMENT

NASHVILLE, TN · Since 2017

$432M AUM4 clientsFee: 0%
FiduciaryFee-Only
#177
95

RETIREMENT PLANNING SERVICES

KNOXVILLE, TN · Since 2021

$246M AUM2 clientsFee: 0%
FiduciaryFee-Only
#178
95

RIVER ASSOCIATES INVESTMENTS, L.P.

CHATTANOOGA, TN · Since 2025

$815M AUM13 clientsFee: 0%
FiduciaryFee-Only
#179
95

ARCLINE INVESTMENT MANAGEMENT LP

NASHVILLE, TN · Since 2019

$26.5B AUM55 clientsFee: 0%
FiduciaryFee-Only
#180
95

WALNUT GROVE CAPITAL PARTNERS, LP

MEMPHIS, TN · Since 2022

$226M AUM5 clientsFee: 0%
FiduciaryFee-Only
#181
95

VALOR FINANCIAL SERVICES, LLC

KNOXVILLE, TN · Since 2020

$273M AUM2 clientsFee: 0%
FiduciaryFee-Only
#182
95

GENESIS INVESTMENTS

OOLTEWAH, TN · Since 2025

$113M AUM4 clientsFee: 0%
FiduciaryFee-Only
#183
95

COGENTBLUE

KNOXVILLE, TN · Since 2022

$606M AUM4 clientsFee: 0%
FiduciaryFee-Only
#184
95

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

KNOXVILLE, TN · Since 2021

$272M AUM5 clientsFee: 0%
FiduciaryFee-Only
#185
95

RUBICON FOUNDERS, LLC

NASHVILLE, TN · Since 2021

$2.3B AUM35 clientsFee: 0%
FiduciaryFee-Only
#186
95

VALTRION CAPITAL MANAGEMENT, LLC

FRANKLIN, TN · Since 2024

$287M AUM6 clientsFee: 0%
FiduciaryFee-Only
#187
95

RBG WEALTH ADVISORS LLC

MEMPHIS, TN · Since 2024

$155M AUM4 clientsFee: 0%
FiduciaryFee-Only
#188
95

AJ ADVISORS

NASHVILLE, TN · Since 2022

$394M AUM3 clientsFee: 0%
FiduciaryFee-Only
#189
95

ENVISION FINANCIAL PLANNING, LLC

MEMPHIS, TN · Since 2022

$462M AUM4 clientsFee: 0%
FiduciaryFee-Only
#190
95

GSV EQUITY HOLDINGS, LLC

KNOXVILLE, TN · Since 2022

$4.6B AUM21 clientsFee: 0%
FiduciaryFee-Only
#191
95

1819 PARTNERS

MEMPHIS, TN · Since 2023

$207M AUM4 clientsFee: 0%
FiduciaryFee-Only
#192
95

CLARITAS CAPITAL

NASHVILLE, TN · Since 2024

$814M AUM6 clientsFee: 0%
FiduciaryFee-Only
#193
95

HS WEALTH PARTNERS

NASHVILLE, TN · Since 2024

$481M AUM4 clientsFee: 0%
FiduciaryFee-Only
#194
95

ELLIS FINANCIAL PLANNING

CLARKSVILLE, TN · Since 2024

$181M AUM3 clientsFee: 0%
FiduciaryFee-Only
#195
95

CREATIVE INVESTMENT GROUP

NASHVILLE, TN · Since 2024

$209M AUM7 clientsFee: 0%
FiduciaryFee-Only
#196
95

MRWM CAPITAL MANAGEMENT, LLC

NASHVILLE, TN · Since 2025

$9M AUM2 clientsFee: 0%
FiduciaryFee-Only
#197
95

DORIAN INVESTMENT ADVISORY LLC

MEMPHIS, TN · Since 2026

$103M AUM1 clientsFee: 0%
FiduciaryFee-Only
#198
95

REMORA CAPITAL PARTNERS

NASHVILLE, TN · Since 2024

$269M AUM4 clientsFee: 0%
FiduciaryFee-Only
#199
92

CALDWELL ADVISORS, LLC

BRENTWOOD, TN · Since 2015

$351M AUM5 clientsFee: 0%
FiduciaryFee-Only
#200
92

VIRTUE CAPITAL MANAGEMENT, LLC

BRENTWOOD, TN · Since 2014

$1.3B AUM90 clientsFee: 0%
FiduciaryFee-Only
#201
92

W ADVISORS LLC

GERMANTOWN, TN · Since 2014

$245M AUM2 clientsFee: 0%
FiduciaryFee-Only
#202
92

GREENSVIEW WEALTH MANAGEMENT

FRANKLIN, TN · Since 2018

$121M AUM4 clientsFee: 0%
FiduciaryFee-Only
#203
92

B. RILEY WEALTH PRIVATE SHARES

MEMPHIS, TN · Since 2021

$48M AUM3 clientsFee: 0%
FiduciaryFee-Only1 complaint
#204
87

DELTA ASSET MANAGEMENT, LLC

MEMPHIS, TN · Since 2001

$1.5B AUM6 clientsFee: 0%
FiduciaryFee-Only1 complaint
#205
87

AM INVESTMENT STRATEGIES, LLC

CHATTANOOGA, TN · Since 2012

$738M AUM2 clientsFee: 0%
FiduciaryFee-Only1 complaint
#206
85

THOROUGHBRED FINANCIAL SERVICES, LLC

BRENTWOOD, TN · Since 1999

$4.0B AUM31 clientsFee: 0%
Broker-Dealer
#207
79

SILVER OAK SECURITIES, INC.

JACKSON, TN · Since 2010

$2.4B AUM103 clientsFee: 0%
Broker-Dealer2 complaints
#208
76

ALLIANCEBERNSTEIN HOLDING L.P.

NASHVILLE, TN · Since 1988

$0 AUM0 clientsFee: 0%
FiduciaryFee-Only3 complaints
#209
76

AB CUSTOM ALTERNATIVE SOLUTIONS LLC

NASHVILLE, TN · Since 2001

$1.4B AUM1 clientsFee: 0%
FiduciaryFee-Only3 complaints
#210
76

AB BROADLY SYNDICATED LOAN MANAGER LLC

NASHVILLE, TN · Since 2020

$2.6B AUM1 clientsFee: 0%
FiduciaryFee-Only3 complaints
#211
75

AJ CAPITAL MANAGEMENT LLC

NASHVILLE, TN · Since 2018

$2.6B AUM32 clientsFee: 0%
FiduciaryFee-Only
#212
71

ALLIANCEBERNSTEIN L.P.

NASHVILLE, TN · Since 1999

$763.4B AUM1616 clientsFee: 0%
FiduciaryFee-Only3 complaints
#213
60

SANFORD C. BERNSTEIN & CO., LLC

NASHVILLE, TN · Since 2000

$1.2B AUM0 clientsFee: 0%
Broker-Dealer22 complaints
#214
55

B. RILEY WEALTH ADVISORS, INC.

MEMPHIS, TN · Since 2005

$4.2B AUM172 clientsFee: 0%
FiduciaryFee-Only10 complaints
#215
54

RETIREMENT SOLUTIONS GROUP

FRANKLIN, TN · Since 2026

$160M AUM3 clientsFee: 0%
FiduciaryFee-Only2 complaints
#216
49

&PARTNERS

NASHVILLE, TN · Since 1990

$30.3B AUM439 clientsFee: 0%
Broker-Dealer2 complaints

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.