Data / Investment advisers / Serving high net worth individuals / Tennessee

Investment advisers in Tennessee serving high net worth individuals: 165 firms

Name: Investment advisers in Tennessee serving high net worth individuals: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

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

165 SEC registered investment advisers with a main office in Tennessee report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $164 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.

The request: Every investment adviser in Tennessee that serves high net worth individuals, with AUM, phone and website. $10 of work on sign-up, no card.

Get high net worth individuals advisers in Tennessee Watch 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.

165Advisers
$164 billionAUM from this client type
162Advisers over $100 million
November 2, 2026File date

Advisers in Tennessee serving high net worth individuals

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	25,513	$77.35 billion	$763.40 billion	adviserinfo.sec.gov
&Partners	Nashville	11,803	$11.41 billion	$30.27 billion	adviserinfo.sec.gov
Sagespring Wealth Partners	Franklin	2,060	$5.03 billion	$8.49 billion	adviserinfo.sec.gov
Red Door Wealth Management, LLC	Memphis	428	$2.68 billion	$3.09 billion	adviserinfo.sec.gov
Calydon Capital, LLC	Memphis	282	$2.39 billion	$3.58 billion	adviserinfo.sec.gov
LBMC Investment Advisors, LLC	Brentwood	285	$2.11 billion	$2.23 billion	adviserinfo.sec.gov
Legacy Wealth Management, LLC	Memphis	674	$2.06 billion	$2.66 billion	adviserinfo.sec.gov
Patten and Patten, Inc.	Chattanooga	596	$1.90 billion	$2.21 billion	adviserinfo.sec.gov
B. Riley Wealth Advisors, Inc.	Memphis	801	$1.89 billion	$4.21 billion	adviserinfo.sec.gov
Thoroughbred Financial Services, LLC	Brentwood	691	$1.86 billion	$4.04 billion	adviserinfo.sec.gov
Abound Wealth Management, LLC	Franklin	640	$1.75 billion	$1.95 billion	adviserinfo.sec.gov
Lee Danner & Bass Inc	Nashville	959	$1.73 billion	$1.98 billion	adviserinfo.sec.gov
Woodmont Investment Counsel, LLC	Nashville	335	$1.71 billion	$2.01 billion	adviserinfo.sec.gov
Steel Grove Capital Advisors, LLC	Memphis	831	$1.54 billion	$1.64 billion	adviserinfo.sec.gov
Patton Albertson Miller Group, LLC	Chattanooga	369	$1.45 billion	$1.68 billion	adviserinfo.sec.gov
TBH Global Asset Management, LLC	Brentwood	431	$1.33 billion	$1.48 billion	adviserinfo.sec.gov
Delta Asset Management, LLC	Memphis	240	$1.30 billion	$1.53 billion	adviserinfo.sec.gov
Patriot Investment Management Group Inc	Knoxville	328	$1.27 billion	$1.91 billion	adviserinfo.sec.gov
Highland Capital Management, LLC	Memphis	450	$1.20 billion	$3.88 billion	adviserinfo.sec.gov
Seven Springs Wealth Group	Brentwood	201	$1.17 billion	$1.41 billion	adviserinfo.sec.gov
TD Capital Management LLC	Memphis	250	$1.14 billion	$1.24 billion	adviserinfo.sec.gov
HHM Wealth Advisors, LLC	Chattanooga	352	$1.10 billion	$1.47 billion	adviserinfo.sec.gov
Fielder Capital Group LLC	Nashville	99	$1.02 billion	$1.21 billion	adviserinfo.sec.gov
Rather & Kittrell, Inc.	Knoxville	369	$993 million	$2.25 billion	adviserinfo.sec.gov
Silver Oak Securities, Inc.	Jackson	448	$954.5 million	$2.45 billion	adviserinfo.sec.gov
Sagepoint Capital Partners LLC	Franklin	Fewer than 5	$887.9 million	$888.3 million	adviserinfo.sec.gov
Sentry, LLC	Memphis	51	$879.8 million	$2.33 billion	adviserinfo.sec.gov
Summit Asset Management LLC	Memphis	200	$877.2 million	$1.08 billion	adviserinfo.sec.gov
Tranquility Partners, LLC	Brentwood	103	$866 million	$960 million	adviserinfo.sec.gov
Kelman Lazarov Inc	Memphis	323	$817.5 million	$894.6 million	adviserinfo.sec.gov
Private Wealth Management, Inc.	Memphis	85	$807.6 million	$832.5 million	adviserinfo.sec.gov
Proffitt & Goodson Inc.	Knoxville	170	$723.1 million	$797.7 million	adviserinfo.sec.gov
Tvamp, LLC	Knoxville	355	$713.9 million	$1.19 billion	adviserinfo.sec.gov
BCS Wealth Management, LLC	Johnson City	202	$696.9 million	$987.4 million	adviserinfo.sec.gov
Provident Wealth Management, LLC	Brentwood	175	$687.8 million	$758.5 million	adviserinfo.sec.gov
Paul Winkler, Inc.	Goodlettsville	367	$686.2 million	$1.28 billion	adviserinfo.sec.gov
Beacon Capital Management, LLC	Franklin	316	$637.2 million	$1.27 billion	adviserinfo.sec.gov
Newsouth Capital Management Inc	Memphis	99	$628.1 million	$2.23 billion	adviserinfo.sec.gov
Am Investment Strategies, LLC	Chattanooga	140	$622.7 million	$738.4 million	adviserinfo.sec.gov
Pya Waltman Capital, LLC	Knoxville	192	$615.8 million	$1.01 billion	adviserinfo.sec.gov
The Patten Group, Inc.	Chattanooga	165	$582.8 million	$725.1 million	adviserinfo.sec.gov
Laffer Tengler Investments, Inc.	Nashville	98	$523.8 million	$800.1 million	adviserinfo.sec.gov
NFC Investments, LLC	Memphis	126	$520.4 million	$2.14 billion	adviserinfo.sec.gov
Decker Wealth Management, LLC	Nashville	139	$515.9 million	$566.2 million	adviserinfo.sec.gov
Acumen Wealth Advisors, LLC	Chattanooga	144	$504.7 million	$638.5 million	adviserinfo.sec.gov
The Pacific Financial Group, Inc.	Nashville	304	$501.3 million	$5.07 billion	adviserinfo.sec.gov
Duncan Williams Asset Management, LLC	Memphis	397	$482.2 million	$2.69 billion	adviserinfo.sec.gov
Wealth Preservation Advisors, LLC	Chattanooga	108	$472.4 million	$591.6 million	adviserinfo.sec.gov
Kimery Wealth Management, LLC	Memphis	170	$442 million	$555 million	adviserinfo.sec.gov
Cogentblue	Knoxville	44	$440.1 million	$606 million	adviserinfo.sec.gov
Chickasaw Capital Management, LLC	Memphis	209	$426.5 million	$2.55 billion	adviserinfo.sec.gov
Silverleafe Capital Partners, LLC	Germantown	87	$421.8 million	$449.2 million	adviserinfo.sec.gov
Leading Edge Financial Planning LLC	Knoxville	193	$419.8 million	$521.8 million	adviserinfo.sec.gov
Southern Capital Advisors, LLC	Jackson	159	$414.3 million	$636.9 million	adviserinfo.sec.gov
NBZ Investment Advisors, LLC	Knoxville	114	$410.6 million	$431.2 million	adviserinfo.sec.gov
Ashdon Investment Management, LLC	Tullahoma	16	$386.2 million	$425.1 million	adviserinfo.sec.gov
Shayne & Jacobs, LLC	Nashville	137	$375.1 million	$429.5 million	adviserinfo.sec.gov
WMG Financial Advisors, LLC	Knoxville	104	$363.3 million	$693.8 million	adviserinfo.sec.gov
Insight Strategic Wealth LLC	Knoxville	137	$349.6 million	$401 million	adviserinfo.sec.gov
Guardian Wealth Management, LLC	Chattanooga	122	$347.5 million	$411.1 million	adviserinfo.sec.gov
Moon Capital Management, LLC	Knoxville	159	$342.7 million	$391.5 million	adviserinfo.sec.gov
Sageguard Financial Group, LLC	Goodlettsville	131	$339.2 million	$755.7 million	adviserinfo.sec.gov
HS Wealth Partners	Nashville	96	$329.3 million	$481.2 million	adviserinfo.sec.gov
Brogan Financial	Knoxville	159	$327.5 million	$577 million	adviserinfo.sec.gov
Aj Advisors	Nashville	124	$322.5 million	$393.9 million	adviserinfo.sec.gov
Martin & Company Investment Counsel	Knoxville	106	$321 million	$1.65 billion	adviserinfo.sec.gov
Virtue Capital Management, LLC	Brentwood	83	$308.2 million	$1.31 billion	adviserinfo.sec.gov
William Howard & Co. Financial Advisors, Inc.	Memphis	73	$307.7 million	$342.1 million	adviserinfo.sec.gov
Ridgepath Capital Management LLC	Knoxville	70	$304.9 million	$358.9 million	adviserinfo.sec.gov
Envision Financial Planning, LLC	Memphis	123	$302.5 million	$462.5 million	adviserinfo.sec.gov
McCay Wealth Advisory LLC	Manchester	331	$295.6 million	$495.4 million	adviserinfo.sec.gov
Brandon Financial Planning, Inc.	Memphis	133	$285.7 million	$434.9 million	adviserinfo.sec.gov
Innovative Advisory Partners, LLC	Hixson	52	$285 million	$352.1 million	adviserinfo.sec.gov
Brooks, Moore & Associates, Inc.	Chattanooga	95	$282.3 million	$348.9 million	adviserinfo.sec.gov
Evergreen Advisors, LLC	Chattanooga	130	$275.6 million	$522.8 million	adviserinfo.sec.gov
12th Street Asset Management	Nashville	517	$263 million	$621.6 million	adviserinfo.sec.gov
Capital Square, LLC	Athens	117	$251.9 million	$449.9 million	adviserinfo.sec.gov
Valtrion Capital Management, LLC	Franklin	45	$244 million	$287.3 million	adviserinfo.sec.gov
Caldwell Advisors, LLC	Brentwood	250	$244 million	$351.4 million	adviserinfo.sec.gov
Leconte Wealth Management, LLC	Maryville	78	$242.2 million	$346.8 million	adviserinfo.sec.gov
Cravens & Company Wealth Management	Cookeville	78	$241.9 million	$311.1 million	adviserinfo.sec.gov
Cypress Capital, LLC	Franklin	107	$240.8 million	$426 million	adviserinfo.sec.gov
Councilmark Asset Management, LLC	Knoxville	28	$240.6 million	$270.8 million	adviserinfo.sec.gov
Luken Investment Analytics, LLC	Brentwood	83	$239 million	$292.2 million	adviserinfo.sec.gov
Tyner Capital Management Investment Counsel, Inc.	Signal Mountain	27	$235.1 million	$277.3 million	adviserinfo.sec.gov
Commerce Advisors, LLC	Memphis	59	$226.4 million	$337.9 million	adviserinfo.sec.gov
Creekside Capital, Inc.	Knoxville	52	$224.7 million	$279.7 million	adviserinfo.sec.gov
The Nalls Sherbakoff Group, LLC	Knoxville	86	$222.3 million	$337.1 million	adviserinfo.sec.gov
W Advisors LLC	Germantown	27	$221.2 million	$244.9 million	adviserinfo.sec.gov
Rayburn West Financial Services	Nashville	59	$215.6 million	$242.6 million	adviserinfo.sec.gov
Mercury Investment Group	Memphis	62	$213.7 million	$252.6 million	adviserinfo.sec.gov
Visionary Horizons, LLC	Knoxville	98	$210.5 million	$396.7 million	adviserinfo.sec.gov
Apex Strategic Wealth, LLC	Chattanooga	118	$197.4 million	$292.1 million	adviserinfo.sec.gov
Stewardwell LLC	Franklin	90	$193.7 million	$441.7 million	adviserinfo.sec.gov
FCG Investment Company	Germantown	50	$190.5 million	$568.2 million	adviserinfo.sec.gov
HMS Investment Advisors	Nashville	63	$186.4 million	$281.9 million	adviserinfo.sec.gov
Cardinal Wealth Advisory, LLC	Memphis	41	$182.7 million	$273.2 million	adviserinfo.sec.gov
Creative Investment Group	Nashville	50	$177 million	$209 million	adviserinfo.sec.gov
Retirement Planning Services	Knoxville	115	$176.4 million	$246 million	adviserinfo.sec.gov
Agp Franklin, LLC	Franklin	85	$174 million	$247.1 million	adviserinfo.sec.gov
Roi Financial Planning	Clarksville	230	$173.4 million	$407.9 million	adviserinfo.sec.gov
Blong Financial	Memphis	53	$165.8 million	$202 million	adviserinfo.sec.gov
Frazee Investment Consulting, Inc.	Memphis	51	$160.4 million	$195.5 million	adviserinfo.sec.gov
Southeastern Asset Management Inc.	Memphis	7	$156.3 million	$3.70 billion	adviserinfo.sec.gov
Sage Investment Counsel	Franklin	33	$153.8 million	$164.6 million	adviserinfo.sec.gov
Keystone Financial Resources, LLC	Brentwood	72	$153.3 million	$178.5 million	adviserinfo.sec.gov
Knox Wealth Partners Advisory	Knoxville	69	$152.3 million	$272.9 million	adviserinfo.sec.gov
Aldebaran Financial Inc	Kingsport	43	$138.4 million	$222.8 million	adviserinfo.sec.gov
RBG Wealth Advisors LLC	Memphis	46	$137.6 million	$154.8 million	adviserinfo.sec.gov
Cap Partners, LLC	Franklin	58	$137.1 million	$254.7 million	adviserinfo.sec.gov
J. Mark Nickell & Co.	Brentwood	43	$130.2 million	$146.4 million	adviserinfo.sec.gov
Blue Ridge Wealth Planners	Knoxville	69	$125.4 million	$361.7 million	adviserinfo.sec.gov
Marsh Wealth Management, LLC	Knoxville	49	$123.1 million	$182.3 million	adviserinfo.sec.gov
Barnett & Co Inc	Chattanooga	56	$121.9 million	$142 million	adviserinfo.sec.gov
Carmichael Creel Investments	Franklin	37	$118.7 million	$126.6 million	adviserinfo.sec.gov
Optivise Advisory Services LLC	Franklin	47	$116.4 million	$287.9 million	adviserinfo.sec.gov
Cornerstone Wealth Management Group	Greeneville	64	$115.2 million	$284.7 million	adviserinfo.sec.gov
Integrity Capital Management	Kingsport	54	$113.4 million	$180.5 million	adviserinfo.sec.gov
Key Capital Management, Inc.	Hendersonville	69	$113.2 million	$393 million	adviserinfo.sec.gov
Eudaimonia Asset Management, LLC	Winchester	111	$112 million	$246.9 million	adviserinfo.sec.gov
Strategic Advisory Services	Memphis	39	$110.7 million	$201.2 million	adviserinfo.sec.gov
Campbell Asset Management, LLC	Chattanooga	52	$110 million	$146 million	adviserinfo.sec.gov
CW Securities, LLC	Knoxville	109	$107.3 million	$113.5 million	adviserinfo.sec.gov
Pope Asset Management, LLC	Memphis	57	$106.3 million	$114.8 million	adviserinfo.sec.gov
Alliance Wealth Management Partners LLC	Knoxville	112	$104.5 million	$272.4 million	adviserinfo.sec.gov
Strategic Wealth Partners LLC	Franklin	212	$101.7 million	$101.7 million	adviserinfo.sec.gov
Lexington Financial/Life Management, LLC	Nashville	22	$100.2 million	$106.8 million	adviserinfo.sec.gov
Chamberlain Lane Capital, LLC	Nashville	Fewer than 5	$100 million	$100 million	adviserinfo.sec.gov
Davis, Davis and Conover Wealth Management, LLC	Nashville	46	$99 million	$144.9 million	adviserinfo.sec.gov
Bellwether Investment Group, LLC	Hixson	42	$98.9 million	$155.1 million	adviserinfo.sec.gov
Witt Financial Group, LLC	Crossville	86	$97.4 million	$160.5 million	adviserinfo.sec.gov
Smith & Co Advisory LLC	Spring Hill	44	$95.7 million	$118.5 million	adviserinfo.sec.gov
Ellis Financial Planning	Clarksville	42	$94.3 million	$180.7 million	adviserinfo.sec.gov
Providence Wealth Management LLC	Knoxville	48	$93.5 million	$151.8 million	adviserinfo.sec.gov
Coordinated Wealth Management, L.L.C.	Hendersonville	27	$91.7 million	$113.9 million	adviserinfo.sec.gov
Roan Capital Partners	Johnson City	44	$90.4 million	$152 million	adviserinfo.sec.gov
Valor Financial Services, LLC	Knoxville	46	$88.3 million	$273.3 million	adviserinfo.sec.gov
Sanford C. Bernstein & Co., LLC	Nashville	98	$87 million	$1.22 billion	adviserinfo.sec.gov
Hull Wealth Management	Murfreesboro	33	$86.2 million	$138.6 million	adviserinfo.sec.gov
Retirement Solutions Group	Franklin	49	$85.6 million	$181.5 million	adviserinfo.sec.gov
Hogan Investment Counsel, LLC	Cordova	44	$81.4 million	$107.2 million	adviserinfo.sec.gov
Gerber/Taylor Management LLC	Memphis	15	$80.2 million	$11.42 billion	adviserinfo.sec.gov
Dorian Investment Advisory LLC	Memphis	21	$77.2 million	$102.6 million	adviserinfo.sec.gov
Templeton & Phillips Capital Management, LLC	Lookout Mountain	42	$74.2 million	$314.2 million	adviserinfo.sec.gov
Trusco Investment Management, LLC	Nashville	30	$73 million	$107 million	adviserinfo.sec.gov
Greensview Wealth Management	Franklin	34	$72.5 million	$121.1 million	adviserinfo.sec.gov
Values First Advisors, Inc.	Johnson City	73	$65 million	$215.4 million	adviserinfo.sec.gov
Integra Wealth	Chattanooga	29	$63.8 million	$116.5 million	adviserinfo.sec.gov
Cosey Financial Services, Inc.	Knoxville	42	$62.3 million	$123.7 million	adviserinfo.sec.gov
Financial Management Advisors, Inc.	Tullahoma	32	$61.1 million	$149.9 million	adviserinfo.sec.gov
Truehaven Capital	Franklin	10	$51.8 million	$62.3 million	adviserinfo.sec.gov
Quality Financial Concepts	Maryville	27	$47.3 million	$128.8 million	adviserinfo.sec.gov
Fuerst Financial Group, Inc.	Chattanooga	26	$47 million	$100.9 million	adviserinfo.sec.gov
Efinancial Alliance, LLC	Franklin	85	$42.5 million	$291.9 million	adviserinfo.sec.gov
Genesis Investments	Ooltewah	19	$42.5 million	$112.5 million	adviserinfo.sec.gov
TCM	Germantown	95	$35.9 million	$164.5 million	adviserinfo.sec.gov
Southernsun Asset Management LLC	Memphis	13	$32.3 million	$749.4 million	adviserinfo.sec.gov
Future Capital	Chattanooga	1	$27.5 million	$2.42 billion	adviserinfo.sec.gov
Disciplina Capital Management, LLC	Nashville	Fewer than 5	$22 million	$3.06 billion	adviserinfo.sec.gov
Planrock Wealth Strategies, LLC	Brentwood	16	$16 million	$71.1 million	adviserinfo.sec.gov
Preserver Partners	Memphis	Fewer than 5	$7.4 million	$175.7 million	adviserinfo.sec.gov
Jefferson Bridge Capital, LLC	Nashville	2	$6.7 million	$146.2 million	adviserinfo.sec.gov
Dorian Eason Asset Management, LLC	Memphis	26	$4.9 million	$27.1 million	adviserinfo.sec.gov
Rubicon Founders, LLC	Nashville	1	$3.2 million	$2.26 billion	adviserinfo.sec.gov
Barksdale Investment Management	Nashville	1	$147,506	$3.01 billion	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.