Data / Investment advisers / Serving corporations and other businesses / Tennessee
Investment advisers in Tennessee serving corporations and other businesses: 90 firms
90 SEC registered investment advisers with a main office in Tennessee report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $24.5 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.
- 90Advisers
- $24.5 billionAUM from this client type
- 87Advisers over $100 million
- November 2, 2026File date
Advisers in Tennessee serving corporations and other businesses
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 | 1,219 | $12.83 billion | $763.40 billion | adviserinfo.sec.gov |
| Kaufman Hall Investment Management | Brentwood | 28 | $2.82 billion | $2.82 billion | adviserinfo.sec.gov |
| &Partners | Nashville | 735 | $2.27 billion | $30.27 billion | adviserinfo.sec.gov |
| Sentry, LLC | Memphis | 5 | $1.44 billion | $2.33 billion | adviserinfo.sec.gov |
| Martin & Company Investment Counsel | Knoxville | 5 | $1.16 billion | $1.65 billion | adviserinfo.sec.gov |
| Thoroughbred Financial Services, LLC | Brentwood | 1,029 | $1.15 billion | $4.04 billion | adviserinfo.sec.gov |
| NFC Investments, LLC | Memphis | 13 | $395.8 million | $2.14 billion | adviserinfo.sec.gov |
| Barksdale Investment Management | Nashville | 6 | $374.7 million | $3.01 billion | adviserinfo.sec.gov |
| Gerber/Taylor Management LLC | Memphis | 20 | $278.7 million | $11.42 billion | adviserinfo.sec.gov |
| Legacy Wealth Management, LLC | Memphis | 9 | $237.6 million | $2.66 billion | adviserinfo.sec.gov |
| Newsouth Capital Management Inc | Memphis | 6 | $120.8 million | $2.23 billion | adviserinfo.sec.gov |
| Highland Capital Management, LLC | Memphis | 15 | $112.5 million | $3.88 billion | adviserinfo.sec.gov |
| Duncan Williams Asset Management, LLC | Memphis | 32 | $109.5 million | $2.69 billion | adviserinfo.sec.gov |
| Patton Albertson Miller Group, LLC | Chattanooga | 7 | $101.3 million | $1.68 billion | adviserinfo.sec.gov |
| B. Riley Wealth Advisors, Inc. | Memphis | 194 | $89.9 million | $4.21 billion | adviserinfo.sec.gov |
| Laffer Tengler Investments, Inc. | Nashville | 21 | $86 million | $800.1 million | adviserinfo.sec.gov |
| Commerce Advisors, LLC | Memphis | 3 | $70 million | $337.9 million | adviserinfo.sec.gov |
| Southeastern Asset Management Inc. | Memphis | 1 | $52.8 million | $3.70 billion | adviserinfo.sec.gov |
| Additive Advisory PBC | Memphis | 1 | $43.3 million | $140.9 million | adviserinfo.sec.gov |
| Mission Value Partners, LLC | Nashville | Fewer than 5 | $41.2 million | $303.2 million | adviserinfo.sec.gov |
| Ridgepath Capital Management LLC | Knoxville | 8 | $40.6 million | $358.9 million | adviserinfo.sec.gov |
| Lee Danner & Bass Inc | Nashville | 9 | $40.4 million | $1.98 billion | adviserinfo.sec.gov |
| Patten and Patten, Inc. | Chattanooga | 6 | $39.2 million | $2.21 billion | adviserinfo.sec.gov |
| LBMC Investment Advisors, LLC | Brentwood | 21 | $38.3 million | $2.23 billion | adviserinfo.sec.gov |
| Silver Oak Securities, Inc. | Jackson | 92 | $37.2 million | $2.45 billion | adviserinfo.sec.gov |
| TBH Global Asset Management, LLC | Brentwood | 52 | $37 million | $1.48 billion | adviserinfo.sec.gov |
| Brooks, Moore & Associates, Inc. | Chattanooga | 12 | $35 million | $348.9 million | adviserinfo.sec.gov |
| Sagespring Wealth Partners | Franklin | 32 | $34.2 million | $8.49 billion | adviserinfo.sec.gov |
| Cardinal Wealth Advisory, LLC | Memphis | 7 | $31.7 million | $273.2 million | adviserinfo.sec.gov |
| Trusco Investment Management, LLC | Nashville | Fewer than 5 | $31.4 million | $107 million | adviserinfo.sec.gov |
| Patriot Investment Management Group Inc | Knoxville | 22 | $30.3 million | $1.91 billion | adviserinfo.sec.gov |
| Paul Winkler, Inc. | Goodlettsville | 38 | $26.7 million | $1.28 billion | adviserinfo.sec.gov |
| Shayne & Jacobs, LLC | Nashville | 9 | $26.3 million | $429.5 million | adviserinfo.sec.gov |
| Councilmark Asset Management, LLC | Knoxville | Fewer than 5 | $26.2 million | $270.8 million | adviserinfo.sec.gov |
| Acumen Wealth Advisors, LLC | Chattanooga | 6 | $19.7 million | $638.5 million | adviserinfo.sec.gov |
| Reliant Investment Management, LLC | Memphis | 6 | $18.8 million | $1.47 billion | adviserinfo.sec.gov |
| Tranquility Partners, LLC | Brentwood | 2 | $16.9 million | $960 million | adviserinfo.sec.gov |
| HHM Wealth Advisors, LLC | Chattanooga | 17 | $15.7 million | $1.47 billion | adviserinfo.sec.gov |
| Virtue Capital Management, LLC | Brentwood | 23 | $14.3 million | $1.31 billion | adviserinfo.sec.gov |
| Cravens & Company Wealth Management | Cookeville | 9 | $13.6 million | $311.1 million | adviserinfo.sec.gov |
| The Pacific Financial Group, Inc. | Nashville | 9 | $12.5 million | $5.07 billion | adviserinfo.sec.gov |
| Fielder Capital Group LLC | Nashville | 2 | $9.6 million | $1.21 billion | adviserinfo.sec.gov |
| Rather & Kittrell, Inc. | Knoxville | 2 | $9.3 million | $2.25 billion | adviserinfo.sec.gov |
| Delta Asset Management, LLC | Memphis | 3 | $8.8 million | $1.53 billion | adviserinfo.sec.gov |
| Brogan Financial | Knoxville | 3 | $8.4 million | $577 million | adviserinfo.sec.gov |
| The Patten Group, Inc. | Chattanooga | 3 | $7.8 million | $725.1 million | adviserinfo.sec.gov |
| Southernsun Asset Management LLC | Memphis | Fewer than 5 | $6.9 million | $749.4 million | adviserinfo.sec.gov |
| Truehaven Capital | Franklin | 4 | $6.6 million | $62.3 million | adviserinfo.sec.gov |
| RBG Wealth Advisors LLC | Memphis | 7 | $6.5 million | $154.8 million | adviserinfo.sec.gov |
| Pya Waltman Capital, LLC | Knoxville | 3 | $6.5 million | $1.01 billion | adviserinfo.sec.gov |
| Tvamp, LLC | Knoxville | 12 | $6.3 million | $1.19 billion | adviserinfo.sec.gov |
| Quality Financial Concepts | Maryville | 2 | $5.8 million | $128.8 million | adviserinfo.sec.gov |
| McCay Wealth Advisory LLC | Manchester | Fewer than 5 | $5.6 million | $495.4 million | adviserinfo.sec.gov |
| Cypress Capital, LLC | Franklin | 6 | $5.2 million | $426 million | adviserinfo.sec.gov |
| Woodmont Investment Counsel, LLC | Nashville | 2 | $5.2 million | $2.01 billion | adviserinfo.sec.gov |
| Decker Wealth Management, LLC | Nashville | 6 | $3.4 million | $566.2 million | adviserinfo.sec.gov |
| Caldwell Advisors, LLC | Brentwood | Fewer than 5 | $3 million | $351.4 million | adviserinfo.sec.gov |
| Sanford C. Bernstein & Co., LLC | Nashville | 1 | $3 million | $1.22 billion | adviserinfo.sec.gov |
| Chickasaw Capital Management, LLC | Memphis | Fewer than 5 | $3 million | $2.55 billion | adviserinfo.sec.gov |
| Carmichael Creel Investments | Franklin | Fewer than 5 | $2.9 million | $126.6 million | adviserinfo.sec.gov |
| Southern Capital Advisors, LLC | Jackson | 2 | $2.5 million | $636.9 million | adviserinfo.sec.gov |
| Beacon Capital Management, LLC | Franklin | 5 | $2.4 million | $1.27 billion | adviserinfo.sec.gov |
| Dorian Eason Asset Management, LLC | Memphis | Fewer than 5 | $2.4 million | $27.1 million | adviserinfo.sec.gov |
| Steel Grove Capital Advisors, LLC | Memphis | 4 | $2.3 million | $1.64 billion | adviserinfo.sec.gov |
| HMS Investment Advisors | Nashville | 2 | $2.1 million | $281.9 million | adviserinfo.sec.gov |
| Planrock Wealth Strategies, LLC | Brentwood | 2 | $2 million | $71.1 million | adviserinfo.sec.gov |
| Greensview Wealth Management | Franklin | Fewer than 5 | $1.9 million | $121.1 million | adviserinfo.sec.gov |
| Luken Investment Analytics, LLC | Brentwood | Fewer than 5 | $1.8 million | $292.2 million | adviserinfo.sec.gov |
| Evergreen Advisors, LLC | Chattanooga | Fewer than 5 | $1.4 million | $522.8 million | adviserinfo.sec.gov |
| Bellwether Investment Group, LLC | Hixson | Fewer than 5 | $928,058 | $155.1 million | adviserinfo.sec.gov |
| Creekside Capital, Inc. | Knoxville | 3 | $829,478 | $279.7 million | adviserinfo.sec.gov |
| Erisa Advisers, Inc. | Brentwood | 1 | $824,083 | $187.1 million | adviserinfo.sec.gov |
| Blue Ridge Wealth Planners | Knoxville | 4 | $784,970 | $361.7 million | adviserinfo.sec.gov |
| Summit Asset Management LLC | Memphis | Fewer than 5 | $674,716 | $1.08 billion | adviserinfo.sec.gov |
| Integra Wealth | Chattanooga | Fewer than 5 | $570,057 | $116.5 million | adviserinfo.sec.gov |
| Cogentblue | Knoxville | 3 | $512,672 | $606 million | adviserinfo.sec.gov |
| Private Wealth Management, Inc. | Memphis | Fewer than 5 | $505,837 | $832.5 million | adviserinfo.sec.gov |
| Proffitt & Goodson Inc. | Knoxville | Fewer than 5 | $488,324 | $797.7 million | adviserinfo.sec.gov |
| Barnett & Co Inc | Chattanooga | Fewer than 5 | $458,827 | $142 million | adviserinfo.sec.gov |
| Optivise Advisory Services LLC | Franklin | 6 | $433,066 | $287.9 million | adviserinfo.sec.gov |
| Providence Wealth Management LLC | Knoxville | 1 | $300,669 | $151.8 million | adviserinfo.sec.gov |
| Cosey Financial Services, Inc. | Knoxville | 5 | $298,350 | $123.7 million | adviserinfo.sec.gov |
| TCM | Germantown | 1 | $291,800 | $164.5 million | adviserinfo.sec.gov |
| Ellis Financial Planning | Clarksville | 1 | $229,491 | $180.7 million | adviserinfo.sec.gov |
| Eudaimonia Asset Management, LLC | Winchester | 1 | $141,103 | $246.9 million | adviserinfo.sec.gov |
| Campbell Asset Management, LLC | Chattanooga | 1 | $95,907 | $146 million | adviserinfo.sec.gov |
| Dorian Investment Advisory LLC | Memphis | Fewer than 5 | $60,013 | $102.6 million | adviserinfo.sec.gov |
| J. Mark Nickell & Co. | Brentwood | Fewer than 5 | $3,373 | $146.4 million | adviserinfo.sec.gov |
| Wolf River Capital Management, LLC | Memphis | 1 | $200 | $328.7 million | adviserinfo.sec.gov |
| Genesis Investments | Ooltewah | 2 | Not listed | $112.5 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.