Best Financial Advisor Firms Tennessee 2023

investor.com

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:

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

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, retirement planning, and more.


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