Research Report · 2026-06-30
Largest Registered Investment Advisers in Tennessee
Tennessee SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
232
Total AUM
$1.06T
Median AUM
$398.8M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | COUNCIL CAPITAL FUNDS MANAGEMENT, LLC | NASHVILLE | 174036 | $518.6M | 18 | 2026-03-31 | → |
| 102 | MCCAY WEALTH ADVISORY LLC | MANCHESTER | 286503 | $495.4M | 10 | 2026-02-28 | → |
| 103 | TIGEROAK MANAGEMENT, LLC | NASHVILLE | 330640 | $481.2M | 5 | 2026-02-28 | → |
| 104 | ENVISION FINANCIAL PLANNING, LLC | MEMPHIS | 321790 | $462.5M | 6 | 2026-03-31 | → |
| 105 | KRAFT ASSET MANAGEMENT, LLC | NASHVILLE | 119139 | $453.7M | 2 | 2025-08-31 | → |
| 106 | CAPITAL SQUARE, LLC | ATHENS | 286098 | $449.9M | 11 | 2026-05-31 | → |
| 107 | SILVERLEAFE CAPITAL PARTNERS, LLC | GERMANTOWN | 133174 | $449.2M | 7 | 2026-03-31 | → |
| 108 | BRANDON FINANCIAL PLANNING, INC. | MEMPHIS | 110267 | $434.9M | 5 | 2026-03-31 | → |
| 109 | MRWM ADVISORS, LLC | NASHVILLE | 288944 | $431.7M | 5 | 2026-03-31 | → |
| 110 | NBZ INVESTMENT ADVISORS, LLC | KNOXVILLE | 123902 | $431.2M | 7 | 2026-03-31 | → |
| 111 | SHAYNE & JACOBS, LLC | NASHVILLE | 109423 | $429.5M | 5 | 2026-03-31 | → |
| 112 | CYPRESS CAPITAL, LLC | FRANKLIN | 171266 | $426.0M | 12 | 2026-03-31 | → |
| 113 | ASHDON INVESTMENT MANAGEMENT, LLC | TULLAHOMA | 130180 | $425.1M | 6 | 2026-03-31 | → |
| 114 | GUARDIAN WEALTH MANAGEMENT, LLC | CHATTANOOGA | 118668 | $411.1M | 11 | 2026-03-31 | → |
| 115 | ASSET PLANNING CORPORATION | KNOXVILLE | 7890 | $406.6M | 9 | 2025-08-31 | → |
| 116 | INSIGHT STRATEGIC WEALTH LLC | KNOXVILLE | 147290 | $401.0M | 7 | 2026-03-31 | → |
| 117 | VISIONARY HORIZONS, LLC | KNOXVILLE | 150483 | $396.7M | 12 | 2026-05-31 | → |
| 118 | AJ ADVISORS, LLC | NASHVILLE | 321606 | $393.9M | 5 | 2026-03-31 | → |
| 119 | KEY CAPITAL MANAGEMENT, INC. | HENDERSONVILLE | 173773 | $393.0M | 35 | 2026-04-30 | → |
| 120 | MOON CAPITAL MANAGEMENT LLC | KNOXVILLE | 107612 | $391.5M | 6 | 2026-05-31 | → |
| 121 | ANDREW W. BYRD & CO., L.L.C. | NASHVILLE | 163780 | $372.0M | 13 | 2026-03-31 | → |
| 122 | CARTER-HASTON INVESTMENT PARTNERS II GP, LLC | NASHVILLE | 165442 | $367.2M | 12 | 2026-03-31 | → |
| 123 | RETIREMENT FINANCIAL SOLUTIONS, LLC | KNOXVILLE | 285347 | $361.7M | 26 | 2026-03-31 | → |
| 124 | RIDGEPATH CAPITAL MANAGEMENT LLC | KNOXVILLE | 283343 | $358.9M | 5 | 2026-02-28 | → |
| 125 | INNOVATIVE ADVISORY PARTNERS, LLC | HIXSON | 156135 | $352.1M | 8 | 2026-04-30 | → |
| 126 | CALDWELL ADVISORS, LLC | BRENTWOOD | 144408 | $351.4M | 8 | 2026-04-30 | → |
| 127 | BROOKS, MOORE & ASSOCIATES, INC. | CHATTANOOGA | 105716 | $348.9M | 5 | 2026-03-31 | → |
| 128 | LECONTE WEALTH MANAGEMENT, LLC | MARYVILLE | 168539 | $346.8M | 11 | 2026-03-31 | → |
| 129 | WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. | MEMPHIS | 105959 | $342.1M | 10 | 2026-03-31 | → |
| 130 | HCIP ADVISORS, LLC | NASHVILLE | 340455 | $339.3M | 2 | 2026-05-31 | → |
| 131 | COMMERCE ADVISORS, LLC | MEMPHIS | 151439 | $337.9M | 6 | 2026-02-28 | → |
| 132 | THE NALLS SHERBAKOFF GROUP, LLC | KNOXVILLE | 168239 | $337.1M | 5 | 2026-03-31 | → |
| 133 | RARE CAPITAL MANAGEMENT, LLC | NASHVILLE | 341500 | $333.6M | 10 | 2026-06-30 | → |
| 134 | WOLF RIVER CAPITAL MANAGEMENT, LLC | MEMPHIS | 149038 | $328.7M | 8 | 2026-03-31 | → |
| 135 | TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC | LOOKOUT MOUNTAIN | 149101 | $314.2M | 3 | 2026-05-31 | → |
| 136 | CRAVENS & COMPANY ADVISORS, LLC | COOKEVILLE | 130071 | $311.1M | 6 | 2026-05-31 | → |
| 137 | MISSION VALUE PARTNERS, LLC | NASHVILLE | 153704 | $303.2M | 4 | 2026-03-31 | → |
| 138 | MARMO FINANCIAL GROUP, LLC | JOHNSON CITY | 143816 | $295.2M | 9 | 2026-03-31 | → |
| 139 | LUKEN INVESTMENT ANALYTICS, LLC | BRENTWOOD | 169008 | $292.2M | 6 | 2026-05-31 | → |
| 140 | APEX STRATEGIC WEALTH, LLC | CHATTANOOGA | 308569 | $292.1M | 8 | 2026-06-30 | → |
| 141 | EFINANCIAL ALLIANCE, LLC | FRANKLIN | 161352 | $291.9M | 5 | 2026-04-30 | → |
| 142 | OPTIVISE ADVISORY SERVICES LLC | FRANKLIN | 301764 | $287.9M | 25 | 2026-03-31 | → |
| 143 | VALTRION CAPITAL MANAGEMENT, LLC | FRANKLIN | 318048 | $287.3M | 6 | 2026-03-31 | → |
| 144 | CORNERSTONE WEALTH, LLC | GREENEVILLE | 313269 | $284.7M | 6 | 2026-03-31 | → |
| 145 | TAYLOR SECURITIES, INC. | BRENTWOOD | 17575 | $283.8M | 6 | 2025-01-31 | → |
| 146 | HMS CAPITAL MANAGEMENT, LLC | NASHVILLE | 149764 | $281.9M | 8 | 2026-06-30 | → |
| 147 | MCBREARTY CAPITAL MANAGEMENT INC | KNOXVILLE | 108972 | $279.7M | 4 | 2026-02-28 | → |
| 148 | TYNER CAPITAL MANAGEMENT INVESTMENT COUNSEL, INC. | SIGNAL MOUNTAIN | 113586 | $277.3M | 2 | 2026-03-31 | → |
| 149 | VALOR FINANCIAL SERVICES, LLC | KNOXVILLE | 309377 | $273.3M | 2 | 2026-01-31 | → |
| 150 | CARDINAL WEALTH ADVISORY, LLC | MEMPHIS | 136659 | $273.2M | 3 | 2026-03-31 | → |
| 151 | KNOX WEALTH PARTNERS ADVISORY, LLC | KNOXVILLE | 288580 | $272.9M | 7 | 2026-03-31 | → |
| 152 | ALLIANCE WEALTH MANAGEMENT PARTNERS LLC | KNOXVILLE | 313195 | $272.4M | 13 | 2026-03-31 | → |
| 153 | COUNCILMARK ASSET MANAGEMENT, LLC | KNOXVILLE | 111748 | $270.8M | 3 | 2026-03-31 | → |
| 154 | MEMPHIS CAPITAL MANAGEMENT, LLC | MEMPHIS | 134522 | $268.6M | 2 | 2026-05-31 | → |
| 155 | REMORA CAPITAL MANAGEMENT, LLC | NASHVILLE | 316160 | $268.6M | 4 | 2026-03-31 | → |
| 156 | PREMIER PRIVATE WEALTH, LLC | FRANKLIN | 314516 | $263.5M | 8 | 2025-11-30 | → |
| 157 | CAP PARTNERS, LLC | FRANKLIN | 144779 | $254.7M | 12 | 2026-01-31 | → |
| 158 | GHE, LLC | MEMPHIS | 125245 | $252.6M | 3 | 2026-06-30 | → |
| 159 | COVE CAPITAL MANAGEMENT INC. | BRENTWOOD | 284649 | $247.5M | 3 | 2026-03-31 | → |
| 160 | AGP FRANKLIN, LLC | FRANKLIN | 331699 | $247.1M | 7 | 2026-04-30 | → |
| 161 | EUDAIMONIA ASSET MANAGEMENT, LLC | WINCHESTER | 299379 | $246.9M | 4 | 2026-03-31 | → |
| 162 | HALL RETIREMENT PLANNING SERVICES, LLC | KNOXVILLE | 289847 | $246.0M | 6 | 2026-03-31 | → |
| 163 | W ADVISORS LLC | GERMANTOWN | 168452 | $244.9M | 3 | 2026-03-31 | → |
| 164 | RAYBURN WEST FINANCIAL SERVICES LLC | NASHVILLE | 145264 | $242.6M | 2 | 2026-03-31 | → |
| 165 | RIDGELINE CAPITAL MANAGEMENT, LLC | MEMPHIS | 330668 | $228.3M | 3 | 2026-06-30 | → |
| 166 | WALNUT GROVE CAPITAL PARTNERS, LP | MEMPHIS | 300721 | $226.3M | 6 | 2026-03-31 | → |
| 167 | ALDEBARAN FINANCIAL INC | KINGSPORT | 105741 | $222.8M | 8 | 2026-03-31 | → |
| 168 | VALUES FIRST ADVISORS, INC. | JOHNSON CITY | 148532 | $215.4M | 12 | 2026-03-31 | → |
| 169 | GEN CAP AMERICA, INC. | NASHVILLE | 160042 | $212.6M | 9 | 2026-03-31 | → |
| 170 | CALLAWAY CAPITAL MANAGEMENT, LLC | NASHVILLE | 285709 | $211.3M | 4 | 2026-03-31 | → |
| 171 | TENTH STREET CAPITAL , LLC | CHATTANOOGA | 163600 | $210.1M | 8 | 2024-12-31 | → |
| 172 | HIGHLAND RIM CAPITAL, L.P. | NASHVILLE | 331863 | $209.7M | 7 | 2026-06-30 | → |
| 173 | CREATIVE INVESTMENT GROUP LLC | NASHVILLE | 334028 | $209.0M | 8 | 2026-06-30 | → |
| 174 | 1819 PARTNERS, LLC | MEMPHIS | 326601 | $207.1M | 4 | 2026-03-31 | → |
| 175 | BLONG FINANCIAL, LLC | MEMPHIS | 164746 | $202.0M | 2 | 2026-03-31 | → |
| 176 | STRATEGIC ADVISORY SERVICES, LLC | MEMPHIS | 287984 | $201.2M | 10 | 2026-04-30 | → |
| 177 | FRAZEE INVESTMENT CONSULTING, INC. | MEMPHIS | 123662 | $195.5M | 3 | 2026-02-28 | → |
| 178 | ERISA ADVISERS, INC. | BRENTWOOD | 170487 | $187.1M | 4 | 2026-03-31 | → |
| 179 | MARSH WEALTH MANAGEMENT, LLC | KNOXVILLE | 282111 | $182.3M | 6 | 2026-03-31 | → |
| 180 | GOOD STEWARD WEALTH ADVISERS LLC | CLARKSVILLE | 333092 | $180.7M | 7 | 2026-03-31 | → |
| 181 | INTEGRITY CAPITAL MANAGEMENT LLC | KINGSPORT | 142693 | $180.5M | 4 | 2026-03-31 | → |
| 182 | PRESERVER PARTNERS LLC | MEMPHIS | 152356 | $175.7M | 5 | 2026-03-31 | → |
| 183 | ANCHOR HEALTH CAPITAL, LLC | CHATTANOOGA | 309949 | $166.0M | 8 | 2026-03-31 | → |
| 184 | SOLAS BIOVENTURES MANAGEMENT, LLC | CHATTANOOGA | 322344 | $165.0M | 6 | 2026-04-30 | → |
| 185 | SAGE INVESTMENT COUNSEL LLC | FRANKLIN | 116907 | $164.6M | 4 | 2026-03-31 | → |
| 186 | TRINITY CAPITAL MANAGEMENT, LLC | GERMANTOWN | 289583 | $164.5M | 5 | 2026-03-31 | → |
| 187 | WITT FINANCIAL GROUP, LLC | CROSSVILLE | 156462 | $160.5M | 6 | 2026-03-31 | → |
| 188 | RETIREMENT SOLUTIONS GROUP, INC. | FRANKLIN | 289069 | $159.6M | 7 | 2026-05-31 | → |
| 189 | DIVERSIFIED PARTNERS INC | BRENTWOOD | 109570 | $155.1M | 3 | 2026-03-31 | → |
| 190 | BELLWETHER INVESTMENT GROUP, LLC | HIXSON | 148114 | $155.1M | 6 | 2026-02-28 | → |
| 191 | RBG WEALTH ADVISORS LLC | MEMPHIS | 319486 | $154.8M | 4 | 2026-03-31 | → |
| 192 | EMPIRICAL CAPITAL MANAGEMENT, LLC | HENDERSONVILLE | 160509 | $152.7M | 4 | 2026-02-28 | → |
| 193 | ROAN CAPITAL PARTNERS, LLC | JOHNSON CITY | 293119 | $152.0M | 5 | 2026-01-31 | → |
| 194 | PROVIDENCE WEALTH MANAGEMENT LLC | KNOXVILLE | 144902 | $151.8M | 8 | 2026-04-30 | → |
| 195 | FINANCIAL MANAGEMENT ADVISORS, INC. | TULLAHOMA | 117442 | $149.9M | 1 | 2026-02-28 | → |
| 196 | J. MARK NICKELL & CO. | BRENTWOOD | 111635 | $146.4M | 3 | 2026-03-31 | → |
| 197 | JEFFERSON BRIDGE CAPITAL, LLC | NASHVILLE | 325636 | $146.2M | 3 | 2026-01-31 | → |
| 198 | CAMPBELL ASSET MANAGEMENT, LLC | CHATTANOOGA | 125052 | $146.0M | 4 | 2026-03-31 | → |
| 199 | DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC | NASHVILLE | 286575 | $144.9M | 3 | 2026-03-31 | → |
| 200 | BARNETT & CO INC | CHATTANOOGA | 105867 | $142.0M | 5 | 2026-01-31 | → |
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