AdvisorRanked

Best Financial Advisors in Tennessee

216 SEC-registered advisory firms across 29 cities. Ranked by Trust 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

Trust Score Distribution — Tennessee Advisors

Cities in Tennessee

16 cities
Page 1 of 2

Top-Ranked Advisors in Tennessee

Page 1 of 9 · 216 firms

#1
93

PATRIOT INVESTMENT MANAGEMENT GROUP INC

KNOXVILLE, TN · Since 1998

$1.9B AUM16 clientsFee: 0%
FiduciaryFee-Only
#2
92

BARKSDALE INVESTMENT MANAGEMENT

NASHVILLE, TN · Since 1984

$3.4B AUM8 clientsFee: 0%
FiduciaryFee-Only
#3
92

THE PACIFIC FINANCIAL GROUP, INC.

NASHVILLE, TN · Since 1983

$5.1B AUM20 clientsFee: 0%
FiduciaryFee-Only
#4
92

MARTIN & COMPANY INVESTMENT COUNSEL

KNOXVILLE, TN · Since 1998

$1.7B AUM4 clientsFee: 0%
FiduciaryFee-Only
#5
92

LBMC INVESTMENT ADVISORS, LLC

BRENTWOOD, TN · Since 1998

$2.2B AUM3 clientsFee: 0%
FiduciaryFee-Only
#6
92

FUTURE CAPITAL

CHATTANOOGA, TN · Since 2002

$2.0B AUM2 clientsFee: 0%
FiduciaryFee-Only
#7
92

CAPWEALTH ADVISORS, LLC

FRANKLIN, TN · Since 2009

$2.0B AUM11 clientsFee: 0%
FiduciaryFee-Only
#8
91

RELIANT INVESTMENT MANAGEMENT, LLC

MEMPHIS, TN · Since 2001

$1.5B AUM8 clientsFee: 0%
FiduciaryFee-Only
#9
91

PACIFIC FINANCIAL GROUP, LLC

NASHVILLE, TN · Since 2007

$4.7B AUM7 clientsFee: 0%
FiduciaryFee-Only
#10
90

PYA WALTMAN CAPITAL, LLC

KNOXVILLE, TN · Since 2005

$1.0B AUM8 clientsFee: 0%
FiduciaryFee-Only
#11
90

SOUTHERNSUN ASSET MANAGEMENT LLC

MEMPHIS, TN · Since 2010

$749M AUM15 clientsFee: 0%
FiduciaryFee-Only
#12
89

TD CAPITAL MANAGEMENT LLC

MEMPHIS, TN · Since 1996

$1.2B AUM9 clientsFee: 0%
FiduciaryFee-Only
#13
89

MOON CAPITAL MANAGEMENT, LLC

KNOXVILLE, TN · Since 1995

$392M AUM3 clientsFee: 0%
FiduciaryFee-Only
#14
89

BRANDON FINANCIAL PLANNING, INC.

MEMPHIS, TN · Since 1982

$435M AUM3 clientsFee: 0%
FiduciaryFee-Only
#15
89

COUNCILMARK ASSET MANAGEMENT, LLC

KNOXVILLE, TN · Since 2000

$271M AUM3 clientsFee: 0%
FiduciaryFee-Only
#16
89

VALUES FIRST ADVISORS, INC.

JOHNSON CITY, TN · Since 2009

$215M AUM9 clientsFee: 0%
FiduciaryFee-Only
#17
89

MISSION VALUE PARTNERS, LLC

NASHVILLE, TN · Since 2010

$303M AUM3 clientsFee: 0%
FiduciaryFee-Only
#18
89

PHAROS CAPITAL GROUP, LLC

BRENTWOOD, TN · Since 2011

$630M AUM12 clientsFee: 0%
FiduciaryFee-Only
#19
89

ROUND HILL MUSIC LP

NASHVILLE, TN · Since 2015

$1.0B AUM10 clientsFee: 0%
FiduciaryFee-Only
#20
89

LFM CAPITAL

NASHVILLE, TN · Since 2017

$1.4B AUM25 clientsFee: 0%
FiduciaryFee-Only
#21
89

WHISTLER CAPITAL PARTNERS LLC

NASHVILLE, TN · Since 2021

$2.5B AUM7 clientsFee: 0%
FiduciaryFee-Only
#22
88

BROOKS, MOORE & ASSOCIATES, INC.

CHATTANOOGA, TN · Since 1986

$349M AUM3 clientsFee: 0%
FiduciaryFee-Only
#23
88

SILVERLEAFE CAPITAL PARTNERS, LLC

GERMANTOWN, TN · Since 2004

$449M AUM4 clientsFee: 0%
FiduciaryFee-Only
#24
88

BROGAN FINANCIAL

KNOXVILLE, TN · Since 2008

$577M AUM5 clientsFee: 0%
FiduciaryFee-Only
#25
88

INTEGRITY CAPITAL MANAGEMENT

KINGSPORT, TN · Since 2010

$181M AUM4 clientsFee: 0%
FiduciaryFee-Only

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 Trust 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.