Data / Investment advisers / Tennessee
Investment advisers in Tennessee: 266 firms, $1 trillion in AUM
266 investment advisers have their main office in Tennessee: 225 SEC registered and 41 exempt reporting. The registered advisers report $1 trillion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Alliancebernstein L.P. with $763 billion.
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.
Get advisers in Tennessee over $100 millionWatch new advisers in TennesseeGet private fund advisers in Tennessee
- 266Advisers
- 225SEC registered
- 41Exempt reporting
- $1 trillionTotal AUM
- 210Advisers over $100 million
- 96Manage 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.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Alliancebernstein L.P. | Nashville | $763.40 billion | 75,956 | 4,204 | 49 | (615) 622-0000 | adviserinfo.sec.gov | |
| &Partners | Nashville | $30.27 billion | 62,194 | 703 | Not listed | (615) 255-6431 | andpartners.com | adviserinfo.sec.gov |
| Arcline Investment Management LP | Nashville | $26.46 billion | 15 | 59 | 15 | (615) 270-5870 | arcline.com | adviserinfo.sec.gov |
| Nephila Advisors LLC | Nashville | $12.88 billion | 39 | 38 | Not listed | (615) 823-8488 | nephilaclimate.com | adviserinfo.sec.gov |
| Gerber/Taylor Management LLC | Memphis | $11.42 billion | 158 | 40 | 38 | (901) 526-9750 | gerbertaylor.com | adviserinfo.sec.gov |
| Sagespring Wealth Partners | Franklin | $8.49 billion | 41,069 | 195 | Not listed | (615) 861-6100 | adviserinfo.sec.gov | |
| The Pacific Financial Group, Inc. | Nashville | $5.07 billion | 16,832 | 62 | Not listed | (425) 451-7722 | tpfg.com | adviserinfo.sec.gov |
| Pacific Financial Group, LLC | Nashville | $4.69 billion | 17 | 20 | Not listed | (425) 451-7722 | adviserinfo.sec.gov | |
| GSV Equity Holdings, LLC | Knoxville | $4.58 billion | 16 | 44 | 14 | (888) 534-4891 | adviserinfo.sec.gov | |
| B. Riley Wealth Advisors, Inc. | Memphis | $4.21 billion | 10,573 | 268 | Not listed | (901) 251-1330 | brileywealth.com | adviserinfo.sec.gov |
| Thoroughbred Financial Services, LLC | Brentwood | $4.04 billion | 7,236 | 31 | Not listed | (615) 371-0001 | thoroughbredfinancial.com | adviserinfo.sec.gov |
| Highland Capital Management, LLC | Memphis | $3.88 billion | 957 | 21 | Not listed | (901) 761-9500 | adviserinfo.sec.gov | |
| Southeastern Asset Management Inc. | Memphis | $3.70 billion | 25 | 29 | 1 | (901) 761-2474 | southeasternasset.com | adviserinfo.sec.gov |
| Calydon Capital, LLC | Memphis | $3.58 billion | 1,009 | 8 | 1 | (844) 678-6900 | calydoncap.com | adviserinfo.sec.gov |
| Red Door Wealth Management, LLC | Memphis | $3.09 billion | 4,471 | 19 | 8 | (901) 681-0018 | adviserinfo.sec.gov | |
| Disciplina Capital Management, LLC | Nashville | $3.06 billion | 56 | 11 | 1 | (615) 490-6003 | adviserinfo.sec.gov | |
| Barksdale Investment Management | Nashville | $3.01 billion | 112 | 13 | Not listed | (615) 665-1085 | barksdaleim.com | adviserinfo.sec.gov |
| Kaufman Hall Investment Management | Brentwood | $2.82 billion | 59 | 9 | Not listed | (224) 724-3809 | khim.com | adviserinfo.sec.gov |
| Capitalspring | Nashville | $2.80 billion | 15 | 35 | 13 | (212) 981-0140 | capitalspring.com | adviserinfo.sec.gov |
| Pointer Management, LLC | Chattanooga | $2.79 billion | 6 | 16 | 1 | (423) 266-3544 | adviserinfo.sec.gov | |
| Duncan Williams Asset Management, LLC | Memphis | $2.69 billion | 2,238 | 21 | Not listed | (901) 435-4250 | adviserinfo.sec.gov | |
| Legacy Wealth Management, LLC | Memphis | $2.66 billion | 4,667 | 22 | Not listed | (901) 758-9006 | adviserinfo.sec.gov | |
| Aj Capital Management LLC | Nashville | $2.64 billion | 41 | 112 | 41 | (312) 267-4185 | ajcpt.com | adviserinfo.sec.gov |
| AB Broadly Syndicated Loan Manager LLC | Nashville | $2.62 billion | 6 | 1 | 6 | (615) 622-0000 | adviserinfo.sec.gov | |
| Edison Partners Management, LLC | Nashville | $2.58 billion | 20 | 22 | 20 | (609) 896-1900 | adviserinfo.sec.gov | |
| Chickasaw Capital Management, LLC | Memphis | $2.55 billion | 441 | 19 | 3 | (901) 537-1866 | chickasawcap.com | adviserinfo.sec.gov |
| Whistler Capital Partners LLC | Nashville | $2.49 billion | 5 | 9 | 5 | (615) 252-5501 | whistlercapital.com | adviserinfo.sec.gov |
| Silver Oak Securities, Inc. | Jackson | $2.45 billion | 15,093 | 103 | Not listed | (731) 668-3825 | silveroaksecurities.com | adviserinfo.sec.gov |
| Future Capital | Chattanooga | $2.42 billion | 17,093 | 30 | Not listed | (888) 871-5711 | futurecapital.com | adviserinfo.sec.gov |
| Sentry, LLC | Memphis | $2.33 billion | 251 | 4 | Not listed | (901) 820-0515 | sentryllc.com | adviserinfo.sec.gov |
| Rubicon Founders, LLC | Nashville | $2.26 billion | 15 | 54 | 14 | (615) 864-0524 | adviserinfo.sec.gov | |
| Rather & Kittrell, Inc. | Knoxville | $2.25 billion | 3,206 | 32 | Not listed | (865) 218-8400 | rkcapital.com | adviserinfo.sec.gov |
| Newsouth Capital Management Inc | Memphis | $2.23 billion | 157 | 11 | 1 | (901) 761-5561 | newsouthcapital.com | adviserinfo.sec.gov |
| LBMC Investment Advisors, LLC | Brentwood | $2.23 billion | 1,667 | 8 | Not listed | (615) 377-4603 | adviserinfo.sec.gov | |
| Patten and Patten, Inc. | Chattanooga | $2.21 billion | 2,156 | 13 | Not listed | (423) 756-3480 | patteninc.com | adviserinfo.sec.gov |
| NFC Investments, LLC | Memphis | $2.14 billion | 164 | 9 | 6 | (901) 767-5576 | nfcinvestments.com | adviserinfo.sec.gov |
| Woodmont Investment Counsel, LLC | Nashville | $2.01 billion | 1,469 | 15 | Not listed | (615) 297-6144 | adviserinfo.sec.gov | |
| Lee Danner & Bass Inc | Nashville | $1.98 billion | 1,020 | 11 | Not listed | (615) 244-7775 | leedannerbass.com | adviserinfo.sec.gov |
| Abound Wealth Management, LLC | Franklin | $1.95 billion | 5,040 | 41 | Not listed | (615) 226-3667 | adviserinfo.sec.gov | |
| Patriot Investment Management Group Inc | Knoxville | $1.91 billion | 4,197 | 25 | Not listed | (865) 777-2479 | adviserinfo.sec.gov | |
| Patton Albertson Miller Group, LLC | Chattanooga | $1.68 billion | 1,630 | 23 | Not listed | (423) 414-2100 | focusfinancialpartners.com | adviserinfo.sec.gov |
| Martin & Company Investment Counsel | Knoxville | $1.65 billion | 260 | 6 | Not listed | (865) 541-4747 | martin-co.com | adviserinfo.sec.gov |
| Steel Grove Capital Advisors, LLC | Memphis | $1.64 billion | 884 | 13 | Not listed | (901) 498-6300 | steelgrove.com | adviserinfo.sec.gov |
| Ils Advisory Services, LLC | Nashville | $1.58 billion | 11 | 6 | Not listed | (804) 399-0344 | adviserinfo.sec.gov | |
| Delta Asset Management, LLC | Memphis | $1.53 billion | 1,130 | 10 | Not listed | (901) 767-4791 | adviserinfo.sec.gov | |
| TBH Global Asset Management, LLC | Brentwood | $1.48 billion | 3,735 | 22 | Not listed | (615) 690-4820 | adviserinfo.sec.gov | |
| HHM Wealth Advisors, LLC | Chattanooga | $1.47 billion | 3,383 | 20 | Not listed | (423) 826-1670 | adviserinfo.sec.gov | |
| Reliant Investment Management, LLC | Memphis | $1.47 billion | 557 | 12 | Not listed | (901) 843-0600 | reliantllc.com | adviserinfo.sec.gov |
| Courage Capital Management, LLC | Nashville | $1.45 billion | 11 | 23 | 7 | (615) 369-0110 | couragecap.com | adviserinfo.sec.gov |
| LFM Capital | Nashville | $1.42 billion | 9 | 25 | 9 | (615) 983-6294 | lfmcapital.com | adviserinfo.sec.gov |
| AB Custom Alternative Solutions LLC | Nashville | $1.42 billion | 1 | 1 | Not listed | (615) 622-0000 | asturiascapitalllc.com | adviserinfo.sec.gov |
| Seven Springs Wealth Group | Brentwood | $1.41 billion | 1,771 | 15 | Not listed | (615) 370-1253 | sevenspringswealth.com | adviserinfo.sec.gov |
| Virtue Capital Management, LLC | Brentwood | $1.31 billion | 7,561 | 105 | Not listed | (615) 340-0801 | adviserinfo.sec.gov | |
| Paul Winkler, Inc. | Goodlettsville | $1.28 billion | 2,459 | 22 | Not listed | (615) 851-1950 | adviserinfo.sec.gov | |
| Beacon Capital Management, LLC | Franklin | $1.27 billion | 5,702 | 39 | Not listed | (615) 224-9794 | adviserinfo.sec.gov | |
| TD Capital Management LLC | Memphis | $1.24 billion | 251 | 13 | Not listed | (901) 681-0021 | adviserinfo.sec.gov | |
| Sanford C. Bernstein & Co., LLC | Nashville | $1.22 billion | 139 | 0 | Not listed | (615) 622-0000 | adviserinfo.sec.gov | |
| Fielder Capital Group LLC | Nashville | $1.21 billion | 639 | 11 | Not listed | (212) 918-4860 | adviserinfo.sec.gov | |
| HG Capital Management, LLC | Nashville | $1.21 billion | 6 | 14 | 6 | (615) 665-8220 | heritagegroupusa.com | adviserinfo.sec.gov |
| Tvamp, LLC | Knoxville | $1.19 billion | 5,057 | 38 | Not listed | (865) 226-9982 | adviserinfo.sec.gov | |
| Round Hill Music LP | Nashville | $1.11 billion | 7 | 59 | 5 | (615) 695-7705 | adviserinfo.sec.gov | |
| Summit Asset Management LLC | Memphis | $1.08 billion | 1,522 | 8 | Not listed | (901) 729-8100 | summitassetmanagement.com | adviserinfo.sec.gov |
| Invictus Fiduciary Services, LLC | Memphis | $1.01 billion | 33 | 2 | Not listed | (901) 260-1444 | invictusfiduciary.com | adviserinfo.sec.gov |
| Pya Waltman Capital, LLC | Knoxville | $1.01 billion | 1,528 | 17 | Not listed | (865) 693-6301 | adviserinfo.sec.gov | |
| BCS Wealth Management, LLC | Johnson City | $987.4 million | 1,862 | 12 | Not listed | (423) 283-9821 | adviserinfo.sec.gov | |
| Tranquility Partners, LLC | Brentwood | $960 million | 958 | 7 | Not listed | (615) 432-5370 | adviserinfo.sec.gov | |
| Kelman Lazarov Inc | Memphis | $894.6 million | 1,512 | 17 | Not listed | (901) 685-8284 | kelman-lazarov.com | adviserinfo.sec.gov |
| Sagepoint Capital Partners LLC | Franklin | $888.3 million | 4 | 7 | Not listed | (615) 413-4340 | sagepointcp.com | adviserinfo.sec.gov |
| Private Wealth Management, Inc. | Memphis | $832.5 million | 571 | 4 | Not listed | (901) 322-4212 | adviserinfo.sec.gov | |
| River Associates Investments, L.P. | Chattanooga | $815.5 million | 2 | 18 | 2 | (423) 755-0888 | riverassociates.com | adviserinfo.sec.gov |
| Claritas Capital | Nashville | $814 million | 108 | 10 | 108 | (615) 690-7179 | claritascapital.com | adviserinfo.sec.gov |
| Laffer Tengler Investments, Inc. | Nashville | $800.1 million | 767 | 14 | Not listed | (800) 838-3468 | adviserinfo.sec.gov | |
| Icr Partners | Nashvillle | $798.7 million | 413 | 6 | Not listed | (817) 854-3253 | adviserinfo.sec.gov | |
| Proffitt & Goodson Inc. | Knoxville | $797.7 million | 971 | 9 | Not listed | (865) 584-1850 | proffittgoodson.com | adviserinfo.sec.gov |
| Provident Wealth Management, LLC | Brentwood | $758.5 million | 1,209 | 9 | Not listed | (615) 656-4050 | adviserinfo.sec.gov | |
| Sageguard Financial Group, LLC | Goodlettsville | $755.7 million | 3,676 | 15 | Not listed | (615) 859-4567 | sageguardfinancial.com | adviserinfo.sec.gov |
| Southernsun Asset Management LLC | Memphis | $749.4 million | 88 | 15 | Not listed | (901) 341-2700 | adviserinfo.sec.gov | |
| Am Investment Strategies, LLC | Chattanooga | $738.4 million | 1,388 | 5 | Not listed | (423) 486-1888 | adviserinfo.sec.gov | |
| The Patten Group, Inc. | Chattanooga | $725.1 million | 1,398 | 11 | Not listed | (423) 531-0360 | adviserinfo.sec.gov | |
| WMG Financial Advisors, LLC | Knoxville | $693.8 million | 1,654 | 18 | Not listed | (865) 290-4000 | markashfordadvisor.com | adviserinfo.sec.gov |
| Acumen Wealth Advisors, LLC | Chattanooga | $638.5 million | 303 | 17 | 1 | (423) 825-4796 | adviserinfo.sec.gov | |
| Southern Capital Advisors, LLC | Jackson | $636.9 million | 2,147 | 6 | Not listed | (731) 265-6812 | southernadvisor.com | adviserinfo.sec.gov |
| Pharos Capital Group, LLC | Brentwood | $629.6 million | 7 | 22 | 6 | (615) 234-5522 | adviserinfo.sec.gov | |
| 12th Street Asset Management | Nashville | $621.6 million | 522 | 5 | 1 | (615) 915-3701 | 12thstreetasset.com | adviserinfo.sec.gov |
| Cogentblue | Knoxville | $606 million | 418 | 5 | Not listed | (865) 309-5892 | adviserinfo.sec.gov | |
| Wealth Preservation Advisors, LLC | Chattanooga | $591.6 million | 988 | 3 | Not listed | (423) 486-9400 | adviserinfo.sec.gov | |
| Brogan Financial | Knoxville | $577 million | 2,093 | 31 | Not listed | (865) 862-6800 | adviserinfo.sec.gov | |
| FCG Investment Company | Germantown | $568.2 million | 442 | 11 | Not listed | (901) 309-2681 | fcgtn.com | adviserinfo.sec.gov |
| Decker Wealth Management, LLC | Nashville | $566.2 million | 815 | 7 | Not listed | (615) 212-2958 | deckerwealth.com | adviserinfo.sec.gov |
| Kimery Wealth Management, LLC | Memphis | $555 million | 1,738 | 10 | Not listed | (901) 291-5500 | adviserinfo.sec.gov | |
| TSW II Capital Advisors, LLC | Chattanooga | $544.5 million | 9 | 7 | 9 | (423) 267-1430 | tsw3ventures.com | adviserinfo.sec.gov |
| Evergreen Advisors, LLC | Chattanooga | $522.8 million | 1,440 | 6 | Not listed | (423) 933-1814 | evergreenadvisors.com | adviserinfo.sec.gov |
| Leading Edge Financial Planning LLC | Knoxville | $521.8 million | 1,678 | 15 | Not listed | (865) 240-2292 | open.spotify.com | adviserinfo.sec.gov |
| Council Capital Funds Management, LLC | Nashville | $518.6 million | 7 | 18 | 7 | (615) 627-0402 | adviserinfo.sec.gov | |
| McCay Wealth Advisory LLC | Manchester | $495.4 million | 880 | 10 | Not listed | (931) 728-2130 | mccaywealth.com | adviserinfo.sec.gov |
| HS Wealth Partners | Nashville | $481.2 million | 626 | 5 | Not listed | (505) 361-2223 | hswealthpartners.com | adviserinfo.sec.gov |
| Envision Financial Planning, LLC | Memphis | $462.5 million | 839 | 6 | Not listed | (901) 422-7526 | envisionfptn.com | adviserinfo.sec.gov |
| Capital Square, LLC | Athens | $449.9 million | 785 | 11 | Not listed | (423) 877-6708 | adviserinfo.sec.gov | |
| Silverleafe Capital Partners, LLC | Germantown | $449.2 million | 683 | 7 | Not listed | (901) 259-3345 | adviserinfo.sec.gov | |
| Stewardwell LLC | Franklin | $441.7 million | 4,665 | 20 | Not listed | (615) 538-6110 | stewardwellwp.com | adviserinfo.sec.gov |
| Brandon Financial Planning, Inc. | Memphis | $434.9 million | 947 | 5 | Not listed | (901) 324-6600 | brandonplanning.com | adviserinfo.sec.gov |
| NBZ Investment Advisors, LLC | Knoxville | $431.2 million | 529 | 7 | Not listed | (865) 584-1184 | nbzinvest.com | adviserinfo.sec.gov |
| Shayne & Jacobs, LLC | Nashville | $429.5 million | 231 | 5 | Not listed | (615) 250-1600 | shayneandjacobs.com | adviserinfo.sec.gov |
| Cypress Capital, LLC | Franklin | $426 million | 1,547 | 12 | Not listed | (615) 467-6075 | cypresscapital.com | adviserinfo.sec.gov |
| Ashdon Investment Management, LLC | Tullahoma | $425.1 million | 170 | 6 | Not listed | (931) 461-5733 | ashdon.com | adviserinfo.sec.gov |
| Guardian Wealth Management, LLC | Chattanooga | $411.1 million | 1,213 | 11 | Not listed | (423) 510-0409 | adviserinfo.sec.gov | |
| Roi Financial Planning | Clarksville | $407.9 million | 1,455 | 11 | Not listed | (931) 919-0947 | roi-fg.com | adviserinfo.sec.gov |
| Insight Strategic Wealth LLC | Knoxville | $401 million | 722 | 7 | Not listed | (866) 467-9756 | insightstrategicwealth.com | adviserinfo.sec.gov |
| Visionary Horizons, LLC | Knoxville | $396.7 million | 3,989 | 12 | Not listed | (865) 675-8496 | adviserinfo.sec.gov | |
| Aj Advisors | Nashville | $393.9 million | 1,483 | 5 | Not listed | (615) 709-8709 | adviserinfo.sec.gov | |
| Key Capital Management, Inc. | Hendersonville | $393 million | 2,324 | 35 | Not listed | (615) 826-5749 | adviserinfo.sec.gov | |
| Moon Capital Management, LLC | Knoxville | $391.5 million | 407 | 6 | 1 | (865) 546-1234 | mooncap.com | adviserinfo.sec.gov |
| TVV Capital | Nashville | $372 million | 6 | 13 | 6 | (615) 256-8061 | adviserinfo.sec.gov | |
| Carter-Haston Investment Partners II GP, LLC | Nashville | $367.2 million | 10 | 12 | 2 | (615) 279-9200 | carterhaston.com | adviserinfo.sec.gov |
| Blue Ridge Wealth Planners | Knoxville | $361.7 million | 2,137 | 26 | Not listed | (865) 392-4260 | planforeverything.com | adviserinfo.sec.gov |
| Ridgepath Capital Management LLC | Knoxville | $358.9 million | 338 | 5 | Not listed | (865) 240-4984 | adviserinfo.sec.gov | |
| Innovative Advisory Partners, LLC | Hixson | $352.1 million | 1,352 | 8 | Not listed | (423) 870-2140 | adviserinfo.sec.gov | |
| Caldwell Advisors, LLC | Brentwood | $351.4 million | 1,016 | 8 | Not listed | (615) 370-8988 | adviserinfo.sec.gov | |
| Brooks, Moore & Associates, Inc. | Chattanooga | $348.9 million | 348 | 5 | Not listed | (423) 756-8628 | brooksmoore.net | adviserinfo.sec.gov |
| Leconte Wealth Management, LLC | Maryville | $346.8 million | 874 | 11 | Not listed | (865) 379-8200 | lecontewealth.com | adviserinfo.sec.gov |
| William Howard & Co. Financial Advisors, Inc. | Memphis | $342.1 million | 543 | 10 | Not listed | (901) 761-5068 | whcfa.com | adviserinfo.sec.gov |
| Hcip Advisors, LLC | Nashville | $339.3 million | 1 | 2 | 1 | (210) 274-0985 | adviserinfo.sec.gov | |
| Commerce Advisors, LLC | Memphis | $337.9 million | 438 | 6 | Not listed | (901) 260-6050 | commerceholdingsllc.com | adviserinfo.sec.gov |
| The Nalls Sherbakoff Group, LLC | Knoxville | $337.1 million | 746 | 5 | Not listed | (865) 691-0898 | adviserinfo.sec.gov | |
| Rare Capital Management, LLC | Nashville | $333.6 million | 5 | 10 | 5 | (651) 315-6610 | rarecap.com | adviserinfo.sec.gov |
| Wolf River Capital Management, LLC | Memphis | $328.7 million | 27 | 8 | 20 | (901) 312-9653 | wolfrivercap.com | adviserinfo.sec.gov |
| Templeton & Phillips Capital Management, LLC | Lookout Mountain | $314.2 million | 138 | 3 | 2 | (423) 826-0944 | adviserinfo.sec.gov | |
| Cravens & Company Wealth Management | Cookeville | $311.1 million | 541 | 6 | Not listed | (931) 528-6865 | adviserinfo.sec.gov | |
| Mission Value Partners, LLC | Nashville | $303.2 million | 4 | 4 | 2 | (707) 750-3337 | adviserinfo.sec.gov | |
| Luken Investment Analytics, LLC | Brentwood | $292.2 million | 664 | 6 | Not listed | (615) 550-5570 | adviserinfo.sec.gov | |
| Apex Strategic Wealth, LLC | Chattanooga | $292.1 million | 1,328 | 8 | Not listed | (423) 602-5390 | adviserinfo.sec.gov | |
| Efinancial Alliance, LLC | Franklin | $291.9 million | 873 | 5 | Not listed | (615) 224-8534 | efinancialalliance.com | adviserinfo.sec.gov |
| Optivise Advisory Services LLC | Franklin | $287.9 million | 1,842 | 25 | Not listed | (855) 378-1806 | optiviseria.com | adviserinfo.sec.gov |
| Valtrion Capital Management, LLC | Franklin | $287.3 million | 438 | 6 | Not listed | (833) 856-2088 | valtrioncapital.com | adviserinfo.sec.gov |
| Cornerstone Wealth Management Group | Greeneville | $284.7 million | 1,425 | 6 | Not listed | (423) 588-7151 | cornerstonewealthtn.com | adviserinfo.sec.gov |
| HMS Investment Advisors | Nashville | $281.9 million | 376 | 8 | Not listed | (615) 829-7200 | hmscm.com | adviserinfo.sec.gov |
| Creekside Capital, Inc. | Knoxville | $279.7 million | 773 | 4 | Not listed | (865) 693-5300 | adviserinfo.sec.gov | |
| Tyner Capital Management Investment Counsel, Inc. | Signal Mountain | $277.3 million | 304 | 2 | Not listed | (423) 886-2625 | adviserinfo.sec.gov | |
| Valor Financial Services, LLC | Knoxville | $273.3 million | 1,675 | 2 | Not listed | (865) 675-1200 | valorfs.net | adviserinfo.sec.gov |
| Cardinal Wealth Advisory, LLC | Memphis | $273.2 million | 225 | 3 | Not listed | (901) 767-4401 | adviserinfo.sec.gov | |
| Knox Wealth Partners Advisory | Knoxville | $272.9 million | 921 | 7 | Not listed | (865) 291-2422 | adviserinfo.sec.gov | |
| Alliance Wealth Management Partners LLC | Knoxville | $272.4 million | 1,637 | 13 | Not listed | (865) 862-5956 | secwealthmanagement.com | adviserinfo.sec.gov |
| Councilmark Asset Management, LLC | Knoxville | $270.8 million | 107 | 3 | Not listed | (865) 330-2525 | councilmark.com | adviserinfo.sec.gov |
| Memphis Capital Management, LLC | Memphis | $268.6 million | 3 | 2 | 1 | (901) 261-5900 | memphiscapital.com | adviserinfo.sec.gov |
| Remora Capital Partners | Nashville | $268.6 million | 1 | 4 | Not listed | (615) 380-1095 | remoracap.com | adviserinfo.sec.gov |
| Cap Partners, LLC | Franklin | $254.7 million | 1,406 | 12 | Not listed | (615) 807-2030 | cap-partners.com | adviserinfo.sec.gov |
| Mercury Investment Group | Memphis | $252.6 million | 131 | 3 | Not listed | (901) 327-2788 | merc-invest.com | adviserinfo.sec.gov |
| Cove Capital Management Inc. | Brentwood | $247.5 million | 1 | 3 | Not listed | (615) 730-7410 | adviserinfo.sec.gov | |
| Agp Franklin, LLC | Franklin | $247.1 million | 733 | 7 | Not listed | (615) 778-9842 | strongtowerwealthmanagement.com | adviserinfo.sec.gov |
| Eudaimonia Asset Management, LLC | Winchester | $246.9 million | 985 | 4 | Not listed | (931) 968-1127 | adviserinfo.sec.gov | |
| Retirement Planning Services | Knoxville | $246 million | 510 | 6 | Not listed | (865) 220-9311 | adviserinfo.sec.gov | |
| W Advisors LLC | Germantown | $244.9 million | 500 | 3 | Not listed | (901) 410-8040 | adviserinfo.sec.gov | |
| Rayburn West Financial Services | Nashville | $242.6 million | 142 | 2 | Not listed | (615) 386-6932 | rayburnwest.com | adviserinfo.sec.gov |
| Ridgeline Capital Management, LLC | Memphis | $228.3 million | 20 | 3 | 22 | (202) 670-2550 | ridgeline.vc | adviserinfo.sec.gov |
| Walnut Grove Capital Partners, LP | Memphis | $226.3 million | 9 | 6 | 9 | (901) 464-4850 | adviserinfo.sec.gov | |
| Aldebaran Financial Inc | Kingsport | $222.8 million | 713 | 8 | Not listed | (423) 239-7535 | aldebaranfinancial.com | adviserinfo.sec.gov |
| Values First Advisors, Inc. | Johnson City | $215.4 million | 1,455 | 12 | Not listed | (877) 832-3847 | valuesfirst.com | adviserinfo.sec.gov |
| Gen Cap America, Inc. | Nashville | $212.6 million | 5 | 9 | 5 | (615) 256-0231 | gencapamerica.com | adviserinfo.sec.gov |
| Callaway Capital Management, LLC | Nashville | $211.3 million | 6 | 4 | 2 | (202) 866-0901 | callawaycap.com | adviserinfo.sec.gov |
| Highland Rim Capital, L.P. | Nashville | $209.7 million | 2 | 7 | 2 | (615) 502-5999 | adviserinfo.sec.gov | |
| Creative Investment Group | Nashville | $209 million | 386 | 8 | Not listed | (615) 949-9629 | creativeinvests.com | adviserinfo.sec.gov |
| 1819 Partners | Memphis | $207.1 million | 4 | 4 | 4 | (901) 820-0515 | 1819partners.com | adviserinfo.sec.gov |
| Blong Financial | Memphis | $202 million | 474 | 2 | Not listed | (901) 681-9037 | blongfinancial.com | adviserinfo.sec.gov |
| Strategic Advisory Services | Memphis | $201.2 million | 464 | 10 | Not listed | (901) 751-2025 | saswealthadvisors.com | adviserinfo.sec.gov |
| Frazee Investment Consulting, Inc. | Memphis | $195.5 million | 306 | 3 | Not listed | (901) 779-3940 | frazeeinvestment.com | adviserinfo.sec.gov |
| Erisa Advisers, Inc. | Brentwood | $187.1 million | 146 | 4 | Not listed | (855) 255-2391 | erisaadvisers.com | adviserinfo.sec.gov |
| Marsh Wealth Management, LLC | Knoxville | $182.3 million | 565 | 6 | Not listed | (865) 622-2162 | adviserinfo.sec.gov | |
| Retirement Solutions Group | Franklin | $181.5 million | 340 | 7 | Not listed | (615) 467-6300 | rsginfo.com | adviserinfo.sec.gov |
| Ellis Financial Planning | Clarksville | $180.7 million | 891 | 7 | Not listed | (931) 905-0050 | adviserinfo.sec.gov | |
| Integrity Capital Management | Kingsport | $180.5 million | 482 | 4 | Not listed | (423) 230-4500 | retirewithicm.com | adviserinfo.sec.gov |
| Keystone Financial Resources, LLC | Brentwood | $178.5 million | 348 | 4 | Not listed | (707) 932-5849 | keystonewealtalliance.com | adviserinfo.sec.gov |
| Preserver Partners | Memphis | $175.7 million | 2 | 5 | 1 | (901) 755-4737 | preserverpartners.com | adviserinfo.sec.gov |
| Anchor Health Capital, LLC | Chattanooga | $166 million | 9 | 8 | 9 | (423) 708-2178 | anchorhealthcapital.com | adviserinfo.sec.gov |
| Solas Bioventures Management, LLC | Chattanooga | $165 million | 12 | 6 | 12 | (423) 243-3460 | solasbio.com | adviserinfo.sec.gov |
| Sage Investment Counsel | Franklin | $164.6 million | 227 | 4 | Not listed | (615) 591-1210 | adviserinfo.sec.gov | |
| TCM | Germantown | $164.5 million | 495 | 5 | Not listed | (901) 757-4448 | adviserinfo.sec.gov | |
| Witt Financial Group, LLC | Crossville | $160.5 million | 684 | 6 | Not listed | (931) 484-4911 | wittfinancialgroup.com | adviserinfo.sec.gov |
| Diversified Partners, Inc. | Brentwood | $155.1 million | 3 | 3 | 3 | (615) 371-0001 | adviserinfo.sec.gov | |
| Bellwether Investment Group, LLC | Hixson | $155.1 million | 670 | 6 | Not listed | (423) 698-6256 | focuspointefinancial.com | adviserinfo.sec.gov |
| RBG Wealth Advisors LLC | Memphis | $154.8 million | 329 | 4 | Not listed | (901) 244-2980 | adviserinfo.sec.gov | |
| Empirical Capital Management, LLC | Hendersonville | $152.7 million | 2 | 4 | 2 | (615) 824-1445 | empiricalcapital.com | adviserinfo.sec.gov |
| Roan Capital Partners | Johnson City | $152 million | 563 | 5 | Not listed | (423) 631-5786 | roancp.com | adviserinfo.sec.gov |
| Providence Wealth Management LLC | Knoxville | $151.8 million | 677 | 8 | Not listed | (865) 691-6699 | adviserinfo.sec.gov | |
| Financial Management Advisors, Inc. | Tullahoma | $149.9 million | 525 | 1 | Not listed | (931) 455-0151 | financialmanagementadvisors.com | adviserinfo.sec.gov |
| J. Mark Nickell & Co. | Brentwood | $146.4 million | 174 | 3 | Not listed | (615) 371-6622 | jmarknickell.com | adviserinfo.sec.gov |
| Jefferson Bridge Capital, LLC | Nashville | $146.2 million | 42 | 3 | Not listed | (615) 312-7750 | jeffersonbridge.com | adviserinfo.sec.gov |
| Campbell Asset Management, LLC | Chattanooga | $146 million | 416 | 4 | Not listed | (423) 265-7931 | campbellassetmanagement.com | adviserinfo.sec.gov |
| Davis, Davis and Conover Wealth Management, LLC | Nashville | $144.9 million | 596 | 3 | Not listed | (615) 324-7825 | ddcwealth.com | adviserinfo.sec.gov |
| Barnett & Co Inc | Chattanooga | $142 million | 263 | 5 | Not listed | (423) 756-0125 | barnettandcompany.com | adviserinfo.sec.gov |
| Additive Advisory PBC | Memphis | $140.9 million | 2 | 3 | 1 | (901) 498-6653 | adviserinfo.sec.gov | |
| Hull Wealth Management | Murfreesboro | $138.6 million | 584 | 3 | Not listed | (615) 896-1181 | hullwealth.com | adviserinfo.sec.gov |
| Quality Financial Concepts | Maryville | $128.8 million | 595 | 4 | Not listed | (865) 984-3550 | adviserinfo.sec.gov | |
| Carmichael Creel Investments | Franklin | $126.6 million | 203 | 2 | Not listed | (615) 595-5825 | adviserinfo.sec.gov | |
| Cosey Financial Services, Inc. | Knoxville | $123.7 million | 908 | 6 | Not listed | (865) 470-4244 | coseyfinancial.com | adviserinfo.sec.gov |
| Greensview Wealth Management | Franklin | $121.1 million | 373 | 5 | Not listed | (615) 551-3050 | adviserinfo.sec.gov | |
| Ironhorse Capital LLC | Nashville | $120.5 million | 1 | 2 | Not listed | (615) 200-0240 | goironhorse.com | adviserinfo.sec.gov |
| Smith & Co Advisory LLC | Spring Hill | $118.5 million | 331 | 2 | Not listed | (615) 682-4383 | smithcoadvisory.com | adviserinfo.sec.gov |
| Integra Wealth | Chattanooga | $116.5 million | 411 | 2 | Not listed | (423) 664-0344 | integrawealth.com | adviserinfo.sec.gov |
| Pope Asset Management, LLC | Memphis | $114.8 million | 59 | 3 | Not listed | (901) 763-4001 | popeasset.com | adviserinfo.sec.gov |
| Coordinated Wealth Management, L.L.C. | Hendersonville | $113.9 million | 207 | 2 | Not listed | (615) 369-0738 | coordinatedwealth.com | adviserinfo.sec.gov |
| CW Securities, LLC | Knoxville | $113.5 million | 145 | 3 | Not listed | (865) 690-9886 | adviserinfo.sec.gov | |
| Genesis Investments | Ooltewah | $112.5 million | 748 | 4 | Not listed | (423) 290-2619 | genesis.investments | adviserinfo.sec.gov |
| Fortitude Wealth Management | Murfreesboro | $112.5 million | 649 | 1 | Not listed | jasonquallscfp.com | adviserinfo.sec.gov | |
| Hogan Investment Counsel, LLC | Cordova | $107.2 million | 475 | 2 | Not listed | (901) 590-3846 | hoganinvestment.com | adviserinfo.sec.gov |
| Trusco Investment Management, LLC | Nashville | $107 million | 106 | 2 | Not listed | (615) 351-6417 | truscomgmt.com | adviserinfo.sec.gov |
| Lexington Financial/Life Management, LLC | Nashville | $106.8 million | 157 | 6 | 2 | (615) 492-1011 | adviserinfo.sec.gov | |
| Dorian Investment Advisory LLC | Memphis | $102.6 million | 212 | 1 | Not listed | (901) 482-8444 | adviserinfo.sec.gov | |
| Strategic Wealth Partners LLC | Franklin | $101.7 million | 672 | 4 | Not listed | (615) 722-9990 | strategicwealthpartners.net | adviserinfo.sec.gov |
| Fuerst Financial Group, Inc. | Chattanooga | $100.9 million | 542 | 2 | Not listed | (423) 899-8555 | fuerstfinancialgroup.com | adviserinfo.sec.gov |
| Chamberlain Lane Capital, LLC | Nashville | $100 million | 1 | 2 | Not listed | (615) 944-7116 | chamberlainlane.com | adviserinfo.sec.gov |
| Planrock Wealth Strategies, LLC | Brentwood | $71.1 million | 146 | 7 | Not listed | (800) 677-6025 | planrock.com | adviserinfo.sec.gov |
| Truehaven Capital | Franklin | $62.3 million | 89 | 2 | 3 | (210) 260-8668 | truehaven.net | adviserinfo.sec.gov |
| B. Riley Wealth Private Shares | Memphis | $47.6 million | 8 | 8 | 8 | (901) 251-1330 | adviserinfo.sec.gov | |
| Worthington Capital Management, LLC | Memphis | $41.2 million | 2 | 3 | 1 | (901) 701-8370 | adviserinfo.sec.gov | |
| Malt Partners Management LLC | Nashville | $36.3 million | 2 | 2 | 2 | (646) 450-5521 | adviserinfo.sec.gov | |
| Dorian Eason Asset Management, LLC | Memphis | $27.1 million | 71 | 1 | Not listed | (901) 755-2075 | adviserinfo.sec.gov | |
| Greenwood Pine Partners | Memphis | $22.9 million | 2 | 29 | Not listed | (901) 761-2474 | greenwoodpine.com | adviserinfo.sec.gov |
| Savvyfi | Franklin | $1.9 million | 410 | 15 | Not listed | (615) 241-0144 | savvyfi.co | adviserinfo.sec.gov |
| Jumpstart Health | Nashville | Not listed | Not listed | Not listed | 17 | (629) 222-1068 | adviserinfo.sec.gov | |
| McWhorter Ventures, LLC | Nashville | Not listed | Not listed | Not listed | 17 | (615) 633-6551 | adviserinfo.sec.gov | |
| Dynamo Management Company, LLC | Chattanooga | Not listed | Not listed | Not listed | 13 | (423) 421-4463 | dynamo.vc | adviserinfo.sec.gov |
| Lead Capital Partners, LLC | Nashville | Not listed | Not listed | Not listed | 12 | (615) 601-0196 | leadcp.com | adviserinfo.sec.gov |
| Fintop Capital | Nashville | Not listed | Not listed | Not listed | 8 | (303) 941-1587 | fintopcapital.com | adviserinfo.sec.gov |
| Frist Cressey Ventures Management, LLC | Nashville | Not listed | Not listed | Not listed | 7 | (615) 933-6889 | fcventures.com | adviserinfo.sec.gov |
| SSM Partners | Memphis | Not listed | Not listed | Not listed | 6 | (901) 767-1131 | ssmpartners.com | adviserinfo.sec.gov |
| Tenma Management Company, LLC | Nashville | Not listed | Not listed | Not listed | 6 | (413) 265-0702 | thenashtoncompany.com | adviserinfo.sec.gov |
| Innova Memphis, Inc. | Memphis | Not listed | Not listed | Not listed | 5 | (901) 460-7638 | innovamemphis.com | adviserinfo.sec.gov |
| Teamworthy Group LLC | Nashville | Not listed | Not listed | Not listed | 5 | (646) 883-4777 | teamworthy.com | adviserinfo.sec.gov |
| NCN Management Company PF, LLC | Nashville | Not listed | Not listed | Not listed | 4 | (615) 454-3950 | nashvillecapital.com | adviserinfo.sec.gov |
| Op Pref Equity Adviser, LLC | Nashville | Not listed | Not listed | Not listed | 4 | (615) 324-0783 | oakpointre.com | adviserinfo.sec.gov |
| Utxo Management GP, LLC | Nashville | Not listed | Not listed | Not listed | 4 | (646) 917-8932 | adviserinfo.sec.gov | |
| Blue Ocean Capital, LLC | Franklin | Not listed | Not listed | Not listed | 3 | (615) 732-6243 | blueocm.com | adviserinfo.sec.gov |
| Fca Venture Management Group LLC | Nashville | Not listed | Not listed | Not listed | 3 | (615) 963-3823 | fcavp.com | adviserinfo.sec.gov |
| Fintop LLC | Nashville | Not listed | Not listed | Not listed | 3 | (303) 941-1587 | fintopcapital.com | adviserinfo.sec.gov |
| NCN Management Company IV, LLC | Nashville | Not listed | Not listed | Not listed | 3 | (615) 454-3950 | nashvillecapital.com | adviserinfo.sec.gov |
| Relevance Capital Management, LLC | Brentwood | Not listed | Not listed | Not listed | 3 | relevanceventures.com | adviserinfo.sec.gov | |
| Acp Group, LLC | Memphis | Not listed | Not listed | Not listed | 2 | (901) 409-1131 | adviserinfo.sec.gov | |
| Bailey Management Services, LLC | Brentwood | Not listed | Not listed | Not listed | 2 | (615) 800-6200 | bnco.com | adviserinfo.sec.gov |
| Fca Health Innovations II Management LLC | Nashville | Not listed | Not listed | Not listed | 2 | (615) 963-3823 | fcavp.com | adviserinfo.sec.gov |
| Fca Management Group, LLC | Nashville | Not listed | Not listed | Not listed | 2 | (615) 963-3823 | fcavp.com | adviserinfo.sec.gov |
| Fca Venture Partners VII Management LLC | Nashville | Not listed | Not listed | Not listed | 2 | (615) 963-3823 | fcavp.com | adviserinfo.sec.gov |
| Hilum Capital Inc. | Nashville | Not listed | Not listed | Not listed | 2 | (615) 512-7288 | hilumcapital.com | adviserinfo.sec.gov |
| MGC Venture Partners 2018 GP, LLC | Nashville | Not listed | Not listed | Not listed | 2 | (615) 843-9100 | mtngp.com | adviserinfo.sec.gov |
| MGP Venture Fund III GP, LLC | Nashville | Not listed | Not listed | Not listed | 2 | (615) 843-9100 | mtngp.com | adviserinfo.sec.gov |
| Battell Holdings Management, LLC | Memphis | Not listed | Not listed | Not listed | 1 | (901) 568-6098 | subsplitsg.com | adviserinfo.sec.gov |
| Broad Horizon Capital, LLC | Nashville | Not listed | Not listed | Not listed | 1 | (214) 356-9441 | adviserinfo.sec.gov | |
| Bullvc Fund Management LLC | Brentwood | Not listed | Not listed | Not listed | 1 | (415) 741-1149 | bullvc.com | adviserinfo.sec.gov |
| Compound Capital Management | Nashville | Not listed | Not listed | Not listed | 1 | (615) 962-2882 | compoundfunds.com | adviserinfo.sec.gov |
| Contemporary Healthcare Capital, LLC | Chattanooga | Not listed | Not listed | Not listed | 1 | (423) 424-1800 | contemporarycapital.com | adviserinfo.sec.gov |
| Dioko Management LLC | Nashville | Not listed | Not listed | Not listed | 1 | (615) 957-1583 | fcavp.com | adviserinfo.sec.gov |
| Financial Junk, LLC | Brentwood | Not listed | Not listed | Not listed | 1 | (615) 383-2654 | adviserinfo.sec.gov | |
| Friale Management Company LLC | Nashville | Not listed | Not listed | Not listed | 1 | (615) 241-0120 | friale.com | adviserinfo.sec.gov |
| Global Health and Wellness Investment Network | Brentwood | Not listed | Not listed | Not listed | 1 | (484) 467-3299 | ghwin.com | adviserinfo.sec.gov |
| Pegasus Holdings Group, LLC | Ooltewah | Not listed | Not listed | Not listed | 1 | (602) 999-3541 | pegasusgrowth.com | adviserinfo.sec.gov |
| Phase Capital | Nashville | Not listed | Not listed | Not listed | 1 | (870) 267-2888 | adviserinfo.sec.gov | |
| Seven Hills Capital, LLC | Nashville | Not listed | Not listed | Not listed | 1 | (615) 523-7586 | 7hillscap.com | adviserinfo.sec.gov |
| The Rushmere Partnership | Nashville | Not listed | Not listed | Not listed | 1 | (615) 562-3325 | rushmerepartners.com | adviserinfo.sec.gov |
| West Brow Capital Management, LLC | Chattanooga | Not listed | Not listed | Not listed | 1 | (203) 856-6729 | adviserinfo.sec.gov | |
| Winhall Management Company LLC | Nashville | Not listed | Not listed | Not listed | 1 | (202) 213-5998 | adviserinfo.sec.gov | |
| Alliancebernstein Holding L.P. | Nashville | Not listed | 0 | 0 | Not listed | (615) 622-0000 | adviserinfo.sec.gov | |
| Intentional Wealth Planning | Brentwood | Not listed | 0 | 2 | Not listed | (888) 688-4097 | adviserinfo.sec.gov | |
| JB Wealth Advisors LLC | Nashville | Not listed | 0 | 3 | Not listed | (615) 560-8268 | adviserinfo.sec.gov | |
| Maple Grove Wealth | Franklin | Not listed | 0 | 4 | Not listed | (615) 560-6583 | maplegrovewealth.com | adviserinfo.sec.gov |
| Round Table Advisors, LLC | Chattanooga | Not listed | 0 | 13 | Not listed | (423) 510-8889 | adviserinfo.sec.gov | |
| Summit Capital Solutions LLC | Brentwood | Not listed | 0 | 3 | Not listed | (844) 371-4718 | summitcapitalsolutions.com | adviserinfo.sec.gov |
| W.B. Edwards & Co. | Knoxville | Not listed | 0 | 2 | Not listed | (865) 999-2032 | adviserinfo.sec.gov |
Advisers in Tennessee that manage private funds
96 advisers report private funds. The 40 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Claritas Capital | Nashville | TN | 108 | Not listed | Not listed | 81 | 25 | $810.2 million | $814 million | adviserinfo.sec.gov |
| Alliancebernstein L.P. | Nashville | TN | 49 | 13 | 13 | 2 | 9 | $10.48 billion | $763.40 billion | adviserinfo.sec.gov |
| Aj Capital Management LLC | Nashville | TN | 41 | Not listed | Not listed | Not listed | 41 | $2.64 billion | $2.64 billion | adviserinfo.sec.gov |
| Gerber/Taylor Management LLC | Memphis | TN | 38 | 38 | Not listed | Not listed | Not listed | $10.68 billion | $11.42 billion | adviserinfo.sec.gov |
| Ridgeline Capital Management, LLC | Memphis | TN | 22 | Not listed | Not listed | 22 | Not listed | $199.5 million | $228.3 million | adviserinfo.sec.gov |
| Edison Partners Management, LLC | Nashville | TN | 20 | Not listed | 4 | 12 | Not listed | $2.58 billion | $2.58 billion | adviserinfo.sec.gov |
| Wolf River Capital Management, LLC | Memphis | TN | 20 | 1 | 18 | Not listed | Not listed | $305.3 million | $328.7 million | adviserinfo.sec.gov |
| Jumpstart Health | Nashville | TN | 17 | Not listed | Not listed | 17 | Not listed | $140 million | Not listed | adviserinfo.sec.gov |
| McWhorter Ventures, LLC | Nashville | TN | 17 | Not listed | Not listed | 10 | Not listed | $117.3 million | Not listed | adviserinfo.sec.gov |
| Arcline Investment Management LP | Nashville | TN | 15 | Not listed | 15 | Not listed | Not listed | $26.46 billion | $26.46 billion | adviserinfo.sec.gov |
| GSV Equity Holdings, LLC | Knoxville | TN | 14 | Not listed | 14 | Not listed | Not listed | $1.23 billion | $4.58 billion | adviserinfo.sec.gov |
| Rubicon Founders, LLC | Nashville | TN | 14 | Not listed | 14 | Not listed | Not listed | $2.26 billion | $2.26 billion | adviserinfo.sec.gov |
| Capitalspring | Nashville | TN | 13 | 1 | 12 | Not listed | Not listed | $2.48 billion | $2.80 billion | adviserinfo.sec.gov |
| Dynamo Management Company, LLC | Chattanooga | TN | 13 | Not listed | Not listed | 13 | Not listed | $269.8 million | Not listed | adviserinfo.sec.gov |
| Solas Bioventures Management, LLC | Chattanooga | TN | 12 | Not listed | Not listed | 12 | Not listed | $165 million | $165 million | adviserinfo.sec.gov |
| Lead Capital Partners, LLC | Nashville | TN | 12 | Not listed | Not listed | Not listed | Not listed | $78.5 million | Not listed | adviserinfo.sec.gov |
| LFM Capital | Nashville | TN | 9 | Not listed | 9 | Not listed | Not listed | $1.42 billion | $1.42 billion | adviserinfo.sec.gov |
| TSW II Capital Advisors, LLC | Chattanooga | TN | 9 | 9 | Not listed | Not listed | Not listed | $583.5 million | $544.5 million | adviserinfo.sec.gov |
| Walnut Grove Capital Partners, LP | Memphis | TN | 9 | 1 | 8 | Not listed | Not listed | $208.8 million | $226.3 million | adviserinfo.sec.gov |
| Anchor Health Capital, LLC | Chattanooga | TN | 9 | Not listed | Not listed | Not listed | 9 | $166 million | $166 million | adviserinfo.sec.gov |
| Red Door Wealth Management, LLC | Memphis | TN | 8 | 1 | 5 | 1 | Not listed | $137.6 million | $3.09 billion | adviserinfo.sec.gov |
| B. Riley Wealth Private Shares | Memphis | TN | 8 | Not listed | 8 | Not listed | Not listed | $47.6 million | $47.6 million | adviserinfo.sec.gov |
| Fintop Capital | Nashville | TN | 8 | Not listed | Not listed | 8 | Not listed | $731.1 million | Not listed | adviserinfo.sec.gov |
| Courage Capital Management, LLC | Nashville | TN | 7 | 1 | 6 | Not listed | Not listed | $1.43 billion | $1.45 billion | adviserinfo.sec.gov |
| Council Capital Funds Management, LLC | Nashville | TN | 7 | Not listed | 7 | Not listed | Not listed | $518.6 million | $518.6 million | adviserinfo.sec.gov |
| Frist Cressey Ventures Management, LLC | Nashville | TN | 7 | Not listed | Not listed | 7 | Not listed | $1.42 billion | Not listed | adviserinfo.sec.gov |
| AB Broadly Syndicated Loan Manager LLC | Nashville | TN | 6 | Not listed | Not listed | 1 | Not listed | $2.75 billion | $2.62 billion | adviserinfo.sec.gov |
| NFC Investments, LLC | Memphis | TN | 6 | 2 | 3 | Not listed | Not listed | $364.9 million | $2.14 billion | adviserinfo.sec.gov |
| HG Capital Management, LLC | Nashville | TN | 6 | Not listed | 6 | Not listed | Not listed | $1.21 billion | $1.21 billion | adviserinfo.sec.gov |
| Pharos Capital Group, LLC | Brentwood | TN | 6 | Not listed | 6 | Not listed | Not listed | $623 million | $629.6 million | adviserinfo.sec.gov |
| TVV Capital | Nashville | TN | 6 | Not listed | 6 | Not listed | Not listed | $372 million | $372 million | adviserinfo.sec.gov |
| SSM Partners | Memphis | TN | 6 | Not listed | Not listed | 6 | Not listed | $347.5 million | Not listed | adviserinfo.sec.gov |
| Tenma Management Company, LLC | Nashville | TN | 6 | Not listed | Not listed | 6 | Not listed | $202.3 million | Not listed | adviserinfo.sec.gov |
| Whistler Capital Partners LLC | Nashville | TN | 5 | Not listed | 5 | Not listed | Not listed | $2.41 billion | $2.49 billion | adviserinfo.sec.gov |
| Round Hill Music LP | Nashville | TN | 5 | Not listed | 5 | Not listed | Not listed | $981.7 million | $1.11 billion | adviserinfo.sec.gov |
| Rare Capital Management, LLC | Nashville | TN | 5 | Not listed | 4 | Not listed | 1 | $333.6 million | $333.6 million | adviserinfo.sec.gov |
| Gen Cap America, Inc. | Nashville | TN | 5 | Not listed | 5 | Not listed | Not listed | $212.7 million | $212.6 million | adviserinfo.sec.gov |
| Innova Memphis, Inc. | Memphis | TN | 5 | Not listed | Not listed | 5 | Not listed | $115.8 million | Not listed | adviserinfo.sec.gov |
| Teamworthy Group LLC | Nashville | TN | 5 | Not listed | Not listed | 5 | Not listed | $326.7 million | Not listed | adviserinfo.sec.gov |
| 1819 Partners | Memphis | TN | 4 | Not listed | 4 | Not listed | Not listed | $207.1 million | $207.1 million | adviserinfo.sec.gov |
Newest SEC registrations in Tennessee
4 advisers with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Round Table Advisors, LLC | Chattanooga | TN | September 14, 2026 | Not listed | adviserinfo.sec.gov | |
| Maple Grove Wealth | Franklin | TN | September 2, 2026 | Not listed | maplegrovewealth.com | adviserinfo.sec.gov |
| Intentional Wealth Planning | Brentwood | TN | August 6, 2026 | Not listed | adviserinfo.sec.gov | |
| Highland Rim Capital, L.P. | Nashville | TN | August 5, 2026 | $209.7 million | adviserinfo.sec.gov |
Cities in Tennessee
| City | Advisers | AUM |
|---|---|---|
| Nashville | 80 | $887.56 billion |
| Memphis | 49 | $60.27 billion |
| Knoxville | 29 | $20.64 billion |
| Chattanooga | 25 | $17.04 billion |
| Brentwood | 24 | $17.26 billion |
| Franklin | 20 | $15.59 billion |
More ways to read Tennessee
- Advisers in Tennessee with $1 billion to $10 billion in AUM
- Advisers in Tennessee with $500 million to $1 billion in AUM
- Advisers in Tennessee with $100 million to $500 million in AUM
- Advisers in Tennessee serving individuals
- Advisers in Tennessee serving high net worth individuals
- Advisers in Tennessee serving pooled investment vehicles
- Advisers in Tennessee serving pension and profit sharing plans
- Advisers in Tennessee serving charitable organizations
- Advisers in Tennessee serving state and municipal governments
- Advisers in Tennessee serving insurance companies
- Advisers in Tennessee serving corporations and other businesses
- Private fund advisers in Tennessee
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.