Adviser Record

Investment advisers in TN

225 SEC-registered firms · $1.03 trillion in regulatory assets · 27 reporting a disciplinary disclosure.

Form ADV data as of 2026-09-01

Cities

All firms

FirmCityAssetsDisclosures
&PartnersNashville$30.27 billion10
12th Street Asset ManagementNashville$621.6 million0
1819 PartnersMemphis$207.1 million0
Ab Broadly Syndicated Loan Manager LLCNashville$2.62 billion7
Ab Custom Alternative Solutions LLCNashville$1.42 billion7
Abound Wealth Management, LLCFranklin$1.95 billion0
Acumen Wealth Advisors, LLCChattanooga$638.5 million0
Additive Advisory PbcMemphis$140.9 million0
Agp Franklin, LLCFranklin$247.1 million0
Aj AdvisorsNashville$393.9 million0
Aj Capital Management LLCNashville$2.64 billion2
Aldebaran Financial IncKingsport$222.8 million0
Alliance Wealth Management Partners LLCKnoxville$272.4 million0
Alliancebernstein Holding L.P.Nashville$07
Alliancebernstein L.P.Nashville$763.40 billion7
Am Investment Strategies, LLCChattanooga$738.4 million2
Anchor Health Capital, LLCChattanooga$166.0 million0
Apex Strategic Wealth, LLCChattanooga$292.1 million0
Arcline Investment Management LPNashville$26.46 billion0
Ashdon Investment Management, LLCTullahoma$425.1 million0
B. Riley Wealth Advisors, Inc.Memphis$4.21 billion9
B. Riley Wealth Private SharesMemphis$47.6 million4
Barksdale Investment ManagementNashville$3.01 billion0
Barnett & Co IncChattanooga$142.0 million0
Bcs Wealth Management, LLCJohnson City$987.4 million0
Beacon Capital Management, LLCFranklin$1.27 billion0
Bellwether Investment Group, LLCHixson$155.1 million0
Blong FinancialMemphis$202.0 million1
Blue Ridge Wealth PlannersKnoxville$361.7 million0
Brandon Financial Planning, Inc.Memphis$434.9 million0
Brogan FinancialKnoxville$577.0 million0
Brooks, Moore & Associates, Inc.Chattanooga$348.9 million0
Caldwell Advisors, LLCBrentwood$351.4 million0
Callaway Capital Management, LLCNashville$211.3 million0
Calydon Capital, LLCMemphis$3.58 billion2
Campbell Asset Management, LLCChattanooga$146.0 million0
Cap Partners, LLCFranklin$254.7 million0
Capital Square, LLCAthens$449.9 million0
CapitalspringNashville$2.80 billion0
Capwealth Advisors, LLCFranklin$2.03 billion0
Cardinal Wealth Advisory, LLCMemphis$273.2 million0
Carmichael Creel InvestmentsFranklin$126.6 million0
Carter-haston Investment Partners Ii Gp, LLCNashville$367.2 million0
Chamberlain Lane Capital, LLCNashville$100.0 million0
Chickasaw Capital Management, LLCMemphis$2.55 billion0
Claritas CapitalNashville$814.0 million0
CogentblueKnoxville$606.0 million0
Commerce Advisors, LLCMemphis$337.9 million0
Coordinated Wealth Management, L.L.C.Hendersonville$113.9 million0
Cornerstone Wealth Management GroupGreeneville$284.7 million0
Cosey Financial Services, Inc.Knoxville$123.7 million0
Council Capital Funds Management, LLCNashville$518.6 million0
Councilmark Asset Management, LLCKnoxville$270.8 million0
Courage Capital Management, LLCNashville$1.45 billion0
Cove Capital Management Inc.Brentwood$247.5 million0
Cravens & Company Wealth ManagementCookeville$311.1 million0
Creative Investment GroupNashville$209.0 million0
Creekside Capital, Inc.Knoxville$279.7 million0
Cw Securities, LLCKnoxville$113.5 million0
Cypress Capital, LLCFranklin$426.0 million0
Davis, Davis and Conover Wealth Management, LLCNashville$144.9 million0
Decker Wealth Management, LLCNashville$566.2 million0
Delta Asset Management, LLCMemphis$1.53 billion7
Disciplina Capital Management, LLCNashville$3.06 billion0
Diversified Partners, Inc.Brentwood$155.1 million3
Dorian Eason Asset Management, LLCMemphis$27.1 million0
Dorian Investment Advisory LLCMemphis$102.6 million0
Duncan Williams Asset Management, LLCMemphis$2.69 billion0
Edison Partners Management, LLCNashville$2.58 billion0
Efinancial Alliance, LLCFranklin$291.9 million0
Ellis Financial PlanningClarksville$180.7 million0
Empirical Capital Management, LLCHendersonville$152.7 million0
Envision Financial Planning, LLCMemphis$462.5 million0
Erisa Advisers, Inc.Brentwood$187.1 million0
Eudaimonia Asset Management, LLCWinchester$246.9 million0
Evergreen Advisors, LLCChattanooga$522.8 million0
Fcg Investment CompanyGermantown$568.2 million3
Fielder Capital Group LLCNashville$1.21 billion0
Financial Management Advisors, Inc.Tullahoma$149.9 million0
Fortitude Wealth ManagementMurfreesboro$112.5 million0
Frazee Investment Consulting, Inc.Memphis$195.5 million0
Fuerst Financial Group, Inc.Chattanooga$100.9 million0
Future CapitalChattanooga$2.02 billion0
Gen Cap America, Inc.Nashville$212.6 million0
Genesis InvestmentsOoltewah$112.5 million0
Gerber/taylor Management LLCMemphis$11.42 billion0
Greensview Wealth ManagementFranklin$121.1 million0
Greenwood Pine PartnersMemphis$22.9 million0
Gsv Equity Holdings, LLCKnoxville$4.57 billion0
Guardian Wealth Management, LLCChattanooga$411.1 million0
Hcip Advisors, LLCNashville$339.3 million3
Hg Capital Management, LLCNashville$1.21 billion0
Hhm Wealth Advisors, LLCChattanooga$1.47 billion0
Highland Capital Management, LLCMemphis$3.88 billion0
Highland Rim Capital, L.P.Nashville$209.7 million0
Hms Investment AdvisorsNashville$281.9 million0
Hogan Investment Counsel, LLCCordova$107.2 million0
Hs Wealth PartnersNashville$481.2 million0
Hull Wealth ManagementMurfreesboro$138.6 million0
Icr PartnersNashvillle$798.7 million0
Ils Advisory Services, LLCNashville$1.58 billion0
Innovative Advisory Partners, LLCHixson$352.1 million0
Insight Strategic Wealth LLCKnoxville$401.0 million0
Integra WealthChattanooga$116.5 million0
Integrity Capital ManagementKingsport$180.5 million0
Intentional Wealth PlanningBrentwood$00
Invictus Fiduciary Services, LLCMemphis$1.01 billion0
Ironhorse Capital LLCNashville$120.5 million0
J. Mark Nickell & Co.Brentwood$146.4 million0
Jb Wealth Advisors LLCNashville$00
Jefferson Bridge Capital, LLCNashville$146.2 million0
Kaufman Hall Investment ManagementBrentwood$2.82 billion3
Kelman Lazarov IncMemphis$894.6 million0
Key Capital Management, Inc.Hendersonville$393.0 million4
Keystone Financial Resources, LLCBrentwood$00
Kimery Wealth Management, LLCMemphis$555.0 million0
Knox Wealth Partners AdvisoryKnoxville$272.9 million0
Laffer Tengler Investments, Inc.Nashville$800.1 million0
Lbmc Investment Advisors, LLCBrentwood$2.23 billion0
Leading Edge Financial Planning LLCKnoxville$521.8 million0
Leconte Wealth Management, LLCMaryville$346.8 million0
Lee Danner & Bass IncNashville$1.98 billion0
Legacy Wealth Management, LLCMemphis$2.66 billion0
Lexington Financial/life Management, LLCNashville$106.8 million0
Lfm CapitalNashville$1.42 billion0
Luken Investment Analytics, LLCBrentwood$292.2 million0
Malt Partners Management LLCNashville$36.3 million0
Marsh Wealth Management, LLCKnoxville$182.3 million0
Martin & Company Investment CounselKnoxville$1.65 billion0
Mccay Wealth Advisory LLCManchester$495.4 million0
Memphis Capital Management, LLCMemphis$268.6 million3
Mercury Investment GroupMemphis$252.6 million0
Mission Value Partners, LLCNashville$303.2 million0
Moon Capital Management, LLCKnoxville$391.5 million0
Music Row Wealth ManagementNashville$431.7 million0
Nbz Investment Advisors, LLCKnoxville$431.2 million0
Nephila Advisors LLCNashville$12.88 billion0
Newsouth Capital Management IncMemphis$2.23 billion0
Nfc Investments, LLCMemphis$2.14 billion2
Optivise Advisory Services LLCFranklin$287.9 million0
Pacific Financial Group, LLCNashville$4.69 billion0
Patriot Investment Management Group IncKnoxville$1.91 billion0
Patten and Patten, Inc.Chattanooga$2.21 billion0
Patton Albertson Miller Group, LLCChattanooga$1.68 billion0
Paul Winkler, Inc.Goodlettsville$1.28 billion2
Pharos Capital Group, LLCBrentwood$629.6 million0
Planrock Wealth Strategies, LLCBrentwood$71.0 million0
Pointer Management, LLCChattanooga$2.79 billion0
Pope Asset Management, LLCMemphis$114.8 million0
Preserver PartnersMemphis$175.7 million0
Private Wealth Management, Inc.Memphis$832.5 million0
Proffitt & Goodson Inc.Knoxville$797.7 million0
Providence Wealth Management LLCKnoxville$151.8 million0
Provident Wealth Management, LLCBrentwood$758.5 million0
Pya Waltman Capital, LLCKnoxville$1.01 billion0
Quality Financial ConceptsMaryville$128.8 million0
Rare Capital Management, LLCNashville$333.6 million0
Rather & Kittrell, Inc.Knoxville$2.25 billion0
Rayburn West Financial ServicesNashville$242.6 million0
Rbg Wealth Advisors LLCMemphis$154.8 million0
Red Door Wealth Management, LLCMemphis$3.09 billion0
Reliant Investment Management, LLCMemphis$1.47 billion0
Remora Capital PartnersNashville$268.6 million0
Retirement Planning ServicesKnoxville$246.0 million0
Retirement Solutions GroupFranklin$159.6 million7
Ridgeline Capital Management, LLCMemphis$228.3 million0
Ridgepath Capital Management LLCKnoxville$358.9 million0
River Associates Investments, L.P.Chattanooga$815.5 million0
Roan Capital PartnersJohnson City$152.0 million0
Roi Financial PlanningClarksville$00
Round Hill Music LPNashville$1.11 billion0
Rubicon Founders, LLCNashville$2.26 billion0
Sage Investment CounselFranklin$164.6 million0
Sageguard Financial Group, LLCGoodlettsville$755.7 million0
Sagepoint Capital Partners LLCFranklin$888.3 million0
Sagespring Wealth PartnersFranklin$8.49 billion0
Sanford C. Bernstein & Co., LLCNashville$1.22 billion7
SavvyfiFranklin$1.9 million0
Sentry, LLCMemphis$2.33 billion0
Seven Springs Wealth GroupBrentwood$1.41 billion0
Shayne & Jacobs, LLCNashville$429.5 million0
Silver Oak Securities, Inc.Jackson$2.45 billion4
Silverleafe Capital Partners, LLCGermantown$449.2 million0
Smith & Co Advisory LLCSpring Hill$118.5 million0
Solas Bioventures Management, LLCChattanooga$165.0 million0
Southeastern Asset Management Inc.Memphis$3.70 billion0
Southern Capital Advisors, LLCJackson$636.9 million0
Southernsun Asset Management LLCMemphis$749.4 million0
Steel Grove Capital Advisors, LLCMemphis$1.64 billion0
Stewardwell LLCFranklin$00
Strategic Advisory ServicesMemphis$201.2 million0
Strategic Wealth Partners LLCFranklin$101.7 million0
Summit Asset Management LLCMemphis$1.08 billion0
Summit Capital Solutions LLCBrentwood$00
Tbh Global Asset Management, LLCBrentwood$1.48 billion0
TcmGermantown$164.5 million0
Td Capital Management LLCMemphis$1.24 billion0
Templeton & Phillips Capital Management, LLCLookout Mountain$314.2 million0
The Nalls Sherbakoff Group, LLCKnoxville$337.1 million0
The Pacific Financial Group, Inc.Nashville$5.07 billion3
The Patten Group, Inc.Chattanooga$725.1 million0
Thoroughbred Financial Services, LLCBrentwood$4.04 billion4
Tranquility Partners, LLCBrentwood$960.0 million0
Truehaven CapitalFranklin$62.3 million0
Trusco Investment Management, LLCNashville$107.0 million0
Tsw Ii Capital Advisors, LLCChattanooga$544.5 million0
Tvamp, LLCKnoxville$1.19 billion0
Tvv CapitalNashville$372.0 million0
Tyner Capital Management Investment Counsel, Inc.Signal Mountain$277.3 million0
Valor Financial Services, LLCKnoxville$273.3 million0
Valtrion Capital Management, LLCFranklin$287.3 million0
Values First Advisors, Inc.Johnson City$215.4 million0
Virtue Capital Management, LLCBrentwood$1.31 billion0
Visionary Horizons, LLCKnoxville$396.7 million0
W Advisors LLCGermantown$244.9 million0
W.B. Edwards & Co.Knoxville$00
Walnut Grove Capital Partners, LPMemphis$226.3 million0
Wealth Preservation Advisors, LLCChattanooga$591.6 million0
Whistler Capital Partners LLCNashville$2.49 billion0
William Howard & Co. Financial Advisors, Inc.Memphis$342.1 million1
Witt Financial Group, LLCCrossville$160.5 million1
Wmg Financial Advisors, LLCKnoxville$693.8 million0
Wolf River Capital Management, LLCMemphis$328.7 million0
Woodmont Investment Counsel, LLCNashville$2.01 billion0
Worthington Capital Management, LLCMemphis$41.2 million0