Best Financial Advisor Firms Tennessee 2023

investor.com

Written by investor.com

April 06, 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 April 06, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Tennessee are as follows:

  • Must be rated 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 Capital 5/5 Stars $2.5 billion 2,903 31 $853,655
Apple & Company 5/5 Stars $36.0 million 90 1 $399,515
Aprio Wealth Management 5/5 Stars $1.3 billion 692 17 $1.9 million
Ashdon Investment Management 5/5 Stars $331.0 million 53 2 $6.2 million
Asset Management Resources 5/5 Stars $220.7 million 362 6 $609,664
Asset Planning Corporation 5/5 Stars $318.8 million 261 5 $1.2 million
Barnes Pettey Financial Advisors 5/5 Stars $965.2 million 2,361 10 $408,809
Barnett & Co 5/5 Stars $151.5 million 140 2 $1.1 million
BCS Wealth Managment 5/5 Stars $521.6 million 657 6 $793,852
Beam Asset Management 5/5 Stars $499.2 million 1,346 18 $370,906
Belinda Leslie A Registered Investment Adviser 5/5 Stars $13.1 million 25 1 $523,555
Brogan 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
Campbell Rooks Wealth Management 5/5 Stars $91.4 million 148 3 $617,900
Capital Advisors 5/5 Stars $4.3 billion 2,625 34 $1.6 million
Capwealth Advisors 5/5 Stars $1.2 billion 852 9 $1.4 million
Churchill Management Group 5/5 Stars $7.2 billion 7,825 35 $913,754
Colony Family Offices 5/5 Stars $2.2 billion 476 5 $4.6 million
Copeland Wealth Management 5/5 Stars $31.3 million 193 1 $162,066
Councilmark Asset Management 5/5 Stars $237.4 million 28 3 $8.5 million
Covenant Partners 5/5 Stars $815.3 million 108 5 $7.5 million
Creekside Capital 5/5 Stars $190.9 million 200 2 $954,536
Csenge Advisory Group 5/5 Stars $2.3 billion 6,161 69 $367,643
Cypress Capital 5/5 Stars $398.9 million 1,566 6 $254,705
Decker Wealth Management 5/5 Stars $367.1 million 284 7 $1.3 million
Dogwood Financial Planning 5/5 Stars $0.0 54 1 $0.0
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
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
Green Square Capital Advisors 5/5 Stars $1.2 billion 211 8 $5.8 million
Haynes Barker Investment Management 5/5 Stars $0.0 100 2 $0.0
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
Kelman Lazarov 5/5 Stars $540.8 million 530 10 $1.0 million
Koplan & Associates 5/5 Stars $2.8 million 59 1 $46,701
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 5 $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
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
MSouth Equity Partners 5/5 Stars $1.4 billion 3 16 $462.1 million
NBZ Investment Advisors 5/5 Stars $266.4 million 174 3 $1.5 million
Newsouth Capital Management 5/5 Stars $2.8 billion 204 9 $13.9 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
Peterson Wealth Advisory 5/5 Stars $22.5 million 78 1 $288,720
Pharos Capital Group 5/5 Stars $1.1 billion 6 12 $185.1 million
Preserver Partners 5/5 Stars $258.4 million 4 2 $64.6 million
Proffitt & Goodson 5/5 Stars $531.4 million 252 5 $2.1 million
ProNvest 5/5 Stars $801.4 million 11,548 2 $69,397
PYA Waltman Capital 5/5 Stars $864.0 million 379 6 $2.3 million
Quinn Stauffer Financial 5/5 Stars $100.3 million 146 1 $686,908
Red Door Wealth Management 5/5 Stars $1.4 billion 598 8 $2.4 million
Redhawk Wealth Advisors 5/5 Stars $1.2 billion 2,168 35 $557,881
Reliant Investment Management 5/5 Stars $1.4 billion 262 8 $5.4 million
Rosemary Frank Financial 5/5 Stars $23.0 million 24 1 $956,413
S.E.E.D. Planning Group 5/5 Stars $351.4 million 616 17 $570,373
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
Simon Quick Advisors 5/5 Stars $5.1 billion 689 27 $7.4 million
SouthernSun Asset Management 5/5 Stars $899.1 million 89 1 $10.1 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 Mather Group 5/5 Stars $8.7 billion 3,970 88 $2.2 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 $3.6 billion 64 8 $56.7 million
Woodmont Investment Counsel 5/5 Stars $1.2 billion 409 12 $3.1 million
Worthwhile Wealth Council 5/5 Stars $45.1 million 264 4 $170,671

More Top Firms by State

About the Editorial Team

investor.com
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, investing, retirement planning, and more.


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