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 | |
|---|---|---|---|---|---|---|---|
| 201 | ADDITIVE ADVISORY PBC | MEMPHIS | 283979 | $140.9M | 3 | 2026-03-31 | → |
| 202 | INVESTMENT & RETIREMENT ADVISORS, LLC | MURFREESBORO | 131741 | $138.6M | 3 | 2026-01-31 | → |
| 203 | QFC ADVISORY LLC | MARYVILLE | 118886 | $128.8M | 4 | 2026-06-30 | → |
| 204 | CARMICHAEL CAPITAL, INC. | FRANKLIN | 118468 | $126.6M | 2 | 2026-03-31 | → |
| 205 | COSEY FINANCIAL SERVICES, INC. | KNOXVILLE | 140175 | $123.7M | 6 | 2026-02-28 | → |
| 206 | IRONHORSE CAPITAL LLC | NASHVILLE | 148572 | $120.5M | 2 | 2026-01-31 | → |
| 207 | SMITH & CO ADVISORY LLC | SPRING HILL | 333042 | $118.5M | 2 | 2026-05-31 | → |
| 208 | INTEGRA WEALTH, LLC | CHATTANOOGA | 149999 | $116.5M | 2 | 2026-05-31 | → |
| 209 | POPE ASSET MANAGEMENT, LLC | MEMPHIS | 113584 | $114.8M | 3 | 2026-03-31 | → |
| 210 | COORDINATED WEALTH MANAGEMENT, L.L.C. | HENDERSONVILLE | 141348 | $113.9M | 2 | 2026-01-31 | → |
| 211 | CW SECURITIES, LLC | KNOXVILLE | 124496 | $113.5M | 3 | 2026-06-30 | → |
| 212 | GENESIS INVESTMENT ADVISORS, LLC | OOLTEWAH | 310878 | $112.5M | 4 | 2026-03-31 | → |
| 213 | JASON W. QUALLS | MURFREESBORO | 159192 | $112.5M | 1 | 2026-03-31 | → |
| 214 | HOGAN INVESTMENT COUNSEL, LLC | CORDOVA | 160186 | $107.2M | 2 | 2026-02-28 | → |
| 215 | TRUSCO INVESTMENT MANAGEMENT, LLC | NASHVILLE | 285736 | $107.0M | 2 | 2026-02-28 | → |
| 216 | LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC | NASHVILLE | 127618 | $106.8M | 6 | 2026-04-30 | → |
| 217 | DORIAN INVESTMENT ADVISORY LLC | MEMPHIS | 339280 | $102.6M | 1 | 2026-04-30 | → |
| 218 | STRATEGIC WEALTH PARTNERS LLC | FRANKLIN | 336564 | $101.7M | 4 | 2026-03-31 | → |
| 219 | FUERST FINANCIAL GROUP, INC. | CHATTANOOGA | 149172 | $100.9M | 2 | 2026-06-30 | → |
| 220 | CHAMBERLAIN LANE CAPITAL, LLC | NASHVILLE | 340063 | $100.0M | 2 | 2026-05-31 | → |
| 221 | ASPIRE PRIVATE WEALTH COUNSEL, LLC | KNOXVILLE | 282582 | $74.3M | 5 | 2025-08-31 | → |
| 222 | PLANROCK INVESTMENT MANAGEMENT, LLC | BRENTWOOD | 304803 | $71.0M | 7 | 2026-05-31 | → |
| 223 | TRUEHAVEN CAPITAL, LLC | FRANKLIN | 332005 | $62.3M | 2 | 2026-06-30 | → |
| 224 | B. RILEY WEALTH PRIVATE SHARES, LLC | MEMPHIS | 315851 | $47.6M | 8 | 2026-03-31 | → |
| 225 | OMPHALOS PARTNERS, LLC | MARYVILLE | 172202 | $45.0M | 2 | 2025-03-31 | → |
| 226 | STRINGER ASSET MANAGEMENT, LLC | MEMPHIS | 166133 | $42.2M | 6 | 2025-03-31 | → |
| 227 | WORTHINGTON CAPITAL MANAGEMENT, LLC | MEMPHIS | 305391 | $41.2M | 3 | 2026-03-31 | → |
| 228 | MALT PARTNERS MANAGEMENT LLC | NASHVILLE | 337855 | $36.3M | 2 | 2026-03-31 | → |
| 229 | DORIAN EASON ASSET MANAGEMENT, LLC | MEMPHIS | 113724 | $27.1M | 1 | 2026-03-31 | → |
| 230 | GREENWOOD PINE PARTNERS, LLC | MEMPHIS | 314679 | $22.9M | 29 | 2026-03-31 | → |
| 231 | MRWM CAPITAL MANAGEMENT, LLC | NASHVILLE | 336384 | $8.8M | 2 | 2026-03-31 | → |
| 232 | SAVVY FINANCIAL, INC. | FRANKLIN | 304337 | $1.9M | 15 | 2026-03-31 | → |
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