Data / Investment advisers / $100 million to $500 million in AUM / Tennessee
Investment advisers in Tennessee with $100 million to $500 million in AUM: 116 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
116 SEC registered investment advisers in Tennessee report between $100 million and $500 million in regulatory assets under management, $28.8 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is McCay Wealth Advisory LLC with $495 million.
The request: Every investment adviser in Tennessee with AUM in the range $100 million to $500 million, with phone and website. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 116Advisers
- 116SEC registered
- $28.8 billionTotal AUM
- 116Advisers over $100 million
- 22Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| McCay Wealth Advisory LLC | Manchester | $495.4 million | 880 | 10 | Not listed | (931) 728-2130 | mccaywealth.com | adviserinfo.sec.gov |
| HS Wealth Partners | Nashville | $481.2 million | 626 | 5 | Not listed | (505) 361-2223 | hswealthpartners.com | adviserinfo.sec.gov |
| Envision Financial Planning, LLC | Memphis | $462.5 million | 839 | 6 | Not listed | (901) 422-7526 | envisionfptn.com | adviserinfo.sec.gov |
| Capital Square, LLC | Athens | $449.9 million | 785 | 11 | Not listed | (423) 877-6708 | adviserinfo.sec.gov | |
| Silverleafe Capital Partners, LLC | Germantown | $449.2 million | 683 | 7 | Not listed | (901) 259-3345 | adviserinfo.sec.gov | |
| Stewardwell LLC | Franklin | $441.7 million | 4,665 | 20 | Not listed | (615) 538-6110 | stewardwellwp.com | adviserinfo.sec.gov |
| Brandon Financial Planning, Inc. | Memphis | $434.9 million | 947 | 5 | Not listed | (901) 324-6600 | brandonplanning.com | adviserinfo.sec.gov |
| NBZ Investment Advisors, LLC | Knoxville | $431.2 million | 529 | 7 | Not listed | (865) 584-1184 | nbzinvest.com | adviserinfo.sec.gov |
| Shayne & Jacobs, LLC | Nashville | $429.5 million | 231 | 5 | Not listed | (615) 250-1600 | shayneandjacobs.com | adviserinfo.sec.gov |
| Cypress Capital, LLC | Franklin | $426 million | 1,547 | 12 | Not listed | (615) 467-6075 | cypresscapital.com | adviserinfo.sec.gov |
| Ashdon Investment Management, LLC | Tullahoma | $425.1 million | 170 | 6 | Not listed | (931) 461-5733 | ashdon.com | adviserinfo.sec.gov |
| Guardian Wealth Management, LLC | Chattanooga | $411.1 million | 1,213 | 11 | Not listed | (423) 510-0409 | adviserinfo.sec.gov | |
| Roi Financial Planning | Clarksville | $407.9 million | 1,455 | 11 | Not listed | (931) 919-0947 | roi-fg.com | adviserinfo.sec.gov |
| Insight Strategic Wealth LLC | Knoxville | $401 million | 722 | 7 | Not listed | (866) 467-9756 | insightstrategicwealth.com | adviserinfo.sec.gov |
| Visionary Horizons, LLC | Knoxville | $396.7 million | 3,989 | 12 | Not listed | (865) 675-8496 | adviserinfo.sec.gov | |
| Aj Advisors | Nashville | $393.9 million | 1,483 | 5 | Not listed | (615) 709-8709 | adviserinfo.sec.gov | |
| Key Capital Management, Inc. | Hendersonville | $393 million | 2,324 | 35 | Not listed | (615) 826-5749 | adviserinfo.sec.gov | |
| Moon Capital Management, LLC | Knoxville | $391.5 million | 407 | 6 | 1 | (865) 546-1234 | mooncap.com | adviserinfo.sec.gov |
| TVV Capital | Nashville | $372 million | 6 | 13 | 6 | (615) 256-8061 | adviserinfo.sec.gov | |
| Carter-Haston Investment Partners II GP, LLC | Nashville | $367.2 million | 10 | 12 | 2 | (615) 279-9200 | carterhaston.com | adviserinfo.sec.gov |
| Blue Ridge Wealth Planners | Knoxville | $361.7 million | 2,137 | 26 | Not listed | (865) 392-4260 | planforeverything.com | adviserinfo.sec.gov |
| Ridgepath Capital Management LLC | Knoxville | $358.9 million | 338 | 5 | Not listed | (865) 240-4984 | adviserinfo.sec.gov | |
| Innovative Advisory Partners, LLC | Hixson | $352.1 million | 1,352 | 8 | Not listed | (423) 870-2140 | adviserinfo.sec.gov | |
| Caldwell Advisors, LLC | Brentwood | $351.4 million | 1,016 | 8 | Not listed | (615) 370-8988 | adviserinfo.sec.gov | |
| Brooks, Moore & Associates, Inc. | Chattanooga | $348.9 million | 348 | 5 | Not listed | (423) 756-8628 | brooksmoore.net | adviserinfo.sec.gov |
| Leconte Wealth Management, LLC | Maryville | $346.8 million | 874 | 11 | Not listed | (865) 379-8200 | lecontewealth.com | adviserinfo.sec.gov |
| William Howard & Co. Financial Advisors, Inc. | Memphis | $342.1 million | 543 | 10 | Not listed | (901) 761-5068 | whcfa.com | adviserinfo.sec.gov |
| Hcip Advisors, LLC | Nashville | $339.3 million | 1 | 2 | 1 | (210) 274-0985 | adviserinfo.sec.gov | |
| Commerce Advisors, LLC | Memphis | $337.9 million | 438 | 6 | Not listed | (901) 260-6050 | commerceholdingsllc.com | adviserinfo.sec.gov |
| The Nalls Sherbakoff Group, LLC | Knoxville | $337.1 million | 746 | 5 | Not listed | (865) 691-0898 | adviserinfo.sec.gov | |
| Rare Capital Management, LLC | Nashville | $333.6 million | 5 | 10 | 5 | (651) 315-6610 | rarecap.com | adviserinfo.sec.gov |
| Wolf River Capital Management, LLC | Memphis | $328.7 million | 27 | 8 | 20 | (901) 312-9653 | wolfrivercap.com | adviserinfo.sec.gov |
| Templeton & Phillips Capital Management, LLC | Lookout Mountain | $314.2 million | 138 | 3 | 2 | (423) 826-0944 | adviserinfo.sec.gov | |
| Cravens & Company Wealth Management | Cookeville | $311.1 million | 541 | 6 | Not listed | (931) 528-6865 | adviserinfo.sec.gov | |
| Mission Value Partners, LLC | Nashville | $303.2 million | 4 | 4 | 2 | (707) 750-3337 | adviserinfo.sec.gov | |
| Luken Investment Analytics, LLC | Brentwood | $292.2 million | 664 | 6 | Not listed | (615) 550-5570 | adviserinfo.sec.gov | |
| Apex Strategic Wealth, LLC | Chattanooga | $292.1 million | 1,328 | 8 | Not listed | (423) 602-5390 | adviserinfo.sec.gov | |
| Efinancial Alliance, LLC | Franklin | $291.9 million | 873 | 5 | Not listed | (615) 224-8534 | efinancialalliance.com | adviserinfo.sec.gov |
| Optivise Advisory Services LLC | Franklin | $287.9 million | 1,842 | 25 | Not listed | (855) 378-1806 | optiviseria.com | adviserinfo.sec.gov |
| Valtrion Capital Management, LLC | Franklin | $287.3 million | 438 | 6 | Not listed | (833) 856-2088 | valtrioncapital.com | adviserinfo.sec.gov |
| Cornerstone Wealth Management Group | Greeneville | $284.7 million | 1,425 | 6 | Not listed | (423) 588-7151 | cornerstonewealthtn.com | adviserinfo.sec.gov |
| HMS Investment Advisors | Nashville | $281.9 million | 376 | 8 | Not listed | (615) 829-7200 | hmscm.com | adviserinfo.sec.gov |
| Creekside Capital, Inc. | Knoxville | $279.7 million | 773 | 4 | Not listed | (865) 693-5300 | adviserinfo.sec.gov | |
| Tyner Capital Management Investment Counsel, Inc. | Signal Mountain | $277.3 million | 304 | 2 | Not listed | (423) 886-2625 | adviserinfo.sec.gov | |
| Valor Financial Services, LLC | Knoxville | $273.3 million | 1,675 | 2 | Not listed | (865) 675-1200 | valorfs.net | adviserinfo.sec.gov |
| Cardinal Wealth Advisory, LLC | Memphis | $273.2 million | 225 | 3 | Not listed | (901) 767-4401 | adviserinfo.sec.gov | |
| Knox Wealth Partners Advisory | Knoxville | $272.9 million | 921 | 7 | Not listed | (865) 291-2422 | adviserinfo.sec.gov | |
| Alliance Wealth Management Partners LLC | Knoxville | $272.4 million | 1,637 | 13 | Not listed | (865) 862-5956 | secwealthmanagement.com | adviserinfo.sec.gov |
| Councilmark Asset Management, LLC | Knoxville | $270.8 million | 107 | 3 | Not listed | (865) 330-2525 | councilmark.com | adviserinfo.sec.gov |
| Memphis Capital Management, LLC | Memphis | $268.6 million | 3 | 2 | 1 | (901) 261-5900 | memphiscapital.com | adviserinfo.sec.gov |
| Remora Capital Partners | Nashville | $268.6 million | 1 | 4 | Not listed | (615) 380-1095 | remoracap.com | adviserinfo.sec.gov |
| Cap Partners, LLC | Franklin | $254.7 million | 1,406 | 12 | Not listed | (615) 807-2030 | cap-partners.com | adviserinfo.sec.gov |
| Mercury Investment Group | Memphis | $252.6 million | 131 | 3 | Not listed | (901) 327-2788 | merc-invest.com | adviserinfo.sec.gov |
| Cove Capital Management Inc. | Brentwood | $247.5 million | 1 | 3 | Not listed | (615) 730-7410 | adviserinfo.sec.gov | |
| Agp Franklin, LLC | Franklin | $247.1 million | 733 | 7 | Not listed | (615) 778-9842 | strongtowerwealthmanagement.com | adviserinfo.sec.gov |
| Eudaimonia Asset Management, LLC | Winchester | $246.9 million | 985 | 4 | Not listed | (931) 968-1127 | adviserinfo.sec.gov | |
| Retirement Planning Services | Knoxville | $246 million | 510 | 6 | Not listed | (865) 220-9311 | adviserinfo.sec.gov | |
| W Advisors LLC | Germantown | $244.9 million | 500 | 3 | Not listed | (901) 410-8040 | adviserinfo.sec.gov | |
| Rayburn West Financial Services | Nashville | $242.6 million | 142 | 2 | Not listed | (615) 386-6932 | rayburnwest.com | adviserinfo.sec.gov |
| Ridgeline Capital Management, LLC | Memphis | $228.3 million | 20 | 3 | 22 | (202) 670-2550 | ridgeline.vc | adviserinfo.sec.gov |
| Walnut Grove Capital Partners, LP | Memphis | $226.3 million | 9 | 6 | 9 | (901) 464-4850 | adviserinfo.sec.gov | |
| Aldebaran Financial Inc | Kingsport | $222.8 million | 713 | 8 | Not listed | (423) 239-7535 | aldebaranfinancial.com | adviserinfo.sec.gov |
| Values First Advisors, Inc. | Johnson City | $215.4 million | 1,455 | 12 | Not listed | (877) 832-3847 | valuesfirst.com | adviserinfo.sec.gov |
| Gen Cap America, Inc. | Nashville | $212.6 million | 5 | 9 | 5 | (615) 256-0231 | gencapamerica.com | adviserinfo.sec.gov |
| Callaway Capital Management, LLC | Nashville | $211.3 million | 6 | 4 | 2 | (202) 866-0901 | callawaycap.com | adviserinfo.sec.gov |
| Highland Rim Capital, L.P. | Nashville | $209.7 million | 2 | 7 | 2 | (615) 502-5999 | adviserinfo.sec.gov | |
| Creative Investment Group | Nashville | $209 million | 386 | 8 | Not listed | (615) 949-9629 | creativeinvests.com | adviserinfo.sec.gov |
| 1819 Partners | Memphis | $207.1 million | 4 | 4 | 4 | (901) 820-0515 | 1819partners.com | adviserinfo.sec.gov |
| Blong Financial | Memphis | $202 million | 474 | 2 | Not listed | (901) 681-9037 | blongfinancial.com | adviserinfo.sec.gov |
| Strategic Advisory Services | Memphis | $201.2 million | 464 | 10 | Not listed | (901) 751-2025 | saswealthadvisors.com | adviserinfo.sec.gov |
| Frazee Investment Consulting, Inc. | Memphis | $195.5 million | 306 | 3 | Not listed | (901) 779-3940 | frazeeinvestment.com | adviserinfo.sec.gov |
| Erisa Advisers, Inc. | Brentwood | $187.1 million | 146 | 4 | Not listed | (855) 255-2391 | erisaadvisers.com | adviserinfo.sec.gov |
| Marsh Wealth Management, LLC | Knoxville | $182.3 million | 565 | 6 | Not listed | (865) 622-2162 | adviserinfo.sec.gov | |
| Retirement Solutions Group | Franklin | $181.5 million | 340 | 7 | Not listed | (615) 467-6300 | rsginfo.com | adviserinfo.sec.gov |
| Ellis Financial Planning | Clarksville | $180.7 million | 891 | 7 | Not listed | (931) 905-0050 | adviserinfo.sec.gov | |
| Integrity Capital Management | Kingsport | $180.5 million | 482 | 4 | Not listed | (423) 230-4500 | retirewithicm.com | adviserinfo.sec.gov |
| Keystone Financial Resources, LLC | Brentwood | $178.5 million | 348 | 4 | Not listed | (707) 932-5849 | keystonewealtalliance.com | adviserinfo.sec.gov |
| Preserver Partners | Memphis | $175.7 million | 2 | 5 | 1 | (901) 755-4737 | preserverpartners.com | adviserinfo.sec.gov |
| Anchor Health Capital, LLC | Chattanooga | $166 million | 9 | 8 | 9 | (423) 708-2178 | anchorhealthcapital.com | adviserinfo.sec.gov |
| Solas Bioventures Management, LLC | Chattanooga | $165 million | 12 | 6 | 12 | (423) 243-3460 | solasbio.com | adviserinfo.sec.gov |
| Sage Investment Counsel | Franklin | $164.6 million | 227 | 4 | Not listed | (615) 591-1210 | adviserinfo.sec.gov | |
| TCM | Germantown | $164.5 million | 495 | 5 | Not listed | (901) 757-4448 | adviserinfo.sec.gov | |
| Witt Financial Group, LLC | Crossville | $160.5 million | 684 | 6 | Not listed | (931) 484-4911 | wittfinancialgroup.com | adviserinfo.sec.gov |
| Diversified Partners, Inc. | Brentwood | $155.1 million | 3 | 3 | 3 | (615) 371-0001 | adviserinfo.sec.gov | |
| Bellwether Investment Group, LLC | Hixson | $155.1 million | 670 | 6 | Not listed | (423) 698-6256 | focuspointefinancial.com | adviserinfo.sec.gov |
| RBG Wealth Advisors LLC | Memphis | $154.8 million | 329 | 4 | Not listed | (901) 244-2980 | adviserinfo.sec.gov | |
| Empirical Capital Management, LLC | Hendersonville | $152.7 million | 2 | 4 | 2 | (615) 824-1445 | empiricalcapital.com | adviserinfo.sec.gov |
| Roan Capital Partners | Johnson City | $152 million | 563 | 5 | Not listed | (423) 631-5786 | roancp.com | adviserinfo.sec.gov |
| Providence Wealth Management LLC | Knoxville | $151.8 million | 677 | 8 | Not listed | (865) 691-6699 | adviserinfo.sec.gov | |
| Financial Management Advisors, Inc. | Tullahoma | $149.9 million | 525 | 1 | Not listed | (931) 455-0151 | financialmanagementadvisors.com | adviserinfo.sec.gov |
| J. Mark Nickell & Co. | Brentwood | $146.4 million | 174 | 3 | Not listed | (615) 371-6622 | jmarknickell.com | adviserinfo.sec.gov |
| Jefferson Bridge Capital, LLC | Nashville | $146.2 million | 42 | 3 | Not listed | (615) 312-7750 | jeffersonbridge.com | adviserinfo.sec.gov |
| Campbell Asset Management, LLC | Chattanooga | $146 million | 416 | 4 | Not listed | (423) 265-7931 | campbellassetmanagement.com | adviserinfo.sec.gov |
| Davis, Davis and Conover Wealth Management, LLC | Nashville | $144.9 million | 596 | 3 | Not listed | (615) 324-7825 | ddcwealth.com | adviserinfo.sec.gov |
| Barnett & Co Inc | Chattanooga | $142 million | 263 | 5 | Not listed | (423) 756-0125 | barnettandcompany.com | adviserinfo.sec.gov |
| Additive Advisory PBC | Memphis | $140.9 million | 2 | 3 | 1 | (901) 498-6653 | adviserinfo.sec.gov | |
| Hull Wealth Management | Murfreesboro | $138.6 million | 584 | 3 | Not listed | (615) 896-1181 | hullwealth.com | adviserinfo.sec.gov |
| Quality Financial Concepts | Maryville | $128.8 million | 595 | 4 | Not listed | (865) 984-3550 | adviserinfo.sec.gov | |
| Carmichael Creel Investments | Franklin | $126.6 million | 203 | 2 | Not listed | (615) 595-5825 | adviserinfo.sec.gov | |
| Cosey Financial Services, Inc. | Knoxville | $123.7 million | 908 | 6 | Not listed | (865) 470-4244 | coseyfinancial.com | adviserinfo.sec.gov |
| Greensview Wealth Management | Franklin | $121.1 million | 373 | 5 | Not listed | (615) 551-3050 | adviserinfo.sec.gov | |
| Ironhorse Capital LLC | Nashville | $120.5 million | 1 | 2 | Not listed | (615) 200-0240 | goironhorse.com | adviserinfo.sec.gov |
| Smith & Co Advisory LLC | Spring Hill | $118.5 million | 331 | 2 | Not listed | (615) 682-4383 | smithcoadvisory.com | adviserinfo.sec.gov |
| Integra Wealth | Chattanooga | $116.5 million | 411 | 2 | Not listed | (423) 664-0344 | integrawealth.com | adviserinfo.sec.gov |
| Pope Asset Management, LLC | Memphis | $114.8 million | 59 | 3 | Not listed | (901) 763-4001 | popeasset.com | adviserinfo.sec.gov |
| Coordinated Wealth Management, L.L.C. | Hendersonville | $113.9 million | 207 | 2 | Not listed | (615) 369-0738 | coordinatedwealth.com | adviserinfo.sec.gov |
| CW Securities, LLC | Knoxville | $113.5 million | 145 | 3 | Not listed | (865) 690-9886 | adviserinfo.sec.gov | |
| Genesis Investments | Ooltewah | $112.5 million | 748 | 4 | Not listed | (423) 290-2619 | genesis.investments | adviserinfo.sec.gov |
| Fortitude Wealth Management | Murfreesboro | $112.5 million | 649 | 1 | Not listed | jasonquallscfp.com | adviserinfo.sec.gov | |
| Hogan Investment Counsel, LLC | Cordova | $107.2 million | 475 | 2 | Not listed | (901) 590-3846 | hoganinvestment.com | adviserinfo.sec.gov |
| Trusco Investment Management, LLC | Nashville | $107 million | 106 | 2 | Not listed | (615) 351-6417 | truscomgmt.com | adviserinfo.sec.gov |
| Lexington Financial/Life Management, LLC | Nashville | $106.8 million | 157 | 6 | 2 | (615) 492-1011 | adviserinfo.sec.gov | |
| Dorian Investment Advisory LLC | Memphis | $102.6 million | 212 | 1 | Not listed | (901) 482-8444 | adviserinfo.sec.gov | |
| Strategic Wealth Partners LLC | Franklin | $101.7 million | 672 | 4 | Not listed | (615) 722-9990 | strategicwealthpartners.net | adviserinfo.sec.gov |
| Fuerst Financial Group, Inc. | Chattanooga | $100.9 million | 542 | 2 | Not listed | (423) 899-8555 | fuerstfinancialgroup.com | adviserinfo.sec.gov |
| Chamberlain Lane Capital, LLC | Nashville | $100 million | 1 | 2 | Not listed | (615) 944-7116 | chamberlainlane.com | adviserinfo.sec.gov |
Also on SpecStream
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.