Research Report · 2026-06-30
Largest Registered Investment Advisers in Tennessee
Tennessee SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
232
Total AUM
$1.06T
Median AUM
$398.8M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | NASHVILLE | 108477 | $763.40B | 4,204 | 2026-03-31 | → |
| 2 | &PARTNERS | NASHVILLE | 3767 | $30.27B | 703 | 2026-06-30 | → |
| 3 | ARCLINE INVESTMENT MANAGEMENT LP | NASHVILLE | 299352 | $26.46B | 59 | 2026-03-31 | → |
| 4 | FIRST HORIZON ADVISORS, INC | MEMPHIS | 17117 | $13.62B | 239 | 2025-07-31 | → |
| 5 | NEPHILA ADVISORS LLC | NASHVILLE | 156905 | $12.88B | 38 | 2026-03-31 | → |
| 6 | GERBER/TAYLOR MANAGEMENT LLC | MEMPHIS | 109319 | $11.42B | 40 | 2026-03-31 | → |
| 7 | SAGESPRING WEALTH PARTNERS | FRANKLIN | 283515 | $8.49B | 195 | 2026-05-31 | → |
| 8 | PACIFIC FINANCIAL GROUP INC | NASHVILLE | 105203 | $5.07B | 62 | 2026-05-31 | → |
| 9 | PACIFIC FINANCIAL GROUP,LLC | NASHVILLE | 143041 | $4.69B | 20 | 2026-03-31 | → |
| 10 | GSV EQUITY HOLDINGS, LLC | KNOXVILLE | 322865 | $4.57B | 44 | 2026-03-31 | → |
| 11 | B. RILEY WEALTH ADVISORS, INC. | MEMPHIS | 115927 | $4.21B | 268 | 2026-03-31 | → |
| 12 | THOROUGHBRED FINANCIAL SERVICES, LLC | BRENTWOOD | 47893 | $4.04B | 31 | 2026-03-31 | → |
| 13 | HIGHLAND CAPITAL MANAGEMENT, LLC | MEMPHIS | 104842 | $3.83B | 21 | 2026-03-31 | → |
| 14 | SOUTHEASTERN ASSET MANAGEMENT INC. | MEMPHIS | 105276 | $3.70B | 29 | 2026-03-31 | → |
| 15 | CALYDON CAPITAL, LLC | MEMPHIS | 285485 | $3.58B | 8 | 2026-04-30 | → |
| 16 | WEAVER C. BARKSDALE & ASSOCIATES, INC. | NASHVILLE | 105098 | $3.44B | 13 | 2026-03-31 | → |
| 17 | RED DOOR WEALTH MANAGEMENT, LLC | MEMPHIS | 153235 | $3.09B | 19 | 2026-06-30 | → |
| 18 | DISCIPLINA CAPITAL MANAGEMENT, LLC | NASHVILLE | 167295 | $3.06B | 11 | 2026-03-31 | → |
| 19 | KAUFMAN HALL INVESTMENT MANAGEMENT, LLC | BRENTWOOD | 328876 | $2.82B | 9 | 2026-03-31 | → |
| 20 | CSFC MANAGEMENT COMPANY, LLC | NASHVILLE | 161372 | $2.80B | 35 | 2026-03-31 | → |
| 21 | POINTER MANAGEMENT, LLC | CHATTANOOGA | 156810 | $2.79B | 16 | 2026-03-31 | → |
| 22 | DUNCAN WILLIAMS ASSET MANAGEMENT, LLC | MEMPHIS | 174809 | $2.69B | 21 | 2026-03-31 | → |
| 23 | LEGACY WEALTH MANAGEMENT INC | MEMPHIS | 108619 | $2.66B | 22 | 2026-03-31 | → |
| 24 | AJ CAPITAL MANAGEMENT LLC | NASHVILLE | 291880 | $2.64B | 112 | 2026-05-31 | → |
| 25 | AB BROADLY SYNDICATED LOAN MANAGER LLC | NASHVILLE | 308135 | $2.62B | 1 | 2026-03-31 | → |
| 26 | EDISON PARTNERS MANAGEMENT, LLC | NASHVILLE | 310951 | $2.58B | 22 | 2026-03-31 | → |
| 27 | CHICKASAW CAPITAL MANAGEMENT, LLC | MEMPHIS | 127398 | $2.55B | 19 | 2026-04-30 | → |
| 28 | WHISTLER CAPITAL PARTNERS LLC | NASHVILLE | 316528 | $2.49B | 9 | 2026-03-31 | → |
| 29 | SILVER OAK SECURITIES INCORPORATED | JACKSON | 46947 | $2.45B | 103 | 2026-05-31 | → |
| 30 | WADDELL & ASSOCIATES, LLC | MEMPHIS | 283723 | $2.38B | 21 | 2026-03-31 | → |
| 31 | SENTRY, LLC | MEMPHIS | 150593 | $2.33B | 4 | 2026-03-31 | → |
| 32 | RUBICON FOUNDERS LLC | NASHVILLE | 315631 | $2.26B | 54 | 2026-05-31 | → |
| 33 | RATHER & KITTRELL, INC. | KNOXVILLE | 114885 | $2.25B | 32 | 2026-03-31 | → |
| 34 | NEWSOUTH CAPITAL MANAGEMENT INC | MEMPHIS | 110676 | $2.23B | 11 | 2026-06-30 | → |
| 35 | LBMC INVESTMENT ADVISORS LLC | BRENTWOOD | 108943 | $2.23B | 8 | 2026-03-31 | → |
| 36 | PATTEN AND PATTEN, INC. | CHATTANOOGA | 105414 | $2.21B | 13 | 2026-03-31 | → |
| 37 | NFC INVESTMENTS, LLC | MEMPHIS | 132844 | $2.14B | 9 | 2026-02-28 | → |
| 38 | CAPWEALTH ADVISORS, LLC | FRANKLIN | 148781 | $2.03B | 19 | 2026-03-31 | → |
| 39 | PRONVEST, LLC DBA FUTURE CAPITAL | CHATTANOOGA | 119081 | $2.02B | 30 | 2026-03-31 | → |
| 40 | WOODMONT INVESTMENT COUNSEL, LLC | NASHVILLE | 109779 | $2.01B | 15 | 2026-03-31 | → |
| 41 | LEE DANNER & BASS INC | NASHVILLE | 111002 | $1.98B | 11 | 2026-06-30 | → |
| 42 | ABOUND WEALTH MANAGEMENT, LLC | FRANKLIN | 285903 | $1.95B | 41 | 2026-06-30 | → |
| 43 | PATRIOT INVESTMENT MANAGEMENT GROUP INC | KNOXVILLE | 112155 | $1.91B | 25 | 2026-03-31 | → |
| 44 | PATTON ALBERTSON MILLER GROUP, LLC | CHATTANOOGA | 281558 | $1.68B | 23 | 2026-03-31 | → |
| 45 | MARTIN & COMPANY, INC | KNOXVILLE | 108718 | $1.65B | 6 | 2026-05-31 | → |
| 46 | STEEL GROVE CAPITAL ADVISORS, LLC | MEMPHIS | 115231 | $1.64B | 13 | 2026-03-31 | → |
| 47 | ILS ADVISORY SERVICES, LLC | NASHVILLE | 333054 | $1.58B | 6 | 2026-03-31 | → |
| 48 | DELTA ASSET MANAGEMENT, LLC | MEMPHIS | 113688 | $1.53B | 10 | 2026-05-31 | → |
| 49 | TBH GLOBAL ASSET MANAGEMENT, LLC | BRENTWOOD | 145536 | $1.48B | 22 | 2026-03-31 | → |
| 50 | HHM WEALTH ADVISORS, LLC | CHATTANOOGA | 150843 | $1.47B | 20 | 2026-03-31 | → |
| 51 | RELIANT INVESTMENT MANAGEMENT, LLC | MEMPHIS | 111220 | $1.47B | 12 | 2026-03-31 | → |
| 52 | COURAGE CAPITAL MANAGEMENT, LLC | NASHVILLE | 130449 | $1.45B | 23 | 2026-03-31 | → |
| 53 | LFM CAPITAL, LLC | NASHVILLE | 173834 | $1.42B | 25 | 2026-03-31 | → |
| 54 | AB CUSTOM ALTERNATIVE SOLUTIONS LLC | NASHVILLE | 110879 | $1.42B | 1 | 2026-03-31 | → |
| 55 | SEVEN SPRINGS WEALTH GROUP, LLC | BRENTWOOD | 127411 | $1.41B | 15 | 2026-06-30 | → |
| 56 | VIRTUE CAPITAL MANAGEMENT, LLC | BRENTWOOD | 167816 | $1.31B | 105 | 2026-03-31 | → |
| 57 | PAUL WINKLER, INC. | GOODLETTSVILLE | 119342 | $1.28B | 22 | 2026-03-31 | → |
| 58 | BEACON CAPITAL MANAGEMENT, LLC | FRANKLIN | 156228 | $1.27B | 39 | 2026-03-31 | → |
| 59 | TD CAPITAL MANAGEMENT LLC | MEMPHIS | 106125 | $1.24B | 15 | 2026-02-28 | → |
| 60 | SANFORD C. BERNSTEIN & CO., LLC | NASHVILLE | 104474 | $1.22B | 0 | 2026-03-31 | → |
| 61 | FIELDER CAPITAL GROUP LLC | NASHVILLE | 156737 | $1.21B | 11 | 2026-03-31 | → |
| 62 | HG CAPITAL MANAGEMENT, LLC | NASHVILLE | 163613 | $1.21B | 14 | 2026-03-31 | → |
| 63 | TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC | KNOXVILLE | 160321 | $1.19B | 38 | 2026-06-30 | → |
| 64 | SUMMIT ASSET MANAGEMENT LLC | MEMPHIS | 109606 | $1.08B | 8 | 2026-03-31 | → |
| 65 | COVENANT PARTNERS, LLC | NASHVILLE | 110137 | $1.08B | 15 | 2026-02-28 | → |
| 66 | ROUND HILL MUSIC LP | NASHVILLE | 167234 | $1.05B | 59 | 2026-03-31 | → |
| 67 | INVICTUS FIDUCIARY SERVICES, LLC | MEMPHIS | 286117 | $1.01B | 2 | 2026-03-31 | → |
| 68 | PYA WALTMAN CAPITAL, LLC | KNOXVILLE | 137283 | $1.01B | 17 | 2026-03-31 | → |
| 69 | BCS FINANCIAL, LLC | JOHNSON CITY | 115489 | $987.4M | 12 | 2026-03-31 | → |
| 70 | PINNACLE WEALTH ADVISORS | NASHVILLE | 132634 | $936.5M | 6 | 2025-03-31 | → |
| 71 | TRANQUILITY PARTNERS, LLC | BRENTWOOD | 283478 | $897.0M | 7 | 2026-02-28 | → |
| 72 | KELMAN LAZAROV INC | MEMPHIS | 107727 | $894.6M | 17 | 2026-03-31 | → |
| 73 | PRIVATE WEALTH MANAGEMENT, INC. | MEMPHIS | 120823 | $832.5M | 4 | 2026-03-31 | → |
| 74 | RIVER ASSOCIATES INVESTMENTS, L.P. | CHATTANOOGA | 295692 | $815.5M | 18 | 2026-03-31 | → |
| 75 | CLARITAS CAPITAL MANAGEMENT SERVICES, INC. | NASHVILLE | 329689 | $814.0M | 10 | 2026-03-31 | → |
| 76 | RIVER ASSOCIATES INVESTMENTS (TN), LLC | CHATTANOOGA | 158034 | $800.5M | 18 | 2025-03-31 | → |
| 77 | LAFFER TENGLER INVESTMENTS, INC. | NASHVILLE | 108068 | $800.1M | 14 | 2026-03-31 | → |
| 78 | ICR PARTNERS, LLC | NASHVILLLE | 304689 | $798.7M | 6 | 2026-05-31 | → |
| 79 | PROFFITT & GOODSON INC. | KNOXVILLE | 105278 | $797.7M | 9 | 2026-04-30 | → |
| 80 | PROVIDENT WEALTH MANAGEMENT, LLC | BRENTWOOD | 130417 | $758.5M | 9 | 2026-03-31 | → |
| 81 | SAGEGUARD FINANCIAL GROUP, LLC | GOODLETTSVILLE | 160266 | $755.7M | 15 | 2026-05-31 | → |
| 82 | SOUTHERNSUN ASSET MANAGEMENT LLC | MEMPHIS | 154572 | $749.4M | 15 | 2026-03-31 | → |
| 83 | AM INVESTMENT STRATEGIES, LLC | CHATTANOOGA | 165823 | $738.4M | 5 | 2026-02-28 | → |
| 84 | THE PATTEN GROUP, INC. | CHATTANOOGA | 168255 | $725.1M | 11 | 2026-03-31 | → |
| 85 | WMG FINANCIAL ADVISORS, LLC | KNOXVILLE | 285824 | $693.8M | 18 | 2026-05-31 | → |
| 86 | FINANCIAL PARTNERS GROUP, LLC | GALLATIN | 165856 | $638.6M | 6 | 2025-03-31 | → |
| 87 | ACUMEN WEALTH ADVISORS, LLC | CHATTANOOGA | 282565 | $638.5M | 17 | 2026-03-31 | → |
| 88 | SOUTHERN CAPITAL ADVISORS, LLC | JACKSON | 292275 | $636.9M | 6 | 2026-05-31 | → |
| 89 | PHAROS CAPITAL GROUP, LLC | BRENTWOOD | 158849 | $629.6M | 22 | 2026-03-31 | → |
| 90 | 12TH STREET ASSET MANAGEMENT LLC | NASHVILLE | 153528 | $621.6M | 5 | 2026-02-28 | → |
| 91 | COGENTBLUE WEALTH ADVISORS, LLC | KNOXVILLE | 312899 | $606.0M | 5 | 2026-05-31 | → |
| 92 | VISHRIA BIRD FINANCIAL GROUP, LLC | MEMPHIS | 291979 | $599.7M | 7 | 2025-04-30 | → |
| 93 | WEALTH PRESERVATION ADVISORS, LLC | CHATTANOOGA | 167518 | $591.6M | 3 | 2026-03-31 | → |
| 94 | BROGAN FINANCIAL, INC. | KNOXVILLE | 133623 | $577.0M | 31 | 2026-03-31 | → |
| 95 | FCG INVESTMENT COMPANY | GERMANTOWN | 308192 | $568.2M | 10 | 2026-02-28 | → |
| 96 | DECKER WEALTH MANAGEMENT, LLC | NASHVILLE | 150094 | $566.2M | 7 | 2026-03-31 | → |
| 97 | KIMERY WEALTH MANAGEMENT, LLC | MEMPHIS | 288229 | $555.0M | 10 | 2026-03-31 | → |
| 98 | TSW II CAPITAL ADVISORS, LLC | CHATTANOOGA | 157380 | $544.5M | 7 | 2026-03-31 | → |
| 99 | EVERGREEN ADVISORS, LLC | CHATTANOOGA | 149861 | $522.8M | 6 | 2026-03-31 | → |
| 100 | LEADING EDGE FINANCIAL PLANNING LLC | KNOXVILLE | 277149 | $521.8M | 15 | 2026-06-30 | → |
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