EDGEHELM FINANCIAL
Nashville, TN
AUM
$63.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
615-430-1619
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
101 advisers found
UPHOLDINGS
Nashville, TN
AUM
$51.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
615-669-8699
WORTHVIEW CAPITAL MANAGEMENT LLC
Nashville, TN
AUM
$32.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
901-647-2852
DIRIGO PRIVATE WEALTH
Nashville, TN
AUM
$24.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
615-840-9865
A&G FINANCIAL MANAGEMENT, LLC
Nashville, TN
AUM
$23.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
615-783-1742
HUNLEY WEALTH MANAGEMENT LLC
Nashville, TN
AUM
$14.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
615-967-4328
TRUE EQUITY WEALTH MANAGEMENT LLC
Nashville, TN
AUM
$11.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
615-861-1518
BOULEVARD MONEY
Nashville, TN
AUM
$10.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
615-618-1234
HOSKINS FINANCIAL, LLC
Nashville, TN
AUM
$10.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
615-321-7333
MRWM CAPITAL MANAGEMENT, LLC
Nashville, TN
AUM
$8.8M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(615) 647-5882
INFINITUS WEALTH MANAGEMENT LLC
Nashville, TN
AUM
$5.9M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
330-307-9396
ALLIANCEBERNSTEIN HOLDING L.P.
Nashville, TN
AUM
—
Team
0 total employees
Clients
0
Fees
SEE SCHEDULE D, MISCELLANEOUS
615-622-0000
FCA HEALTH INNOVATIONS II MANAGEMENT LLC
Nashville, TN
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
615-963-3823
FCA VENTURE PARTNERS VII MANAGEMENT LLC
Nashville, TN
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
615-963-3823
FRIST CRESSEY VENTURES MANAGEMENT, LLC
Nashville, TN
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
615-933-6889