Data / Investment advisers / Serving individuals / Tennessee

Investment advisers in Tennessee serving individuals: 155 firms

Name: Investment advisers in Tennessee serving individuals: Form ADV data
Creator: SpecStream
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155 SEC registered investment advisers with a main office in Tennessee report individuals among their clients in Form ADV item 5.D, and together they attribute $38.9 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is &Partners.

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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155Advisers
$38.9 billionAUM from this client type
151Advisers over $100 million
November 2, 2026File date

Advisers in Tennessee serving 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
&Partners	Nashville	42,060	$9.33 billion	$30.27 billion	adviserinfo.sec.gov
The Pacific Financial Group, Inc.	Nashville	16,514	$4.55 billion	$5.07 billion	adviserinfo.sec.gov
Sagespring Wealth Partners	Franklin	9,498	$3.39 billion	$8.49 billion	adviserinfo.sec.gov
Future Capital	Chattanooga	17,091	$2.32 billion	$2.42 billion	adviserinfo.sec.gov
B. Riley Wealth Advisors, Inc.	Memphis	9,295	$2.13 billion	$4.21 billion	adviserinfo.sec.gov
Silver Oak Securities, Inc.	Jackson	8,183	$1.45 billion	$2.45 billion	adviserinfo.sec.gov
Virtue Capital Management, LLC	Brentwood	5,657	$984.1 million	$1.31 billion	adviserinfo.sec.gov
Thoroughbred Financial Services, LLC	Brentwood	1,829	$892.4 million	$4.04 billion	adviserinfo.sec.gov
Beacon Capital Management, LLC	Franklin	1,748	$616.9 million	$1.27 billion	adviserinfo.sec.gov
Paul Winkler, Inc.	Goodlettsville	2,052	$561.2 million	$1.28 billion	adviserinfo.sec.gov
Reliant Investment Management, LLC	Memphis	255	$454.5 million	$1.47 billion	adviserinfo.sec.gov
Tvamp, LLC	Knoxville	2,161	$451.6 million	$1.19 billion	adviserinfo.sec.gov
Sageguard Financial Group, LLC	Goodlettsville	2,338	$416.5 million	$755.7 million	adviserinfo.sec.gov
Patriot Investment Management Group Inc	Knoxville	1,190	$327.3 million	$1.91 billion	adviserinfo.sec.gov
Legacy Wealth Management, LLC	Memphis	786	$322.7 million	$2.66 billion	adviserinfo.sec.gov
HHM Wealth Advisors, LLC	Chattanooga	828	$320.3 million	$1.47 billion	adviserinfo.sec.gov
Duncan Williams Asset Management, LLC	Memphis	1,604	$318.2 million	$2.69 billion	adviserinfo.sec.gov
Key Capital Management, Inc.	Hendersonville	1,937	$275.5 million	$393 million	adviserinfo.sec.gov
Rather & Kittrell, Inc.	Knoxville	613	$275.1 million	$2.25 billion	adviserinfo.sec.gov
Stewardwell LLC	Franklin	2,067	$248 million	$441.7 million	adviserinfo.sec.gov
Efinancial Alliance, LLC	Franklin	123	$247.1 million	$291.9 million	adviserinfo.sec.gov
Brogan Financial	Knoxville	582	$240.2 million	$577 million	adviserinfo.sec.gov
Roi Financial Planning	Clarksville	1,153	$234.6 million	$407.9 million	adviserinfo.sec.gov
Blue Ridge Wealth Planners	Knoxville	721	$232.3 million	$361.7 million	adviserinfo.sec.gov
Southern Capital Advisors, LLC	Jackson	653	$214.2 million	$636.9 million	adviserinfo.sec.gov
Abound Wealth Management, LLC	Franklin	274	$193.3 million	$1.95 billion	adviserinfo.sec.gov
Red Door Wealth Management, LLC	Memphis	501	$188 million	$3.09 billion	adviserinfo.sec.gov
Valor Financial Services, LLC	Knoxville	1,629	$184.9 million	$273.3 million	adviserinfo.sec.gov
BCS Wealth Management, LLC	Johnson City	622	$177.6 million	$987.4 million	adviserinfo.sec.gov
Cypress Capital, LLC	Franklin	550	$177.4 million	$426 million	adviserinfo.sec.gov
Capital Square, LLC	Athens	587	$176.1 million	$449.9 million	adviserinfo.sec.gov
Optivise Advisory Services LLC	Franklin	1,180	$170.8 million	$287.9 million	adviserinfo.sec.gov
Visionary Horizons, LLC	Knoxville	568	$158.9 million	$396.7 million	adviserinfo.sec.gov
Cornerstone Wealth Management Group	Greeneville	503	$150.3 million	$284.7 million	adviserinfo.sec.gov
Values First Advisors, Inc.	Johnson City	894	$148.3 million	$215.4 million	adviserinfo.sec.gov
Evergreen Advisors, LLC	Chattanooga	357	$148.1 million	$522.8 million	adviserinfo.sec.gov
Brandon Financial Planning, Inc.	Memphis	119	$137.3 million	$434.9 million	adviserinfo.sec.gov
McCay Wealth Advisory LLC	Manchester	528	$132.3 million	$495.4 million	adviserinfo.sec.gov
Eudaimonia Asset Management, LLC	Winchester	567	$128.8 million	$246.9 million	adviserinfo.sec.gov
TCM	Germantown	400	$128.3 million	$164.5 million	adviserinfo.sec.gov
Knox Wealth Partners Advisory	Knoxville	456	$120.6 million	$272.9 million	adviserinfo.sec.gov
Delta Asset Management, LLC	Memphis	303	$120 million	$1.53 billion	adviserinfo.sec.gov
Wealth Preservation Advisors, LLC	Chattanooga	222	$119.3 million	$591.6 million	adviserinfo.sec.gov
Cap Partners, LLC	Franklin	341	$117.5 million	$254.7 million	adviserinfo.sec.gov
The Nalls Sherbakoff Group, LLC	Knoxville	414	$114.8 million	$337.1 million	adviserinfo.sec.gov
Kimery Wealth Management, LLC	Memphis	301	$113 million	$555 million	adviserinfo.sec.gov
Fortitude Wealth Management	Murfreesboro	134	$112.5 million	$112.5 million	adviserinfo.sec.gov
TBH Global Asset Management, LLC	Brentwood	571	$112 million	$1.48 billion	adviserinfo.sec.gov
Alliance Wealth Management Partners LLC	Knoxville	594	$111.2 million	$272.4 million	adviserinfo.sec.gov
Patton Albertson Miller Group, LLC	Chattanooga	242	$110.7 million	$1.68 billion	adviserinfo.sec.gov
Am Investment Strategies, LLC	Chattanooga	436	$110.5 million	$738.4 million	adviserinfo.sec.gov
Summit Asset Management LLC	Memphis	315	$108.5 million	$1.08 billion	adviserinfo.sec.gov
Leconte Wealth Management, LLC	Maryville	254	$104.5 million	$346.8 million	adviserinfo.sec.gov
The Patten Group, Inc.	Chattanooga	282	$103.8 million	$725.1 million	adviserinfo.sec.gov
HS Wealth Partners	Nashville	169	$103.5 million	$481.2 million	adviserinfo.sec.gov
Leading Edge Financial Planning LLC	Knoxville	109	$102 million	$521.8 million	adviserinfo.sec.gov
Caldwell Advisors, LLC	Brentwood	249	$97.4 million	$351.4 million	adviserinfo.sec.gov
FCG Investment Company	Germantown	244	$97 million	$568.2 million	adviserinfo.sec.gov
Patten and Patten, Inc.	Chattanooga	245	$96.7 million	$2.21 billion	adviserinfo.sec.gov
Retirement Solutions Group	Franklin	290	$92.7 million	$181.5 million	adviserinfo.sec.gov
WMG Financial Advisors, LLC	Knoxville	1,485	$90.8 million	$693.8 million	adviserinfo.sec.gov
TD Capital Management LLC	Memphis	195	$90.4 million	$1.24 billion	adviserinfo.sec.gov
Apex Strategic Wealth, LLC	Chattanooga	479	$88.5 million	$292.1 million	adviserinfo.sec.gov
Ellis Financial Planning	Clarksville	288	$86.2 million	$180.7 million	adviserinfo.sec.gov
Seven Springs Wealth Group	Brentwood	183	$84.2 million	$1.41 billion	adviserinfo.sec.gov
Highland Capital Management, LLC	Memphis	206	$82.7 million	$3.88 billion	adviserinfo.sec.gov
Southeastern Asset Management Inc.	Memphis	5	$78.8 million	$3.70 billion	adviserinfo.sec.gov
Tranquility Partners, LLC	Brentwood	151	$75.3 million	$960 million	adviserinfo.sec.gov
Strategic Advisory Services	Memphis	213	$74.9 million	$201.2 million	adviserinfo.sec.gov
Agp Franklin, LLC	Franklin	371	$73 million	$247.1 million	adviserinfo.sec.gov
Kelman Lazarov Inc	Memphis	251	$71.5 million	$894.6 million	adviserinfo.sec.gov
Quality Financial Concepts	Maryville	179	$71.3 million	$128.8 million	adviserinfo.sec.gov
Aj Advisors	Nashville	290	$69.5 million	$393.9 million	adviserinfo.sec.gov
LBMC Investment Advisors, LLC	Brentwood	200	$68.5 million	$2.23 billion	adviserinfo.sec.gov
Integrity Capital Management	Kingsport	307	$67.1 million	$180.5 million	adviserinfo.sec.gov
Innovative Advisory Partners, LLC	Hixson	390	$67 million	$352.1 million	adviserinfo.sec.gov
Pya Waltman Capital, LLC	Knoxville	206	$65.7 million	$1.01 billion	adviserinfo.sec.gov
Woodmont Investment Counsel, LLC	Nashville	102	$65.1 million	$2.01 billion	adviserinfo.sec.gov
Aldebaran Financial Inc	Kingsport	307	$64.4 million	$222.8 million	adviserinfo.sec.gov
Genesis Investments	Ooltewah	243	$64.3 million	$112.5 million	adviserinfo.sec.gov
Witt Financial Group, LLC	Crossville	228	$63.1 million	$160.5 million	adviserinfo.sec.gov
Envision Financial Planning, LLC	Memphis	145	$61.8 million	$462.5 million	adviserinfo.sec.gov
Roan Capital Partners	Johnson City	284	$61.6 million	$152 million	adviserinfo.sec.gov
Guardian Wealth Management, LLC	Chattanooga	226	$60.5 million	$411.1 million	adviserinfo.sec.gov
HMS Investment Advisors	Nashville	90	$59.4 million	$281.9 million	adviserinfo.sec.gov
Marsh Wealth Management, LLC	Knoxville	132	$58.4 million	$182.3 million	adviserinfo.sec.gov
Providence Wealth Management LLC	Knoxville	157	$58 million	$151.8 million	adviserinfo.sec.gov
Laffer Tengler Investments, Inc.	Nashville	145	$55.9 million	$800.1 million	adviserinfo.sec.gov
Bellwether Investment Group, LLC	Hixson	271	$54.6 million	$155.1 million	adviserinfo.sec.gov
Provident Wealth Management, LLC	Brentwood	148	$53.2 million	$758.5 million	adviserinfo.sec.gov
Hull Wealth Management	Murfreesboro	169	$52.4 million	$138.6 million	adviserinfo.sec.gov
Insight Strategic Wealth LLC	Knoxville	125	$50.1 million	$401 million	adviserinfo.sec.gov
Luken Investment Analytics, LLC	Brentwood	184	$48.6 million	$292.2 million	adviserinfo.sec.gov
Creekside Capital, Inc.	Knoxville	175	$48.4 million	$279.7 million	adviserinfo.sec.gov
Retirement Planning Services	Knoxville	133	$48.1 million	$246 million	adviserinfo.sec.gov
Fuerst Financial Group, Inc.	Chattanooga	244	$47.1 million	$100.9 million	adviserinfo.sec.gov
Cosey Financial Services, Inc.	Knoxville	343	$46.9 million	$123.7 million	adviserinfo.sec.gov
Davis, Davis and Conover Wealth Management, LLC	Nashville	140	$45.9 million	$144.9 million	adviserinfo.sec.gov
Greensview Wealth Management	Franklin	144	$44.8 million	$121.1 million	adviserinfo.sec.gov
Valtrion Capital Management, LLC	Franklin	143	$43.3 million	$287.3 million	adviserinfo.sec.gov
Decker Wealth Management, LLC	Nashville	181	$42 million	$566.2 million	adviserinfo.sec.gov
Planrock Wealth Strategies, LLC	Brentwood	35	$41.1 million	$71.1 million	adviserinfo.sec.gov
Blong Financial	Memphis	261	$36.2 million	$202 million	adviserinfo.sec.gov
Acumen Wealth Advisors, LLC	Chattanooga	136	$36 million	$638.5 million	adviserinfo.sec.gov
Cravens & Company Wealth Management	Cookeville	133	$35.5 million	$311.1 million	adviserinfo.sec.gov
Chickasaw Capital Management, LLC	Memphis	109	$33.7 million	$2.55 billion	adviserinfo.sec.gov
William Howard & Co. Financial Advisors, Inc.	Memphis	94	$33.6 million	$342.1 million	adviserinfo.sec.gov
Cogentblue	Knoxville	68	$33.5 million	$606 million	adviserinfo.sec.gov
Creative Investment Group	Nashville	94	$32.1 million	$209 million	adviserinfo.sec.gov
Integra Wealth	Chattanooga	154	$31.9 million	$116.5 million	adviserinfo.sec.gov
Proffitt & Goodson Inc.	Knoxville	123	$30.9 million	$797.7 million	adviserinfo.sec.gov
Campbell Asset Management, LLC	Chattanooga	116	$29.3 million	$146 million	adviserinfo.sec.gov
Silverleafe Capital Partners, LLC	Germantown	92	$27.4 million	$449.2 million	adviserinfo.sec.gov
Rayburn West Financial Services	Nashville	82	$26.5 million	$242.6 million	adviserinfo.sec.gov
Frazee Investment Consulting, Inc.	Memphis	59	$26.3 million	$195.5 million	adviserinfo.sec.gov
Hogan Investment Counsel, LLC	Cordova	163	$25.9 million	$107.2 million	adviserinfo.sec.gov
Keystone Financial Resources, LLC	Brentwood	28	$25.2 million	$178.5 million	adviserinfo.sec.gov
Brooks, Moore & Associates, Inc.	Chattanooga	70	$24.2 million	$348.9 million	adviserinfo.sec.gov
W Advisors LLC	Germantown	68	$23.7 million	$244.9 million	adviserinfo.sec.gov
Coordinated Wealth Management, L.L.C.	Hendersonville	68	$20.8 million	$113.9 million	adviserinfo.sec.gov
Dorian Investment Advisory LLC	Memphis	97	$20.6 million	$102.6 million	adviserinfo.sec.gov
Commerce Advisors, LLC	Memphis	74	$20.4 million	$337.9 million	adviserinfo.sec.gov
NBZ Investment Advisors, LLC	Knoxville	84	$20.2 million	$431.2 million	adviserinfo.sec.gov
Smith & Co Advisory LLC	Spring Hill	162	$19.7 million	$118.5 million	adviserinfo.sec.gov
Financial Management Advisors, Inc.	Tullahoma	488	$19.5 million	$149.9 million	adviserinfo.sec.gov
Barnett & Co Inc	Chattanooga	60	$19.3 million	$142 million	adviserinfo.sec.gov
Tyner Capital Management Investment Counsel, Inc.	Signal Mountain	32	$18 million	$277.3 million	adviserinfo.sec.gov
Southernsun Asset Management LLC	Memphis	54	$17.8 million	$749.4 million	adviserinfo.sec.gov
Ashdon Investment Management, LLC	Tullahoma	47	$17.1 million	$425.1 million	adviserinfo.sec.gov
Private Wealth Management, Inc.	Memphis	46	$15.8 million	$832.5 million	adviserinfo.sec.gov
Dorian Eason Asset Management, LLC	Memphis	14	$15.6 million	$27.1 million	adviserinfo.sec.gov
Mercury Investment Group	Memphis	32	$15 million	$252.6 million	adviserinfo.sec.gov
Ridgepath Capital Management LLC	Knoxville	42	$11.3 million	$358.9 million	adviserinfo.sec.gov
Sage Investment Counsel	Franklin	46	$10.8 million	$164.6 million	adviserinfo.sec.gov
RBG Wealth Advisors LLC	Memphis	26	$9.7 million	$154.8 million	adviserinfo.sec.gov
Shayne & Jacobs, LLC	Nashville	23	$9.5 million	$429.5 million	adviserinfo.sec.gov
Erisa Advisers, Inc.	Brentwood	17	$9.4 million	$187.1 million	adviserinfo.sec.gov
Steel Grove Capital Advisors, LLC	Memphis	36	$8.9 million	$1.64 billion	adviserinfo.sec.gov
Cardinal Wealth Advisory, LLC	Memphis	53	$8.5 million	$273.2 million	adviserinfo.sec.gov
Sentry, LLC	Memphis	18	$6.9 million	$2.33 billion	adviserinfo.sec.gov
Fielder Capital Group LLC	Nashville	13	$6.6 million	$1.21 billion	adviserinfo.sec.gov
Pharos Capital Group, LLC	Brentwood	1	$6.6 million	$629.6 million	adviserinfo.sec.gov
CW Securities, LLC	Knoxville	36	$6.2 million	$113.5 million	adviserinfo.sec.gov
Carmichael Creel Investments	Franklin	39	$5 million	$126.6 million	adviserinfo.sec.gov
Lexington Financial/Life Management, LLC	Nashville	19	$4.7 million	$106.8 million	adviserinfo.sec.gov
J. Mark Nickell & Co.	Brentwood	6	$3.6 million	$146.4 million	adviserinfo.sec.gov
Jefferson Bridge Capital, LLC	Nashville	11	$3.2 million	$146.2 million	adviserinfo.sec.gov
Trusco Investment Management, LLC	Nashville	Fewer than 5	$2.6 million	$107 million	adviserinfo.sec.gov
Newsouth Capital Management Inc	Memphis	6	$2.3 million	$2.23 billion	adviserinfo.sec.gov
Savvyfi	Franklin	307	$1.9 million	$1.9 million	adviserinfo.sec.gov
Disciplina Capital Management, LLC	Nashville	Fewer than 5	$1.7 million	$3.06 billion	adviserinfo.sec.gov
Truehaven Capital	Franklin	9	$1.3 million	$62.3 million	adviserinfo.sec.gov
Sagepoint Capital Partners LLC	Franklin	Fewer than 5	$467,011	$888.3 million	adviserinfo.sec.gov
Councilmark Asset Management, LLC	Knoxville	Fewer than 5	$446,084	$270.8 million	adviserinfo.sec.gov
Calydon Capital, LLC	Memphis	Fewer than 5	$182,286	$3.58 billion	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.