Research Report · 2026-06-30
Institutional Registered Investment Advisers in Tennessee
SEC-registered investment advisers in Tennessee ranked by reported institutional client assets.
Firms
160
Total AUM
$970.68B
Median AUM
$458.1M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | COSEY FINANCIAL SERVICES, INC. | KNOXVILLE | 140175 | $123.7M | 6 | 2026-02-28 | → |
| 102 | MOON CAPITAL MANAGEMENT LLC | KNOXVILLE | 107612 | $391.5M | 6 | 2026-05-31 | → |
| 103 | KRAFT ASSET MANAGEMENT, LLC | NASHVILLE | 119139 | $453.7M | 2 | 2025-08-31 | → |
| 104 | BRANDON FINANCIAL PLANNING, INC. | MEMPHIS | 110267 | $434.9M | 5 | 2026-03-31 | → |
| 105 | PREMIER PRIVATE WEALTH, LLC | FRANKLIN | 314516 | $263.5M | 8 | 2025-11-30 | → |
| 106 | WOLF RIVER CAPITAL MANAGEMENT, LLC | MEMPHIS | 149038 | $328.7M | 8 | 2026-03-31 | → |
| 107 | BROGAN FINANCIAL, INC. | KNOXVILLE | 133623 | $577.0M | 31 | 2026-03-31 | → |
| 108 | PRIVATE WEALTH MANAGEMENT, INC. | MEMPHIS | 120823 | $832.5M | 4 | 2026-03-31 | → |
| 109 | TRUEHAVEN CAPITAL, LLC | FRANKLIN | 332005 | $62.3M | 2 | 2026-06-30 | → |
| 110 | FRAZEE INVESTMENT CONSULTING, INC. | MEMPHIS | 123662 | $195.5M | 3 | 2026-02-28 | → |
| 111 | GHE, LLC | MEMPHIS | 125245 | $252.6M | 3 | 2026-06-30 | → |
| 112 | POPE ASSET MANAGEMENT, LLC | MEMPHIS | 113584 | $114.8M | 3 | 2026-03-31 | → |
| 113 | SOUTHERN CAPITAL ADVISORS, LLC | JACKSON | 292275 | $636.9M | 6 | 2026-05-31 | → |
| 114 | QFC ADVISORY LLC | MARYVILLE | 118886 | $128.8M | 4 | 2026-06-30 | → |
| 115 | DECKER WEALTH MANAGEMENT, LLC | NASHVILLE | 150094 | $566.2M | 7 | 2026-03-31 | → |
| 116 | CYPRESS CAPITAL, LLC | FRANKLIN | 171266 | $426.0M | 12 | 2026-03-31 | → |
| 117 | RBG WEALTH ADVISORS LLC | MEMPHIS | 319486 | $154.8M | 4 | 2026-03-31 | → |
| 118 | CAMPBELL ASSET MANAGEMENT, LLC | CHATTANOOGA | 125052 | $146.0M | 4 | 2026-03-31 | → |
| 119 | MCBREARTY CAPITAL MANAGEMENT INC | KNOXVILLE | 108972 | $279.7M | 4 | 2026-02-28 | → |
| 120 | DORIAN EASON ASSET MANAGEMENT, LLC | MEMPHIS | 113724 | $27.1M | 1 | 2026-03-31 | → |
| 121 | APEX STRATEGIC WEALTH, LLC | CHATTANOOGA | 308569 | $292.1M | 8 | 2026-06-30 | → |
| 122 | EUDAIMONIA ASSET MANAGEMENT, LLC | WINCHESTER | 299379 | $246.9M | 4 | 2026-03-31 | → |
| 123 | FUERST FINANCIAL GROUP, INC. | CHATTANOOGA | 149172 | $100.9M | 2 | 2026-06-30 | → |
| 124 | GENESIS INVESTMENT ADVISORS, LLC | OOLTEWAH | 310878 | $112.5M | 4 | 2026-03-31 | → |
| 125 | KELMAN LAZAROV INC | MEMPHIS | 107727 | $894.6M | 17 | 2026-03-31 | → |
| 126 | ABOUND WEALTH MANAGEMENT, LLC | FRANKLIN | 285903 | $1.95B | 41 | 2026-06-30 | → |
| 127 | DORIAN INVESTMENT ADVISORY LLC | MEMPHIS | 339280 | $102.6M | 1 | 2026-04-30 | → |
| 128 | LUKEN INVESTMENT ANALYTICS, LLC | BRENTWOOD | 169008 | $292.2M | 6 | 2026-05-31 | → |
| 129 | AM INVESTMENT STRATEGIES, LLC | CHATTANOOGA | 165823 | $738.4M | 5 | 2026-02-28 | → |
| 130 | KEY CAPITAL MANAGEMENT, INC. | HENDERSONVILLE | 173773 | $393.0M | 35 | 2026-04-30 | → |
| 131 | RETIREMENT FINANCIAL SOLUTIONS, LLC | KNOXVILLE | 285347 | $361.7M | 26 | 2026-03-31 | → |
| 132 | CALDWELL ADVISORS, LLC | BRENTWOOD | 144408 | $351.4M | 8 | 2026-04-30 | → |
| 133 | GUARDIAN WEALTH MANAGEMENT, LLC | CHATTANOOGA | 118668 | $411.1M | 11 | 2026-03-31 | → |
| 134 | SMITH & CO ADVISORY LLC | SPRING HILL | 333042 | $118.5M | 2 | 2026-05-31 | → |
| 135 | PLANROCK INVESTMENT MANAGEMENT, LLC | BRENTWOOD | 304803 | $71.0M | 7 | 2026-05-31 | → |
| 136 | CARMICHAEL CAPITAL, INC. | FRANKLIN | 118468 | $126.6M | 2 | 2026-03-31 | → |
| 137 | RETIREMENT SOLUTIONS GROUP, INC. | FRANKLIN | 289069 | $159.6M | 7 | 2026-05-31 | → |
| 138 | COVENANT PARTNERS, LLC | NASHVILLE | 110137 | $1.08B | 15 | 2026-02-28 | → |
| 139 | EFINANCIAL ALLIANCE, LLC | FRANKLIN | 161352 | $291.9M | 5 | 2026-04-30 | → |
| 140 | VALUES FIRST ADVISORS, INC. | JOHNSON CITY | 148532 | $215.4M | 12 | 2026-03-31 | → |
| 141 | LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC | NASHVILLE | 127618 | $106.8M | 6 | 2026-04-30 | → |
| 142 | AJ ADVISORS, LLC | NASHVILLE | 321606 | $393.9M | 5 | 2026-03-31 | → |
| 143 | BELLWETHER INVESTMENT GROUP, LLC | HIXSON | 148114 | $155.1M | 6 | 2026-02-28 | → |
| 144 | COORDINATED WEALTH MANAGEMENT, L.L.C. | HENDERSONVILLE | 141348 | $113.9M | 2 | 2026-01-31 | → |
| 145 | INSIGHT STRATEGIC WEALTH LLC | KNOXVILLE | 147290 | $401.0M | 7 | 2026-03-31 | → |
| 146 | OPTIVISE ADVISORY SERVICES LLC | FRANKLIN | 301764 | $287.9M | 25 | 2026-03-31 | → |
| 147 | BARNETT & CO INC | CHATTANOOGA | 105867 | $142.0M | 5 | 2026-01-31 | → |
| 148 | WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. | MEMPHIS | 105959 | $342.1M | 10 | 2026-03-31 | → |
| 149 | MARSH WEALTH MANAGEMENT, LLC | KNOXVILLE | 282111 | $182.3M | 6 | 2026-03-31 | → |
| 150 | RAYBURN WEST FINANCIAL SERVICES LLC | NASHVILLE | 145264 | $242.6M | 2 | 2026-03-31 | → |
| 151 | ASPIRE PRIVATE WEALTH COUNSEL, LLC | KNOXVILLE | 282582 | $74.3M | 5 | 2025-08-31 | → |
| 152 | VISHRIA BIRD FINANCIAL GROUP, LLC | MEMPHIS | 291979 | $599.7M | 7 | 2025-04-30 | → |
| 153 | NBZ INVESTMENT ADVISORS, LLC | KNOXVILLE | 123902 | $431.2M | 7 | 2026-03-31 | → |
| 154 | PROVIDENCE WEALTH MANAGEMENT LLC | KNOXVILLE | 144902 | $151.8M | 8 | 2026-04-30 | → |
| 155 | TRINITY CAPITAL MANAGEMENT, LLC | GERMANTOWN | 289583 | $164.5M | 5 | 2026-03-31 | → |
| 156 | GOOD STEWARD WEALTH ADVISERS LLC | CLARKSVILLE | 333092 | $180.7M | 7 | 2026-03-31 | → |
| 157 | LECONTE WEALTH MANAGEMENT, LLC | MARYVILLE | 168539 | $346.8M | 11 | 2026-03-31 | → |
| 158 | INNOVATIVE ADVISORY PARTNERS, LLC | HIXSON | 156135 | $352.1M | 8 | 2026-04-30 | → |
| 159 | ASSET PLANNING CORPORATION | KNOXVILLE | 7890 | $406.6M | 9 | 2025-08-31 | → |
| 160 | J. MARK NICKELL & CO. | BRENTWOOD | 111635 | $146.4M | 3 | 2026-03-31 | → |
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