Best Financial Advisor Firms Tennessee 2023

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Written by investor.com

November 08, 2023

We're thrilled to recognize the 2023 Top Financial Advisor Firms in Tennessee.

Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in Tennessee, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.

Our analysis contains data as of November 08, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Tennessee are as follows:

  • Must be rated at least 4.5 stars by investor.com's Trust Algorithm.
  • Must have an office location in Tennessee.

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
12th Street Asset Management 5/5 Stars $481.9 million 590 4 $816,836
A&G Financial Management 5/5 Stars $45.7 million 252 1 $181,214
Aldebaran Financial 5/5 Stars $222.4 million 750 2 $296,515
Apella Wealth 5/5 Stars $2.5 billion 2,903 31 $853,655
Apple & Company 5/5 Stars $36.0 million 90 1 $399,515
Ashdon Investment Management 5/5 Stars $331.0 million 53 2 $6.2 million
Asset Planning Corporation 5/5 Stars $318.8 million 261 5 $1.2 million
Barnett & Co 5/5 Stars $151.5 million 140 2 $1.1 million
BCS Wealth Management 5/5 Stars $521.6 million 657 6 $793,852
Belinda Leslie A Registered Investment Adviser 5/5 Stars $13.1 million 25 1 $523,555
Bellwether Investment Group 5/5 Stars $118.8 million 251 5 $473,128
Blue Kayak Partners 5/5 Stars $19.2 million 6 1 $3.2 million
Brogan Financial logoBrogan Financial 5/5 Stars $380.6 million 667 5 $570,578
Brooks, Moore & Associates 5/5 Stars $268.1 million 164 3 $1.6 million
C & J Wealth Advisors 5/5 Stars $233.5 million 382 6 $611,263
Cahaba Wealth Management 5/5 Stars $1.1 billion 679 12 $1.7 million
Capital Retirement Planning 5/5 Stars $33.6 million 154 2 $218,335
Capwealth Advisors 5/5 Stars $1.2 billion 852 9 $1.4 million
Carmichael Creel Investments 5/5 Stars $99.6 million 88 2 $1.1 million
Colony Family Offices 5/5 Stars $2.2 billion 476 5 $4.6 million
Commerce Advisors 5/5 Stars $195.2 million 120 2 $1.6 million
Copeland Wealth Management 5/5 Stars $31.3 million 193 1 $162,066
Cothran Capital 5/5 Stars $39.6 million 149 2 $266,010
Councilmark Asset Management 5/5 Stars $237.4 million 28 3 $8.5 million
Covenant Partners 5/5 Stars $815.3 million 108 6 $7.5 million
Creekside Capital 5/5 Stars $190.9 million 200 2 $954,536
Cypress Capital 5/5 Stars $398.9 million 1,566 6 $254,705
Cypress Wealth Management 5/5 Stars $37.6 million 55 1 $683,527
Day Wealth Management 5/5 Stars $16.6 million 35 1 $473,454
Decker Wealth Management 5/5 Stars $367.1 million 284 7 $1.3 million
Efinancial Alliance 5/5 Stars $123.0 million 167 2 $736,526
Erisa Advisers 5/5 Stars $91.5 million 77 1 $1.2 million
Evergreen Advisors 5/5 Stars $320.7 million 461 2 $695,676
Family WMS 5/5 Stars $665.2 million 89 3 $7.5 million
Financial Guidance Group 5/5 Stars $164.3 million 244 3 $673,423
Financial Management Advisors 5/5 Stars $100.4 million 494 2 $203,238
Financial Partners Group 5/5 Stars $554.5 million 387 1 $1.4 million
Fuerst Financial Group 5/5 Stars $75.3 million 253 2 $297,481
Garner Financial Management 5/5 Stars $117.8 million 128 1 $919,934
Greycourt & Co 5/5 Stars $5.2 billion 37 1 $140.3 million
Guardian Wealth Management 5/5 Stars $306.6 million 304 4 $1.0 million
HHM Wealth Advisors 5/5 Stars $918.3 million 928 11 $989,555
Highland Capital Management 5/5 Stars $3.1 billion 953 11 $3.3 million
HMS Investment Advisors 5/5 Stars $254.0 million 155 6 $1.6 million
Hogan Investment Counsel 5/5 Stars $77.4 million 249 1 $310,988
Innovative Advisory Partners 5/5 Stars $170.0 million 350 6 $485,714
Integra Wealth 5/5 Stars $53.0 million 177 1 $299,693
Integrity Capital Management 5/5 Stars $106.7 million 289 4 $369,309
Ironhorse Capital 5/5 Stars $104.0 million 1 2 $104.0 million
Jacobs Investment Management 5/5 Stars $104.0 million 50 1 $2.1 million
KAY Quinn Financial 5/5 Stars $100.3 million 146 1 $686,908
Kelman Lazarov 5/5 Stars $540.8 million 530 10 $1.0 million
Kennedy Wealth Management 5/5 Stars $18.4 million 13 1 $1.4 million
Koplan & Associates 5/5 Stars $2.0 million 62 1 $32,736
Laffer Tengler Investments 5/5 Stars $388.2 million 221 7 $1.8 million
Lakeland Wealth Management 5/5 Stars $18.0 million 71 1 $253,748
LBMC Investment Advisors 5/5 Stars $1.6 billion 501 4 $3.2 million
Leconte Wealth Management 5/5 Stars $208.5 million 245 5 $851,090
Lee, Danner & Bass 5/5 Stars $1.4 billion 965 6 $1.4 million
Legacy Wealth Management 5/5 Stars $1.8 billion 1,306 17 $1.4 million
Lifesteps Financial 5/5 Stars $262.8 million 526 6 $499,675
Longview Financial Advisors 5/5 Stars $171.2 million 209 4 $818,918
M Capital Advisors 5/5 Stars $870.5 million 276 5 $3.2 million
Marcum Wealth 5/5 Stars $2.3 billion 2,613 34 $861,396
MAS Advisors 5/5 Stars $1.1 billion 240 7 $4.7 million
MPWM Advisory Solutions 5/5 Stars $192.6 million 490 14 $393,102
NBZ Investment Advisors 5/5 Stars $266.4 million 174 3 $1.5 million
Newsouth Capital Management 5/5 Stars $2.3 billion 185 9 $12.7 million
Nuance Investments 5/5 Stars $5.6 billion 781 10 $7.1 million
Optimus Advisory Group 5/5 Stars $62.5 million 79 2 $790,968
Patriot Investment Management Group 5/5 Stars $1.4 billion 1,892 17 $747,798
Patten and Patten 5/5 Stars $1.7 billion 699 3 $2.5 million
Proffitt & Goodson 5/5 Stars $531.4 million 252 5 $2.1 million
ProNvest 5/5 Stars $779.6 million 12,398 2 $62,883
Prudent Street Financial Advisors 5/5 Stars $257.8 million 152 3 $1.7 million
PYA Waltman Capital 5/5 Stars $864.0 million 379 6 $2.3 million
Red Door Wealth Management 5/5 Stars $1.4 billion 598 8 $2.4 million
Reliant Investment Management 5/5 Stars $1.4 billion 262 8 $5.4 million
Robinson Investment Group 5/5 Stars $22.9 million 58 1 $394,627
Rosemary Frank Financial 5/5 Stars $23.0 million 24 1 $956,413
Seven Springs Wealth Group 5/5 Stars $575.5 million 213 7 $2.7 million
Shell Capital Management 5/5 Stars $30.2 million 20 2 $1.5 million
Silverleafe Capital Partners 5/5 Stars $311.2 million 169 4 $1.8 million
Steel Grove Capital Advisors 5/5 Stars $1.2 billion 211 8 $5.8 million
Stonebridge Capital Advisors 5/5 Stars $1.8 billion 1,371 3 $1.3 million
Summit Asset Management 5/5 Stars $682.1 million 514 6 $1.3 million
Tarragon Capital 5/5 Stars $10.5 million 45 1 $233,347
Taylor Financial Management 5/5 Stars $30.8 million 43 1 $716,786
TBH Global Asset Management 5/5 Stars $951.2 million 1,050 12 $905,929
TD Capital Management 5/5 Stars $845.7 million 404 9 $2.1 million
THE Burney Company 5/5 Stars $2.3 billion 1,956 30 $1.2 million
THE Mentzer Group 5/5 Stars $16.7 million 201 1 $83,142
The Patten Group 5/5 Stars $450.5 million 399 5 $1.1 million
Tillman Hartley 5/5 Stars $512.8 million 51 4 $10.1 million
Values First Advisors 5/5 Stars $174.9 million 950 8 $184,118
Wealth Preservation Advisors 5/5 Stars $388.4 million 300 2 $1.3 million
Weaver C. Barksdale & Associates 5/5 Stars $3.7 billion 63 7 $59.1 million
William Howard & Co Financial Advisors 5/5 Stars $222.0 million 159 4 $1.4 million
Wilson Wealth Management Group, L. L. C 5/5 Stars $20.3 million 344 3 $59,016
Woodmont Investment Counsel 5/5 Stars $1.2 billion 409 12 $3.1 million

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Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.

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