Data / Investment advisers / Serving charitable organizations / Tennessee

Investment advisers in Tennessee serving charitable organizations: 104 firms

Name: Investment advisers in Tennessee serving charitable organizations: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

104 SEC registered investment advisers with a main office in Tennessee report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $13.4 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Alliancebernstein L.P.

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.

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104Advisers
$13.4 billionAUM from this client type
102Advisers over $100 million
November 2, 2026File date

Advisers in Tennessee serving charitable organizations

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Alliancebernstein L.P.	Nashville	2,289	$5.89 billion	$763.40 billion	adviserinfo.sec.gov
Disciplina Capital Management, LLC	Nashville	21	$2.70 billion	$3.06 billion	adviserinfo.sec.gov
Newsouth Capital Management Inc	Memphis	33	$602.6 million	$2.23 billion	adviserinfo.sec.gov
Highland Capital Management, LLC	Memphis	77	$499.5 million	$3.88 billion	adviserinfo.sec.gov
Chickasaw Capital Management, LLC	Memphis	10	$402.7 million	$2.55 billion	adviserinfo.sec.gov
Barksdale Investment Management	Nashville	12	$346.6 million	$3.01 billion	adviserinfo.sec.gov
Patriot Investment Management Group Inc	Knoxville	15	$273.4 million	$1.91 billion	adviserinfo.sec.gov
Woodmont Investment Counsel, LLC	Nashville	27	$226.9 million	$2.01 billion	adviserinfo.sec.gov
Lee Danner & Bass Inc	Nashville	49	$201.9 million	$1.98 billion	adviserinfo.sec.gov
Gerber/Taylor Management LLC	Memphis	22	$199.9 million	$11.42 billion	adviserinfo.sec.gov
Pya Waltman Capital, LLC	Knoxville	8	$184.8 million	$1.01 billion	adviserinfo.sec.gov
Templeton & Phillips Capital Management, LLC	Lookout Mountain	3	$182.8 million	$314.2 million	adviserinfo.sec.gov
Duncan Williams Asset Management, LLC	Memphis	63	$139.1 million	$2.69 billion	adviserinfo.sec.gov
Jefferson Bridge Capital, LLC	Nashville	14	$136.3 million	$146.2 million	adviserinfo.sec.gov
Cogentblue	Knoxville	3	$132 million	$606 million	adviserinfo.sec.gov
Patten and Patten, Inc.	Chattanooga	24	$127 million	$2.21 billion	adviserinfo.sec.gov
Southernsun Asset Management LLC	Memphis	5	$108.1 million	$749.4 million	adviserinfo.sec.gov
Summit Asset Management LLC	Memphis	5	$76.1 million	$1.08 billion	adviserinfo.sec.gov
Fielder Capital Group LLC	Nashville	11	$66.1 million	$1.21 billion	adviserinfo.sec.gov
Steel Grove Capital Advisors, LLC	Memphis	11	$59.6 million	$1.64 billion	adviserinfo.sec.gov
Martin & Company Investment Counsel	Knoxville	4	$47.5 million	$1.65 billion	adviserinfo.sec.gov
Delta Asset Management, LLC	Memphis	4	$43.9 million	$1.53 billion	adviserinfo.sec.gov
Sanford C. Bernstein & Co., LLC	Nashville	5	$41 million	$1.22 billion	adviserinfo.sec.gov
McCay Wealth Advisory LLC	Manchester	8	$39.1 million	$495.4 million	adviserinfo.sec.gov
Reliant Investment Management, LLC	Memphis	7	$37.2 million	$1.47 billion	adviserinfo.sec.gov
HMS Investment Advisors	Nashville	6	$34 million	$281.9 million	adviserinfo.sec.gov
Proffitt & Goodson Inc.	Knoxville	6	$27.8 million	$797.7 million	adviserinfo.sec.gov
Capitalspring	Nashville	1	$25.4 million	$2.80 billion	adviserinfo.sec.gov
Rather & Kittrell, Inc.	Knoxville	7	$23.9 million	$2.25 billion	adviserinfo.sec.gov
Legacy Wealth Management, LLC	Memphis	6	$22.1 million	$2.66 billion	adviserinfo.sec.gov
Ashdon Investment Management, LLC	Tullahoma	Fewer than 5	$21.8 million	$425.1 million	adviserinfo.sec.gov
BCS Wealth Management, LLC	Johnson City	7	$21.5 million	$987.4 million	adviserinfo.sec.gov
Retirement Planning Services	Knoxville	Fewer than 5	$21.5 million	$246 million	adviserinfo.sec.gov
Sagespring Wealth Partners	Franklin	21	$20.8 million	$8.49 billion	adviserinfo.sec.gov
Aldebaran Financial Inc	Kingsport	16	$20.1 million	$222.8 million	adviserinfo.sec.gov
Courage Capital Management, LLC	Nashville	Fewer than 5	$19.9 million	$1.45 billion	adviserinfo.sec.gov
Acumen Wealth Advisors, LLC	Chattanooga	4	$19.8 million	$638.5 million	adviserinfo.sec.gov
The Patten Group, Inc.	Chattanooga	7	$17.7 million	$725.1 million	adviserinfo.sec.gov
Provident Wealth Management, LLC	Brentwood	5	$17.5 million	$758.5 million	adviserinfo.sec.gov
B. Riley Wealth Advisors, Inc.	Memphis	16	$17.5 million	$4.21 billion	adviserinfo.sec.gov
Strategic Advisory Services	Memphis	2	$15.6 million	$201.2 million	adviserinfo.sec.gov
HHM Wealth Advisors, LLC	Chattanooga	5	$15.3 million	$1.47 billion	adviserinfo.sec.gov
TD Capital Management LLC	Memphis	5	$15.3 million	$1.24 billion	adviserinfo.sec.gov
Shayne & Jacobs, LLC	Nashville	Fewer than 5	$14.8 million	$429.5 million	adviserinfo.sec.gov
Capital Square, LLC	Athens	3	$14.5 million	$449.9 million	adviserinfo.sec.gov
Patton Albertson Miller Group, LLC	Chattanooga	7	$13.7 million	$1.68 billion	adviserinfo.sec.gov
Moon Capital Management, LLC	Knoxville	1	$13.3 million	$391.5 million	adviserinfo.sec.gov
NFC Investments, LLC	Memphis	Fewer than 5	$12.7 million	$2.14 billion	adviserinfo.sec.gov
&Partners	Nashville	22	$12.4 million	$30.27 billion	adviserinfo.sec.gov
Commerce Advisors, LLC	Memphis	5	$11.6 million	$337.9 million	adviserinfo.sec.gov
LBMC Investment Advisors, LLC	Brentwood	7	$11.5 million	$2.23 billion	adviserinfo.sec.gov
Laffer Tengler Investments, Inc.	Nashville	6	$11.1 million	$800.1 million	adviserinfo.sec.gov
Wolf River Capital Management, LLC	Memphis	2	$10.8 million	$328.7 million	adviserinfo.sec.gov
Private Wealth Management, Inc.	Memphis	Fewer than 5	$8.6 million	$832.5 million	adviserinfo.sec.gov
Mercury Investment Group	Memphis	1	$8.5 million	$252.6 million	adviserinfo.sec.gov
Pope Asset Management, LLC	Memphis	2	$8.5 million	$114.8 million	adviserinfo.sec.gov
Brooks, Moore & Associates, Inc.	Chattanooga	Fewer than 5	$7.3 million	$348.9 million	adviserinfo.sec.gov
The Pacific Financial Group, Inc.	Nashville	4	$7.2 million	$5.07 billion	adviserinfo.sec.gov
Frazee Investment Consulting, Inc.	Memphis	Fewer than 5	$7.1 million	$195.5 million	adviserinfo.sec.gov
Apex Strategic Wealth, LLC	Chattanooga	5	$6.1 million	$292.1 million	adviserinfo.sec.gov
Fuerst Financial Group, Inc.	Chattanooga	6	$6 million	$100.9 million	adviserinfo.sec.gov
Southeastern Asset Management Inc.	Memphis	2	$5.8 million	$3.70 billion	adviserinfo.sec.gov
Creekside Capital, Inc.	Knoxville	3	$5.8 million	$279.7 million	adviserinfo.sec.gov
Campbell Asset Management, LLC	Chattanooga	1	$4.9 million	$146 million	adviserinfo.sec.gov
Decker Wealth Management, LLC	Nashville	Fewer than 5	$4.9 million	$566.2 million	adviserinfo.sec.gov
Dorian Investment Advisory LLC	Memphis	Fewer than 5	$4.8 million	$102.6 million	adviserinfo.sec.gov
Cornerstone Wealth Management Group	Greeneville	7	$4.3 million	$284.7 million	adviserinfo.sec.gov
Virtue Capital Management, LLC	Brentwood	7	$4 million	$1.31 billion	adviserinfo.sec.gov
Eudaimonia Asset Management, LLC	Winchester	2	$3.8 million	$246.9 million	adviserinfo.sec.gov
Councilmark Asset Management, LLC	Knoxville	Fewer than 5	$3.5 million	$270.8 million	adviserinfo.sec.gov
Silver Oak Securities, Inc.	Jackson	23	$3.4 million	$2.45 billion	adviserinfo.sec.gov
Retirement Solutions Group	Franklin	1	$3.3 million	$181.5 million	adviserinfo.sec.gov
Dorian Eason Asset Management, LLC	Memphis	Fewer than 5	$3.1 million	$27.1 million	adviserinfo.sec.gov
Efinancial Alliance, LLC	Franklin	4	$2.3 million	$291.9 million	adviserinfo.sec.gov
Values First Advisors, Inc.	Johnson City	Fewer than 5	$2.1 million	$215.4 million	adviserinfo.sec.gov
Ridgepath Capital Management LLC	Knoxville	1	$2.1 million	$358.9 million	adviserinfo.sec.gov
Tvamp, LLC	Knoxville	17	$1.8 million	$1.19 billion	adviserinfo.sec.gov
Genesis Investments	Ooltewah	6	$1.7 million	$112.5 million	adviserinfo.sec.gov
Southern Capital Advisors, LLC	Jackson	2	$1.6 million	$636.9 million	adviserinfo.sec.gov
Integra Wealth	Chattanooga	Fewer than 5	$1.6 million	$116.5 million	adviserinfo.sec.gov
Cravens & Company Wealth Management	Cookeville	3	$1.3 million	$311.1 million	adviserinfo.sec.gov
Paul Winkler, Inc.	Goodlettsville	2	$1.3 million	$1.28 billion	adviserinfo.sec.gov
Insight Strategic Wealth LLC	Knoxville	1	$1.3 million	$401 million	adviserinfo.sec.gov
Kelman Lazarov Inc	Memphis	2	$1.3 million	$894.6 million	adviserinfo.sec.gov
Erisa Advisers, Inc.	Brentwood	1	$1.3 million	$187.1 million	adviserinfo.sec.gov
Visionary Horizons, LLC	Knoxville	1	$1 million	$396.7 million	adviserinfo.sec.gov
Planrock Wealth Strategies, LLC	Brentwood	1	$971,032	$71.1 million	adviserinfo.sec.gov
Brogan Financial	Knoxville	2	$936,430	$577 million	adviserinfo.sec.gov
Tranquility Partners, LLC	Brentwood	2	$660,700	$960 million	adviserinfo.sec.gov
Bellwether Investment Group, LLC	Hixson	Fewer than 5	$602,132	$155.1 million	adviserinfo.sec.gov
Rayburn West Financial Services	Nashville	1	$491,464	$242.6 million	adviserinfo.sec.gov
Optivise Advisory Services LLC	Franklin	Fewer than 5	$354,097	$287.9 million	adviserinfo.sec.gov
Barnett & Co Inc	Chattanooga	Fewer than 5	$327,093	$142 million	adviserinfo.sec.gov
Caldwell Advisors, LLC	Brentwood	Fewer than 5	$307,867	$351.4 million	adviserinfo.sec.gov
Cosey Financial Services, Inc.	Knoxville	Fewer than 5	$270,206	$123.7 million	adviserinfo.sec.gov
WMG Financial Advisors, LLC	Knoxville	2	$262,333	$693.8 million	adviserinfo.sec.gov
Beacon Capital Management, LLC	Franklin	2	$199,633	$1.27 billion	adviserinfo.sec.gov
Leconte Wealth Management, LLC	Maryville	Fewer than 5	$193,728	$346.8 million	adviserinfo.sec.gov
Aj Advisors	Nashville	Fewer than 5	$125,626	$393.9 million	adviserinfo.sec.gov
Envision Financial Planning, LLC	Memphis	Fewer than 5	$103,394	$462.5 million	adviserinfo.sec.gov
Innovative Advisory Partners, LLC	Hixson	1	$100,000	$352.1 million	adviserinfo.sec.gov
Luken Investment Analytics, LLC	Brentwood	Fewer than 5	$14,360	$292.2 million	adviserinfo.sec.gov
Marsh Wealth Management, LLC	Knoxville	Fewer than 5	$309	$182.3 million	adviserinfo.sec.gov
Tyner Capital Management Investment Counsel, Inc.	Signal Mountain	2	Not listed	$277.3 million	adviserinfo.sec.gov

Also on SpecStream

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