Investment adviser firms in Tennessee · Page 2
Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.
225 firms · Source months shown: August 2026
- INVESTMENT & RETIREMENT ADVISORS, LLCCRD 131741 · MURFREESBORO, TN$138,633,720.00Regulatory AUM · August 2026
- INVICTUS FIDUCIARY SERVICES, LLCCRD 286117 · MEMPHIS, TN$1,010,776,132.00Regulatory AUM · August 2026
- IRONHORSE CAPITAL LLCCRD 148572 · NASHVILLE, TN$120,503,506.00Regulatory AUM · August 2026
- J. MARK NICKELL & CO.CRD 111635 · BRENTWOOD, TN$146,425,524.00Regulatory AUM · August 2026
- JASON W. QUALLSCRD 159192 · MURFREESBORO, TN$112,500,000.00Regulatory AUM · August 2026
- JB WEALTH ADVISORS LLCCRD 328441 · NASHVILLE, TNNot availableRegulatory AUM · August 2026
- JEFFERSON BRIDGE CAPITAL, LLCCRD 325636 · NASHVILLE, TN$146,151,672.00Regulatory AUM · August 2026
- KAUFMAN HALL INVESTMENT MANAGEMENT, LLCCRD 328876 · BRENTWOOD, TN$2,818,196,485.00Regulatory AUM · August 2026
- KELMAN LAZAROV INCCRD 107727 · MEMPHIS, TN$894,604,455.00Regulatory AUM · August 2026
- KEY CAPITAL MANAGEMENT, INC.CRD 173773 · HENDERSONVILLE, TN$392,952,016.00Regulatory AUM · August 2026
- KEYSTONE WEALTH ALLIANCE, LLCCRD 341495 · BRENTWOOD, TNNot availableRegulatory AUM · August 2026
- KIMERY WEALTH MANAGEMENT, LLCCRD 288229 · MEMPHIS, TN$555,000,000.00Regulatory AUM · August 2026
- KNOX WEALTH PARTNERS ADVISORY, LLCCRD 288580 · KNOXVILLE, TN$272,877,382.00Regulatory AUM · August 2026
- LAFFER TENGLER INVESTMENTS, INC.CRD 108068 · NASHVILLE, TN$800,063,389.00Regulatory AUM · August 2026
- LBMC INVESTMENT ADVISORS LLCCRD 108943 · BRENTWOOD, TN$2,226,438,368.00Regulatory AUM · August 2026
- LEADING EDGE FINANCIAL PLANNING LLCCRD 277149 · KNOXVILLE, TN$521,784,881.00Regulatory AUM · August 2026
- LECONTE WEALTH MANAGEMENT, LLCCRD 168539 · MARYVILLE, TN$346,849,014.00Regulatory AUM · August 2026
- LEE DANNER & BASS INCCRD 111002 · NASHVILLE, TN$1,975,488,723.00Regulatory AUM · August 2026
- LEGACY WEALTH MANAGEMENT INCCRD 108619 · MEMPHIS, TN$2,657,303,544.00Regulatory AUM · August 2026
- LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLCCRD 127618 · NASHVILLE, TN$106,774,568.00Regulatory AUM · August 2026
- LFM CAPITAL, LLCCRD 173834 · NASHVILLE, TN$1,422,591,460.00Regulatory AUM · August 2026
- LUKEN INVESTMENT ANALYTICS, LLCCRD 169008 · BRENTWOOD, TN$292,155,933.00Regulatory AUM · August 2026
- MALT PARTNERS MANAGEMENT LLCCRD 337855 · NASHVILLE, TN$36,321,031.00Regulatory AUM · August 2026
- MARSH WEALTH MANAGEMENT, LLCCRD 282111 · KNOXVILLE, TN$182,304,196.00Regulatory AUM · August 2026
- MARTIN & COMPANY, INCCRD 108718 · KNOXVILLE, TN$1,650,533,110.00Regulatory AUM · August 2026
- MCBREARTY CAPITAL MANAGEMENT INCCRD 108972 · KNOXVILLE, TN$279,700,170.00Regulatory AUM · August 2026
- MCCAY WEALTH ADVISORY LLCCRD 286503 · MANCHESTER, TN$495,389,747.00Regulatory AUM · August 2026
- MEMPHIS CAPITAL MANAGEMENT, LLCCRD 134522 · MEMPHIS, TN$268,585,723.00Regulatory AUM · August 2026
- MISSION VALUE PARTNERS, LLCCRD 153704 · NASHVILLE, TN$303,237,813.00Regulatory AUM · August 2026
- MOON CAPITAL MANAGEMENT LLCCRD 107612 · KNOXVILLE, TN$391,505,956.00Regulatory AUM · August 2026
- MRWM ADVISORS, LLCCRD 288944 · NASHVILLE, TN$431,661,454.00Regulatory AUM · August 2026
- MRWM CAPITAL MANAGEMENT, LLCCRD 336384 · NASHVILLE, TN$8,819,983.00Regulatory AUM · August 2026
- NBZ INVESTMENT ADVISORS, LLCCRD 123902 · KNOXVILLE, TN$431,161,080.00Regulatory AUM · August 2026
- NEPHILA ADVISORS LLCCRD 156905 · NASHVILLE, TN$12,876,891,944.00Regulatory AUM · August 2026
- NEWSOUTH CAPITAL MANAGEMENT INCCRD 110676 · MEMPHIS, TN$2,233,319,046.00Regulatory AUM · August 2026
- NFC INVESTMENTS, LLCCRD 132844 · MEMPHIS, TN$2,137,518,402.00Regulatory AUM · August 2026
- OPTIVISE ADVISORY SERVICES LLCCRD 301764 · FRANKLIN, TN$287,936,257.00Regulatory AUM · August 2026
- PACIFIC FINANCIAL GROUP INCCRD 105203 · NASHVILLE, TN$5,073,287,070.00Regulatory AUM · August 2026
- PACIFIC FINANCIAL GROUP,LLCCRD 143041 · NASHVILLE, TN$4,686,109,588.00Regulatory AUM · August 2026
- PATRIOT INVESTMENT MANAGEMENT GROUP INCCRD 112155 · KNOXVILLE, TN$1,906,856,227.00Regulatory AUM · August 2026
- PATTEN AND PATTEN, INC.CRD 105414 · CHATTANOOGA, TN$2,210,816,671.00Regulatory AUM · August 2026
- PATTON ALBERTSON MILLER GROUP, LLCCRD 281558 · CHATTANOOGA, TN$1,677,765,766.00Regulatory AUM · August 2026
- PAUL WINKLER, INC.CRD 119342 · GOODLETTSVILLE, TN$1,275,401,856.00Regulatory AUM · August 2026
- PHAROS CAPITAL GROUP, LLCCRD 158849 · BRENTWOOD, TN$629,619,525.00Regulatory AUM · August 2026
- PLANROCK INVESTMENT MANAGEMENT, LLCCRD 304803 · BRENTWOOD, TN$71,050,000.00Regulatory AUM · August 2026
- POINTER MANAGEMENT, LLCCRD 156810 · CHATTANOOGA, TN$2,790,864,131.00Regulatory AUM · August 2026
- POPE ASSET MANAGEMENT, LLCCRD 113584 · MEMPHIS, TN$114,763,857.00Regulatory AUM · August 2026
- PRESERVER PARTNERS LLCCRD 152356 · MEMPHIS, TN$175,729,180.00Regulatory AUM · August 2026
- PRIVATE WEALTH MANAGEMENT, INC.CRD 120823 · MEMPHIS, TN$832,495,124.00Regulatory AUM · August 2026
- PROFFITT & GOODSON INC.CRD 105278 · KNOXVILLE, TN$797,724,935.00Regulatory AUM · August 2026
- PRONVEST, LLC DBA FUTURE CAPITALCRD 119081 · CHATTANOOGA, TN$2,015,819,389.00Regulatory AUM · August 2026
- PROVIDENCE WEALTH MANAGEMENT LLCCRD 144902 · KNOXVILLE, TN$151,831,467.00Regulatory AUM · August 2026
- PROVIDENT WEALTH MANAGEMENT, LLCCRD 130417 · BRENTWOOD, TN$758,518,214.00Regulatory AUM · August 2026
- PYA WALTMAN CAPITAL, LLCCRD 137283 · KNOXVILLE, TN$1,005,970,630.00Regulatory AUM · August 2026
- QFC ADVISORY LLCCRD 118886 · MARYVILLE, TN$128,841,915.00Regulatory AUM · August 2026
- RARE CAPITAL MANAGEMENT, LLCCRD 341500 · NASHVILLE, TN$333,641,082.00Regulatory AUM · August 2026
- RATHER & KITTRELL, INC.CRD 114885 · KNOXVILLE, TN$2,252,296,454.00Regulatory AUM · August 2026
- RAYBURN WEST FINANCIAL SERVICES LLCCRD 145264 · NASHVILLE, TN$242,553,562.00Regulatory AUM · August 2026
- RBG WEALTH ADVISORS LLCCRD 319486 · MEMPHIS, TN$154,758,579.00Regulatory AUM · August 2026
- RED DOOR WEALTH MANAGEMENT, LLCCRD 153235 · MEMPHIS, TN$3,085,696,189.00Regulatory AUM · August 2026
- RELIANT INVESTMENT MANAGEMENT, LLCCRD 111220 · MEMPHIS, TN$1,471,512,409.00Regulatory AUM · August 2026
- REMORA CAPITAL MANAGEMENT, LLCCRD 316160 · NASHVILLE, TN$268,553,342.00Regulatory AUM · August 2026
- RETIREMENT FINANCIAL SOLUTIONS, LLCCRD 285347 · KNOXVILLE, TN$361,659,979.00Regulatory AUM · August 2026
- RETIREMENT SOLUTIONS GROUP, INC.CRD 289069 · FRANKLIN, TN$159,620,234.00Regulatory AUM · August 2026
- RIDGELINE CAPITAL MANAGEMENT, LLCCRD 330668 · MEMPHIS, TN$228,307,588.00Regulatory AUM · August 2026
- RIDGEPATH CAPITAL MANAGEMENT LLCCRD 283343 · KNOXVILLE, TN$358,850,039.00Regulatory AUM · August 2026
- RIVER ASSOCIATES INVESTMENTS, L.P.CRD 295692 · CHATTANOOGA, TN$815,481,000.00Regulatory AUM · August 2026
- ROAN CAPITAL PARTNERS, LLCCRD 293119 · JOHNSON CITY, TN$152,023,601.00Regulatory AUM · August 2026
- ROI FINANCIAL PLANNING, LLCCRD 341025 · CLARKSVILLE, TNNot availableRegulatory AUM · August 2026
- ROUND HILL MUSIC LPCRD 167234 · NASHVILLE, TN$1,045,816,419.00Regulatory AUM · August 2026
- RUBICON FOUNDERS LLCCRD 315631 · NASHVILLE, TN$2,260,751,398.00Regulatory AUM · August 2026
- SAGE INVESTMENT COUNSEL LLCCRD 116907 · FRANKLIN, TN$164,594,287.00Regulatory AUM · August 2026
- SAGEGUARD FINANCIAL GROUP, LLCCRD 160266 · GOODLETTSVILLE, TN$755,666,448.00Regulatory AUM · August 2026
- SAGEPOINT CAPITAL PARTNERS LLCCRD 339742 · FRANKLIN, TN$888,349,379.00Regulatory AUM · August 2026
- SAGESPRING WEALTH PARTNERSCRD 283515 · FRANKLIN, TN$8,486,110,061.00Regulatory AUM · August 2026
- SANFORD C. BERNSTEIN & CO., LLCCRD 104474 · NASHVILLE, TN$1,218,000,000.00Regulatory AUM · August 2026
- SAVVY FINANCIAL, INC.CRD 304337 · FRANKLIN, TN$1,880,235.00Regulatory AUM · August 2026
- SENTRY, LLCCRD 150593 · MEMPHIS, TN$2,329,646,715.00Regulatory AUM · August 2026
- SEVEN SPRINGS WEALTH GROUP, LLCCRD 127411 · BRENTWOOD, TN$1,407,611,413.00Regulatory AUM · August 2026
- SHAYNE & JACOBS, LLCCRD 109423 · NASHVILLE, TN$429,492,868.00Regulatory AUM · August 2026
- SILVER OAK SECURITIES INCORPORATEDCRD 46947 · JACKSON, TN$2,448,325,094.00Regulatory AUM · August 2026
- SILVERLEAFE CAPITAL PARTNERS, LLCCRD 133174 · GERMANTOWN, TN$449,228,264.00Regulatory AUM · August 2026
- SMITH & CO ADVISORY LLCCRD 333042 · SPRING HILL, TN$118,459,793.00Regulatory AUM · August 2026
- SOLAS BIOVENTURES MANAGEMENT, LLCCRD 322344 · CHATTANOOGA, TN$164,966,818.00Regulatory AUM · August 2026
- SOUTHEASTERN ASSET MANAGEMENT INC.CRD 105276 · MEMPHIS, TN$3,703,724,946.00Regulatory AUM · August 2026
- SOUTHERN CAPITAL ADVISORS, LLCCRD 292275 · JACKSON, TN$636,914,932.00Regulatory AUM · August 2026
- SOUTHERNSUN ASSET MANAGEMENT LLCCRD 154572 · MEMPHIS, TN$749,369,235.00Regulatory AUM · August 2026
- STEEL GROVE CAPITAL ADVISORS, LLCCRD 115231 · MEMPHIS, TN$1,639,538,829.00Regulatory AUM · August 2026
- STEWARDWELL LLCCRD 342950 · FRANKLIN, TNNot availableRegulatory AUM · August 2026
- STRATEGIC ADVISORY SERVICES, LLCCRD 287984 · MEMPHIS, TN$201,174,393.00Regulatory AUM · August 2026
- STRATEGIC WEALTH PARTNERS LLCCRD 336564 · FRANKLIN, TN$101,700,000.00Regulatory AUM · August 2026
- SUMMIT ASSET MANAGEMENT LLCCRD 109606 · MEMPHIS, TN$1,079,755,571.00Regulatory AUM · August 2026
- SUMMIT CAPITAL SOLUTIONS LLCCRD 281478 · BRENTWOOD, TNNot availableRegulatory AUM · August 2026
- TBH GLOBAL ASSET MANAGEMENT, LLCCRD 145536 · BRENTWOOD, TN$1,481,058,389.00Regulatory AUM · August 2026
- TD CAPITAL MANAGEMENT LLCCRD 106125 · MEMPHIS, TN$1,244,462,434.00Regulatory AUM · August 2026
- TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLCCRD 149101 · LOOKOUT MOUNTAIN, TN$314,151,887.00Regulatory AUM · August 2026
- TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLCCRD 160321 · KNOXVILLE, TN$1,185,099,837.00Regulatory AUM · August 2026
- THE NALLS SHERBAKOFF GROUP, LLCCRD 168239 · KNOXVILLE, TN$337,080,829.00Regulatory AUM · August 2026
- THE PATTEN GROUP, INC.CRD 168255 · CHATTANOOGA, TN$725,140,739.00Regulatory AUM · August 2026
- THOROUGHBRED FINANCIAL SERVICES, LLCCRD 47893 · BRENTWOOD, TN$4,039,118,832.00Regulatory AUM · August 2026