Research Report · 2026-06-30
Institutional Registered Investment Advisers in Tennessee
SEC-registered investment advisers in Tennessee ranked by reported institutional client assets.
Firms
160
Total AUM
$970.68B
Median AUM
$458.1M
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 | FIRST HORIZON ADVISORS, INC | MEMPHIS | 17117 | $13.62B | 239 | 2025-07-31 | → |
| 3 | WEAVER C. BARKSDALE & ASSOCIATES, INC. | NASHVILLE | 105098 | $3.44B | 13 | 2026-03-31 | → |
| 4 | &PARTNERS | NASHVILLE | 3767 | $30.27B | 703 | 2026-06-30 | → |
| 5 | DISCIPLINA CAPITAL MANAGEMENT, LLC | NASHVILLE | 167295 | $3.06B | 11 | 2026-03-31 | → |
| 6 | KAUFMAN HALL INVESTMENT MANAGEMENT, LLC | BRENTWOOD | 328876 | $2.82B | 9 | 2026-03-31 | → |
| 7 | HIGHLAND CAPITAL MANAGEMENT, LLC | MEMPHIS | 104842 | $3.83B | 21 | 2026-03-31 | → |
| 8 | DUNCAN WILLIAMS ASSET MANAGEMENT, LLC | MEMPHIS | 174809 | $2.69B | 21 | 2026-03-31 | → |
| 9 | NEWSOUTH CAPITAL MANAGEMENT INC | MEMPHIS | 110676 | $2.23B | 11 | 2026-06-30 | → |
| 10 | SENTRY, LLC | MEMPHIS | 150593 | $2.33B | 4 | 2026-03-31 | → |
| 11 | AB CUSTOM ALTERNATIVE SOLUTIONS LLC | NASHVILLE | 110879 | $1.42B | 1 | 2026-03-31 | → |
| 12 | MARTIN & COMPANY, INC | KNOXVILLE | 108718 | $1.65B | 6 | 2026-05-31 | → |
| 13 | NFC INVESTMENTS, LLC | MEMPHIS | 132844 | $2.14B | 9 | 2026-02-28 | → |
| 14 | THOROUGHBRED FINANCIAL SERVICES, LLC | BRENTWOOD | 47893 | $4.04B | 31 | 2026-03-31 | → |
| 15 | CALYDON CAPITAL, LLC | MEMPHIS | 285485 | $3.58B | 8 | 2026-04-30 | → |
| 16 | RELIANT INVESTMENT MANAGEMENT, LLC | MEMPHIS | 111220 | $1.47B | 12 | 2026-03-31 | → |
| 17 | RATHER & KITTRELL, INC. | KNOXVILLE | 114885 | $2.25B | 32 | 2026-03-31 | → |
| 18 | CHICKASAW CAPITAL MANAGEMENT, LLC | MEMPHIS | 127398 | $2.55B | 19 | 2026-04-30 | → |
| 19 | SOUTHEASTERN ASSET MANAGEMENT INC. | MEMPHIS | 105276 | $3.70B | 29 | 2026-03-31 | → |
| 20 | ICR PARTNERS, LLC | NASHVILLLE | 304689 | $798.7M | 6 | 2026-05-31 | → |
| 21 | GERBER/TAYLOR MANAGEMENT LLC | MEMPHIS | 109319 | $11.42B | 40 | 2026-03-31 | → |
| 22 | SANFORD C. BERNSTEIN & CO., LLC | NASHVILLE | 104474 | $1.22B | 0 | 2026-03-31 | → |
| 23 | PYA WALTMAN CAPITAL, LLC | KNOXVILLE | 137283 | $1.01B | 17 | 2026-03-31 | → |
| 24 | CSFC MANAGEMENT COMPANY, LLC | NASHVILLE | 161372 | $2.80B | 35 | 2026-03-31 | → |
| 25 | PATRIOT INVESTMENT MANAGEMENT GROUP INC | KNOXVILLE | 112155 | $1.91B | 25 | 2026-03-31 | → |
| 26 | 12TH STREET ASSET MANAGEMENT LLC | NASHVILLE | 153528 | $621.6M | 5 | 2026-02-28 | → |
| 27 | FCG INVESTMENT COMPANY | GERMANTOWN | 308192 | $568.2M | 10 | 2026-02-28 | → |
| 28 | SOUTHERNSUN ASSET MANAGEMENT LLC | MEMPHIS | 154572 | $749.4M | 15 | 2026-03-31 | → |
| 29 | LEGACY WEALTH MANAGEMENT INC | MEMPHIS | 108619 | $2.66B | 22 | 2026-03-31 | → |
| 30 | PINNACLE WEALTH ADVISORS | NASHVILLE | 132634 | $936.5M | 6 | 2025-03-31 | → |
| 31 | LEE DANNER & BASS INC | NASHVILLE | 111002 | $1.98B | 11 | 2026-06-30 | → |
| 32 | WOODMONT INVESTMENT COUNSEL, LLC | NASHVILLE | 109779 | $2.01B | 15 | 2026-03-31 | → |
| 33 | WMG FINANCIAL ADVISORS, LLC | KNOXVILLE | 285824 | $693.8M | 18 | 2026-05-31 | → |
| 34 | PATTEN AND PATTEN, INC. | CHATTANOOGA | 105414 | $2.21B | 13 | 2026-03-31 | → |
| 35 | LAFFER TENGLER INVESTMENTS, INC. | NASHVILLE | 108068 | $800.1M | 14 | 2026-03-31 | → |
| 36 | B. RILEY WEALTH ADVISORS, INC. | MEMPHIS | 115927 | $4.21B | 268 | 2026-03-31 | → |
| 37 | FIELDER CAPITAL GROUP LLC | NASHVILLE | 156737 | $1.21B | 11 | 2026-03-31 | → |
| 38 | TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC | LOOKOUT MOUNTAIN | 149101 | $314.2M | 3 | 2026-05-31 | → |
| 39 | ERISA ADVISERS, INC. | BRENTWOOD | 170487 | $187.1M | 4 | 2026-03-31 | → |
| 40 | SEVEN SPRINGS WEALTH GROUP, LLC | BRENTWOOD | 127411 | $1.41B | 15 | 2026-06-30 | → |
| 41 | WADDELL & ASSOCIATES, LLC | MEMPHIS | 283723 | $2.38B | 21 | 2026-03-31 | → |
| 42 | JEFFERSON BRIDGE CAPITAL, LLC | NASHVILLE | 325636 | $146.2M | 3 | 2026-01-31 | → |
| 43 | COGENTBLUE WEALTH ADVISORS, LLC | KNOXVILLE | 312899 | $606.0M | 5 | 2026-05-31 | → |
| 44 | PATTON ALBERTSON MILLER GROUP, LLC | CHATTANOOGA | 281558 | $1.68B | 23 | 2026-03-31 | → |
| 45 | BCS FINANCIAL, LLC | JOHNSON CITY | 115489 | $987.4M | 12 | 2026-03-31 | → |
| 46 | DELTA ASSET MANAGEMENT, LLC | MEMPHIS | 113688 | $1.53B | 10 | 2026-05-31 | → |
| 47 | EVERGREEN ADVISORS, LLC | CHATTANOOGA | 149861 | $522.8M | 6 | 2026-03-31 | → |
| 48 | ENVISION FINANCIAL PLANNING, LLC | MEMPHIS | 321790 | $462.5M | 6 | 2026-03-31 | → |
| 49 | SUMMIT ASSET MANAGEMENT LLC | MEMPHIS | 109606 | $1.08B | 8 | 2026-03-31 | → |
| 50 | COMMERCE ADVISORS, LLC | MEMPHIS | 151439 | $337.9M | 6 | 2026-02-28 | → |
| 51 | ACUMEN WEALTH ADVISORS, LLC | CHATTANOOGA | 282565 | $638.5M | 17 | 2026-03-31 | → |
| 52 | STEEL GROVE CAPITAL ADVISORS, LLC | MEMPHIS | 115231 | $1.64B | 13 | 2026-03-31 | → |
| 53 | TAYLOR SECURITIES, INC. | BRENTWOOD | 17575 | $283.8M | 6 | 2025-01-31 | → |
| 54 | RED DOOR WEALTH MANAGEMENT, LLC | MEMPHIS | 153235 | $3.09B | 19 | 2026-06-30 | → |
| 55 | CARDINAL WEALTH ADVISORY, LLC | MEMPHIS | 136659 | $273.2M | 3 | 2026-03-31 | → |
| 56 | FINANCIAL MANAGEMENT ADVISORS, INC. | TULLAHOMA | 117442 | $149.9M | 1 | 2026-02-28 | → |
| 57 | MCCAY WEALTH ADVISORY LLC | MANCHESTER | 286503 | $495.4M | 10 | 2026-02-28 | → |
| 58 | SAGESPRING WEALTH PARTNERS | FRANKLIN | 283515 | $8.49B | 195 | 2026-05-31 | → |
| 59 | PRONVEST, LLC DBA FUTURE CAPITAL | CHATTANOOGA | 119081 | $2.02B | 30 | 2026-03-31 | → |
| 60 | ALLIANCE WEALTH MANAGEMENT PARTNERS LLC | KNOXVILLE | 313195 | $272.4M | 13 | 2026-03-31 | → |
| 61 | HHM WEALTH ADVISORS, LLC | CHATTANOOGA | 150843 | $1.47B | 20 | 2026-03-31 | → |
| 62 | LBMC INVESTMENT ADVISORS LLC | BRENTWOOD | 108943 | $2.23B | 8 | 2026-03-31 | → |
| 63 | TIGEROAK MANAGEMENT, LLC | NASHVILLE | 330640 | $481.2M | 5 | 2026-02-28 | → |
| 64 | SHAYNE & JACOBS, LLC | NASHVILLE | 109423 | $429.5M | 5 | 2026-03-31 | → |
| 65 | PROFFITT & GOODSON INC. | KNOXVILLE | 105278 | $797.7M | 9 | 2026-04-30 | → |
| 66 | ADDITIVE ADVISORY PBC | MEMPHIS | 283979 | $140.9M | 3 | 2026-03-31 | → |
| 67 | FINANCIAL PARTNERS GROUP, LLC | GALLATIN | 165856 | $638.6M | 6 | 2025-03-31 | → |
| 68 | RIDGEPATH CAPITAL MANAGEMENT LLC | KNOXVILLE | 283343 | $358.9M | 5 | 2026-02-28 | → |
| 69 | BROOKS, MOORE & ASSOCIATES, INC. | CHATTANOOGA | 105716 | $348.9M | 5 | 2026-03-31 | → |
| 70 | MISSION VALUE PARTNERS, LLC | NASHVILLE | 153704 | $303.2M | 4 | 2026-03-31 | → |
| 71 | SILVER OAK SECURITIES INCORPORATED | JACKSON | 46947 | $2.45B | 103 | 2026-05-31 | → |
| 72 | THE PATTEN GROUP, INC. | CHATTANOOGA | 168255 | $725.1M | 11 | 2026-03-31 | → |
| 73 | TBH GLOBAL ASSET MANAGEMENT, LLC | BRENTWOOD | 145536 | $1.48B | 22 | 2026-03-31 | → |
| 74 | HMS CAPITAL MANAGEMENT, LLC | NASHVILLE | 149764 | $281.9M | 8 | 2026-06-30 | → |
| 75 | CRAVENS & COMPANY ADVISORS, LLC | COOKEVILLE | 130071 | $311.1M | 6 | 2026-05-31 | → |
| 76 | CAPWEALTH ADVISORS, LLC | FRANKLIN | 148781 | $2.03B | 19 | 2026-03-31 | → |
| 77 | TRUSCO INVESTMENT MANAGEMENT, LLC | NASHVILLE | 285736 | $107.0M | 2 | 2026-02-28 | → |
| 78 | COUNCILMARK ASSET MANAGEMENT, LLC | KNOXVILLE | 111748 | $270.8M | 3 | 2026-03-31 | → |
| 79 | PAUL WINKLER, INC. | GOODLETTSVILLE | 119342 | $1.28B | 22 | 2026-03-31 | → |
| 80 | VISIONARY HORIZONS, LLC | KNOXVILLE | 150483 | $396.7M | 12 | 2026-05-31 | → |
| 81 | PACIFIC FINANCIAL GROUP INC | NASHVILLE | 105203 | $5.07B | 62 | 2026-05-31 | → |
| 82 | TYNER CAPITAL MANAGEMENT INVESTMENT COUNSEL, INC. | SIGNAL MOUNTAIN | 113586 | $277.3M | 2 | 2026-03-31 | → |
| 83 | CLARITAS CAPITAL MANAGEMENT SERVICES, INC. | NASHVILLE | 329689 | $814.0M | 10 | 2026-03-31 | → |
| 84 | MARMO FINANCIAL GROUP, LLC | JOHNSON CITY | 143816 | $295.2M | 9 | 2026-03-31 | → |
| 85 | GREENWOOD PINE PARTNERS, LLC | MEMPHIS | 314679 | $22.9M | 29 | 2026-03-31 | → |
| 86 | CAPITAL SQUARE, LLC | ATHENS | 286098 | $449.9M | 11 | 2026-05-31 | → |
| 87 | ASHDON INVESTMENT MANAGEMENT, LLC | TULLAHOMA | 130180 | $425.1M | 6 | 2026-03-31 | → |
| 88 | HALL RETIREMENT PLANNING SERVICES, LLC | KNOXVILLE | 289847 | $246.0M | 6 | 2026-03-31 | → |
| 89 | INTEGRA WEALTH, LLC | CHATTANOOGA | 149999 | $116.5M | 2 | 2026-05-31 | → |
| 90 | ALDEBARAN FINANCIAL INC | KINGSPORT | 105741 | $222.8M | 8 | 2026-03-31 | → |
| 91 | COURAGE CAPITAL MANAGEMENT, LLC | NASHVILLE | 130449 | $1.45B | 23 | 2026-03-31 | → |
| 92 | MRWM ADVISORS, LLC | NASHVILLE | 288944 | $431.7M | 5 | 2026-03-31 | → |
| 93 | TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC | KNOXVILLE | 160321 | $1.19B | 38 | 2026-06-30 | → |
| 94 | CORNERSTONE WEALTH, LLC | GREENEVILLE | 313269 | $284.7M | 6 | 2026-03-31 | → |
| 95 | VIRTUE CAPITAL MANAGEMENT, LLC | BRENTWOOD | 167816 | $1.31B | 105 | 2026-03-31 | → |
| 96 | PROVIDENT WEALTH MANAGEMENT, LLC | BRENTWOOD | 130417 | $758.5M | 9 | 2026-03-31 | → |
| 97 | TRANQUILITY PARTNERS, LLC | BRENTWOOD | 283478 | $897.0M | 7 | 2026-02-28 | → |
| 98 | STRATEGIC ADVISORY SERVICES, LLC | MEMPHIS | 287984 | $201.2M | 10 | 2026-04-30 | → |
| 99 | TD CAPITAL MANAGEMENT LLC | MEMPHIS | 106125 | $1.24B | 15 | 2026-02-28 | → |
| 100 | BEACON CAPITAL MANAGEMENT, LLC | FRANKLIN | 156228 | $1.27B | 39 | 2026-03-31 | → |
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