Tennessee · 267 firms
Trust & Estate Advisors in Tennessee
Advisers working with trusts, estates, and charitable organizations. Browse 267 advisers in Tennessee matching this specialty, with fees, team size, and AUM from public SEC filings.
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Trusts & Estates firms in Tennessee
ALLIANCEBERNSTEIN L.P.
Nashville, TN
AUM
$763.40B
Team
1616 advisors
Clients
More than 500
Fees
Percentage of AUM · Subscription fees +3 more
615-622-0000
&PARTNERS
Nashville, TN
AUM
$30.27B
Team
439 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +9 more
615-255-6431
GERBER/TAYLOR MANAGEMENT LLC
Memphis, TN
AUM
$11.42B
Team
19 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
901-526-9750
SAGESPRING WEALTH PARTNERS
Franklin, TN
AUM
$8.49B
Team
100 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
615-861-6100
THE PACIFIC FINANCIAL GROUP, INC.
Nashville, TN
AUM
$5.07B
Team
20 advisors
Clients
26-50
Fees
Percentage of AUM
425-451-7722
B. RILEY WEALTH ADVISORS, INC.
Memphis, TN
AUM
$4.21B
Team
172 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
901-251-1330
THOROUGHBRED FINANCIAL SERVICES, LLC
Brentwood, TN
AUM
$4.04B
Team
31 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
615-371-0001
HIGHLAND CAPITAL MANAGEMENT, LLC
Memphis, TN
AUM
$3.83B
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
901-761-9500
SOUTHEASTERN ASSET MANAGEMENT INC.
Memphis, TN
AUM
$3.70B
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
901-761-2474
CALYDON CAPITAL, LLC
Memphis, TN
AUM
$3.58B
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
844-678-6900
BARKSDALE INVESTMENT MANAGEMENT
Nashville, TN
AUM
$3.44B
Team
8 advisors
Clients
—
Fees
Percentage of AUM
615-665-1085
RED DOOR WEALTH MANAGEMENT, LLC
Memphis, TN
AUM
$3.09B
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
901-681-0018
DISCIPLINA CAPITAL MANAGEMENT, LLC
Nashville, TN
AUM
$3.06B
Team
6 advisors
Clients
—
Fees
Percentage of AUM
615-490-6003
CAPITALSPRING
Nashville, TN
AUM
$2.80B
Team
23 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-981-0140
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC
Memphis, TN
AUM
$2.69B
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(901) 435-4250
LEGACY WEALTH MANAGEMENT, LLC
Memphis, TN
AUM
$2.66B
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
901-758-9006
CHICKASAW CAPITAL MANAGEMENT, LLC
Memphis, TN
AUM
$2.55B
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Commissions +1 more
901-537-1866
SILVER OAK SECURITIES, INC.
Jackson, TN
AUM
$2.45B
Team
103 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
731-668-3825
WADDELL & ASSOCIATES, LLC
Memphis, TN
AUM
$2.38B
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
901-767-9187
SENTRY, LLC
Memphis, TN
AUM
$2.33B
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
901-820-0515
RUBICON FOUNDERS, LLC
Nashville, TN
AUM
$2.26B
Team
35 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
615-864-0524
RATHER & KITTRELL, INC.
Knoxville, TN
AUM
$2.25B
Team
17 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
865-218-8400
LBMC INVESTMENT ADVISORS, LLC
Brentwood, TN
AUM
$2.23B
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
615-377-4603
PATTEN AND PATTEN, INC.
Chattanooga, TN
AUM
$2.21B
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
423.756.3480
395 total advisers in Tennessee. Browse all Tennessee advisors