Financial advisors in Tennessee

40 SEC-registered advisory firms based in Tennessee, ranked by assets under management. Compare fees and fiduciary status, or get matched with your best fit in about 2 minutes.

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Top cities in Tennessee

Memphis (13)Nashville (7)Franklin (4)Brentwood (4)Chattanooga (4)Knoxville (4)Goodlettsville (2)Jackson (1)Johnson City (1)

Tennessee advisory firms by assets

Alliancebernstein L.P. logo
Alliancebernstein L.P.

Nashville, TN · CRD #108477

$763B AUM·76k accounts·Fee-based

&Partners

Nashville, TN · CRD #3767

$30B AUM·63k accounts·Fee-based

B. Riley Wealth Advisors, INC. logo
B. Riley Wealth Advisors, INC.

Memphis, TN · CRD #115927

$4.2B AUM·14k accounts·Fee-based

Sagespring Wealth Partners

Franklin, TN · CRD #283515

$8.5B AUM·41k accounts·Fee-based

Silver Oak Securities, INC. logo
Silver Oak Securities, INC.

Jackson, TN · CRD #46947

$2.4B AUM·15k accounts·Fee-based

The Pacific Financial Group, INC. logo
The Pacific Financial Group, INC.

Nashville, TN · CRD #105203

$5.1B AUM·17k accounts·Fee-only

Thoroughbred Financial Services, LLC logo
Thoroughbred Financial Services, LLC

Brentwood, TN · CRD #47893

$4.0B AUM·8.3k accounts·Fee-based

Virtue Capital Management, LLC

Brentwood, TN · CRD #167816

$1.3B AUM·7.6k accounts·Fee-based

Legacy Wealth Management, LLC

Memphis, TN · CRD #108619

$2.7B AUM·4.7k accounts·Fee-based

Future Capital logo
Future Capital

Chattanooga, TN · CRD #119081

$2.0B AUM·16k accounts·Fee-based

Red Door Wealth Management, LLC

Memphis, TN · CRD #153235

$3.1B AUM·5.5k accounts·Fee-based

Abound Wealth Management, LLC

Franklin, TN · CRD #285903

$1.9B AUM·5.0k accounts·Fee-based

Gerber/Taylor Management LLC logo
Gerber/Taylor Management LLC

Memphis, TN · CRD #109319

$11B AUM·273 accounts·Fee-based

Arcline Investment Management LP logo
Arcline Investment Management LP

Nashville, TN · CRD #299352

$26B AUM·15 accounts·Fee-only

Patriot Investment Management Group INC

Knoxville, TN · CRD #112155

$1.9B AUM·4.3k accounts·Fee-based

Rather & Kittrell, INC. logo
Rather & Kittrell, INC.

Knoxville, TN · CRD #114885

$2.3B AUM·3.3k accounts·Fee-based

Duncan Williams Asset Management, LLC

Memphis, TN · CRD #174809

$2.7B AUM·2.6k accounts·Fee-based

Waddell & Associates, LLC logo
Waddell & Associates, LLC

Memphis, TN · CRD #283723

$2.4B AUM·3.0k accounts·Fee-based

Highland Capital Management, LLC

Memphis, TN · CRD #104842

$3.8B AUM·956 accounts·Fee-only

Paul Winkler, INC.

Goodlettsville, TN · CRD #119342

$1.3B AUM·4.9k accounts·Fee-based

Capwealth Advisors, LLC

Franklin, TN · CRD #148781

$2.0B AUM·2.8k accounts·Fee-only

Beacon Capital Management, LLC

Franklin, TN · CRD #156228

$1.3B AUM·5.7k accounts·Fee-based

Tvamp, LLC

Knoxville, TN · CRD #160321

$1.2B AUM·5.1k accounts·Fee-based

Patten and Patten, INC. logo
Patten and Patten, INC.

Chattanooga, TN · CRD #105414

$2.2B AUM·2.2k accounts·Fee-based

Hhm Wealth Advisors, LLC

Chattanooga, TN · CRD #150843

$1.5B AUM·3.4k accounts·Fee-based

Nephila Advisors LLC logo
Nephila Advisors LLC

Nashville, TN · CRD #156905

$13B AUM·78 accounts·Fee-only

Calydon Capital, LLC logo
Calydon Capital, LLC

Memphis, TN · CRD #285485

$3.6B AUM·1.2k accounts·Fee-based

Lbmc Investment Advisors, LLC

Brentwood, TN · CRD #108943

$2.2B AUM·1.7k accounts·Fee-based

Woodmont Investment Counsel, LLC

Nashville, TN · CRD #109779

$2.0B AUM·1.5k accounts·Fee-only

Sageguard Financial Group, LLC logo
Sageguard Financial Group, LLC

Goodlettsville, TN · CRD #160266

$756M AUM·6.4k accounts·Fee-based

Patton Albertson Miller Group, LLC logo
Patton Albertson Miller Group, LLC

Chattanooga, TN · CRD #281558

$1.7B AUM·1.6k accounts·Fee-based

Lee Danner & Bass INC logo
Lee Danner & Bass INC

Nashville, TN · CRD #111002

$2.0B AUM·1.0k accounts·Fee-only

Seven Springs Wealth Group logo
Seven Springs Wealth Group

Brentwood, TN · CRD #127411

$1.4B AUM·1.9k accounts·Fee-based

Delta Asset Management, LLC

Memphis, TN · CRD #113688

$1.5B AUM·1.1k accounts·Fee-only

Steel Grove Capital Advisors, LLC logo
Steel Grove Capital Advisors, LLC

Memphis, TN · CRD #115231

$1.6B AUM·1.1k accounts·Fee-based

Chickasaw Capital Management, LLC logo
Chickasaw Capital Management, LLC

Memphis, TN · CRD #127398

$2.5B AUM·441 accounts·Fee-only

Kelman Lazarov INC logo
Kelman Lazarov INC

Memphis, TN · CRD #107727

$895M AUM·1.5k accounts·Fee-based

Summit Asset Management LLC logo
Summit Asset Management LLC

Memphis, TN · CRD #109606

$1.1B AUM·1.6k accounts·Fee-only

Bcs Wealth Management, LLC

Johnson City, TN · CRD #115489

$987M AUM·1.9k accounts·Fee-based

Pya Waltman Capital, LLC

Knoxville, TN · CRD #137283

$1.0B AUM·1.6k accounts·Fee-based

Firms compiled from public SEC Form ADV filings and ranked by reported regulatory AUM. AdvisoryReviews is an independent comparison service, not affiliated with or endorsed by any firm listed. Verify current details at adviserinfo.sec.gov.

Choosing an advisor in Tennessee

How many financial advisors are in Tennessee?

AdvisoryReviews lists 40 SEC-registered advisory firms based in Tennessee, compiled from public Form ADV filings. The largest by assets appear first. Use the free match tool to narrow them to the ones that fit your situation.

How do I verify a financial advisor in Tennessee?

Every firm here links to its official record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov). Check registration status, Form ADV, and any disclosures there before engaging anyone.

What does a financial advisor cost in Tennessee?

Fees vary by firm and model. Fee-only firms charge you directly (a percentage of assets, a flat fee, or hourly); fee-based firms may also earn commissions. Each firm profile shows its disclosed fee arrangements. The industry all-in average is around 1.25%.

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