Research Report · 2026-06-30
Institutional Registered Investment Advisers in Nashville
SEC-registered investment advisers in Nashville ranked by reported institutional client assets.
Firms
29
Total AUM
$825.51B
Median AUM
$814.0M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | NASHVILLE | 108477 | $763.40B | 4,204 | 2026-03-31 | → |
| 2 | WEAVER C. BARKSDALE & ASSOCIATES, INC. | NASHVILLE | 105098 | $3.44B | 13 | 2026-03-31 | → |
| 3 | &PARTNERS | NASHVILLE | 3767 | $30.27B | 703 | 2026-06-30 | → |
| 4 | DISCIPLINA CAPITAL MANAGEMENT, LLC | NASHVILLE | 167295 | $3.06B | 11 | 2026-03-31 | → |
| 5 | AB CUSTOM ALTERNATIVE SOLUTIONS LLC | NASHVILLE | 110879 | $1.42B | 1 | 2026-03-31 | → |
| 6 | SANFORD C. BERNSTEIN & CO., LLC | NASHVILLE | 104474 | $1.22B | 0 | 2026-03-31 | → |
| 7 | CSFC MANAGEMENT COMPANY, LLC | NASHVILLE | 161372 | $2.80B | 35 | 2026-03-31 | → |
| 8 | 12TH STREET ASSET MANAGEMENT LLC | NASHVILLE | 153528 | $621.6M | 5 | 2026-02-28 | → |
| 9 | PINNACLE WEALTH ADVISORS | NASHVILLE | 132634 | $936.5M | 6 | 2025-03-31 | → |
| 10 | LEE DANNER & BASS INC | NASHVILLE | 111002 | $1.98B | 11 | 2026-06-30 | → |
| 11 | WOODMONT INVESTMENT COUNSEL, LLC | NASHVILLE | 109779 | $2.01B | 15 | 2026-03-31 | → |
| 12 | LAFFER TENGLER INVESTMENTS, INC. | NASHVILLE | 108068 | $800.1M | 14 | 2026-03-31 | → |
| 13 | FIELDER CAPITAL GROUP LLC | NASHVILLE | 156737 | $1.21B | 11 | 2026-03-31 | → |
| 14 | JEFFERSON BRIDGE CAPITAL, LLC | NASHVILLE | 325636 | $146.2M | 3 | 2026-01-31 | → |
| 15 | TIGEROAK MANAGEMENT, LLC | NASHVILLE | 330640 | $481.2M | 5 | 2026-02-28 | → |
| 16 | SHAYNE & JACOBS, LLC | NASHVILLE | 109423 | $429.5M | 5 | 2026-03-31 | → |
| 17 | MISSION VALUE PARTNERS, LLC | NASHVILLE | 153704 | $303.2M | 4 | 2026-03-31 | → |
| 18 | HMS CAPITAL MANAGEMENT, LLC | NASHVILLE | 149764 | $281.9M | 8 | 2026-06-30 | → |
| 19 | TRUSCO INVESTMENT MANAGEMENT, LLC | NASHVILLE | 285736 | $107.0M | 2 | 2026-02-28 | → |
| 20 | PACIFIC FINANCIAL GROUP INC | NASHVILLE | 105203 | $5.07B | 62 | 2026-05-31 | → |
| 21 | CLARITAS CAPITAL MANAGEMENT SERVICES, INC. | NASHVILLE | 329689 | $814.0M | 10 | 2026-03-31 | → |
| 22 | COURAGE CAPITAL MANAGEMENT, LLC | NASHVILLE | 130449 | $1.45B | 23 | 2026-03-31 | → |
| 23 | MRWM ADVISORS, LLC | NASHVILLE | 288944 | $431.7M | 5 | 2026-03-31 | → |
| 24 | KRAFT ASSET MANAGEMENT, LLC | NASHVILLE | 119139 | $453.7M | 2 | 2025-08-31 | → |
| 25 | DECKER WEALTH MANAGEMENT, LLC | NASHVILLE | 150094 | $566.2M | 7 | 2026-03-31 | → |
| 26 | COVENANT PARTNERS, LLC | NASHVILLE | 110137 | $1.08B | 15 | 2026-02-28 | → |
| 27 | LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC | NASHVILLE | 127618 | $106.8M | 6 | 2026-04-30 | → |
| 28 | AJ ADVISORS, LLC | NASHVILLE | 321606 | $393.9M | 5 | 2026-03-31 | → |
| 29 | RAYBURN WEST FINANCIAL SERVICES LLC | NASHVILLE | 145264 | $242.6M | 2 | 2026-03-31 | → |
Related Lists
Sleeve29 firms · 2026-06-30