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Data / Investment advisers / $500 million to $1 billion in AUM / Tennessee

Investment advisers in Tennessee with $500 million to $1 billion in AUM: 30 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

30 SEC registered investment advisers in Tennessee report between $500 million and $1 billion in regulatory assets under management, $21.1 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is BCS Wealth Management, LLC with $987 million.

The request: Every investment adviser in Tennessee with AUM in the range $500 million to $1 billion, with phone and website. $10 of work on sign-up, no card.

Get these advisers in TennesseeWatch new advisers in Tennessee

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.

  • 30Advisers
  • 30SEC registered
  • $21.1 billionTotal AUM
  • 30Advisers over $100 million
  • 7Manage 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.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
BCS Wealth Management, LLCJohnson City$987.4 million1,86212Not listed(423) 283-9821adviserinfo.sec.gov
Tranquility Partners, LLCBrentwood$960 million9587Not listed(615) 432-5370adviserinfo.sec.gov
Kelman Lazarov IncMemphis$894.6 million1,51217Not listed(901) 685-8284kelman-lazarov.comadviserinfo.sec.gov
Sagepoint Capital Partners LLCFranklin$888.3 million47Not listed(615) 413-4340sagepointcp.comadviserinfo.sec.gov
Private Wealth Management, Inc.Memphis$832.5 million5714Not listed(901) 322-4212adviserinfo.sec.gov
River Associates Investments, L.P.Chattanooga$815.5 million2182(423) 755-0888riverassociates.comadviserinfo.sec.gov
Claritas CapitalNashville$814 million10810108(615) 690-7179claritascapital.comadviserinfo.sec.gov
Laffer Tengler Investments, Inc.Nashville$800.1 million76714Not listed(800) 838-3468adviserinfo.sec.gov
Icr PartnersNashvillle$798.7 million4136Not listed(817) 854-3253adviserinfo.sec.gov
Proffitt & Goodson Inc.Knoxville$797.7 million9719Not listed(865) 584-1850proffittgoodson.comadviserinfo.sec.gov
Provident Wealth Management, LLCBrentwood$758.5 million1,2099Not listed(615) 656-4050adviserinfo.sec.gov
Sageguard Financial Group, LLCGoodlettsville$755.7 million3,67615Not listed(615) 859-4567sageguardfinancial.comadviserinfo.sec.gov
Southernsun Asset Management LLCMemphis$749.4 million8815Not listed(901) 341-2700adviserinfo.sec.gov
Am Investment Strategies, LLCChattanooga$738.4 million1,3885Not listed(423) 486-1888adviserinfo.sec.gov
The Patten Group, Inc.Chattanooga$725.1 million1,39811Not listed(423) 531-0360adviserinfo.sec.gov
WMG Financial Advisors, LLCKnoxville$693.8 million1,65418Not listed(865) 290-4000markashfordadvisor.comadviserinfo.sec.gov
Acumen Wealth Advisors, LLCChattanooga$638.5 million303171(423) 825-4796adviserinfo.sec.gov
Southern Capital Advisors, LLCJackson$636.9 million2,1476Not listed(731) 265-6812southernadvisor.comadviserinfo.sec.gov
Pharos Capital Group, LLCBrentwood$629.6 million7226(615) 234-5522adviserinfo.sec.gov
12th Street Asset ManagementNashville$621.6 million52251(615) 915-370112thstreetasset.comadviserinfo.sec.gov
CogentblueKnoxville$606 million4185Not listed(865) 309-5892adviserinfo.sec.gov
Wealth Preservation Advisors, LLCChattanooga$591.6 million9883Not listed(423) 486-9400adviserinfo.sec.gov
Brogan FinancialKnoxville$577 million2,09331Not listed(865) 862-6800adviserinfo.sec.gov
FCG Investment CompanyGermantown$568.2 million44211Not listed(901) 309-2681fcgtn.comadviserinfo.sec.gov
Decker Wealth Management, LLCNashville$566.2 million8157Not listed(615) 212-2958deckerwealth.comadviserinfo.sec.gov
Kimery Wealth Management, LLCMemphis$555 million1,73810Not listed(901) 291-5500adviserinfo.sec.gov
TSW II Capital Advisors, LLCChattanooga$544.5 million979(423) 267-1430tsw3ventures.comadviserinfo.sec.gov
Evergreen Advisors, LLCChattanooga$522.8 million1,4406Not listed(423) 933-1814evergreenadvisors.comadviserinfo.sec.gov
Leading Edge Financial Planning LLCKnoxville$521.8 million1,67815Not listed(865) 240-2292open.spotify.comadviserinfo.sec.gov
Council Capital Funds Management, LLCNashville$518.6 million7187(615) 627-0402adviserinfo.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.