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 |
|
$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 Capital |
|
$2.5 billion | 2,903 | 31 | $853,655 |
| Apple & Company |
|
$36.0 million | 90 | 1 | $399,515 |
| Aprio Wealth Management |
|
$1.3 billion | 692 | 17 | $1.9 million |
| Ashdon Investment Management |
|
$331.0 million | 53 | 2 | $6.2 million |
| Asset Management Resources |
|
$220.7 million | 362 | 6 | $609,664 |
| Asset Planning Corporation |
|
$318.8 million | 261 | 5 | $1.2 million |
| Barnes Pettey Financial Advisors |
|
$965.2 million | 2,361 | 10 | $408,809 |
| Barnett & Co |
|
$151.5 million | 140 | 2 | $1.1 million |
| BCS Wealth Managment |
|
$521.6 million | 657 | 6 | $793,852 |
| Beam Asset Management |
|
$499.2 million | 1,346 | 18 | $370,906 |
| Belinda Leslie A Registered Investment Adviser |
|
$13.1 million | 25 | 1 | $523,555 |
| 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 |
| Campbell Rooks Wealth Management |
|
$91.4 million | 148 | 3 | $617,900 |
| Capital Advisors |
|
$4.3 billion | 2,625 | 34 | $1.6 million |
| Capwealth Advisors |
|
$1.2 billion | 852 | 9 | $1.4 million |
| Churchill Management Group |
|
$7.2 billion | 7,825 | 35 | $913,754 |
| Colony Family Offices |
|
$2.2 billion | 476 | 5 | $4.6 million |
| Copeland Wealth Management |
|
$31.3 million | 193 | 1 | $162,066 |
| Councilmark Asset Management |
|
$237.4 million | 28 | 3 | $8.5 million |
| Covenant Partners |
|
$815.3 million | 108 | 5 | $7.5 million |
| Creekside Capital |
|
$190.9 million | 200 | 2 | $954,536 |
| Csenge Advisory Group |
|
$2.3 billion | 6,161 | 69 | $367,643 |
| Cypress Capital |
|
$398.9 million | 1,566 | 6 | $254,705 |
| Decker Wealth Management |
|
$367.1 million | 284 | 7 | $1.3 million |
| Dogwood Financial Planning |
|
$0.0 | 54 | 1 | $0.0 |
| 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 |
| Fuerst Financial Group |
|
$75.3 million | 253 | 2 | $297,481 |
| Garner Financial Management |
|
$117.8 million | 128 | 1 | $919,934 |
| Green Square Capital Advisors |
|
$1.2 billion | 211 | 8 | $5.8 million |
| Haynes Barker Investment Management |
|
$0.0 | 100 | 2 | $0.0 |
| 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 |
| Kelman Lazarov |
|
$540.8 million | 530 | 10 | $1.0 million |
| Koplan & Associates |
|
$2.8 million | 59 | 1 | $46,701 |
| 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 | 5 | $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 |
| 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 |
| MSouth Equity Partners |
|
$1.4 billion | 3 | 16 | $462.1 million |
| NBZ Investment Advisors |
|
$266.4 million | 174 | 3 | $1.5 million |
| Newsouth Capital Management |
|
$2.8 billion | 204 | 9 | $13.9 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 |
| Peterson Wealth Advisory |
|
$22.5 million | 78 | 1 | $288,720 |
| Pharos Capital Group |
|
$1.1 billion | 6 | 12 | $185.1 million |
| Preserver Partners |
|
$258.4 million | 4 | 2 | $64.6 million |
| Proffitt & Goodson |
|
$531.4 million | 252 | 5 | $2.1 million |
| ProNvest |
|
$801.4 million | 11,548 | 2 | $69,397 |
| PYA Waltman Capital |
|
$864.0 million | 379 | 6 | $2.3 million |
| Quinn Stauffer Financial |
|
$100.3 million | 146 | 1 | $686,908 |
| Red Door Wealth Management |
|
$1.4 billion | 598 | 8 | $2.4 million |
| Redhawk Wealth Advisors |
|
$1.2 billion | 2,168 | 35 | $557,881 |
| Reliant Investment Management |
|
$1.4 billion | 262 | 8 | $5.4 million |
| Rosemary Frank Financial |
|
$23.0 million | 24 | 1 | $956,413 |
| S.E.E.D. Planning Group |
|
$351.4 million | 616 | 17 | $570,373 |
| 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 |
| Simon Quick Advisors |
|
$5.1 billion | 689 | 27 | $7.4 million |
| SouthernSun Asset Management |
|
$899.1 million | 89 | 1 | $10.1 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 Mather Group |
|
$8.7 billion | 3,970 | 88 | $2.2 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 |
|
$3.6 billion | 64 | 8 | $56.7 million |
| Woodmont Investment Counsel |
|
$1.2 billion | 409 | 12 | $3.1 million |
| Worthwhile Wealth Council |
|
$45.1 million | 264 | 4 | $170,671 |
More Top Firms by State
About the Editorial Team
investor.com
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