Written by investor.com
December 01, 2022
We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Tennessee.
investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (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 close to one million data points from the SEC.
Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Tennessee are as followed:
- Must be Trusted by investor.com.
- 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 |
|
$546.1 million | 552 | 4 | $989,317 |
| A&G Financial Management |
|
$32.4 million | 216 | 1 | $149,944 |
| AJ Advisors |
|
$203.3 million | 349 | 2 | $582,626 |
| Aldebaran Financial |
|
$281.3 million | 485 | 3 | $580,023 |
| American Values Investments |
|
$79.5 million | 14 | 2 | $5.7 million |
| Apple & Company |
|
$34.3 million | 87 | 1 | $393,825 |
| Aprio Wealth Management |
|
$1.3 billion | 534 | 9 | $2.5 million |
| Arlington Partners |
|
$6.4 billion | 169 | 13 | $38.0 million |
| Asset Planning Corporation |
|
$326.6 million | 240 | 5 | $1.4 million |
| Barnes Pettey Financial Advisors |
|
$1.2 billion | 2,311 | 10 | $522,773 |
| Barnett & Co |
|
$157.2 million | 311 | 2 | $505,543 |
| BCS Wealth Managment |
|
$517.3 million | 556 | 6 | $930,406 |
| Beam Asset Management |
|
$505.8 million | 1,114 | 19 | $454,051 |
| Belinda Leslie A Registered Investment Adviser |
|
$13.7 million | 34 | 1 | $402,570 |
 Brogan Financial
|
|
$397.6 million | 613 | 5 | $648,598 |
| Brooks, Moore & Associates |
|
$296.4 million | 153 | 3 | $1.9 million |
| C & J Wealth Advisors |
|
$251.7 million | 377 | 5 | $667,659 |
| Cahaba Wealth Management |
|
$1.2 billion | 575 | 9 | $2.0 million |
| Capwealth Advisors |
|
$1.4 billion | 695 | 7 | $2.0 million |
| Churchill Management Group |
|
$7.9 billion | 7,334 | 39 | $1.1 million |
| Colony Family Offices |
|
$2.4 billion | 212 | 4 | $11.1 million |
| Compass Advisory Partners |
|
$303.9 million | 1,436 | 9 | $211,656 |
| Copeland Wealth Management |
|
$43.4 million | 90 | 1 | $481,895 |
| Councilmark Asset Management |
|
$223.1 million | 28 | 3 | $8.0 million |
| Covenant Partners |
|
$865.5 million | 100 | 2 | $8.7 million |
| Creekside Capital |
|
$226.9 million | 195 | 2 | $1.2 million |
| Csenge Advisory Group |
|
$2.4 billion | 3,904 | 52 | $602,438 |
| Cypress Capital |
|
$359.4 million | 1,211 | 6 | $296,768 |
| Day Wealth Management |
|
$21.0 million | 37 | 1 | $566,821 |
| Decker Wealth Management |
|
$412.7 million | 261 | 7 | $1.6 million |
| Dixon Hughes Goodman Wealth Advisors |
|
$2.2 billion | 2,275 | 23 | $969,671 |
| Dogwood Financial Planning |
|
$0.0 | 62 | 1 | $0.0 |
| Efinancial Alliance |
|
$116.0 million | 107 | 2 | $1.1 million |
| Envision Financial Planning |
|
$186.8 million | 190 | 3 | $982,936 |
| Evergreen Advisors |
|
$368.5 million | 441 | 2 | $835,532 |
| Family WMS |
|
$779.1 million | 37 | 3 | $21.1 million |
| Financial Guidance Group |
|
$177.1 million | 233 | 3 | $760,282 |
| Fuerst Financial Group |
|
$77.9 million | 208 | 2 | $374,666 |
| Green Square Capital Advisors |
|
$1.3 billion | 217 | 5 | $5.8 million |
| Haynes Barker Investment Management |
|
$0.0 | 105 | 2 | $0.0 |
| HHM Wealth Advisors |
|
$865.0 million | 897 | 9 | $964,305 |
| Highland Capital Management |
|
$3.4 billion | 979 | 10 | $3.5 million |
| HMS Investment Advisors |
|
$274.9 million | 134 | 6 | $2.1 million |
| Hogan Investment Counsel |
|
$72.3 million | 210 | 1 | $344,467 |
| Hoskins Financial |
|
$211,564 | 3 | 1 | $70,521 |
| Innovative Advisory Partners |
|
$187.0 million | 316 | 8 | $591,772 |
| Integra Wealth |
|
$58.4 million | 119 | 1 | $490,991 |
| Integrity Capital Management |
|
$128.7 million | 284 | 4 | $453,279 |
| Ironhorse Capital |
|
$71.9 million | 3 | 2 | $24.0 million |
| Jackson Thornton Asset Management |
|
$1.4 billion | 927 | 9 | $1.5 million |
| Kelman Lazarov |
|
$621.4 million | 504 | 10 | $1.2 million |
| Koplan & Associates |
|
$2.1 million | 76 | 1 | $27,995 |
| Lakeland Wealth Management |
|
$18.8 million | 60 | 1 | $312,757 |
| LBMC Investment Advisors |
|
$1.9 billion | 488 | 6 | $3.9 million |
| Leconte Wealth Management |
|
$226.8 million | 222 | 5 | $1.0 million |
| Lee, Danner & Bass |
|
$1.5 billion | 893 | 6 | $1.7 million |
| Legacy Wealth Management |
|
$2.1 billion | 1,230 | 18 | $1.7 million |
| M Capital Advisors |
|
$1.2 billion | 256 | 6 | $4.5 million |
| Marcum Wealth |
|
$2.0 billion | 2,429 | 33 | $839,145 |
| MAS Advisors |
|
$988.5 million | 220 | 8 | $4.5 million |
| MSouth Equity Partners |
|
$1.2 billion | 3 | 16 | $390.4 million |
| NBZ Investment Advisors |
|
$301.4 million | 170 | 3 | $1.8 million |
| Nuance Investments |
|
$6.7 billion | 790 | 10 | $8.4 million |
| Patriot Investment Management Group |
|
$1.6 billion | 1,901 | 19 | $847,298 |
| Patten and Patten |
|
$2.1 billion | 685 | 2 | $3.1 million |
| Peterson Wealth Advisory |
|
$24.7 million | 69 | 1 | $357,922 |
| Pharos Capital Group |
|
$1.4 billion | 6 | 12 | $227.1 million |
| Preserver Partners |
|
$231.0 million | 4 | 4 | $57.8 million |
| Proffitt & Goodson |
|
$614.6 million | 232 | 6 | $2.6 million |
| ProNvest |
|
$801.4 million | 11,548 | 2 | $69,397 |
| Providence Wealth Management |
|
$94.1 million | 310 | 2 | $303,400 |
| Prudent Street Financial Advisors |
|
$310.1 million | 141 | 4 | $2.2 million |
| PYA Waltman Capital |
|
$1.0 billion | 397 | 7 | $2.6 million |
| Red Door Wealth Management |
|
$1.2 billion | 591 | 7 | $2.0 million |
| Redhawk Wealth Advisors |
|
$1.4 billion | 1,723 | 36 | $802,246 |
| Reliant Investment Management |
|
$1.5 billion | 254 | 9 | $5.7 million |
| Seven Springs Wealth Group |
|
$664.4 million | 194 | 3 | $3.4 million |
| Shell Capital Management |
|
$32.5 million | 20 | 2 | $1.6 million |
| Silverleafe Capital Partners |
|
$348.8 million | 165 | 4 | $2.1 million |
| Simon Quick Advisors |
|
$4.6 billion | 462 | 20 | $9.9 million |
| Stonebridge Capital Advisors |
|
$1.8 billion | 1,265 | 3 | $1.4 million |
| Summit Asset Management |
|
$786.5 million | 509 | 6 | $1.5 million |
| Tarragon Capital |
|
$10.1 million | 43 | 1 | $235,893 |
| Taylor Financial Management |
|
$34.3 million | 40 | 1 | $856,765 |
| TBH Advisors |
|
$111.1 million | 1,154 | 9 | $96,237 |
| TBH Global Asset Management |
|
$889.1 million | 833 | 7 | $1.1 million |
| TD Capital Management |
|
$961.2 million | 400 | 8 | $2.4 million |
| Telarray |
|
$1.1 billion | 651 | 14 | $1.7 million |
| Templeton & Phillips Capital Management |
|
$170.4 million | 74 | 2 | $2.3 million |
| THE Burney Company |
|
$2.6 billion | 1,973 | 29 | $1.3 million |
| The Mather Group |
|
$8.6 billion | 3,048 | 78 | $2.8 million |
| THE Mentzer Group |
|
$19.8 million | 201 | 1 | $98,504 |
| The Pacific Financial Group |
|
$3.3 billion | 20,457 | 37 | $159,941 |
| The Patten Group |
|
$511.6 million | 356 | 5 | $1.4 million |
| Tillman Hartley |
|
$604.9 million | 55 | 4 | $11.0 million |
| Values First Advisors |
|
$196.0 million | 983 | 7 | $199,401 |
| Wealth Preservation Advisors |
|
$399.4 million | 247 | 4 | $1.6 million |
| Weaver C. Barksdale & Associates |
|
$3.6 billion | 71 | 9 | $51.2 million |
| Woodmont Investment Counsel |
|
$1.2 billion | 970 | 10 | $1.2 million |
| Worthwhile Wealth Council |
|
$53.7 million | 208 | 3 | $258,033 |
More Top Firms by State
About the Editorial Team
investor.com
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, retirement planning, and more.