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